Lam Research Corporation (LRCX)
Benchmark Investment Advisors LLC Buys Shares of 20,972 Lam Research Corporation $LRCX
Benchmark Investment Advisors LLC purchased a new stake in Lam Research Corporation (NASDAQ: LRCX) in the undefined quarter, according to the company in its most recent Form 13F filing with the SEC. The fund purchased 20,972 shares of the semiconductor company's stock, valued at approximately $2,808,000. Lam Research makes up 1.6% of Benchmark
LRCX Stock Soars 33% in Three Months: Is There More Room for Growth?
LRCX jumps 33% in three months as strong earnings, AI chip demand and advanced packaging growth boost its outlook despite macro and geopolitical pressures.
Lam Research: Supply-Constrained WFE Cycle Sets Up A Multi-Year Runway
Lam Research is rated Buy, benefiting from AI-driven memory capex and leading positions in GAA, HBM, and advanced packaging. LRCX delivered strong FY2Q26 results: revenue up 22% Y/Y to $5.34B, gross margin 49.7%, and guided above-consensus for the next quarter. The company's expanding SAM is driven by GAA transistor adoption, advanced packaging growth, and HBM4/NAND scaling, supporting multi-year outperformance.
Lam Research: The Setup Keeps Getting Stronger
Lam Research Corporation remains a top beneficiary of the upcoming WFE cycle, driven by logic share gains and a major memory capex upcycle. LRCX revised 2026 WFE market expectations to $135B, up 23% from 2025, with management citing strong demand visibility and share gains. China revenue concentration risk is being mitigated, with management expecting China to fall below 30% of total revenue after recent restrictions.
Lam Research Corporation (LRCX) Presents at 2026 Cantor Global Technology & Industrial Growth Conference Transcript
Lam Research Corporation (LRCX) Presents at 2026 Cantor Global Technology & Industrial Growth Conference Transcript
MU, LRCX, AMAT, GEV All Added to the S&P 100 As AI Stocks Gain Influence
It's the Super Bowl of index rebalancing tonight! The biggest news was the S&P 500 adding Vertiv (VRT), Lumentum (LITE), Coherent (COHR), and EchoStar (SATS).
Is It Worth Investing in Lam Research (LRCX) Based on Wall Street's Bullish Views?
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
Wall Street Analysts Think Lam Research (LRCX) Could Surge 25.43%: Read This Before Placing a Bet
The average of price targets set by Wall Street analysts indicates a potential upside of 25.4% 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) Crossed Above the 50-Day Moving Average: What That Means for Investors
Lam Research (LRCX) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, LRCX broke out above the 50-day moving average, suggesting a short-term bullish trend.
These 2 Computer and Technology Stocks Could Beat Earnings: Why They Should Be on Your Radar
The Zacks Earnings ESP is a great way to find potential earnings surprises. Why investors should take advantage now.
Lam Research (LRCX) Exceeds Market Returns: Some Facts to Consider
Lam Research (LRCX) reached $222.99 at the closing of the latest trading day, reflecting a +2.63% change compared to its last close.
Lam Research Corporation (LRCX) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Lam Research Corporation (LRCX) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
