AI-driven foundry demand lifts Lam Research's systems revenues 48.3% YoY to $3.55B, with foundries comprising 60% of sales in the first quarter of fiscal 2026.
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Lam Research (LRCX) closed at $160.52 in the latest trading session, marking a -4.85% move from the prior day.
Lam Research (LRCX) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.
Does Lam Research (LRCX) have what it takes to be a top stock pick for momentum investors? Let's find out.
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MU's faster growth estimates, stronger AI momentum and lower valuation than LRCX point to clearer upside.
Lam Research (LRCX) is well positioned to outperform the market, as it exhibits above-average growth in financials.
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Lam Research is rated a Buy with a revised price target of $178, reflecting a 14% upside and market outperformance. LRCX delivered strong FQ1 2026 results: 28% revenue growth, 47% EPS growth, and record gross/operating margins, driven by AI-powered demand. The company benefits from robust AI-related tailwinds, global diversification, heavy R&D investment, and a low-leverage capital structure supporting future growth.