Lam Research Corporation (LRCX)
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.
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?
