Lam Research Corporation Announces Participation at Upcoming Conferences

Rhea-AI Summary

Lam Research (Nasdaq: LRCX) announced that CFO Doug Bettinger will present at two investor conferences in early March 2026: the Morgan Stanley TMT Conference on March 3, 2026 at 9:15 AM PT and the Cantor Global Technology & Industrial Growth Conference on March 11, 2026 at 7:40 AM PDT.

Live audio webcasts will be available via the company's Investors section, with replays accessible for two weeks after each presentation.

Key Figures

Morgan Stanley TMT time: 9:15 a.m. PST Morgan Stanley TMT date: March 3, 2026 Cantor conference time: 7:40 a.m. PDT +2 more

5 metrics

Morgan Stanley TMT time 9:15 a.m. PST Morgan Stanley TMT Conference on March 3, 2026

Morgan Stanley TMT date March 3, 2026 Investor conference participation

Cantor conference time 7:40 a.m. PDT Cantor Global Technology & Industrial Growth Conference on March 11, 2026

Cantor conference date March 11, 2026 Investor conference participation

Webcast replay window 2 weeks Replay availability after each presentation date

Market Reality Check

Price: $235.58 Vol: Volume 9,905,105 vs 20-da...

normal vol

$235.58 Last Close

Volume Volume 9,905,105 vs 20-day average 12,670,227 (relative volume 0.78). normal

Technical Price 235.53 is trading above the 200-day MA of 134.76 and 6.49% below the 52-week high of 251.87.

Peers on Argus

Peers show mixed moves: AMAT -2.75%, ASML -0.58% while KLAC +0.90%, TER +1.97%, ...

1 Down

Peers show mixed moves: AMAT -2.75%, ASML -0.58% while KLAC +0.90%, TER +1.97%, ENTG +1.03%. Momentum scanner only flags ACLS moving down, suggesting stock-specific rather than broad sector momentum around this conferences update.

Common Catalyst At least one key peer, Applied Materials (AMAT), also announced participation in upcoming investor conferences on the same day, indicating a shared focus on investor outreach in the semiconductor equipment group.

Historical Context

5 past events · Latest: Feb 05 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Feb 05	Quarterly dividend	Positive	+8.3%	Announced a recurring cash dividend of $0.26 per share to shareholders.
Feb 03	Leadership transitions	Positive	-3.1%	Reorganized leadership roles to increase operational velocity for AI demand.
Feb 03	Board appointment	Positive	-3.1%	Added Cadence CEO to board to deepen ecosystem and AI expertise.
Feb 02	R&D collaboration	Positive	+1.7%	Expanded multi-year R&D deal with CEA-Leti on specialty device fabrication.
Jan 28	Quarterly earnings	Neutral	+0.5%	Reported Q quarter with $5.34B revenue, detailed margins and forward guidance.

Pattern Detected

Recent news flow shows generally positive or strategic updates with mostly aligned price reactions, though leadership and board changes saw negative reactions despite constructive framing.

Recent Company History

Over recent months, Lam Research reported quarterly results with $5.34 billion revenue and detailed guidance, announced a quarterly dividend of $0.26 per share payable on April 8, 2026, and expanded R&D collaboration with CEA-Leti. Management changes and a new board appointment highlighted alignment for the AI era but coincided with short-term share pressure. Against this backdrop, today’s conference participation notice fits an ongoing pattern of active investor communication and strategic positioning in semiconductors.

Regulatory & Risk Context

Active S-3 Shelf

Shelf Active

Active S-3 Shelf Registration 2025-08-11

The company has an effective S-3ASR shelf registration dated August 11, 2025, allowing offerings of various securities, including common and preferred stock, debt, and warrants, for general corporate purposes. The prospectus highlights 4,000,000,000 authorized common shares and 5,000,000 authorized preferred shares, with 1,265,620,604 common shares outstanding as of August 7, 2025.

Market Pulse Summary

This announcement highlights Lam Research’s upcoming participation in the Morgan Stanley TMT and Can...

Analysis

This announcement highlights Lam Research’s upcoming participation in the Morgan Stanley TMT and Cantor Global Technology & Industrial Growth conferences, with public webcasts available and replays for two weeks. It fits an established pattern of active investor engagement following recent earnings, dividend declaration, and R&D collaboration updates. Investors may watch for any qualitative commentary on demand, capital allocation, and strategy, alongside existing disclosure like the effective S-3ASR shelf and recent insider equity activity.

AI-generated analysis. Not financial advice.

FREMONT, Calif., Feb. 17, 2026 /PRNewswire/ -- Lam Research Corp. (Nasdaq: LRCX) today announced that Doug Bettinger, Executive Vice President and Chief Financial Officer, will participate in the following upcoming investor events.

Morgan Stanley TMT Conference March 3, 2026, at 9:15 a.m. Pacific Standard Time (12:15 p.m. Eastern Standard Time)

Cantor Global Technology & Industrial Growth Conference March 11, 2026, at 7:40 a.m. Pacific Daylight Time (10:40 a.m. Eastern Daylight Time)

Live audio webcast of these presentations will be available to the public and can be accessed from the Investors' section of Lam's website at www.lamresearch.com.  A replay of the audio webcasts will be available for two weeks after the presentation date.

About Lam Research

Lam Research Corporation (NASDAQ: LRCX) is a global supplier of innovative wafer fabrication equipment and services to the semiconductor industry. Lam's equipment and services allow customers to build smaller and better performing devices. In fact, today, nearly every advanced chip is built with Lam technology. We combine superior systems engineering, technology leadership, and a strong values-based culture, with an unwavering commitment to our customers. Lam Research is a FORTUNE 500^® company headquartered in Fremont, California, with operations around the globe. Learn more at www.lamresearch.com (LRCX).

IR Contact:

Ram Ganesh
Investor Relations
(510) 572-1615
investor.relations@lamresearch.com

Source: Lam Research Corporation, (Nasdaq: LRCX) 

View original content to download multimedia:https://www.prnewswire.com/news-releases/lam-research-corporation-announces-participation-at-upcoming-conferences-302689913.html

SOURCE Lam Research Corporation

FAQ

When will Lam Research (LRCX) present at the Morgan Stanley TMT Conference in 2026?

Lam Research will present at the Morgan Stanley TMT Conference on March 3, 2026 at 9:15 AM PT. According to the company, the presentation will be available via a live audio webcast on Lam's Investors website, with a replay for two weeks after the event.

What time is the Cantor Global presentation by Lam Research (LRCX) on March 11, 2026?

The Cantor Global presentation is scheduled for March 11, 2026 at 7:40 AM PDT. According to the company, investors can listen to a live audio webcast on Lam's Investors website and access a replay for two weeks following the presentation.

How can investors access Lam Research (LRCX) conference webcasts and replays in March 2026?

Investors can access live audio webcasts from Lam's Investors section at www.lamresearch.com. According to the company, each presentation will be streamed live and a replay will remain available on the site for two weeks after the presentation date.

Who from Lam Research (LRCX) will speak at the March 2026 investor conferences?

Doug Bettinger, Lam Research's Executive Vice President and Chief Financial Officer, will participate in both March 2026 events. According to the company, Bettinger will deliver the presentations and they will be available via live audio webcast and two-week replay on the investor website.