Lam Research Corporation (LRCX)
Lam Research: A Wide-Moat Equipment Leader That I Rate A Buy - Despite A Rich Valuation
Lam Research earns a Buy rating with a 12-month price target of $360–$380, driven by industry leadership and AI-fueled chip complexity tailwinds. LRCX boasts a majority share in global etch, a robust deposition position, and sticky customer relationships, underpinned by high recurring service revenues. Despite a trailing P/E of 63x and insider selling, I believe LRCX's earnings normalization and secular growth justify a premium multiple.
Lam Research (LRCX) Stock Slides as Market Rises: Facts to Know Before You Trade
Lam Research (LRCX) concluded the recent trading session at $336.41, signifying a -2.12% move from its prior day's close.
Will Strong Cash Flows Support Lam Research's Buyback Strategy Ahead?
LRCX's strong cash flow powers share repurchase activities. About $4.3B is left authorized for buybacks as AI-led demand lifts revenues and margins.
Lam Research Corporation (LRCX) Presents at Bank of America 2026 Global Technology Conference Transcript
Lam Research Corporation (LRCX) Presents at Bank of America 2026 Global Technology Conference Transcript
Why Lam Research (LRCX) is a Top Stock for the Long-Term
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Lam Research CEO Sees AI Fueling $140 Billion Chip Equipment Boom
Lam Research NASDAQ: LRCX President and CEO Tim Archer said AI demand is reshaping the semiconductor equipment market across logic, memory, storage and packaging, creating what Bernstein analyst Stacy Rasgon described as a “renaissance” for wafer fab equipment.
Lam Research Corporation (LRCX) Presents at Bernstein 42nd Annual Strategic Decisions Conference Transcript
Lam Research Corporation (LRCX) Presents at Bernstein 42nd Annual Strategic Decisions Conference Transcript
Why Is Lam Research (LRCX) Up 16.9% Since Last Earnings Report?
Lam Research (LRCX) reported earnings 30 days ago. What's next for the stock?
Lam Research focused on adding AI to chipmaking tools as it eyes US expansion, CEO says
Lam Research is focused on adding sensing and AI capabilities to its semiconductor manufacturing tools to make them more productive as it plans expanded operations in Arizona and California, its chief executive told Reuters on Thursday.
Lam Research (LRCX) Just Overtook the 20-Day Moving Average
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.
LRCX Ups WFE View Amid AI Demand: Can It Lift Systems Revenues?
Lam Research raises WFE outlook, as AI chip demand lifts record Q3'26 revenues and EPS, with strong growth in etch, deposition and memory investments.
Semiconductor Equipment Stocks Powering the AI Chip Manufacturing Boom: Etching
The semiconductor industry is one of the most advanced and complex in the world.
