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Lam Research Corporation
LRCXTechnologyNASDAQUS
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Lam Research earns a Buy rating with a 12-month price target of $360–$380, driven by industry leadership and AI-fueled chip complexity tailwinds. LRCX boasts a majority share in global etch, a robust deposition position, and sticky customer relationships, underpinned by high recurring service revenues. Despite a trailing P/E of 63x and insider selling, I believe LRCX's earnings normalization and secular growth justify a premium multiple.
Lam Research (LRCX) concluded the recent trading session at $336.41, signifying a -2.12% move from its prior day's close.
LRCX's strong cash flow powers share repurchase activities. About $4.3B is left authorized for buybacks as AI-led demand lifts revenues and margins.
EL, TER, LRCX and ASML use strong moats to fend off rivals and deliver consistent returns amid market shifts.
Lam Research Corporation (LRCX) Presents at Bank of America 2026 Global Technology Conference Transcript
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The smartest technology analyst you've probably never heard of just published a presentation that reframes the entire AI investment thesis — and if you're still thinking about this as a software story, you're already behind.
A $10,000 position in Invesco Semiconductors ETF (NASDAQ:PSI) on the last trading day of 2025 was worth ~$20,496 by the close on May 26, 2026, and that is the kind of arithmetic that ruins dinner parties.
Lam Research NASDAQ: LRCX President and CEO Tim Archer said AI demand is reshaping the semiconductor equipment market across logic, memory, storage and packaging, creating what Bernstein analyst Stacy Rasgon described as a “renaissance” for wafer fab equipment.
Jim Cramer called it “the greatest time in the history of the industry” on Mad Money Thursday night, and the data is screaming the same thing: Applied Materials (NASDAQ:AMAT | AMAT Price Prediction) is up 75% year to date as the AI data center buildout has triggered shortages across every node, every fab, and every piece of capital equipment that touches a wafer.
Lam Research Corporation (LRCX) Presents at Bernstein 42nd Annual Strategic Decisions Conference Transcript
Semiconductor stocks have looked virtually unstoppable this year, and while the year-to-date rally looks unsustainable and adds more air into a bubble that was already on the verge of becoming far larger than in any other corners of the AI trade, questions linger as to what could prick the bubble.
Applied Materials CEO Gary Dickerson said the semiconductor industry is experiencing its strongest period ever. He said artificial intelligence is driving unprecedented computing demand and long-term growth.
Bank of America's Vivek Arya walked onto CNBC with a number that sits well above consensus.
Lam Research (LRCX) reported earnings 30 days ago. What's next for the stock?
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Focus List.
Lam Research is focused on adding sensing and AI capabilities to its semiconductor manufacturing tools to make them more productive as it plans expanded operations in Arizona and California, its chief executive told Reuters on Thursday.
FREMONT, Calif., May 21, 2026 /PRNewswire/ -- Lam Research Corporation (Nasdaq: LRCX) today announced that its Board of Directors has approved a quarterly dividend of $0.26 per share of common stock.
Lam Research (LRCX) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, LRCX crossed above the 20-day moving average, suggesting a short-term bullish trend.
Samsung and the memory chip cohort, riding a euphoric wave of HBM pricing and AI memory demand, have become the loudest trade in tech right now.
Lam Research raises WFE outlook, as AI chip demand lifts record Q3'26 revenues and EPS, with strong growth in etch, deposition and memory investments.
The semiconductor industry is one of the most advanced and complex in the world.
Lam Research (LRCX) announced the opening of a research lab in Salzburg, Austria, focused on panel-level packaging, a chip packaging technology designed to incr
AMAT's AIx software, diversified tools and cheaper valuation give it an edge over LRCX as AI chip spending accelerates.
Lam Research has opened a research lab in Salzburg, Austria, to advance a chip packaging technology that promises to increase chip density and cut costs, as the company looks to capitalize on surging AI demand for processors.
Healthy investments in wafer and fabrication equipment should drive more upside for this semiconductor stock.
Our top-performing stocks this quarter were Samsung Electronics, Shell and Lam Research. Our worst contributors were IQVIA, American Express and Heidelberg. We exited our investments in Everest Group and PayPal during the quarter.
Pre-Market Stock Futures: Futures are trading lower after a spectacular week came to an abrupt end Friday, as all the major indices were absolutely hammered. Voices across financial media were busy pointing out that the market is the most expensive based on the Schiller PE (price-to-earnings) metric since the dot-com crash in 2001. Pair that with... Here Are Monday's Top Wall Street Analyst Research Calls: Applied Materials, CoreWeave, Deckers Outdoor, F5, Lam Research, Salesforce, ServiceNow, Zscaler, and More
The article provides a methodology for selecting high-growth dividend-paying stocks, focusing on dividend growth and sustainability rather than high current yield. We use our proprietary models to rate both quantitatively and qualitatively and select the top 10 names from an initial list of nearly 400 dividend stocks. The final list of ten stocks is chosen based on sector diversity, high-growth quality scores, and positive momentum and is suitable for investors in the accumulation phase.
Lam Research (LRCX) could produce exceptional returns because of its solid growth attributes.
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
FREMONT, Calif., May 13, 2026 /PRNewswire/ -- Lam Research Corporation (Nasdaq: LRCX) today announced that Tim Archer, President and Chief Executive Officer, and Doug Bettinger, Executive Vice President and Chief Financial Officer, will participate in the following upcoming investor conferences: Tim Archer: Bernstein Strategic Decisions Conference on May 27, 2026, at 7:00 a.m.
The shortage of memory chips is driving higher investments in equipment and infrastructure, which is great news for Lam Research investors.
Lam Research's non-GAAP gross margin hits 49.9%, and guidance points to 50.5% as AI chip demand boosts revenues, EPS and tool pricing power.
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LRCX trades near a 52-week high as AI chipmaking demand powers $5B+ quarterly sales, rising margins and upbeat advanced-packaging outlook.
On May 11, 2026, we delve into the DCF analysis for Lam Research Corp (LRCX), a company that has experienced significant price performance recently, with a year
Earlier this week, Elon Musk formally introduced the Terafab Initiative, a chip manufacturing facility located in Texas, designed to create processors for Tesla (TSLA), SpaceX, and xAI.
The AI trade shifts to CPUs
Lam Research (NASDAQ:LRCX | LRCX Price Prediction) has been a quiet AI winner all throughout the year, with shares now up close to 300% in the past year.
In a field of success stories, Lam Research Corporation NASDAQ: LRCX has become one of the absolute winners of the AI boom. As of May 7, the stock was up almost 300% in the last 12 months, more than 70% year to date, and over 30% in the past month alone.
The semiconductor sector continues to absorb capital at a pace tied to the AI infrastructure buildout, and three exchange-traded funds offer distinct angles on it: iShares Semiconductor ETF (NASDAQ:SOXX | SOXX Price Prediction), VanEck Semiconductor ETF (NASDAQ:SMH), and First Trust Nasdaq Semiconductor ETF (NASDAQ:FTXL).
Lam Research (LRCX) receives a Buy rating, driven by its technological moat in plasma dry etching for advanced memory manufacturing. AI infrastructure buildout and hyperscaler CapEx are fueling a memory super cycle, directly supporting LRCX's revenue growth and margin stability. Q3 revenues reached $5.84B (+24% YoY) with ~30% net margins; customer support segment hit a record $2B, enhancing recurring revenue visibility.
Lam Research (LRCX) maintains its Buy rating as upgraded WFE and advanced packaging outlooks reinforce a robust investment case. LRCX delivered its eleventh consecutive quarter of growth, beating revenue and EPS estimates, and raised its CY2026 WFE forecast to $140B. Customer Support Business Group revenue surpassed $2B, benefiting from Lam's large install base and margin-accretive, counter-cyclical characteristics.
Semiconductors had a very good month on the back of several earnings blowouts and a tentative U.S.-Iran ceasefire.
Pre-Market Stock Futures: Futures are trading higher on Tuesday after new highs on Friday turned into a risk-off Monday, triggered by rising oil prices, a report that Iran attacked the UAE, and an additional report that the U.S. sank a boat in the Strait of Hormuz. All of the major indices finished the day lower,... Here Are Tuesday's Top Wall Street Analyst Research Calls: Applied Materials, Devon Energy, GoDaddy, Home Depot, Lam Research, Lowe's, Roblox, Tractor Supply, Ulta Beauty, and More
Bernstein Research's Stacy Rasgon has been making the rounds with a deceptively simple thesis: stop arguing about market share.
In Q1 2026, Polen Focus Growth Portfolio returned -17.27% (net of fees) compared to -9.78% for the Index. Starbucks was the top performing absolute and relative contributor in Q1 amid positive signs that CEO Brian Nicol's multi-year turnaround strategy is beginning to bear fruit. In Q1 2026, we initiated new positions in Lam Research, Meta and Rollins, while we sold our holdings in Abbott Laboratories, Adobe, and Boston Scientific, Paycom and Intuit.
Big Tech earnings reveal where $700 billion in AI spending is flowing - and why the biggest winners aren't the obvious stocks.
Chart 2: Semiconductor Equipment Sales to China (China vs.
After reaching an important support level, Lam Research (LRCX) could be a good stock pick from a technical perspective. LRCX surpassed resistance at the 20-day moving average, suggesting a short-term bullish trend.
On April 30, 2026, Lam Research Corp (LRCX) shares rose 3.7% today, reaching a current price of $257.86. The stock has experienced a significant 52-week range,
Lam Research (LRCX) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
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Does Lam Research (LRCX) have what it takes to be a top stock pick for momentum investors? Let's find out.
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Focus List.
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
On April 27, 2026, Lam Research Corp (LRCX) shares fell 3.1%, closing at $259.56. This decline comes amidst a 52-week high of $275.84 and a low of $68.53, highl
LRCX may outshine TSM now as AI chip demand lifts profits, while TSM faces heavier spending and geopolitical risks despite booming growth.
LRCX's record DRAM revenues and rising memory mix could further lift Systems sales as HBM, DDR5 and LPDDR5 capacity ramp-up continues.
