Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
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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.
Lam Research Corporation (LRCX) Presents at UBS Global Technology and AI Conference 2025 Transcript
Lam Research delivered record revenues and strong margins in the September quarter, demonstrating robust business momentum and effective strategy execution. LRCX's increased reliance on China presents some geopolitical risk, but recent improvements in U.S.-China relations mitigate immediate concerns. Despite a slightly softer December quarter outlook and less attractive valuation, fundamentals remain solid with continued demand and operational efficiency.
LRCX's 109% YTD surge, strong financials and AI-driven chip demand momentum position the stock firmly in buy territory.
Lam Research (LRCX)'s stock almost doubled this year, driven by strong growth in semiconductor equipment demand tied to AI chip production, and advanced semiconductor technologies.
Lam Research (LRCX) reported earnings 30 days ago. What's next for the stock?
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
Lam Research (LRCX) could produce exceptional returns because of its solid growth attributes.
We believe Lam Research (LRCX) stock could be a promising investment opportunity. Why? Because it offers robust margins, a low-debt capital structure, and strong momentum.
Lam Research (LRCX) shares have decreased by 5.0% in one day. This recent decline is a result of an analyst downgrade driven by worries about the slowing growth in China and in the NAND memory space.