Here is how Lam Research (LRCX) and Aehr Test Systems (AEHR) have performed compared to their sector so far this year.
After reaching an important support level, Lam Research (LRCX) could be a good stock pick from a technical perspective. LRCX surpassed resistance at the 50-day moving average, suggesting a short-term bullish trend.
LRCX's DRAM push gains momentum as AI-driven HBM demand, advanced memory nodes and growing tool adoption expand its growth opportunities.
Shares of Lam Research (NASDAQ:LRCX | LRCX Price Prediction) are rallying back rapidly after a pretty terrifying moment that saw nearly 42% of its value wiped out in just over a month.
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SpaceX released renderings of its 100,000,000 square foot Terrafab facility last week, a building roughly 15 times the size of the Pentagon and designed in part to break the memory oligopoly controlled by Micron, SK Hynix, and Samsung.
LRCX expands into PLP as larger AI chips drive demand, targeting a fast-growing advanced-packaging opportunity.
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).
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?
LRCX's 16% monthly fall contrasts with record revenues, strong AI equipment demand and rising earnings, strengthening the case for buying the stock.
LRCX, VRT and MBIN made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on August 3rd, 2026.
In its July 29 Q4 print, Lam Research saw revenue $6.72B against a $6.60B guide; EPS $1.82, against a $1.65 guide; gross margin 52%, which is the highest quarterly level in twenty years, FY2026 revenue $23.2B; and a fourth consecutive record quarter. Customer advance deposits had fallen three quarters running, from $2.7B to $2.25B to $2.22B, and I wrote in the July 23 piece that this is the first thing that softens if an order book is quietly rolling over behind a strong revenue headline. The record quarter was mostly expected. What changed is that the market handed back roughly a sixth of the price while the evidence for the earnings moved the other way - and it did it for a reason that is about the sector's funding conditions rather than about this company's cash flows.