Lam Research (XSWX:LRCX) Tariff Resilience Score: 5/10 (As of Jul. 04, 2026)


XSWX:LRCX Lam Research Corp XSWX:LRCX
85 GF Score
Price CHF295.85
GF Value CHF109.03
! 6 Warning Signs
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What is Lam Research Tariff Resilience Score?

Lam Research XSWX:LRCX +1.23% 85 Tariff Resilience Score is 5 as of Jul. 04, 2026. GuruFocus rates XSWX:LRCX with a GF Score™ of 85/100 and a GF Value™ of CHF109.03. The stock has 6 warning signs investors should review. Among 998 Semiconductors companies, Lam Research ranks better than 92.28% on this metric.

Lam Research has the Tariff Resilience Score of 5, which implies that the company might have Average Resilient.

Lam Research has Lam Research Corp is moderately exposed to tariffs due to its global semiconductor supply chain and export markets. Historical tariff impacts have been significant, but strong pricing power and alternative suppliers offer some mitigation.

Tariff Resilience Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more.

The company's exposure to international trade tariffs based on these criteria:

1. Global supply chain dependencies
2. Manufacturing locations versus sales markets
3. Import/export balance and percentage of revenue
4. Historical impact from previous tariff changes
5. Available mitigation strategies (alternative suppliers, pricing power)
6. Industry-specific tariff exemptions or vulnerabilities

Based on the research, GuruFocus believes Lam Research might have Average Resilient.

Lam Research  (XSWX:LRCX) Tariff Resilience Score Explanation

The Tariff Resilience Score ranges from 0 to 10, with 10 as the most resilient. GuruFocus divided Moat Score into following 3 categories:

Tariff Resilience Score Resilience Level
7 - 10Highly Resilient
4 - 6Average Resilient
0 - 3Highly Vulnerable

Lam Research Tariff Resilience Score Related Terms

XSWX:LRCX vs : Tariff Resilience Score Comparison

For the Semiconductor Equipment & Materials subindustry, Lam Research's Tariff Resilience Score, along with its competitors' market caps and Tariff Resilience Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Lam Research Tariff Resilience Score vs Semiconductors Industry

For the Semiconductors industry and Technology sector, Lam Research's Tariff Resilience Score distribution charts can be found below:

* The bar in red indicates where Lam Research's Tariff Resilience Score falls into.


XSWX:LRCX
85GF Score
Lam Research Corp XSWX:LRCX
Tariff Resilience Score is just one metric. See GF Score™, valuation, warning signs, and more.
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What does a Tariff Resilience Score of 5 mean?
Lam Research (XSWX:LRCX) has a Tariff Resilience Score of 5 as of Jul. 04, 2026. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. According to the industry distribution chart, Lam Research ranks #77 out of 998 companies in the Semiconductors industry, placing it in the top 7.7%.
Is Lam Research's Tariff Resilience Score too high?
Lam Research's current Tariff Resilience Score is 5. Based on the distribution chart, Lam Research ranks #77 out of 998 companies in the Semiconductors industry, which is in the top quartile — a strong position relative to peers. Overall, Lam Research has a GF Score™ of 85/100, reflecting its overall financial health beyond just this single metric.
How does Lam Research's Tariff Resilience Score compare to ?
According to the Semiconductors industry distribution chart, Lam Research ranks #77 out of 998 companies for Tariff Resilience Score. This places Lam Research in the top 8% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Tariff Resilience Score for a Semiconductors company?
A good Tariff Resilience Score depends on the Semiconductors industry context. However, Tariff Resilience Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Tariff Resilience Score mean?
A high Tariff Resilience Score can signal that a stock is expensive relative to its fundamentals. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. Lam Research's current Tariff Resilience Score is 5. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Lam Research stock overvalued right now?
Lam Research (XSWX:LRCX) has a current Tariff Resilience Score of 5. The stock's GF Value™ is CHF109.03, compared to a current price of CHF295.85 — trading 171.3% above its estimated fair value. The current Tariff Resilience Score is 5. Lam Research's overall GF Score™ is 85/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Tariff Resilience Score calculated?
Tariff Resilience Score is calculated from a company's financial statements. For Lam Research (XSWX:LRCX), the current Tariff Resilience Score is 5 as of Jul. 04, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Lam Research (XSWX:LRCX) Overvalued in 2026?

Based on GuruFocus' analysis, Lam Research stock appears to be overvalued. The current stock price of CHF295.85 is trading 171.3% above its estimated GF Value™ of CHF109.03.

Key valuation signals for XSWX:LRCX:

  • Tariff Resilience Score: 5
  • GF Value™: CHF109.03 vs. price of CHF295.85 (171.3% above fair value)
  • GF Score™: 85/100 with 6 warning signs

No single metric tells the full story. See the XSWX:LRCX stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Lam Research Business Description

Comparable Companies
Address 4650 Cushing Parkway, Fremont, CA, USA, 94538
Lam Research is one of the largest semiconductor wafer fabrication equipment manufacturers in the world. It specializes in deposition and etch, which entail the buildup of layers on a semiconductor and the subsequent selective removal of patterns from each layer. Lam holds the top market share in etch and holds the clear second share in deposition. It is more exposed to memory chipmakers for DRAM and NAND chips. It counts as top customers the largest chipmakers in the world, including TSMC, Samsung, Intel, and Micron.
85GF Score

Get the complete analysis for XSWX:LRCX

Tariff Resilience Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

CHF295.85
Price
CHF109.03
GF Value