LRCX vs. ASML: Which Semiconductor Equipment Giant Is the Better Buy?

Lam Research edges ahead of ASML Holding with stronger growth forecasts, solid AI-driven demand and a more attractive valuation in the chip equipment race.

Zacks Investment Research • 15 hours ago

Top Wide-Moat Stocks to Invest in for Long-term Growth

LRCX, NVDA, ASML and MCO use strong moats to fend off rivals and deliver consistent returns amid market shifts.

Zacks Investment Research • Feb 23, 2026

Our Top 10 High Growth Dividend Stocks - February 2026

The article provides a methodology for selecting high-growth dividend-paying stocks, focusing on dividend growth and sustainability rather than high current yield. We use our proprietary models to rate both quantitatively and qualitatively and select the top 10 names from an initial list of nearly 400 dividend stocks. The final list of ten stocks is chosen based on sector diversity, high-growth quality scores, and positive momentum and is suitable for investors in the accumulation phase.

Seeking Alpha • Feb 21, 2026

Lam Research Named Top Semiconductor Pick As AI-Driven Manufacturing Supercycle Shifts Into High Gear

Arya said meetings with Lam CFO Doug Bettinger reinforced management's confidence that clean-room constraints — not demand — will limit the upcycle.

Benzinga • Feb 20, 2026

3 Reasons Growth Investors Will Love Lam Research (LRCX)

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

Zacks Investment Research • Feb 20, 2026

Artisan Select Equity Fund Q4 2025 Portfolio Activity

The semiconductor business is notoriously cyclical. In the past, the boom times led to overcapacity and periods of poor performance. Our top-performing stocks this quarter were Samsung, Alphabet and Lam Research Corp. Our worst performers were Meta, Progressive and Universal Music.

Seeking Alpha • Feb 19, 2026

How Lam Research Stock Rewrote The Playbook

During the year-long duration concluding on 2/13/2026, Lam Research (LRCX) experienced a stock increase of 185%, driven by rapid revenue growth and margins amid thriving AI-driven markets. However, a notable 7.6% drop following the earnings report in late January highlighted investors' caution amidst technological volatility, creating a dynamic environment going forward.

Forbes • Feb 18, 2026

Is Lam Research (LRCX) a Buy as Wall Street Analysts Look Optimistic?

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.

Zacks Investment Research • Feb 18, 2026

Biggest S&P 500 Winners Last 5, 10, 20 Years

The S&P 500's annualized total return over the last five years has been roughly 13.5%, but the average stock currently in the index has seen an annualized total return about 2.6 percentage points less at just 10.9%.

Seeking Alpha • Feb 19, 2026

Lam Research Deepens Investment in Boise to Support Projected Growth in U.S. Semiconductor Manufacturing

U.S. Senator Risch, Micron and Community Leaders Celebrate New Lam Office; Lam Builds on Three Decades in the 'City of Trees' BOISE, Idaho, Feb. 17, 2026 /PRNewswire/ -- In a ribbon-cutting ceremony today, Lam Research Corp. (NASDAQ: LRCX) commemorated the opening of its new office in Boise, Idaho, joined by U.S. Senator Jim Risch, representatives of Micron Technology, Inc. and other distinguished local government, community, and academic leaders. The new office will initially support approximately 150 Lam personnel from the greater Boise area focused on collaborative research, development and high-volume manufacturing of Micron's leading-edge memory technology, with room for future growth.

PRNewsWire • Feb 17, 2026