Lam Research edges ahead of ASML Holding with stronger growth forecasts, solid AI-driven demand and a more attractive valuation in the chip equipment race.
Lam Research (LRCX) could produce exceptional returns because of its solid growth attributes.
During the year-long duration concluding on 2/13/2026, Lam Research (LRCX) experienced a stock increase of 185%, driven by rapid revenue growth and margins amid thriving AI-driven markets. However, a notable 7.6% drop following the earnings report in late January highlighted investors' caution amidst technological volatility, creating a dynamic environment going forward.
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
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LRCX trades at a 38.14 forward P/E after a 175% rally, but AI-driven demand, strong margins and $5B-plus quarters fuel confidence in its growth.
Lam Research (LRCX) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, LRCX crossed above the 20-day moving average, suggesting a short-term bullish trend.
The average of price targets set by Wall Street analysts indicates a potential upside of 30.5% in Lam Research (LRCX). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
Lam Research (LRCX) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
We believe Lam Research (LRCX) stock could be an attractive investment option. Why? Because it offers strong margin, a low-debt capital structure, and strong momentum in recent months – with potential for growth as the stock currently trades below its 52-week high following a sharp sell off earlier this week.
Lam Research (LRCX) possesses solid growth attributes, which could help it handily outperform the market.
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