Lam Research : LRCX

All Lam Research Articles

318 Articles

Lee Jackson | May 18, 2026 at 7:56 AM EDT

Here Are Monday’s Top Wall Street Analyst Research Calls: Applied Materials, CoreWeave, Deckers Outdoor, F5, Lam Research, Salesforce, ServiceNow, Zscaler, and More

Pre-Market Stock Futures: Futures are trading lower after a spectacular week came to an abrupt end Friday, as all the…

David Beren | May 7, 2026 at 2:57 PM EDT

EWT, EWY, and SOXX: The Only 3 ETFs You Need for Semiconductor Dominance

Taiwan and South Korea sit at the center of the global chip supply chain, and three exchange-traded funds offer the…

Joey Frenette | May 7, 2026 at 11:35 AM EDT

Lam Research Has Surged 300% in a Year. Wall Street Sees More Gains Still Ahead

Lam Research (NASDAQ:LRCX | LRCX Price Prediction) has been a quiet AI winner all throughout the year, with shares now…

David Beren | May 6, 2026 at 2:54 PM EDT

Semiconductor Leaders SOXX, SMH, and FTXL Are Crushing It on AI Infrastructure Demand

The semiconductor sector continues to absorb capital at a pace tied to the AI infrastructure buildout, and three exchange-traded funds…

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…

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Lam Research : LRCX

All Lam Research Articles

Here Are Monday’s Top Wall Street Analyst Research Calls: Applied Materials, CoreWeave, Deckers Outdoor, F5, Lam Research, Salesforce, ServiceNow, Zscaler, and More

EWT, EWY, and SOXX: The Only 3 ETFs You Need for Semiconductor Dominance

Lam Research Has Surged 300% in a Year. Wall Street Sees More Gains Still Ahead

Semiconductor Leaders SOXX, SMH, and FTXL Are Crushing It on AI Infrastructure Demand

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

The Annuity Pitch Skips One Number: What a $250,000 Policy Costs Your Heirs

3 Major Reasons to Buy Microsoft Before July 29 Q4 Earnings

Meta Stock Is Down Nearly 10% in 2026. Should You Buy Before July 29 Q2 Earnings?

The Annuity Pitch Skips One Number: What a $250,000 Policy Costs Your Heirs

The Widow's Penalty: Same House, Same Savings, One Check Gone, and a Higher Tax Bracket

The Annuity Pitch Skips One Number: What a $250,000 Policy Costs Your Heirs

3 Major Reasons to Buy Microsoft Before July 29 Q4 Earnings

Lam Research : LRCX

All Lam Research Articles

Here Are Monday’s Top Wall Street Analyst Research Calls: Applied Materials, CoreWeave, Deckers Outdoor, F5, Lam Research, Salesforce, ServiceNow, Zscaler, and More

EWT, EWY, and SOXX: The Only 3 ETFs You Need for Semiconductor Dominance

Lam Research Has Surged 300% in a Year. Wall Street Sees More Gains Still Ahead

Semiconductor Leaders SOXX, SMH, and FTXL Are Crushing It on AI Infrastructure Demand

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

The Annuity Pitch Skips One Number: What a $250,000 Policy Costs Your Heirs

3 Major Reasons to Buy Microsoft Before July 29 Q4 Earnings

Meta Stock Is Down Nearly 10% in 2026. Should You Buy Before July 29 Q2 Earnings?

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The Annuity Pitch Skips One Number: What a $250,000 Policy Costs Your Heirs

The Widow's Penalty: Same House, Same Savings, One Check Gone, and a Higher Tax Bracket