LRCX Stock Soars 33% in Three Months: Is There More Room for Growth?

LRCX jumps 33% in three months as strong earnings, AI chip demand and advanced packaging growth boost its outlook despite macro and geopolitical pressures.

Zacks Investment Research • Mar 12, 2026

Lam Research: Supply-Constrained WFE Cycle Sets Up A Multi-Year Runway

Lam Research is rated Buy, benefiting from AI-driven memory capex and leading positions in GAA, HBM, and advanced packaging. LRCX delivered strong FY2Q26 results: revenue up 22% Y/Y to $5.34B, gross margin 49.7%, and guided above-consensus for the next quarter. The company's expanding SAM is driven by GAA transistor adoption, advanced packaging growth, and HBM4/NAND scaling, supporting multi-year outperformance.

Seeking Alpha • Mar 12, 2026

Lam Research Corporation (LRCX) Presents at 2026 Cantor Global Technology & Industrial Growth Conference Transcript

Lam Research Corporation (LRCX) Presents at 2026 Cantor Global Technology & Industrial Growth Conference Transcript

Seeking Alpha • Mar 11, 2026

Lam Research: The Setup Keeps Getting Stronger

Lam Research Corporation remains a top beneficiary of the upcoming WFE cycle, driven by logic share gains and a major memory capex upcycle. LRCX revised 2026 WFE market expectations to $135B, up 23% from 2025, with management citing strong demand visibility and share gains. China revenue concentration risk is being mitigated, with management expecting China to fall below 30% of total revenue after recent restrictions.

Seeking Alpha • Mar 11, 2026

Chip Gear Spending Shows No Signs Of Slowing, Analyst Says

Semiconductor equipment stocks rose Tuesday after investment bank Barclays raised its estimates for chip gear spending this year and next.

Investors Business Daily • Mar 10, 2026

IBM and Lam Research Announce Collaboration to Advance Sub-1nm Logic Scaling

Agreement includes development of novel materials, advanced processes, and High NA EUV lithography techniques to enable future logic nodes ALBANY, N.Y. and FREMONT, Calif.

PRNewsWire • Mar 10, 2026

MU, LRCX, AMAT, GEV All Added to the S&P 100 As AI Stocks Gain Influence

It's the Super Bowl of index rebalancing tonight! The biggest news was the S&P 500 adding Vertiv (VRT), Lumentum (LITE), Coherent (COHR), and EchoStar (SATS).

24/7 Wall Street • Mar 6, 2026

Is It Worth Investing in Lam Research (LRCX) Based on Wall Street's Bullish Views?

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

Zacks Investment Research • Mar 6, 2026

Semiconductor Opportunity Is Here

In markets, 2026 has been the year of the stock picker. And among the successful equities targets this year, semiconductor stocks have been some of the biggest winners.

FXEmpire • Mar 6, 2026

Lam Research Shares Hit Intraday High After Key Trading Signal

Understanding the Power Inflow Signal

Benzinga • Mar 5, 2026