Lam Research Corp (LRCX) Buy, Sell or Hold

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Lam Research Corp (LRCX)

292.66

+4.34 (1.51%)

as of Sep 3, 2026, 8:00:00 pm Market Open.

74 watching

Investor Insights

Sep 4, 2026, 12:00 am

This summary was created by AI, based on 7 opinions in the last 12 months.

Lam Research Corp (LRCX-Q) has garnered significant attention in the semiconductor industry, primarily due to its strong performance in recent months. Experts highlight its momentum, driven by the increasing demand for memory chips and substantial buildout expected over the next few years. Analysts note that LRCX has benefitted from an inflection point, with strong revenue growth and pricing power emerging after a period of headwinds. Despite its recent success, there are cautions regarding potential overvaluation after rapid price increases, leading some experts to suggest waiting for a market correction before investing. Overall, LRCX stands as one of the major players in a dynamic semi-cap equipment landscape, carrying a positive long-term outlook.

Consensus

Positive

Valuation

Overvalued

Similar

AMAT,AMAT

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.

BUY

They have the right machines and are guided by smart managers.

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

TOP PICK

Stockchase Research Editor: Michael O'Reilly LRCX is a major producer of semiconductor wafer fabrication equipment - a sector in high demand. It is a leader in dry etch technology -- a market segment with a high barrier to entry. It trades at 22x earnings, compared to peers at 37x. With good growth prospects ahead, its PEG ratio is under 1.1. It pays a small dividend, backed by a payout ratio under 20% of cash flow. We would buy this with a stop loss at $485, looking to achieve $744 - upside potential over 23%. Yield 0.85% (Analysts’ price target is $743.39)

BUY

They report Wednesday. It had a great week. LAM is the answers to the semiconductor shortage by making the equipment needed to make these chips. Smart manager and great execution.

BUY

Semis are the basic building block of the modern economy. The most economically sensitive area. The group has gone through a correction. Highly doubts the rally is over. Huge shortage of chips. TER, LRCX, and AMAT all look attractive. Demand will be quite strong going forward.

BUY ON WEAKNESS

Fractional shares to buy instead of playing the short squeeze of GameStop, AMC, etc. The current shortage for semi chips helps this, the best maker of those chips. Buy on pullbacks.

BUY

The best of breed. It's not impervious to a weak earning report, but you rarely go wrong buying the best.

HOLD

Equipment supplier to the fabricators of chips. Specialize in plasma etching. Done tremendously well. Carved out a nice niche, and a leader. He has a target price of $395. He has a 2% position.

BUY

Is the US cold war with China effecting the semi space (i.e. moving semi factories from China to US and Taiwan)? Trade relations continue to chill, yes. He'd own Lam or Taiwan Semi. The latter has seen huge lift in recent days. Lam broke out last week above previous highs and pulled back slightly, so it's a good time to add, and consistently beat estimates.

SELL

He expects a good pullback with heavy volume before bouncing back up. He thinks this will go lower.

DON'T BUY

The Chinese are attempting to build their own semi-conductor facility and they need to buy the equipment – this company is who they would buy from. This new demand has caused sales to sky-rocket. The question is, will this sales growth continue. He expects some increased competition in prices so these valuations are at their stretch point. He would prefer to buy at the bottom of the cycle rather than at the peak.

COMMENT

Lam or Micron? Semi-conductors have been a good neighbourhood to be in. LAM is much more focused on equipment that makes semis while Micron is focussed on memory chips. With the proliferation of handsets, the demand for memory has been shooting through the roof, so Micron is benefitting big. He prefers Micron, though it's more cyclical than other stocks. Given consolidation in this space, the pricing power has gotten better. It trades at 6x PE like a cyclical. Great job of growing its business.

WATCH

You want to see positive money flow. If we are seeing positive money flow this is a good thing. A lot of these stocks from the no volatility zone have suddenly become volatile. This is okay. You had a higher high on this chart. At worst the stock is consolidating. If it breaks away to the upside you are away to the races.

DON'T BUY

Semiconductor equipment guys, who provide equipment for semiconductor companies to make chips. Something that is sort of interrupting the equipment market is that China is building out a semiconductor industry and are making gobs of money. The stock hit new highs and continues moving higher. Feels it is a very elevated stock. China moving into the market will cause semiconductor prices to come down longer-term, so he would stay away.

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Lam Research Corp (LRCX)