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KLA Corporation (KLAC) vs. AMAT and LRCX: Can Rising Semiconductor Complexity Create Another Growth Cycle?

Is KLAC a good stock to buy? We came across a bullish thesis on KLA Corporation on Astute Optics – US’s Substack. In this article, we will summarize the bulls’ thesis on KLAC. KLA Corporation’s share was trading at $145.61 as of October 23rd 2026. KLAC’s trailing and forward P/E were 39.78 and 26.95 respectively according to […]

Yahoo·17:40LRCX▲+1.3%

Is Lam Research Stock Cheap Enough Yet?

For questions about this article or underlying research, email help@trefis.com.

Yahoo·17:15LRCX▲+1.3%

Lam Research (LRCX) vs. AMAT and KLAC: Can Strong Cash Flow and AI Demand Support Further Upside?

Is LRCX a good stock to buy? We came across a bullish thesis on Lam Research Corporation on Astute Optics – US’s Substack. In this article, we will summarize the bulls’ thesis on LRCX. Lam Research Corporation’s share was trading at $230.10 as of October 23rd 2026. LRCX’s trailing and forward P/E were 34.29 and 24.88 respectively […]

Yahoo·11:23LRCX▲+1.3%

Arm Stock Is Down 8% Last Week. What Does Lam Research Have to Do With It?

Key TakeawaysArm stock is down 7. 8% over the past week to $210.

Yahoo·11:41LRCX▲+1.3%

Lam Research: Down 29% Since My Sell Call, But The Math Has Changed (Upgrade)

Lam Research Corporation shares fell 29%, reshaping valuations as a $200 billion wafer fabrication boom boosts outlook. Click for this LRCX stock update.

SeekingAlpha·10:41LRCX▲+1.3%

Lam Research (LRCX) Stock Faces Q1 Earnings Quality Questions After Records

Lam Research just posted its Q1 2027 scorecard with record revenue of US$8.22b and non GAAP earnings per share of US$2.20, yet the stock barely flinched. The share price slipped a fraction to around US$230, essentially flat on the day after a tough few weeks where the stock has fallen about 25% over three months. Markets seemed numb to a quarter that reset both top line and margin records, treating it as already priced in. The real story is how that strength aligns with a richer multiple and...

Yahoo·12:11LRCX▲+1.3%

AMD Stock Fell 8% in a Day as Lam Research’s Supply Warning Sank Chip Stocks. Here’s Where the Stock Could Go by 2030

Key Stats for AMD StockCurrent Price: $507. 93Target Price (Mid): ~$2,330Street Target: ~$638Potential Total Return: ~359%Annualized IRR: ~44% / year__Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)__ >>> What Happened?Advanced Micro Devices (AMD:NASDAQ) closed at $507.

Yahoo·16:34LRCX▲+1.3%

The Trouble for Lam Research, Applied Materials, and KLA Stock Could Be Just Getting Started

Lam Research, Applied Materials, and KLA are all under pressure. Citi believes there’s even more downside potential after the three stocks have booked big declines as of late.

Yahoo·11:09LRCX▲1.3%

AMAT vs. LRCX: Which Stock Has an Edge in the WFE Space?

Applied Materials and Lam Research are benefiting from AI-driven chip demand, but stronger memory growth and customer support momentum give LRCX an edge.

Yahoo·09:07LRCX▲+1.3%

Here’s How Much You Would Have Made Owning Lam Research Stock In The Last 15 Years

Lam Research (NASDAQ:LRCX) has outperformed the market over the past 15 years by 17.51% on an annualized basis producing an average annual return of 30.13%. Currently, Lam Research has a market capitalization of $329.69

Benzinga·12:45LRCX▲+1.3%

UBS Maintains Buy on Lam Research, Lowers Price Target to $400

UBS analyst Timothy Arcuri maintains Lam Research (NASDAQ:LRCX) with a Buy and lowers the price target from $425 to $400.

Benzinga·12:02LRCX▲+1.3%

Here is Why Growth Investors Should Buy Lam Research (LRCX) Now

Lam Research (LRCX) could produce exceptional returns because of its solid growth attributes.

Yahoo·11:45LRCX▲+1.3%

Applied Materials Sinks 7% on Lam’s Outlook: “A Bit Higher” Wasn’t Enough

Applied Materials (AMAT:NASDAQ) shares are down about 7. 4% today (trading at about $380) after Lam Research (LRCX:NASDAQ) said supply-chain constraints held back its December-quarter outlook.

Yahoo·11:32LRCX▲+1.3%

Lam Research Sinks 9% as Supply Constraints Cap Outlook; Applied Materials Drops 6%, ASML Holding Falls 4%

A record quarter wasn't enough to keep chip equipment stocks out of the red after Lam Research's CFO let slip a phrase that spooked the entire semiconductor sector and sent shares tumbling hard.

Yahoo·10:44LRCX▲+1.3%

LRCX Q1 Earnings Call Highlights $200B-Plus WFE Outlook for 2027

Lam Research sees wafer fabrication equipment spending topping $200 billion in 2027, fueled by AI demand, memory upgrades and advanced semiconductor manufacturing.

Yahoo·09:15LRCX▲+1.3%

LRCX Stock Tumbles Overnight Despite Record Profits: Supply Snags Put Sales On Hold As China Slowdown Looms

China’s revenue share is expected to fall substantially in December after reaching 35% in September.

Yahoo·23:11LRCX▲+1.3%

Lam Research: 3 Key Takeaways for Long-Term Investors

Three structural shifts in chip design are forcing semiconductor makers to order significantly more manufacturing equipment.

Yahoo·22:38LRCX▲+1.3%

Lam Research (LRCX) Q1 2027 Earnings Call Transcript

Record gross margins and operating leverage drive $8.2B revenue with 54% year-over-year growth.

Yahoo·20:58LRCX▲+1.3%

Lam Research Q1 Earnings Call Highlights

Lam Research (NASDAQ:LRCX) reported record revenue, profitability and earnings per share for its September 2026 quarter, as demand tied to artificial intelligence, advanced semiconductor manufacturing and packaging continued to support spending on deposition and etch equipment. Revenue for the Sept

Yahoo·20:04LRCX▲+1.3%

Lam Research Stock Falls As Chip-Gear Maker's Outlook Fails To Impress

Lam Research edged above analyst estimates for its fiscal Q1 and matched targets for Q2. LRCX stock fell on the news.

Yahoo·16:54LRCX▲+1.3%

Lam Research tops first-quarter targets and issues upbeat guidance, stock falls

Investing.com -- Lam Research Corp (NASDAQ:LRCX) shares slipped 6% in after-hours trading Wednesday despite delivering fiscal first-quarter results and forward guidance that topped Wall Street expectations.

Yahoo·16:52LRCX▲+1.3%

The Zacks Analyst Blog Highlights Microsoft, Palantir Technologies, Micron Technology, Lam Research and IonQ

AI spending, semiconductor demand and quantum computing are poised to shape 2027, putting Microsoft, Palantir Technologies, Micron Technology, Lam Research and IonQ in focus.

Yahoo·08:16LRCX▲+1.3%

Lam Research Earnings Are Imminent; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call

Lam Research expects Q1 EPS of $2.18 and revenue of $8.13B, while analysts maintain bullish ratings.

Benzinga·04:27LRCX▲+1.3%

Why Lam Research (LRCX) is Poised to Beat Earnings Estimates Again

Lam Research (LRCX) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Yahoo·11:10LRCX▲+1.3%

Texas Instruments and Lam Research Report Earnings: AI Equipment Boom Meets Analog Rebound

Lam Research and Texas Instruments both report after the close on Wednesday, and each faces a different kind of pressure: one must prove AI equipment demand is still accelerating, while the other needs to show its industrial recovery has real staying power.

Yahoo·07:50LRCX▲+1.3%

Evercore ISI Group Maintains Outperform on Lam Research, Lowers Price Target to $315

Evercore ISI Group analyst Mark Lipacis maintains Lam Research (NASDAQ:LRCX) with a Outperform and lowers the price target from $355 to $315.

Benzinga·04:41LRCX▲+1.3%

Lam Research (LRCX) Q3 Earnings: What To Expect

Semiconductor equipment maker Lam Research (NASDAQ:LRCX) will be reporting results this Wednesday after market hours. Here’s what to look for.

Yahoo·23:57LRCX▲+1.3%

Learn Why The Bull Case For Lam Research Stock Could Change Following Earnings Beat

Lam Research recently reported record quarterly revenue of US$6.72b, 30% higher year on year, with earnings per share and forward revenue guidance both ahead of analyst expectations, supported by demand linked to AI, 5G and advanced automotive chips. The same quarter underlined how Lam Research’s tools and service contracts are tied directly to wafer capacity for AI and complex memory. This turns chipmakers’ long dated fab build plans into multi quarter visibility on equipment orders. We...

Yahoo·20:19LRCX1.3%

Q2 Rundown: Lam Research (NASDAQ:LRCX) Vs Other Semiconductor Manufacturing Stocks

Earnings results often indicate what direction a company will take in the months ahead. With Q2 behind us, let’s have a look at Lam Research (NASDAQ:LRCX) and its peers.

Yahoo·16:00LRCX▲+1.3%

Micron vs. Lam Research: Does Buying the Tool Supplier Reduce Memory-Cycle Risk?

Micron Technology, Inc. (NASDAQ:MU) generated $89.68 billion of operating cash in its fiscal year ended September 3. Lam Research Corporation (NASDAQ:LRCX) generated $5.86 billion in its year ended June 28. The relevant question is what remains after investment when those collections weaken. Micron and Lam Research offer different ways to invest in memory demand within […]

Yahoo·14:57LRCX▲1.3%

Update: Tech Stock Rebound Nudges US Equity Futures Mostly Higher Pre-Bell

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

Yahoo·09:01

Lam Research Imploded By 20% In The Last 3 Months: This Respected Wall Street Firm Says It’s About to Double

A brutal sector-wide selloff crushed Lam Research even as its fundamentals held firm, and now one respected Wall Street firm has staked out a price target that would make today's buyers very happy.

Yahoo·08:45LRCX▲+1.3%

S&P 500 Premarket Movers: Gainers and Losers on Oct. 19, 2026

S&P 500 premarket trading on Oct. 19, 2026, shows tech and semiconductor stocks rebounding while financial, payments, beverage and energy shares lag.

Applied Materials Cratered 20% Since July: Multiple Wall Street Firms Predict It’s Going to More Than Double From Here

Applied Materials just suffered one of its steepest drops in years, yet analysts keep raising their earnings estimates and some price targets sit nearly double the current share price. Here is what the disconnect reveals about where semiconductor equipment spending may be headed.

Yahoo·07:15

Lam Research Releases Its Fiscal Q1 Results Next Week - What's the Best LRCX Play?

Semiconductor processing equipment designer Lam Research releases its fiscal Q1 results on Wednesday, Oct. 21. Analysts forecast higher revenue and FCF. Shorting LRCX puts is an attractive play.

Yahoo·09:30LRCX▲+1.3%

Lam Research (LRCX) Stock Stays Fully Priced After Fresh AI Fab News

Lam Research has been on a powerful multi‑year run, yet the recent pullback and fresh headlines around AI-focused chip manufacturing leave a straightforward question for you as an investor: Is the current share price still aligned with what the business is earning today and is expected to earn over time? Over the past 5 years the stock has returned about 398.7%, which puts a lot of weight on whether those gains are adequately backed by profit generation rather than just enthusiasm around...

Yahoo·18:14LRCX▲+1.3%

Intel, Lam Research, Amkor, and Kulicke and Soffa Shares Are Falling, What You Need To Know

A number of stocks fell in the afternoon session after investors weighed escalating borrowing costs and Federal Reserve remarks emphasizing price stability over rate cut signals.

Yahoo·16:11LRCX▲+1.3%

Lam Research Could Swing $28.6 Billion After Earnings

Discover 9 stocks with the biggest options-implied earnings moves, led by Spotify at 9.31%, as investors prepare for key quarterly results.

Benzinga·11:30LRCX▲+1.3%

Lam Research (LRCX) Q1 Earnings Preview: What You Should Know Beyond the Headline Estimates

Beyond analysts' top-and-bottom-line estimates for Lam Research (LRCX), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended September 2026.

Yahoo·08:15LRCX▲+1.3%

Lam Research (NASDAQ:LRCX): A Quality Investing Standout With High ROIC and Low Debt

Lam Research passes the Caviar Cruise quality screen with 72% ROIC, low debt/FCF, and strong cash-backed growth, though valuation and EBIT trends warrant caution.

ChartMill·07:41LRCX▲+1.3%

Lam Research, Lattice Semiconductor, Amkor, Entegris, and MACOM Stocks Trade Down, What You Need To Know

A number of stocks fell in the morning session after hotter-than-expected inflation data compounded fears that elevated borrowing costs will curb artificial intelligence infrastructure spending.

Yahoo·13:44LRCX▲+1.3%

Lam Research Stock Hits Longest Losing Streak Ever: Are There Buyers Around?

Lam Research stock is on track for a ninth straight loss, a first since 1984. Benzinga’s 22 analysts see a $346 average target and 26% upside.

Benzinga·11:43LRCX▲+1.3%

Lam Research (LRCX) Ties AI Fab Push To Faster SEMulator3D Modeling

Lam Research (NasdaqGS:LRCX) is integrating NVIDIA's NanoVDB open source library into its SEMulator3D process modeling platform. The collaboration targets faster wafer etch modeling that can support AI driven chip design and semiconductor manufacturing efficiency. Lam Research and NVIDIA aim to advance AI defined fabs by using GPU accelerated simulation inside SEMulator3D workflows. The NanoVDB and SEMulator3D integration matters, but investors should weigh it alongside Lam Research's...

Yahoo·10:12LRCX▲+1.3%

Lam Research (LRCX) Dips More Than Broader Market: What You Should Know

Lam Research (LRCX) reached $286.92 at the closing of the latest trading day, reflecting a -4.71% change compared to its last close.

Yahoo·16:50LRCX▲+1.3%

Wall Street Analysts See a 25.6% Upside in Lam Research (LRCX): Can the Stock Really Move This High?

The consensus price target hints at a 25.6% upside potential for Lam Research (LRCX). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.

Yahoo·08:55LRCX▲+1.3%

Lam Research (NASDAQ:LRCX) Offers Dividend Investors Strong Payout Quality and Growth Potential

Lam Research (LRCX) stands out as a dividend growth stock with strong profitability, low payout ratio, and a 7/10 dividend rating.

ChartMill·08:41LRCX▲+1.3%

Lam Research Corporation: Strong FY27 Setup Makes It A Solid Bet Ahead Of Q1

Lam Research (LRCX) Q4 FY26 record results, AI chip demand, and margin upside drive a Buy case. Read here for a detailed investment analysis.

SeekingAlpha·20:51LRCX▲+1.3%

Entegris, Intel, KLA Corporation, Lam Research, and Microchip Technology Shares Are Falling, What You Need To Know

A number of stocks fell in the afternoon session after worries weighed on memory chipmakers and sparked selling pressure across the broader semiconductor sector, following news of domestic Chinese technological advancements and looming labor strikes in Taiwan.

Yahoo·20:39LRCX▲+1.3%

Brokers Suggest Investing in Lam Research (LRCX): Read This Before Placing a Bet

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?

Yahoo·08:30LRCX▲+1.3%

If You Invested $1000 In Lam Research Stock 10 Years Ago, You Would Have This Much Today

Lam Research (NASDAQ:LRCX) has outperformed the market over the past 10 years by 27.32% on an annualized basis producing an average annual return of 41.11%. Currently, Lam Research has a market capitalization of $399.00

Benzinga·06:45LRCX▲+1.3%

Lam Research’s Support Revenue Jumped 43%. How Much Protection Does It Offer?

Lam Research Corporation (NASDAQ:LRCX) reported $2.472 billion of customer support-related and other revenue in its June quarter, up from $1.734 billion a year earlier. That 42.6% increase strengthens the case for earning more from the equipment already serving customers. It should not be mistaken for growth in a pure maintenance annuity. Lam ranked fifteenth in […]

Yahoo·08:46LRCX▲+1.3%

Lam Research Earnings Preview: What to Expect

Lam Research is scheduled to report its first-quarter results later this month, and analysts expect a double-digit earnings jump.

Yahoo·10:00LRCX▲+1.3%