Lam Research Corporation (NASDAQ:LRCX) is among the Ray Dalio Stock Portfolio. On July 9, Mizuho raised its price target on Lam Research Corporation (NASDAQ:LRCX) to $400 from $380. The firm maintained an Outperform rating on the stock. In an investor note, the analyst said AI demand helps durable wafer fab equipment spending through 2027-2029. The firm […]
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Stifel just blew past Wall Street's AMD consensus with a target that would push the chipmaker into trillion-dollar territory, and the conditions required to get there are more specific than most investors realize.
Lam Research Corporation (NASDAQ:LRCX) is one of the 15 Best NASDAQ 100 Stocks to Buy Other Than SpaceX. On July 6, 2026, Morgan Stanley analyst Shane Brett raised the firm’s price target on Lam Research Corporation (NASDAQ:LRCX) to $404 from $331 and kept an Overweight rating on the shares. On June 30, Susquehanna analyst Mehdi […]
Susquehanna raised its WFE market forecast to $250 billion by 2028, lifting price targets on AEIS, LRCX, and KLAC as AI-driven demand fuels the semiconductor equipment sector.
Lam Research Corporation (NASDAQ:LRCX) is one of the 10 All-Time High Stocks with Legs to Rally Further. On June 22, 2026, Wells Fargo analyst Joe Quatrochi raised the firm’s price target on Lam Research Corporation (NASDAQ:LRCX) to $450 from $365 and maintained an Overweight rating. Wells Fargo expects semiconductor capital equipment companies to continue reporting […]
Lam Research is in focus as Citi’s $450 price target highlights the company’s potential from surging NAND demand.
In recent weeks, Lam Research reported quarterly revenue growth of 24% year over year with earnings surpassing guidance, raised its outlook for wafer fabrication equipment demand, and highlighted strong AI-driven orders alongside growing U.S. onshore manufacturing partnerships. At the same time, institutional investors have been accumulating shares even as some insiders sell and valuation concerns and China export risks temper the otherwise upbeat AI and semiconductor equipment...
With a net profit margin of 30.94%, Lam Research Corporation (NASDAQ:LRCX) is included among the 12 Most Profitable American Stocks to Buy in 2026. Lam Research Corporation (NASDAQ:LRCX) designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of integrated circuits in the United States, China, Korea, Taiwan, Japan, Southeast Asia, and Europe. […]
Investing.com -- Barclays lifted its wafer fabrication equipment estimates and raised price targets on Applied Materials, KLA Corporation, and Lam Research in a note on Monday.
Lam Research Corporation (NASDAQ:LRCX) is one of the 15 Most Promising Stocks to Buy Right Now. On May 27, 2026, Mizuho raised the firm’s price target on Lam Research Corporation (NASDAQ:LRCX) to $380 from $330 and maintained an Outperform rating on the shares. Mizuho raised its wafer fab equipment spending estimate for 2026 to $153B […]
Lam Research (LRCX) is focused on adding more sensing and AI capabilities to its chip manufacturing
Investing.com -- Bernstein raised its price targets on Lam Research and KLA Corp. on Wednesday after significantly upgrading its global wafer fabrication equipment spending forecasts, citing an improved outlook for memory expansion in China and beyond.
Lam Research Corporation (NASDAQ:LRCX) is one of the 10 Fastest Growing S&P 500 Stocks to Buy Now. On May 12, 2026, B. Riley raised the firm’s price target on Lam Research Corporation (NASDAQ:LRCX) to $385 from $350 while maintaining a Buy rating on the shares. The firm said AI-related investment continues accelerating faster than expected, […]
Lam Research (LRCX) is back in focus after a string of upbeat earnings results, stronger demand across semiconductor end markets, and supportive analyst commentary related to AI infrastructure and global foundry expansion. See our latest analysis for Lam Research. The recent 2.63% 1 day share price return, on top of a 58.89% year to date share price return and a very large 1 year total shareholder return, suggests momentum has been building as investors respond to strong results, rising AI...