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Simply Wall St.2d agoneutral

Potential Beijing Thaw Puts Lam Research Export And Supply Risks In Focus

US President Trump and China's President Xi hosted a high-level semiconductor summit in Beijing attended by CEOs from Nvidia, Micron, and Lam Research. The meeting focused on chip export restrictions and the stability of rare earth supply chains critical to semiconductor production. NasdaqGS:LRCX and other semiconductor stocks saw share price gains following the summit announcement. Lam Research, listed as NasdaqGS:LRCX, supplies wafer fabrication equipment and services that sit at the core...

StockStory3d agobullish

Skyworks Solutions, IPG Photonics, and Lam Research Shares Are Soaring, What You Need To Know

A number of stocks jumped in the afternoon session after President Trump landed in Beijing alongside Nvidia CEO Jensen Huang and Micron CEO Sanjay Mehrotra for a summit with President Xi Jinping, raising hopes that the two sides could reach a deal to ease chip export restrictions and stabilise rare earth supply chain, the two pressure points that have most constrained the sector.

StockStory4d agoneutral

Lam Research (LRCX): Buy, Sell, or Hold Post Q1 Earnings?

Lam Research has been on fire lately. In the past six months alone, the company’s stock price has rocketed 86.6%, reaching $286.10 per share. This was partly due to its solid quarterly results, and the run-up might have investors contemplating their next move.

LRCX

StockStory4d agobearish

MACOM, Marvell Technology, Applied Materials, KLA Corporation, and Lam Research Shares Are Falling, What You Need To Know

A number of stocks fell in the afternoon session after hot April CPI sent Treasury yields higher, eliminating 2026 rate-cut hopes, a direct headwind for high-multiple growth stocks.

AMAT KLAC LRCX MRVL

Barchart5d agobullish

Stocks Settle Sharply Lower as Bond Yields Jump on Inflation Fears

The S&P 500 Index ($SPX ) (SPY ) on Friday closed down -1.24%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -1.07%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -1.54%. June E-mini S&P futures (ESM26 ) fell -1.26%, and June E-mini Nasdaq futures...

AAL ADI AMD APA ARM ASML AU AVGO+35

Barchart5d agoneutral

Stocks Slide as Inflation Fears Lift Bond Yields

The S&P 500 Index ($SPX ) (SPY ) today is down -0.91%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.83%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.30%. June E-mini S&P futures (ESM26 ) are down -1.02%, and June E-mini Nasdaq futures...

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Barchart5d agobearish

Stocks Tumble on Inflation Jitters

The S&P 500 Index ($SPX ) (SPY ) today is down -1.17%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.96%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.64%. June E-mini S&P futures (ESM26 ) are down -1.07%, and June E-mini Nasdaq futures...

AAL ARM ASML AU AVGO B CCL CDE+27

Zacks5d agoneutral

If You Invested $1000 in Lam Research a Decade Ago, This is How Much It'd Be Worth Now

Investing in certain stocks can pay off in the long run, especially if you hold on for a decade or more.

LRCX

Investor's Business Daily5d agobullish

Chip Stocks Are Extended Amid AI Boom; One Hovers In Buy Zone

Chip stocks have surged to new highs in the stock market, showing that the artificial intelligence trade continues to lure buyers after massive gains in 2025. In the IBD 50, however, that means most chip stocks are extended. Analysts polled by FactSet had targeted earnings of $1.29 a share on $9.9 billion in revenue.

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Simply Wall St.5d agoneutral

Lam Research Rides AI Boom With Record Results And Margin Expansion

Lam Research (NasdaqGS:LRCX) reports record quarterly revenue and earnings per share as AI-linked demand for semiconductor manufacturing equipment accelerates. The company highlights structural margin expansion tied to advanced packaging and a major NAND conversion cycle. Management lifts its outlook for wafer fabrication equipment spending and advanced packaging revenue into 2026. Lam Research (NasdaqGS:LRCX) sits at the center of semiconductor manufacturing, supplying equipment used to...

LRCX

Barchart6d agoneutral

Stocks Settle Higher on Strong Tech Earnings and Economic Resilience

The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +0.77%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.75%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.73%. June E-mini S&P futures (ESM26 ) rose +0.78%, and June E-mini Nasdaq futures...

AMD ARM AVGO B BA CDE CRWD DIA+18

Zacks6d agoneutral

Lam Research (LRCX) is an Incredible Growth Stock: 3 Reasons Why

Lam Research (LRCX) could produce exceptional returns because of its solid growth attributes.

LRCX

Barchart6d agoneutral

Stocks Push Higher on Strength in Tech and a Solid US Retail Sales Report

The S&P 500 Index ($SPX ) (SPY ) today is up +0.44%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.49%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.60%. June E-mini S&P futures (ESM26 ) are up +0.40%, and June E-mini Nasdaq futures...

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Zacks6d agoneutral

Is It Worth Investing in Lam Research (LRCX) Based on Wall Street's Bullish Views?

The average brokerage recommendation (ABR) for Lam Research (LRCX) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

LRCX

Insider Monkey6d agoneutral

Why Lam Research (LRCX) Is Levered to AI-Driven Wafer Fab and Packaging Spending

Lam Research Corporation (NASDAQ:LRCX) is one of the best semiconductor equipment stocks to buy. Lam Research Corporation (NASDAQ:LRCX) gave the semiconductor equipment theme a strong update on April 22, when it reported March-quarter revenue of $5.84 billion, up 9% sequentially, with non-GAAP diluted EPS of $1.47. The company said revenue and EPS reached record levels, […]

LRCX

Barchart7d agobullish

S&P 500 and Nasdaq 100 Post New Record Highs on Chip Stock Strength

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed up +0.58%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +1.04%. June E-mini S&P futures (ESM26 ) rose +0.62%, and June E-mini Nasdaq futures...

ADBE ADI ADSK AEP ARM ASML CRM DIA+20

Benzinga7d agoneutral

Here's How Much $1000 Invested In Lam Research 20 Years Ago Would Be Worth Today

Lam Research (NASDAQ:LRCX) has outperformed the market over the past 20 years by 13.78% on an annualized basis producing an average annual return of 23.04%. Currently, Lam Research has a market capitalization of $370.03 billion. Buying $1000 In LRCX: If an investor had bought $1000 of LRCX stock 20 years ago, it would be worth $62,148.71 today based on a price of $295.89 for LRCX at the time of writing. Lam Research's Performance Over Last 20 Years Finally -- what's the point of all this? The ke

LRCX

Insider Monkey7d agobullish

Is Lam Research Corporation (LRCX) A Good Stock To Buy Now?

Is LRCX a good stock to buy? We came across a bullish thesis on Lam Research Corporation on Nikhs’s Substack. In this article, we will summarize the bulls’ thesis on LRCX. Lam Research Corporation’s share was trading at $258.57 as of May 4th. LRCX’s trailing and forward P/E were 48.53 and 33.22 respectively according to Yahoo Finance. […]

LRCX

Insider Monkey7d agoneutral

Jim Cramer Highlights Applied Materials and the Shortage of Semiconductor Equipment

Applied Materials, Inc. (NASDAQ:AMAT) was among Jim Cramer’s stock calls on Mad Money as he discussed how semiconductor and AI infrastructure stocks are driving the market higher. Cramer mentioned the stock during the episode, as he commented: Now, one reason we’ve seen such incredible runs in the… semiconductor stocks is that there simply aren’t enough […]

AMAT LRCX

Barchart7d agobullish

Stocks Pressured by Signs of Resurgent Inflation

The S&P 500 Index ($SPX ) (SPY ) today is down -0.19%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.47%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.05%. June E-mini S&P futures (ESM26 ) are down -0.20%, and June E-mini Nasdaq futures...

ADI AEP DIA KRMN LRCX MELI MOS MRVL+6

Insider Monkey7d agoneutral

Here’s Why Investors Favour Lam Research Corporation (LRCX)

Baron Capital, an investment management company, released its Q1 2026 investor letter for the “Baron Durable Advantage Fund”. A copy of the letter can be downloaded here. In Q1 2026, Baron Durable Advantage Fund (the Fund) declined 9.0% (Institutional Shares) compared to the 4.3% decline for the S&P 500 Index (the Index), the Fund’s benchmark. The […]

LRCX ^GSPC

Barrons.com7d agobullish

How to Beat the S&P 500 With a Dividend ETF: Give Up the Dividend.

First Trust Rising Dividend Achievers has returned an annual 15.8% over the past 10 years. But don’t look too closely at its dividend.

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Barchart8d agoneutral

Stocks Settle Mixed on Tech Weakness and Inflation Pressures

The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed down -0.16%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.11%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.87%. June E-mini S&P futures (ESM26 ) fell -0.16%, and June E-mini Nasdaq futures...

ADBE AMAT AMD ARM ASML ASTS AVGO CI+28

Motley Fool8d agobullish

The Memory Shortage Has Supercharged This AI Stock That Has Jumped 293% in a Year. It Can Still Soar Higher (Hint: It's Not Micron or Sandisk)

The shortage of memory chips is driving higher investments in equipment and infrastructure, which is great news for Lam Research investors.

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Insider Monkey8d agoneutral

Seaport Research Affirms Lam Research Corporation (LRCX) as One of The Top Tech Stocks in Louis Navellier’s Portfolio

Lam Research Corporation (NASDAQ:LRCX) is one of the top tech stocks in Louis Navellier’s portfolio. On May 5, Seaport Research analyst Jay Goldberg initiated coverage of Lam Research Corporation (NASDAQ:LRCX) with a Buy rating and $300 price target. The bullish stance comes amid expectations that the company is well-positioned to benefit as the wafer fabrication […]

LRCX

MT Newswires8d agobullish

Applied Materials Poised for Slight Quarterly Beat, Strong Outlook, RBC Says

Applied Materials (AMAT) is expected to post fiscal second-quarter results slightly above Wall Stree

AMAT ASML KLAC LRCX TSM

Barchart8d agobullish

Stocks Retreat as Oil Prices Surge and Inflation Accelerates

The S&P 500 Index ($SPX ) (SPY ) today is down -0.74%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.55%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.45%. June E-mini S&P futures (ESM26 ) are down -0.74%, and June E-mini Nasdaq futures...

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Barchart8d agoneutral

Stocks Pressured by Rising Oil Prices and Accelerating Inflation

The S&P 500 Index ($SPX ) (SPY ) today is down -0.44%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.74%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.72%. June E-mini S&P futures (ESM26 ) are down -0.38%, and June E-mini Nasdaq futures...

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Zacks8d agoneutral

LRCX's Gross Margin Near 50%: More Upside Ahead Amid AI-Led Demand?

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.

AMAT KLAC LRCX

Proactive8d agobullish

Nasdaq tech stocks seen leading retreat as CPI reaches 3yr high

8.45am: US CPI rises to three-year high US inflation last month was the highest in three years, due to rising energy, housing and food prices. The US consumer price index was up 3.8% year on year in April, up from 3.26% the month before. Month-on-month, CPI increased 0.6%, easing from...

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