LAM RESEARCH CORP
LAM RESEARCH CORP (LRCX) Stock News
The latest LRCX headlines and market coverage — 7 recent stories, updated throughout the day.
- Zacks Investment Research·
Lam Research Corporation (LRCX) Is a Trending Stock: Facts to Know Before Betting on It
Lam Research (LRCX), a semiconductor equipment maker, is trending among investors with strong recent performance. The stock has gained 4.3% over the past month, outperforming the S&P 500's 1.4% gain. The company shows robust earnings growth expectations of +72.2% year-over-year for the current quarter and +60.8% for the fiscal year, with consistent beats on both EPS and revenue estimates. However, the stock trades at a premium valuation (D grade) compared to peers. Zacks assigns it a Rank #2 (Buy) rating, suggesting potential near-term outperformance.
- Zacks Investment Research·
LRCX Eyes Mid-40s Operating Margin: Is the Long-Term Goal Achievable?
Lam Research targets mid-40% operating margins over the next several years, up from current 38.4%. Q1'27 guidance shows continued margin expansion with expected revenues of $8.1B and 39.5% non-GAAP operating margin. AI demand, advanced packaging, and higher-margin services are expected to support growth, though the goal requires sustained execution and disciplined cost management amid planned $3B R&D investments.
- Zacks Investment Research·
AMAT vs. LRCX: Which WFE Stock is a Safer Bet Right Now?
Applied Materials (AMAT) and Lam Research (LRCX) are compared as investment picks in the wafer fabrication equipment market. AMAT benefits from AI-driven demand across foundry-logic, DRAM, and advanced packaging, with strong revenue growth and a broader portfolio. LRCX also benefits from AI investment but faces material risks from China trade restrictions, which accounted for 26% of recent revenues. Both stocks carry Zacks Rank #2 (Buy) ratings, though AMAT is positioned as the safer pick due to its diversified portfolio.
- Zacks Investment Research·
Wall Street Analysts Think Lam Research (LRCX) Is a Good Investment: Is It?
Lam Research (LRCX) has an average brokerage recommendation of 1.51 (Strong Buy/Buy) from 34 firms, with 67.7% Strong Buy ratings. However, the article cautions that brokerage recommendations often have positive bias due to institutional vested interests. The company's Zacks Rank #2 (Buy) rating is based on a 0.1% increase in consensus earnings estimates over the past month to $9.33, suggesting modest analyst optimism about near-term price movements.
- Zacks Investment Research·
Why Lam Research (LRCX) is a Top Stock for the Long-Term
Zacks presents its Focus List investment strategy, a curated portfolio of 50 stocks designed to outperform the market over 12 months. The strategy relies on earnings estimate revisions and the proprietary Zacks Rank system. Historical performance shows the Focus List returned 2,519.23% cumulatively since February 1996, compared to the S&P 500's 854.95%. Lam Research is highlighted as a Focus List success story, with shares increasing 2,961.19% since being added to the list in December 2016.
- Zacks Investment Research·
Lam Research (LRCX) Rises Higher Than Market: Key Facts
Lam Research (LRCX) closed at $292.66, up 1.51%, outperforming the S&P 500's 1.06% gain. The semiconductor equipment maker is expected to report strong earnings with EPS forecasted at $2.15 (up 70.63% YoY) and quarterly revenue of $8.1 billion (up 52.1% YoY). The stock holds a Zacks Rank #2 (Buy) rating with a Forward P/E of 30.91, trading at a discount to its industry average of 33.57.
- Yahoo Finance·Bullish
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