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Lam Research
1 Market, 2 Stories: Remain Cautious After Lam And Applied's Split Outlook
02.09.2025 10:23
Discover an analysis of Lam Research stock, client demand, market signals, and valuation concerns. Learn if now is the right time to buy or hold.
Bernstein Raises PT on Lam Research Corporation From $95 to $105, Keeps Outperform Rating
02.09.2025 05:57
Lam Research Corporation (NASDAQ:LRCX) is one of the 12 Best Semiconductor Equipment Stocks to Buy Right Now. On August 26, Bernstein raised the price target on Lam Research Corporation (NASDAQ:LRCX) from $95 to $105, keeping its Outperform rating on the stock. Stacy Rasgon from Bernstein increased the price target on LRCX following strong Q4 FY2025 […]
1 Unpopular Stock That Deserves Some Love and 2 That Underwhelm
26.08.2025 13:35
Wall Street has issued downbeat forecasts for the stocks in this article. These predictions are rare - financial institutions typically hesitate to say bad things about a company because it can jeopardize their other revenue-generating business lines like M&A advisory.
Is Lam Research's (LRCX) Aggressive Buybacks and Analyst Optimism Shaping a New Growth Narrative?
25.08.2025 10:19
Between April 1 and June 30, 2025, Lam Research completed a share repurchase tranche, buying back 15,763 shares for US$1.31 million, bringing total repurchases under its May 2024 buyback program to 14,981,549 shares for US$1.17 billion. This continued buyback activity, alongside recent upward earnings estimate revisions from analysts, highlights rising confidence in Lam Research’s financial stability and growth outlook within the competitive semiconductor equipment market. We'll examine how...
ACM Research: The Discounted Key Enabler Of China's Accelerating Semiconductor Push
25.08.2025 09:15
China's semiconductor push accelerates with Nvidia chip ban. Learn why I am reiterating my Strong Buy rating on ACM Research and check out my PT for ACMR stock.
2 Volatile Stocks with Solid Fundamentals and 1 That Underwhelm
25.08.2025 04:36
Market swings can be tough to stomach, and volatile stocks often experience exaggerated moves in both directions. While many thrive during risk-on environments, many also struggle to maintain investor confidence when the ride gets bumpy.
Dow Jones Futures Rise, CoreWeave Tumbles After Stock Market Runs On Fed
13.08.2025 10:36
The S&P 500 and Nasdaq hit highs as Fed rate cut odds rose on the CPI report. Meta led new buys. Nvidia-backed CoreWeave reported late.
Artisan Value Fund Q2 2025 Commentary
13.08.2025 10:30
Our portfolio outperformed the Russell 1000 Value Index in Q2, contributing to our longer-term performance record of adding value versus the index. Read more here.
LRCX Q2 Deep Dive: AI Demand and China Upside Shape Guidance Amid Margin Caution
13.08.2025 03:03
Semiconductor equipment maker Lam Research (NASDAQ:LRCX) reported Q2 CY2025 results beating Wall Street’s revenue expectations, with sales up 33.6% year on year to $5.17 billion. On top of that, next quarter’s revenue guidance ($5.2 billion at the midpoint) was surprisingly good and 10.8% above what analysts were expecting. Its non-GAAP profit of $1.33 per share was 10.3% above analysts’ consensus estimates.
Lam Research’s Q2 Earnings Call: Our Top 5 Analyst Questions
13.08.2025 02:58
Lam Research’s second quarter results came in ahead of Wall Street’s revenue and profit expectations, but the market reacted negatively. Management highlighted strong foundry and NAND performance, pointing to rising demand for advanced chip architectures linked to artificial intelligence (AI) and high-bandwidth memory. CEO Tim Archer emphasized momentum in new etch and deposition products and expanded services, especially as customers upgrade to higher layer NAND and more complex packaging solut
Lam Research Corporation (LRCX) Reports Fourth-Quarter 2025 Results; Mizuho Raises PT to $120
01.08.2025 15:09
Lam Research Corporation (NASDAQ:LRCX) is included in our list of the 12 Unstoppable Artificial Intelligence (AI) Stocks to Buy Right Now. On July 30, 2025, Lam Research Corporation (NASDAQ:LRCX) reported its Q4 results. The company posted $5.17 billion in revenue and $1.33 non-GAAP EPS, both up sequentially. The company’s EPS beat estimates by 10.35%. Meanwhile, […]
Lam Research Blows FY2025 Out Of The Water But AH Trading Shows Caution
31.07.2025 09:21
Lam Research delivered explosive growth to round off FY2025 with solid guidance for Q1-2026 (September).
Lam Research Earnings: What To Look For From LRCX
29.07.2025 03:19
Semiconductor equipment maker Lam Research (NASDAQ:LRCX) will be reporting earnings this Wednesday after the bell. Here’s what you need to know.
Lam Research (LRCX) Q4 Earnings Preview: What You Should Know Beyond the Headline Estimates
25.07.2025 13:15
Besides Wall Street's top-and-bottom-line estimates for Lam Research (LRCX), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended June 2025.
The Zacks Analyst Blog Highlights Meta Platforms, Lam Research, Flex and Seagate
24.07.2025 08:40
Meta, Lam Research, Flex, and Seagate are poised to beat Q2 earnings estimates as AI demand fuels sector-wide growth.
Why Lam Research (LRCX) is a Top Stock for the Long-Term
21.07.2025 13:30
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Focus List.
Is It Worth Investing in Lam Research (LRCX) Based on Wall Street's Bullish Views?
17.07.2025 13:30
The average brokerage recommendation (ABR) for Lam Research (LRCX) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?
Why Investors Need to Take Advantage of These 2 Computer and Technology Stocks Now
17.07.2025 13:00
Finding stocks expected to beat quarterly earnings estimates becomes an easier task with our Zacks Earnings ESP.
DUV Demand Powers ASML Holding in China: Will Export Curbs Cut It Off?
10.07.2025 12:29
Strong demand for DUV lithography systems is driving sales in China, but export curbs and trade tensions threaten future momentum.