Lam Research Corp (LRCX) Buy, Sell or Hold

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Lam Research Corp (LRCX)

366.81

+4.29 (1.18%)

as of Jun 12, 2026, 8:00:00 pm Market Open.

74 watching

Investor Insights

Jun 11, 2026, 12:00 am

This summary was created by AI, based on 6 opinions in the last 12 months.

Lam Research Corp (LRCX) is currently one of the top performers in the semiconductor capital equipment sector, exhibiting a significant uptick of 36% in the past month. Analysts are optimistic about its ability to benefit from both memory and logic buildouts, especially in light of ASML's strong results, which indicate positive momentum for LRCX. Despite recent challenges and a rally that may have led to a parabolic price movement, some experts suggest waiting for a market correction before investing. Nevertheless, Lam Research is viewed as a best-in-class player within its industry, with expectations for revenue and earnings to increase significantly moving forward. The current yield stands at 0.43%, and while there are headwinds, many analysts see LRCX at an inflection point poised for growth.

Consensus

Positive

Valuation

Fair Value

Similar

AMAT

COMMENT

Equipment suppliers for semiconductor industry. Older school, cheaper than cutting-edge lithography companies. 12-month price target for LRCX of $1070, up 35% in last 100 days, great company, seems very competitive. Closest comparison would be to KLA.

PARTIAL SELL

Is up 80% this year. Don't buy, but take profits. Likes it.

TOP PICK

Will benefit from the US chips act. He targets $680; can buy at $570 and $540.

(Analysts’ price target is $710.17)

BUY

It has free cash flow geneation given revenues without heavy leverage exposure. A quality name.

BUY

Shares have bottomed and the balance sheet is strong. The worst has passed and is now an opportunity.

PARTIAL SELL

Worries her a little because peers like Micron are reporting lower numbers, but expectations here are low. She trimmed a few weeks ago. Inventories still need to bottom in the next quarter or two.

WATCH

Really likes this. You can't make semis without the equipment that makes semis. True, this is subject to cylicality like the semis, but Lam's equipment is critical. Long-term, it's a good stock, but there's slowing momentum in semis ahead. But that would lead to an entry level.

BUY

At 13x PE, slower sales are already built into shares. Semis could bottom in Q2, so maybe getting into semis is early, but the second half of 2023 will be too late to but these.

BUY

They report Wednesday. He expects the chips act to pass this week. That would be a big boost for Lam.

BUY

They're an equipment supplier among semiconductors. Lam competes with ASML and Applied Materials, both of which he likes. The runway is still going out well into 2023 for these companies, given strong demand (more demand than supply for the next 2 or so years).

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK

(A Top Pick Aug 31/21, Up 3.3%)Stockchase Research Editor: Michael O’Reilly Our PAST TOP PICK with LRCX has triggered its stop at $625. To remain disciplined, we recommend covering the position at this time.

Premium content

Unlock this Panic-proof Portfolio opinion with Stockchase Premium

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK

(A Top Pick Aug 31/21, Up 18.2%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with LRCX is progressing well. We now recommend trailing up the stop (from $550) to $625.

Premium content

Unlock this Panic-proof Portfolio opinion with Stockchase Premium

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK

(A Top Pick Aug 31/21, Up 9.4%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with LRCX is progressing well. We now recommend trailing up the stop (from $485) to $550.

BUY

LRCX vs. AMAT Semis are in a structural, secular bull market. Most economically sensitive part of tech. Both are attractive. He owns LRCX, but he could own either. LRCX has pulled back 10% off the highs but is making a turn. Expects demand to continue to be pretty robust, especially as the size is moving down and we need more capacity.

BUY

Has long liked this. They report Wednesday. Semis worrlwide remain in short supply, and it doesn't help that Beijing is threatening Taiwan, home of Taiwan Semiconductor which delivered a great quarter this week and sparked a chip rally.

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