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✕ clear all filtersticker: LRCXSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Why Lam Research (LRCX) Is Levered to AI-Driven Wafer Fab and Packaging Spending
Insider Monkey90d 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, […]

Benzinga91d 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

Is Lam Research Corporation (LRCX) A Good Stock To Buy Now?
Insider Monkey91d 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. […]

Jim Cramer Highlights Applied Materials and the Shortage of Semiconductor Equipment
Insider Monkey91d 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 […]

Here’s Why Investors Favour Lam Research Corporation (LRCX)
Insider Monkey91d 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 […]

Seaport Research Affirms Lam Research Corporation (LRCX) as One of The Top Tech Stocks in Louis Navellier’s Portfolio
Insider Monkey91d 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 […]

Assessing Lam Research (LRCX) Valuation After AI Infrastructure Momentum And Analyst Upgrades
Simply Wall St.92d agobullish
Assessing Lam Research (LRCX) Valuation After AI Infrastructure Momentum And Analyst Upgrades

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...

BofA is Bullish on MKS Inc. (MKSI)
Insider Monkey93d agoneutral
BofA is Bullish on MKS Inc. (MKSI)

MKS Inc. (NASDAQ:MKSI) is one of the 12 Best Photonics Stocks to Buy Now. On April 28, 2026, BofA analyst Michael Mani hiked its price objective on MKS Inc. (NASDAQ:MKSI) to $330 from $300. It kept a Buy rating on the shares. The firm raised projections for semiconductor capital equipment names based on “strong” Lam […]

Is It Too Late To Consider Lam Research (LRCX) After Its Huge 1 Year Surge?
Simply Wall St.95d agobullish
Is It Too Late To Consider Lam Research (LRCX) After Its Huge 1 Year Surge?

If you are wondering whether Lam Research stock still offers value after such a strong run, or if you might be late to the story, this article walks through what the current price could mean for potential risk and reward. Lam Research recently closed at US$286.41, with returns of 11.1% over 7 days, 27.7% over 30 days, 54.8% year to date and 285.2% over 1 year. The 3 year return sits at 458.9% and the 5 year return at 416.7%. Several recent headlines have focused on Lam Research in the...

Why Analysts Are Growing More Confident In Lam Research (LRCX)
Insider Monkey96d agoneutral
Why Analysts Are Growing More Confident In Lam Research (LRCX)

With an upside potential of 21.56%, Lam Research Corporation (NASDAQ:LRCX) is among the 10 Tech Stocks That Could Make You a Millionaire. On April 23, B. Riley raised its price target on Lam Research Corporation (NASDAQ:LRCX) to $350 from $330 while maintaining a Buy rating on the shares. The firm cited strong earnings performance, supported by solid […]