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Lam Research Corp (LRCX): Stock News & Events
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| title | summary | url | source | published at | sentiment | sentiment score | relevance score |
|---|---|---|---|---|---|---|---|
| Why Investors Need to Take Advantage of These 2 Computer and Technology Stocks Now | The article explains how investors can use the Zacks Earnings ESP (Expected Surprise Prediction) tool to identify stocks likely to beat earnings estimates. It highlights two computer and technology stocks with positive ESP metrics: Lam Research (LRCX) with a +2.25% ESP and a #2 Buy rating, and Roper Technologies (ROP) with a +1.13% ESP and a #2 Buy rating, both scheduled to report earnings in late October 2026. | View source ↗ | Zacks Investment Research | Oct 20, 2026 | bullish | 1 | 1 |
| Lam Research (LRCX) Stock Stays Fully Priced After Fresh AI Fab News - Yahoo Finance | Lam Research (LRCX) Stock Stays Fully Priced After Fresh AI Fab News Yahoo Finance | View source ↗ | Yahoo Finance | Oct 17, 2026 | neutral | 0 | 0.6 |
| Lam Research (NASDAQ:LRCX) Stock Price Down 4.9% - What's Next? - MarketBeat | Lam Research (NASDAQ:LRCX) Stock Price Down 4.9% - What's Next? MarketBeat | View source ↗ | MarketBeat | Oct 16, 2026 | neutral | 0 | 0.6 |
| Lam Research Corporation $LRCX Stock: Triasima Portfolio Management inc. Reduces Position - MarketBeat | Lam Research Corporation $LRCX Stock: Triasima Portfolio Management inc. Reduces Position MarketBeat | View source ↗ | MarketBeat | Oct 16, 2026 | neutral | 0 | 0.6 |
| Lam Research Corporation $LRCX Stock Sold by Guyasuta Investment Advisors Inc. - MarketBeat | Lam Research Corporation $LRCX Stock Sold by Guyasuta Investment Advisors Inc. MarketBeat | View source ↗ | MarketBeat | Oct 16, 2026 | neutral | 0 | 0.6 |
| Lam Research (NASDAQ:LRCX) Stock Price Down 3.3% - What's Next? - MarketBeat | Lam Research (NASDAQ:LRCX) Stock Price Down 3.3% - What's Next? MarketBeat | View source ↗ | MarketBeat | Oct 15, 2026 | neutral | 0 | 0.6 |
| Lam Research Stock Hits Longest Losing Streak Ever: Are There Buyers Around? - TradingView | Lam Research Stock Hits Longest Losing Streak Ever: Are There Buyers Around? TradingView | View source ↗ | TradingView | Oct 15, 2026 | neutral | 0 | 0.6 |
| Lam Research Corporation $LRCX Stock Sold by State of Alaska Department of Revenue - MarketBeat | Lam Research Corporation $LRCX Stock Sold by State of Alaska Department of Revenue MarketBeat | View source ↗ | MarketBeat | Oct 15, 2026 | neutral | 0 | 0.6 |
| QQQ is down 0.5% today, on LRCX stock price movement - Quiver Quantitative | QQQ is down 0.5% today, on LRCX stock price movement Quiver Quantitative | View source ↗ | Quiver Quantitative | Oct 15, 2026 | neutral | 0 | 0.6 |
| Should First Trust Rising Dividend Achievers ETF (RDVY) Be on Your Investing Radar? | First Trust Rising Dividend Achievers ETF (RDVY) is a large-cap value ETF with $25.23 billion in assets, offering 0.47% expense ratio and 0.86% dividend yield. The fund has gained 14.31% year-to-date and 19.57% over the past year, with a Zacks ETF Rank of 2 (Buy). It holds 73 companies with heavy exposure to Financials (37.9%), Information Technology, and Industrials sectors. Comparable alternatives include SCHD and VTV, which have lower expense ratios. | View source ↗ | Zacks Investment Research | Oct 15, 2026 | bullish | 0.167 | 1 |
| Should First Trust Rising Dividend Achievers ETF (RDVY) Be on Your Investing Radar? | First Trust Rising Dividend Achievers ETF (RDVY) is a large-cap value ETF with $25.23 billion in assets, offering 0.47% expense ratio and 0.86% dividend yield. The fund has gained 14.31% year-to-date and 19.57% over the past year, with a Zacks ETF Rank of 2 (Buy). It holds 73 companies with heavy exposure to Financials (37.9%), Information Technology, and Industrials sectors. Comparable alternatives include SCHD and VTV, which have lower expense ratios. | View source ↗ | Zacks Investment Research | Oct 15, 2026 | bullish | 0.167 | 1 |
| This AI Chip Stock Has Been Billionaire Philippe Laffont's Largest Holding Throughout 2026. Here's What $10,000 Invested Today Could Be Worth by 2030. | Billionaire Philippe Laffont's hedge fund Coatue Management holds Taiwan Semiconductor Manufacturing (TSMC) as its largest position at nearly 9% of publicly traded U.S. equities. TSMC dominates third-party semiconductor fabrication with 73% market share in advanced chips, supported by strong pricing power and capacity constraints. With management forecasting 25% compound annual revenue growth through 2029 and actual 2026 growth exceeding 35%, analysts project $10,000 invested today could reach $15,200-$19,000 by 2030. | View source ↗ | The Motley Fool | Oct 15, 2026 | bullish | 1 | 1 |
| This AI Chip Stock Has Been Billionaire Philippe Laffont's Largest Holding Throughout 2026. Here's What $10,000 Invested Today Could Be Worth by 2030. | Billionaire Philippe Laffont's hedge fund Coatue Management holds Taiwan Semiconductor Manufacturing (TSMC) as its largest position at nearly 9% of publicly traded U.S. equities. TSMC dominates third-party semiconductor fabrication with 73% market share in advanced chips, supported by strong pricing power and capacity constraints. With management forecasting 25% compound annual revenue growth through 2029 and actual 2026 growth exceeding 35%, analysts project $10,000 invested today could reach $15,200-$19,000 by 2030. | View source ↗ | The Motley Fool | Oct 15, 2026 | bullish | 1 | 1 |
| Lam Research (LRCX) Dips More Than Broader Market: What You Should Know | Lam Research stock fell 4.71% on October 14, 2026, underperforming the S&P 500's 1.11% loss. Despite the daily decline, the semiconductor equipment maker has gained 11.16% over the past month. The company is expected to report strong earnings on October 21, with consensus estimates predicting 72.22% EPS growth and 52.42% revenue growth year-over-year. Lam Research holds a Zacks Rank #2 (Buy) rating with a Forward P/E of 32.23, trading at a discount to its industry average. | View source ↗ | Zacks Investment Research | Oct 14, 2026 | bullish | 1 | 1 |
| Lam Research (LRCX) Stock May Be Fully Valued After Fresh AI Demand News - Simply Wall Street | Lam Research (LRCX) Stock May Be Fully Valued After Fresh AI Demand News Simply Wall Street | View source ↗ | Simply Wall Street | Oct 14, 2026 | neutral | 0 | 0.6 |
| Wall Street Analysts See a 25.6% Upside in Lam Research (LRCX): Can the Stock Really Move This High? | Lam Research (LRCX) has a consensus price target of $378.2, indicating 25.6% upside potential from its current price of $301.11. The stock has gained 11.2% over the past four weeks. While analysts have revised earnings estimates higher and the company holds a Zacks Rank #2 (Buy) rating, the article cautions that price targets alone can be misleading and should not be the sole basis for investment decisions. | View source ↗ | Zacks Investment Research | Oct 14, 2026 | bullish | 1 | 1 |
| Wall Street Analysts See a 25.6% Upside in Lam Research (LRCX): Can the Stock Really Move This High? | Lam Research (LRCX) has a consensus price target of $378.2, indicating 25.6% upside potential from its current price of $301.11. The stock has gained 11.2% over the past four weeks. While analysts have revised earnings estimates higher and the company holds a Zacks Rank #2 (Buy) rating, the article cautions that price targets alone can be misleading and should not be the sole basis for investment decisions. | View source ↗ | Zacks Investment Research | Oct 14, 2026 | bullish | 1 | 1 |
| If You Invested $1000 in Applied Materials a Decade Ago, This is How Much It'd Be Worth Now | Applied Materials (AMAT) delivered exceptional returns over the past decade, with a $1,000 investment made in October 2016 worth $16,663.32 by October 2026—a 1,566.33% gain that significantly outpaced the S&P 500's 266.01% return. The semiconductor equipment manufacturer benefits from AI-driven wafer fabrication spending and advanced packaging demand, with analysts maintaining an Outperform rating despite risks from capital spending cyclicality and competitive pressures. | View source ↗ | Zacks Investment Research | Oct 14, 2026 | bullish | 0.333 | 1 |
| If You Invested $1000 in Applied Materials a Decade Ago, This is How Much It'd Be Worth Now | Applied Materials (AMAT) delivered exceptional returns over the past decade, with a $1,000 investment made in October 2016 worth $16,663.32 by October 2026—a 1,566.33% gain that significantly outpaced the S&P 500's 266.01% return. The semiconductor equipment manufacturer benefits from AI-driven wafer fabrication spending and advanced packaging demand, with analysts maintaining an Outperform rating despite risks from capital spending cyclicality and competitive pressures. | View source ↗ | Zacks Investment Research | Oct 14, 2026 | bullish | 0.333 | 1 |
| Lam Research (NASDAQ:LRCX) Stock Price Down 2.7% - Should You Sell? - MarketBeat | Lam Research (NASDAQ:LRCX) Stock Price Down 2.7% - Should You Sell? MarketBeat | View source ↗ | MarketBeat | Oct 13, 2026 | neutral | 0 | 0.6 |
| If You Invested $1000 In Lam Research Stock 10 Years Ago, You Would Have This Much Today - Benzinga | If You Invested $1000 In Lam Research Stock 10 Years Ago, You Would Have This Much Today Benzinga | View source ↗ | Benzinga | Oct 12, 2026 | neutral | 0 | 0.6 |
| Top After-Hours Gainers Today Beyond Micron: QCOM, AMAT, LRCX Surge - Stocktwits | Top After-Hours Gainers Today Beyond Micron: QCOM, AMAT, LRCX Surge Stocktwits | View source ↗ | Stocktwits | Oct 12, 2026 | neutral | 0 | 0.6 |
| AMSL, AMAT, KLAC, LRCX: Chipmaking Equipment Stocks Rise On Intel’s CapEx Bump - Stocktwits | AMSL, AMAT, KLAC, LRCX: Chipmaking Equipment Stocks Rise On Intel’s CapEx Bump Stocktwits | View source ↗ | Stocktwits | Oct 11, 2026 | neutral | 0 | 0.6 |
| LRCX News | LAM RESEARCH CORP (NASDAQ:LRCX) - ChartMill | LRCX News | LAM RESEARCH CORP (NASDAQ:LRCX) ChartMill | View source ↗ | ChartMill | Oct 10, 2026 | neutral | 0 | 0.6 |
| If You Invested $1000 in Lam Research a Decade Ago, This is How Much It'd Be Worth Now | A $1,000 investment in Lam Research (LRCX) made in October 2016 would be worth $31,947.18 as of October 9, 2026, representing a 3,094.72% gain. The semiconductor equipment supplier has benefited from AI-driven demand in memory and foundry markets. However, risks include cyclical equipment spending, China exposure volatility, and export controls. | View source ↗ | Zacks Investment Research | Oct 9, 2026 | bullish | 0.5 | 1 |
| If You Invested $1000 in Lam Research a Decade Ago, This is How Much It'd Be Worth Now | A $1,000 investment in Lam Research (LRCX) made in October 2016 would be worth $31,947.18 as of October 9, 2026, representing a 3,094.72% gain. The semiconductor equipment supplier has benefited from AI-driven demand in memory and foundry markets. However, risks include cyclical equipment spending, China exposure volatility, and export controls. | View source ↗ | Zacks Investment Research | Oct 9, 2026 | bullish | 0.5 | 1 |
| Lam Research (NASDAQ:LRCX) Stock Price Down 2.7% - Here's What Happened - MarketBeat | Lam Research (NASDAQ:LRCX) Stock Price Down 2.7% - Here's What Happened MarketBeat | View source ↗ | MarketBeat | Oct 8, 2026 | neutral | 0 | 0.6 |
| Lam Research (LRCX) Suffers a Larger Drop Than the General Market: Key Insights | Lam Research (LRCX) declined 2.71% on October 8, 2026, underperforming the S&P 500's 0.47% loss. Despite a 4.33% monthly gain, the semiconductor equipment maker trails its sector. Analysts expect strong Q3 earnings of $2.17 per share (72.22% YoY growth) and full-year revenue of $34.46 billion (48.34% growth). The stock holds a Zacks Rank #2 (Buy) with a Forward P/E of 35.29, trading at a discount to its industry average. | View source ↗ | Zacks Investment Research | Oct 8, 2026 | neutral | 0 | 1 |
| Lam Research (LRCX) Suffers a Larger Drop Than the General Market: Key Insights | Lam Research (LRCX) declined 2.71% on October 8, 2026, underperforming the S&P 500's 0.47% loss. Despite a 4.33% monthly gain, the semiconductor equipment maker trails its sector. Analysts expect strong Q3 earnings of $2.17 per share (72.22% YoY growth) and full-year revenue of $34.46 billion (48.34% growth). The stock holds a Zacks Rank #2 (Buy) with a Forward P/E of 35.29, trading at a discount to its industry average. | View source ↗ | Zacks Investment Research | Oct 8, 2026 | neutral | 0 | 1 |
| 5 Ways to Invest Around Terafab Without Betting on Tesla or SpaceX | Tesla and SpaceX plan to build Terafab, a $16.8 billion chip-making complex in Texas spanning over 100 million square feet, with manufacturing expected to begin by 2029. Intel will design and manufacture chips using its 14A process, while Musk confirmed Tesla and SpaceX will build and operate the facility themselves. Investors can position for the buildout through chip equipment makers, packaging/testing companies, materials suppliers, power infrastructure providers, and semiconductor ETFs. | View source ↗ | Zacks Investment Research | Oct 8, 2026 | bullish | 0.944 | 1 |
| 5 Ways to Invest Around Terafab Without Betting on Tesla or SpaceX | Tesla and SpaceX plan to build Terafab, a $16.8 billion chip-making complex in Texas spanning over 100 million square feet, with manufacturing expected to begin by 2029. Intel will design and manufacture chips using its 14A process, while Musk confirmed Tesla and SpaceX will build and operate the facility themselves. Investors can position for the buildout through chip equipment makers, packaging/testing companies, materials suppliers, power infrastructure providers, and semiconductor ETFs. | View source ↗ | Zacks Investment Research | Oct 8, 2026 | bullish | 0.944 | 1 |
| 5 Ways to Invest Around Terafab Without Betting on Tesla or SpaceX | Tesla and SpaceX plan to build Terafab, a $16.8 billion chip-making complex in Texas spanning over 100 million square feet, with manufacturing expected to begin by 2029. Intel will design and manufacture chips using its 14A process, while Musk confirmed Tesla and SpaceX will build and operate the facility themselves. Investors can position for the buildout through chip equipment makers, packaging/testing companies, materials suppliers, power infrastructure providers, and semiconductor ETFs. | View source ↗ | Zacks Investment Research | Oct 8, 2026 | bullish | 0.944 | 1 |
| Can Applied Materials Sustain Momentum in Its AGS Business? | Applied Materials reported record AGS revenues of $1.78 billion, up 22% year-over-year in fiscal Q3 2026, with over 37,000 chambers connected to its AIx software. The company expects AGS revenues to grow more than 20% in 2026 and maintain mid-teens annual growth long-term. However, AMAT stock trades at a premium valuation with a P/S multiple of 9.20X versus the industry average of 5.14X. | View source ↗ | Zacks Investment Research | Oct 8, 2026 | bullish | 1 | 1 |
| Can Applied Materials Sustain Momentum in Its AGS Business? | Applied Materials reported record AGS revenues of $1.78 billion, up 22% year-over-year in fiscal Q3 2026, with over 37,000 chambers connected to its AIx software. The company expects AGS revenues to grow more than 20% in 2026 and maintain mid-teens annual growth long-term. However, AMAT stock trades at a premium valuation with a P/S multiple of 9.20X versus the industry average of 5.14X. | View source ↗ | Zacks Investment Research | Oct 8, 2026 | bullish | 1 | 1 |
| Can Applied Materials Sustain Momentum in Its AGS Business? | Applied Materials reported record AGS revenues of $1.78 billion, up 22% year-over-year in fiscal Q3 2026, with over 37,000 chambers connected to its AIx software. The company expects AGS revenues to grow more than 20% in 2026 and maintain mid-teens annual growth long-term. However, AMAT stock trades at a premium valuation with a P/S multiple of 9.20X versus the industry average of 5.14X. | View source ↗ | Zacks Investment Research | Oct 8, 2026 | bullish | 1 | 1 |
| 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. | View source ↗ | Zacks Investment Research | Oct 8, 2026 | bullish | 1 | 1 |
| 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. | View source ↗ | Zacks Investment Research | Oct 8, 2026 | bullish | 1 | 1 |
| 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. | View source ↗ | Zacks Investment Research | Oct 8, 2026 | bullish | 1 | 1 |
| AXTI Stock Rises 21% in a Month: Should You Buy, Sell or Hold? | AXT Inc. (AXTI) has surged 20.8% in the past month driven by strong demand for indium phosphide (InP) substrates used in AI data center optical components. The company plans to double InP capacity in 2026 and 2027, with record Q2 2026 InP revenues of $30.7 million and a backlog exceeding $100 million. However, analysts recommend a Hold rating due to the stock's premium 42.51X P/S valuation, heavy China dependence, and competitive pressures. | View source ↗ | Zacks Investment Research | Oct 7, 2026 | bullish | 0.75 | 1 |
| AXTI Stock Rises 21% in a Month: Should You Buy, Sell or Hold? | AXT Inc. (AXTI) has surged 20.8% in the past month driven by strong demand for indium phosphide (InP) substrates used in AI data center optical components. The company plans to double InP capacity in 2026 and 2027, with record Q2 2026 InP revenues of $30.7 million and a backlog exceeding $100 million. However, analysts recommend a Hold rating due to the stock's premium 42.51X P/S valuation, heavy China dependence, and competitive pressures. | View source ↗ | Zacks Investment Research | Oct 7, 2026 | bullish | 0.75 | 1 |
| Should You Invest in Lam Research Stock Despite Its Premium Valuation? - Yahoo Finance | Should You Invest in Lam Research Stock Despite Its Premium Valuation? Yahoo Finance | View source ↗ | Yahoo Finance | Oct 7, 2026 | neutral | 0 | 0.6 |
| Should You Invest in Lam Research Stock Despite Its Premium Valuation? - TradingView | Should You Invest in Lam Research Stock Despite Its Premium Valuation? TradingView | View source ↗ | TradingView | Oct 7, 2026 | neutral | 0 | 0.6 |
| Zacks Industry Outlook Applied Materials, Lam Research and FormFactor | The semiconductor industry is experiencing strong growth driven by AI demand expanding beyond model training into inference and physical AI, requiring advanced chips across logic, DRAM, NAND, and HBM. Applied Materials, Lam Research, and FormFactor are well-positioned to benefit from increased hyperscaler spending on AI-supportive chips and advanced packaging. However, the industry faces headwinds from supply chain constraints, rising manufacturing costs, and potential tariffs. | View source ↗ | Zacks Investment Research | Oct 7, 2026 | bullish | 1 | 1 |
| Zacks Industry Outlook Applied Materials, Lam Research and FormFactor | The semiconductor industry is experiencing strong growth driven by AI demand expanding beyond model training into inference and physical AI, requiring advanced chips across logic, DRAM, NAND, and HBM. Applied Materials, Lam Research, and FormFactor are well-positioned to benefit from increased hyperscaler spending on AI-supportive chips and advanced packaging. However, the industry faces headwinds from supply chain constraints, rising manufacturing costs, and potential tariffs. | View source ↗ | Zacks Investment Research | Oct 7, 2026 | bullish | 1 | 1 |
| Should You Buy, Sell or Hold AMAT Stock at a P/S Valuation of 9.59X? | Applied Materials (AMAT) has surged 111% year-to-date, trading at a premium P/S multiple of 9.59X versus the industry's 5.25X. Despite overvaluation concerns, the company is well-positioned to capitalize on AI-driven semiconductor demand, with strong growth in advanced packaging, DRAM/HBM technologies, and its AGS services business. Record AGS revenues of $1.78B (up 22% YoY) and plans to double manufacturing output by 2028 support a Zacks Rank #2 Buy recommendation. | View source ↗ | Zacks Investment Research | Oct 6, 2026 | bullish | 0.25 | 1 |
| Should You Buy, Sell or Hold AMAT Stock at a P/S Valuation of 9.59X? | Applied Materials (AMAT) has surged 111% year-to-date, trading at a premium P/S multiple of 9.59X versus the industry's 5.25X. Despite overvaluation concerns, the company is well-positioned to capitalize on AI-driven semiconductor demand, with strong growth in advanced packaging, DRAM/HBM technologies, and its AGS services business. Record AGS revenues of $1.78B (up 22% YoY) and plans to double manufacturing output by 2028 support a Zacks Rank #2 Buy recommendation. | View source ↗ | Zacks Investment Research | Oct 6, 2026 | bullish | 0.25 | 1 |
| 3 Stocks to Buy From the Prospering Semiconductor Industry | The Zacks Electronics-Semiconductors industry is experiencing strong growth driven by expanding AI demand across inference, agentic AI, and physical AI applications. The industry ranks #108 among Zacks industries (top 44%) with earnings estimates up 152.6% since January 31, 2026. Key beneficiaries include companies specializing in advanced packaging, testing, and wafer fabrication equipment. The industry has outperformed the S&P 500 (42.9% vs 16% return) and trades at a favorable 14.2X forward P/E ratio compared to broader market multiples. | View source ↗ | Zacks Investment Research | Oct 6, 2026 | bullish | 1 | 1 |
| 3 Stocks to Buy From the Prospering Semiconductor Industry | The Zacks Electronics-Semiconductors industry is experiencing strong growth driven by expanding AI demand across inference, agentic AI, and physical AI applications. The industry ranks #108 among Zacks industries (top 44%) with earnings estimates up 152.6% since January 31, 2026. Key beneficiaries include companies specializing in advanced packaging, testing, and wafer fabrication equipment. The industry has outperformed the S&P 500 (42.9% vs 16% return) and trades at a favorable 14.2X forward P/E ratio compared to broader market multiples. | View source ↗ | Zacks Investment Research | Oct 6, 2026 | bullish | 1 | 1 |
| The Zacks Analyst Blog Highlights Lam, Taiwan, Marathon, NVIDIA, Micron and Alphabet | Zacks highlights three stocks positioned to outperform in Q3 earnings: Lam Research, TSMC, and Marathon Petroleum. Technology and Energy sectors are expected to lead with 43.3% and 114.3% earnings growth respectively. The semiconductor industry is particularly strong with 85.5% projected earnings growth driven by sustained AI infrastructure investment, while energy benefits from elevated oil prices following Persian Gulf disruptions. | View source ↗ | Zacks Investment Research | Oct 6, 2026 | bullish | 1 | 1 |
| The Zacks Analyst Blog Highlights Lam, Taiwan, Marathon, NVIDIA, Micron and Alphabet | Zacks highlights three stocks positioned to outperform in Q3 earnings: Lam Research, TSMC, and Marathon Petroleum. Technology and Energy sectors are expected to lead with 43.3% and 114.3% earnings growth respectively. The semiconductor industry is particularly strong with 85.5% projected earnings growth driven by sustained AI infrastructure investment, while energy benefits from elevated oil prices following Persian Gulf disruptions. | View source ↗ | Zacks Investment Research | Oct 6, 2026 | bullish | 1 | 1 |
| 3 Stocks From AI & Energy to Buy Before Q3 Earnings Kick Off | As Q3 earnings season approaches with strong tailwinds, the S&P 500 is expected to see 24.6% year-over-year earnings growth. Technology and Energy sectors are particularly strong, with semiconductor earnings projected to jump 85.5% driven by AI infrastructure investment, while Energy earnings expected to rise 114% due to elevated oil prices from Persian Gulf disruptions. Three stocks highlighted for potential outperformance are Lam Research, TSMC, and Marathon Petroleum. | View source ↗ | Zacks Investment Research | Oct 5, 2026 | bullish | 1 | 1 |
| AI Drives Storage Demand: Will It Boost Lam Research's NAND Growth? | Lam Research expects significant growth opportunities as AI workloads drive demand for high-capacity NAND storage. The company projects its served available market per wafer in NAND will double as layer counts increase from 128-layer to 500-plus-layer devices. NAND revenues doubled sequentially in Q4, contributing to record overall results. Competitors Applied Materials and KLA are also benefiting from AI-driven memory spending. | View source ↗ | Zacks Investment Research | Oct 5, 2026 | bullish | 1 | 1 |
| Lam Research (LRCX) Outpaces Stock Market Gains: What You Should Know | Lam Research (LRCX) closed at $347.49, up 2.17%, outperforming the S&P 500. The semiconductor equipment maker has gained 16.21% over the past month. The company is expected to report Q3 EPS of $2.17 (up 72.22% YoY) and revenue of $8.12 billion (up 52.42% YoY) on October 21, 2026. LRCX holds a Zacks Rank #2 (Buy) with a Forward P/E of 36.47, trading at a discount to its industry average. | View source ↗ | Zacks Investment Research | Oct 2, 2026 | bullish | 1 | 1 |
| LRCX Stock Price and Chart — NASDAQ:LRCX - TradingView | LRCX Stock Price and Chart — NASDAQ:LRCX TradingView | View source ↗ | TradingView | Oct 2, 2026 | neutral | 0 | 0.6 |
| At 2 p.m. Pacific on Oct. 21, Lam Research will host its quarterly call. - Stock Titan | At 2 p.m. Pacific on Oct. 21, Lam Research will host its quarterly call. Stock Titan | View source ↗ | Stock Titan | Sep 30, 2026 | neutral | 0 | 0.6 |
| High K Chip Demand Could Change Lam Research (LRCX) Stock Narrative - Simply Wall Street | High K Chip Demand Could Change Lam Research (LRCX) Stock Narrative Simply Wall Street | View source ↗ | Simply Wall Street | Sep 29, 2026 | neutral | 0 | 0.6 |
| Lam Research Stock: Buy The Summer Pullback (Rating Upgrade) (NASDAQ:LRCX) - Seeking Alpha | Lam Research Stock: Buy The Summer Pullback (Rating Upgrade) (NASDAQ:LRCX) Seeking Alpha | View source ↗ | Seeking Alpha | Aug 31, 2026 | neutral | 0 | 0.6 |
| Why Lam Research (LRCX) Stock Is Down Today - Quiver Quantitative | Why Lam Research (LRCX) Stock Is Down Today Quiver Quantitative | View source ↗ | Quiver Quantitative | Aug 19, 2026 | neutral | 0 | 0.6 |
| Lam Research (LRCX) Stock Trades Up, Here Is Why - StockStory | Lam Research (LRCX) Stock Trades Up, Here Is Why StockStory | View source ↗ | StockStory | Jul 30, 2026 | neutral | 0 | 0.6 |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.