Lam Research Corporation (LRCX)
AI Boom Aids LRCX's Systems Revenue Growth: Can the Momentum Continue?
Lam Research rides AI-driven chip demand as Systems revenue jumps 28%, with rising WFE spending and new tech adoption fueling near-term growth momentum.
Up 15%+ in Q1: 2 AI Stocks Still Flashing "Strong Buy" for Q2
Micron rides AI-driven memory demand surge as HBM chip shortages lift pricing power, while strong growth and margins set the stage for continued gains.
Lam Research: Poised For Growth, Looking Past Short-Term Turbulence
Lam Research stands as a critical enabler in the AI-driven semiconductor boom, supplying essential etch equipment to major chipmakers. Significant capex and headcount expansion signal LRCX's aggressive internal scaling to meet surging demand, especially from foundries like TSM. Operational efficiency has improved markedly, with inventory turnover and cash cycles tightening, driving operating margins from 24% to 33.9%.
Can Advanced Packaging Demand Accelerate LRCX's Long-Term Growth?
Lam Research's advanced packaging business is gaining momentum as AI-driven chip complexity boosts demand in memory and logic.
Which Chip Equipment Stock Now Offers the Smartest Dip Buy?
Applied Materials (NASDAQ: AMAT | AMAT Price Prediction), ASML (NASDAQ: ASML), KLA (NASDAQ: KLAC), and Lam Research (NASDAQ: LRCX) have all retreated sharply in recent weeks.
Outlier Inflows Push Lam Research Shares Higher
Lam Research Corporation (LRCX) is up 27,382 % since the first outlier inflow signal in 1993.
Why the Market Dipped But Lam Research (LRCX) Gained Today
The latest trading day saw Lam Research (LRCX) settling at $238.84, representing a +2.37% change from its previous close.
MU vs. LRCX: Which Semiconductor Stock Is the Better Bet Now?
Micron Technology stands out in the AI semiconductor race with stronger growth forecasts, surging HBM demand and a lower valuation than its rival Lam Research.
Earnings Growth & Price Strength Make Lam Research (LRCX) a Stock to Watch
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Focus List.
Can Lam Research's Systems Business Sustain Growth Amid AI Capex Boom?
Lam Research Corporation LRCX is seeing strong demand for its Systems business, driven by rising investments in artificial intelligence (AI) infrastructure. Chipmakers are increasing spending on advanced tools to support high-performance computing and AI workloads, which directly benefits LRCX's core etch and deposition equipment portfolio.
30,000 Shares in Lam Research Corporation $LRCX Bought by Alight Capital Management LP
Alight Capital Management LP bought a new stake in shares of Lam Research Corporation (NASDAQ: LRCX) during the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 30,000 shares of the semiconductor company's stock, valued at approximately $4,017,000. A number of other hedge funds
Alkeon Capital Management LLC Sells 2,084,000 Shares of Lam Research Corporation $LRCX
Alkeon Capital Management LLC cut its holdings in shares of Lam Research Corporation (NASDAQ: LRCX) by 24.5% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 6,420,456 shares of the semiconductor company's stock after selling 2,084,000 shares during the quarter.
