Lam Research's stock fell about 20% in three months due to a sector-wide selloff despite strong company fundamentals like 26% revenue growth and consistent earnings beats. Analysts see significant upside potential, with a consensus price target 42% above current levels and a top target suggesting nearly 90% gains. The company benefits from AI-driven demand for chipmaking tools and expects continued growth in advanced memory and packaging technologies. The next key test is the upcoming quarterly report, with guidance indicating sustained wafer fab equipment spending into 2027, though risks remain from shrinking China revenue and export controls.
Lam Research (LRCX) is trading at USD 275.68 on Pluang, showing a 4.45% gain in the last day. The stock's market cap stands at $330.30 billion, reflecting its significant presence in the technology sector. These figures are current as of Oct 19, 2026, 19:43 WIB.
Timothy Arcuri of UBS, a top Wall Street analyst, has upgraded price targets for eight companies, highlighting three semiconductor firms with potential gains over 60% in the next year. Lam Research is expected to rise 61%, Semtech 68%, and Micron the...
NVIDIA has introduced new CUDA-X libraries, including cuPotential, to accelerate AI-driven semiconductor design and manufacturing. These tools help simulate atomic interactions, process 3D data, and analyze images faster, enabling AI-defined fabs to ...
