Lam Research : LRCX

All Lam Research Articles

299 Articles

Lee Jackson | May 5, 2026 at 7:52 AM EDT

Here Are Tuesday’s Top Wall Street Analyst Research Calls: Applied Materials, Devon Energy, GoDaddy, Home Depot, Lam Research, Lowe’s, Roblox, Tractor Supply, Ulta Beauty, and More

Pre-Market Stock Futures: Futures are trading higher on Tuesday after new highs on Friday turned into a risk-off Monday, triggered…

Omor Ibne Ehsan | May 4, 2026 at 5:07 PM EDT

Bernstein Analyst: AI Agents Drive Chip Demand ‘Off the Charts,’ Supply Can’t Keep Up

Bernstein Research’s Stacy Rasgon has been making the rounds with a deceptively simple thesis: stop arguing about market share. On…

Dr. Robert Castellano | May 4, 2026 at 3:52 PM EDT

KLA Is Gaining Share as AI Chip Complexity Drives Up Yield Costs

KLA (KLAC) is not like other semiconductor equipment companies, and that difference is becoming more important as AI drives a…

Dr. Robert Castellano | May 1, 2026 at 9:13 PM EDT

China’s Semiconductor Equipment Companies Gain Share Despite U.S. Sanctions

Global WFE Market Share and Competitive Positioning Chinese semiconductor equipment vendors continue to gain share within the global WFE market,…

Ian Cooper | Apr 23, 2026 at 3:06 PM EDT

‘DRAM Will Double or Triple From Here’ as AI Demand Outpaces Supply Chain Capacity

Dylan Patel, founder and chief analyst at SemiAnalysis, laid out a blunt thesis on the Invest Like the Best podcast…

David Moadel | Apr 23, 2026 at 12:34 PM EDT

JPMorgan Just Crowned Lam Research With a $315 Target. Is the Chip Equipment Supercycle Just Getting Started?

JPMorgan analyst Harlan Sur raised his price target on Lam Research (NASDAQ:LRCX | LRCX Price Prediction) stock to $315 from…

Thomas Richmond | Apr 19, 2026 at 9:41 AM EDT

Billionaire Ray Dalio Is Betting Big on These 4 AI Stocks

Billionaire investor Ray Dalio built Bridgewater Associates into one of the most successful hedge funds in history, overseeing roughly $150…

David Beren | Apr 15, 2026 at 4:56 PM EDT

3 Semiconductor ETFs to Buy Before the AI Chip Market Hits $500 Billion

Three semiconductor ETFs are competing for the same investor dollar in 2026, each built on a different philosophy for capturing…

Austin Smith | Apr 10, 2026 at 9:30 AM EDT

Lam Research Has 14.73% Upside to Our $253.16 Target Based on Strong Earnings Growth

Lam Research (NASDAQ:LRCX | LRCX Price Prediction) trades at $220.65 as of April 7, 2026. The 24/7 Wall St. Price…

Rich Duprey | Apr 6, 2026 at 11:40 AM EDT

Dear Lam Research Investors, Mark Your Calendars for April 22: Its Stock May Not Look Back

Lam Research (NASDAQ:LRCX | LRCX Price Prediction) reports fiscal third-quarter 2026 results on April 22 after the close. With four…

Jeremy Phillips | Apr 1, 2026 at 8:39 PM EDT

DRAM prices surged 90-95%, memory suppliers booked two years out

I’ve been watching the memory semiconductor cycle for years now, and I can’t stop thinking about a comment from a…

David Moadel | Mar 30, 2026 at 10:46 AM EDT

Micron Slides 5% as Google’s AI Memory Algorithm Sparks Fresh Fears Across the Semiconductor Sector

Micron Technology (NASDAQ:MU | MU Price Prediction) stock is falling 5% in early trading on Monday, trading around $339 after…

Trey Thoelcke | Mar 30, 2026 at 9:05 AM EDT

Wall Street Sees Plenty of Upside in Micron Despite the Recent Dip

Micron Technology (NASDAQ: MU | MU Price Prediction) is trading at $357.22, while the Wall Street consensus price target sits…

Trey Thoelcke | Mar 27, 2026 at 9:50 AM EDT

Which Chip Equipment Stock Now Offers the Smartest Dip Buy?

Applied Materials (NASDAQ: AMAT | AMAT Price Prediction), ASML (NASDAQ: ASML), KLA (NASDAQ: KLAC), and Lam Research (NASDAQ: LRCX) have…

Rich Duprey | Mar 27, 2026 at 6:34 AM EDT

This AI Semi Equipment Maker Has Been Quietly Chewing Up the Competition

When investors scan the AI semiconductor equipment space, two names dominate the conversation: ASML (NASDAQ:ASML | ASML Price Prediction), with…

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Lam Research : LRCX

All Lam Research Articles

Here Are Tuesday’s Top Wall Street Analyst Research Calls: Applied Materials, Devon Energy, GoDaddy, Home Depot, Lam Research, Lowe’s, Roblox, Tractor Supply, Ulta Beauty, and More

Bernstein Analyst: AI Agents Drive Chip Demand ‘Off the Charts,’ Supply Can’t Keep Up

KLA Is Gaining Share as AI Chip Complexity Drives Up Yield Costs

China’s Semiconductor Equipment Companies Gain Share Despite U.S. Sanctions

‘DRAM Will Double or Triple From Here’ as AI Demand Outpaces Supply Chain Capacity

JPMorgan Just Crowned Lam Research With a $315 Target. Is the Chip Equipment Supercycle Just Getting Started?

Billionaire Ray Dalio Is Betting Big on These 4 AI Stocks

3 Semiconductor ETFs to Buy Before the AI Chip Market Hits $500 Billion

Lam Research Has 14.73% Upside to Our $253.16 Target Based on Strong Earnings Growth

Dear Lam Research Investors, Mark Your Calendars for April 22: Its Stock May Not Look Back

DRAM prices surged 90-95%, memory suppliers booked two years out

Micron Slides 5% as Google’s AI Memory Algorithm Sparks Fresh Fears Across the Semiconductor Sector

Wall Street Sees Plenty of Upside in Micron Despite the Recent Dip

Which Chip Equipment Stock Now Offers the Smartest Dip Buy?

This AI Semi Equipment Maker Has Been Quietly Chewing Up the Competition

SMCZ vs. SMCX: Betting Against or All-In on Super Micro?

$3,500 in CD Interest Was Enough to Drag 85% of a 72-Year-Old’s Social Security Into the Taxable Zone

Forget Micron: 1 Record-Breaking Cloud Powerhouse to Buy Hand Over Fist After the Pullback

$3,500 in CD Interest Was Enough to Drag 85% of a 72-Year-Old's Social Security Into the Taxable Zone

Roth Conversions Between 62 and 70: The $600,000 Tax Hack That Could Save You Tens of Thousands

SMCZ vs. SMCX: Betting Against or All-In on Super Micro?

$3,500 in CD Interest Was Enough to Drag 85% of a 72-Year-Old’s Social Security Into the Taxable Zone

Lam Research : LRCX

All Lam Research Articles

Here Are Tuesday’s Top Wall Street Analyst Research Calls: Applied Materials, Devon Energy, GoDaddy, Home Depot, Lam Research, Lowe’s, Roblox, Tractor Supply, Ulta Beauty, and More

Bernstein Analyst: AI Agents Drive Chip Demand ‘Off the Charts,’ Supply Can’t Keep Up

KLA Is Gaining Share as AI Chip Complexity Drives Up Yield Costs

China’s Semiconductor Equipment Companies Gain Share Despite U.S. Sanctions

‘DRAM Will Double or Triple From Here’ as AI Demand Outpaces Supply Chain Capacity

JPMorgan Just Crowned Lam Research With a $315 Target. Is the Chip Equipment Supercycle Just Getting Started?

Billionaire Ray Dalio Is Betting Big on These 4 AI Stocks

3 Semiconductor ETFs to Buy Before the AI Chip Market Hits $500 Billion

Lam Research Has 14.73% Upside to Our $253.16 Target Based on Strong Earnings Growth

Dear Lam Research Investors, Mark Your Calendars for April 22: Its Stock May Not Look Back

DRAM prices surged 90-95%, memory suppliers booked two years out

Micron Slides 5% as Google’s AI Memory Algorithm Sparks Fresh Fears Across the Semiconductor Sector

Wall Street Sees Plenty of Upside in Micron Despite the Recent Dip

Which Chip Equipment Stock Now Offers the Smartest Dip Buy?

This AI Semi Equipment Maker Has Been Quietly Chewing Up the Competition

SMCZ vs. SMCX: Betting Against or All-In on Super Micro?

$3,500 in CD Interest Was Enough to Drag 85% of a 72-Year-Old’s Social Security Into the Taxable Zone

Forget Micron: 1 Record-Breaking Cloud Powerhouse to Buy Hand Over Fist After the Pullback

Featured Reads

$3,500 in CD Interest Was Enough to Drag 85% of a 72-Year-Old's Social Security Into the Taxable Zone

Roth Conversions Between 62 and 70: The $600,000 Tax Hack That Could Save You Tens of Thousands