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DEFA14A ·Filed Sep 24, 2026

LRCX

LAM RESEARCH CORP
NEUTRAL
Impact 2/10
Horizonweeks Processed1mo ago SEC0001140361-26-037565
Proxy solicitation materials
Actionable Insight • Neutral

Routine proxy availability notice with no financial data or business updates. Monitor the annual meeting outcome for the shareholder proposal on special meeting rights, which could indicate shareholder sentiment on governance issues.

DirectionNeutral
Confidencehigh
Horizonweeks
Latest settled: T+20d
LRCX ▼ -26.97% at T+20d
NEUTRAL call -26.97% · α vs SPY -25.49% · entry $315.08 → $230.10
Next anchor: T+60d in 7w
Entry = T+0 close
Sep 24, 2026
via day close
T+1d
-0.22%
call -0.22% · α +0.52%
$314.39
settled 5w ago
T+5d
+10.29%
call +10.29% · α +10.51%
$347.49
settled 27d ago
T+20d
-26.97%
call -26.97% · α -25.49%
$230.10
settled 6d ago
T+60d
Pending
in 7w

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Executive Summary

Lam Research Corp filed DEFA14A additional definitive proxy soliciting materials for its 2026 Annual Meeting scheduled for November 3, 2026. The filing is a routine notice of internet availability of proxy materials, presenting standard proposals including director elections, advisory say-on-pay, ratification of KPMG as auditor, and a stockholder proposal regarding special shareholder meetings. No material financial data or business developments are disclosed.

Key Financial Metrics

Vote
director election
Meeting
2026-11-03

Key Facts

  • Annual Meeting scheduled for November 3, 2026 at 9:30 a.m. Pacific Time, to be held virtually
  • Board recommends FOR election of 10 director nominees: Timothy M. Archer, Eric K. Brandt, Ita M. Brennan, Anirudh Devgan, John M. Dineen, Mark Fields, Ho Kyu Kang, Bethany J. Mayer, Jyoti K. Mehra, Abhijit Y. Talwalkar
  • Board recommends FOR advisory vote on executive compensation (say-on-pay)
  • Board recommends FOR ratification of KPMG LLP as independent auditor for fiscal year 2027
  • Board recommends AGAINST stockholder proposal titled 'Attainable Shareholder Right to Call for a Special Shareholder Meeting'
  • Voting deadline is November 2, 2026 11:59 PM ET (October 29 for 401(k) plan shares)
  • Proxy materials available online at www.ProxyVote.com

Financial Impact

No financial figures disclosed in this filing

Risk Factors

  • No material risks identified in this routine proxy filing

Investment Themes

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0001140361-26-037565
Document: 0001140361-26-037565-index-headers.html0001140361-26-037565
Document: 0001140361-26-037565-index.html0001140361-26-037565
Document: 0001140361-26-037565.txt0001140361-26-037565
11 reports for LRCX
Performance horizon
67% Hit rate @ T+1 2 of 3 directional calls Went positive at some point 2 of 3 best @ T+60▲ +21.28%Apr 22, 2026
Filters
Rows
Reports for LRCX, sortable and filterable
TypeNow
Oct 21, 2026
6d ago
8-K
BULLISH ★ 7/10
$230.15 $230.10▼ −0.02%▲ +0.50%$253.87 (+10.30%)
Oct 16, 2026
12d ago
Institutional Cluster
MIXED ★ 3/10
$263.94 $272.20▲ +3.13%▲ +2.71%$253.87 (−3.82%)
Oct 15, 2026
13d ago
Court Ruling
BULLISH ★ 4/10
$263.94 $272.20▲ +3.13%▲ +2.71%$253.87 (−3.82%)
Oct 12, 2026
16d ago
Institutional Cluster
MIXED ★ 4/10
$309.56 $301.11▼ −2.73%▼ −2.72%$253.87 (−17.99%)
Sep 30, 2026
27d ago
Press Release
NEUTRAL ★ 1/10
$340.10 $347.49▲ +2.17%▲ +1.43%$253.87 (−25.36%)
Sep 24, 2026
4w ago
DEFA14A
NEUTRAL ★ 2/10
$315.08 $314.39▼ −0.22%▲ +0.52%$253.87 (−19.43%)
Sep 10, 2026
6w ago
Insider Cluster
NEUTRAL ★ 2/10
$298.01 $298.22▲ +0.07%▼ −0.78%$253.87 (−14.81%)
Sep 10, 2026
6w ago
Insider Cluster
NEUTRAL ★ 2/10
$298.01 $298.22▲ +0.07%▼ −0.78%$253.87 (−14.81%)
Sep 3, 2026
7w ago
Insider Cluster
NEUTRAL ★ 2/10
$292.66 $307.65▲ +5.12%▲ +5.51%$253.87 (−13.26%)
Apr 27, 2026
26w ago
Insider Cluster
NEUTRAL ★ 2/10
$259.38 $251.00▼ −3.23%▼ −2.75%$253.87 (−2.12%)
Showing 10 of 11

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Report published Sep 24, 2026