Lam Research's Systems revenues jump 48.3% as strong demand for AI and next-gen nodes boosts its foundry business.
Big Tech has seen plenty of volatility recently amid AI overvaluation concerns.
As the semiconductor cycle shows early signs of recovery, investors are reassessing which equipment makers are best positioned for the next leg of growth. While Teradyne (TER) has benefited from automation and test-equipment demand, its recent valuation looks stretched relative to peers.
Lam Research's strong AI-driven growth, solid revenues and lower valuation make it the standout pick over ASML Holding in the semiconductor equipment race.
Volatility has returned to the market in recent weeks, and last week's sharp selloff briefly reignited fears of a market top. As usual, the bears grew loud during the pullback, but those concerns quickly faded.
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?
Lam Research Corp. NASDAQ: LRCX has undoubtedly been one of 2025's defining semiconductor stories. The Fremont-headquartered company designs and manufactures wafer-fabrication equipment, an essential component in the chip supply chain—and it seems to have caught the AI-driven wave in demand at just the right time.
Lam Research (LRCX) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).
Lam Research (LRCX) possesses solid growth attributes, which could help it handily outperform the market.
Lam Research (LRCX) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
LRCX posts its third straight quarter of $5B-plus revenues, fueled by surging foundry demand and advanced chipmaking tool sales.