Lam Research(LRCX)
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Buy These 5 Dividend Growth Stocks Amid Heavy Tech Sell-Offs
ZACKS· 2025-12-15 15:31
Key Takeaways Five dividend growth stocks were selected as tech shares slid sharply on AI valuation concerns. The list includes TEL, ENS, DCI, LRCX and LDOS, all showing positive sales and EPS growth histories.Each stock features consistent dividend increases, solid fundamentals and favorable valuation metrics.Major U.S. stock indices tumbled on Dec. 12, 2025, dragged by significant sell-offs witnessed for technology stocks as investors remained worried about the narrative of an apparent AI bubble. Investo ...
Bernstein Analyst Reaffirms Buy Rating On Lam Research Corporation (LRCX)
Yahoo Finance· 2025-12-12 13:50
Lam Research Corporation (NASDAQ:LRCX) is among the 13 Best Nanotechnology Stocks to Buy Now. Bernstein Analyst Reaffirms Buy Rating On Lam Research Corporation (LRCX) Stacy Rasgon, a Bernstein analyst, reaffirmed Lam Research’s buy rating on December 1, 2025. He also established a $175.00 price objective. On December 2, 2025, The Fly reported that Morgan Stanley analyst Shane Brett reaffirmed an Equal Weight rating. The analyst increased the firm’s price objective for Lam Research Corporation (NASDAQ:L ...
Lam Research Corporation (LRCX) Soars to 52-Week High, Time to Cash Out?
ZACKS· 2025-12-11 15:15
Have you been paying attention to shares of Lam Research (LRCX) ? Shares have been on the move with the stock up 4.2% over the past month. The stock hit a new 52-week high of $169.69 in the previous session. Lam Research has gained 133% since the start of the year compared to the 29.7% gain for the Zacks Computer and Technology sector and the 60% return for the Zacks Electronics - Semiconductors industry.What's Driving the Outperformance?The stock has an impressive record of positive earnings surprises, as ...
Here's Why Lam Research (LRCX) is a Great Momentum Stock to Buy
ZACKS· 2025-12-10 18:01
Momentum investing revolves around the idea of following a stock's recent trend in either direction. In "long context," investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even though momentum is a popular stock characte ...
Lam Research (LRCX) is a Top-Ranked Growth Stock: Should You Buy?
ZACKS· 2025-12-08 15:45
It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.Zacks Premium includes access to the Zacks Style Sc ...
Micron vs. Lam Research: Which Stock Has Better Upside Potential?
ZACKS· 2025-12-08 14:01
Key Takeaways Micron Technology benefits from rising AI-driven memory demand and strong fiscal 2026 growth estimates.LRCX posts solid revenue and EPS gains as its tools support next-gen chip production for major manufacturers.Micron trades at a lower forward P/E than Lam Research and has outperformed LRCX in year-to-date returns.Micron Technology, Inc. (MU) and Lam Research Corporation (LRCX) stand at the center of the semiconductor boom, but they operate in very different areas. Micron Technology focuses o ...
Morgan Stanley Hikes Lam Research (LRCX) PT to $158, Keeps Equal Weight on Increased 2027 Wafer Fab Equipment Forecast
Yahoo Finance· 2025-12-08 05:31
Lam Research Corporation (NASDAQ:LRCX) is one of the most profitable tech stocks to buy. On December 2, Morgan Stanley analyst Shane Brett raised the firm’s price target on Lam Research to $158 from $137 with an Equal Weight rating on the shares. This decision comes as the firm has largely maintained its 2026 Wafer Fab Equipment/WFE forecast at $129 billion, which represents 11% year-over-year growth. Concurrently, it increased its 2027 WFE forecast to $145 billion, representing a 13% increase. In FQ1 202 ...
The Zacks Analyst Blog Highlights Procter & Gamble, Lam Research, Texas Instruments, SandRidge Energy and Crown Crafts
ZACKS· 2025-12-04 10:27
Core Insights - The article highlights recent research reports on several major stocks, including Procter & Gamble, Lam Research, Texas Instruments, SandRidge Energy, and Crown Crafts, emphasizing their performance and outlook in the market [2][5][14]. Procter & Gamble (PG) - Procter & Gamble's shares have declined by 14.5% over the past year, slightly better than the Zacks Consumer Products - Staples industry's decline of 14.7% [5]. - The company expects all-in sales growth of 1-5% and flat to up 4% organic sales gains in fiscal 2026, supported by cost savings [6]. - Robust cash flow is anticipated to fund $15 billion in shareholder returns in fiscal 2026, including dividends and share buybacks [6][7]. Lam Research (LRCX) - Lam Research's shares have outperformed the Zacks Electronics - Semiconductors industry, increasing by 101% compared to the industry's 70.1% [8]. - The company is benefiting from strength in 3D DRAM and advanced packaging technologies, with a rebound in the System business due to improving memory spending [9]. - Total revenues are expected to grow at a CAGR of 8.5% from fiscal 2026 to 2028, although global spending on mature nodes may remain soft in the near term [10]. Texas Instruments (TXN) - Texas Instruments' shares have underperformed the Zacks Semiconductor - General industry, declining by 6.8% compared to the industry's 24.8% [11]. - The company is experiencing cautious spending from customers amid macroeconomic uncertainties, impacting overall growth [11]. - Revenue is projected to grow at a CAGR of 8.7% from 2025 to 2027, supported by solid data center demand and a focus on expanding its product portfolio [13]. SandRidge Energy (SD) - SandRidge Energy's shares have outperformed the Zacks Oil and Gas - Integrated - United States industry, increasing by 34.5% compared to the industry's decline of 9.3% [14]. - The company has a market capitalization of $527.34 million and is benefiting from strong early well results in the Cherokee shale [14]. - Cash generation supports a steady capital return program, with rising quarterly dividends and continued buybacks [15][16]. Crown Crafts (CRWS) - Crown Crafts' shares have underperformed the Zacks Textile - Home Furnishing industry, declining by 33.2% compared to the industry's decline of 11% [17]. - The company faces risks such as tariff-related margin pressure and high inventory, but the Baby Boom acquisition is expected to drive long-term growth [18]. - Cost synergies and internal consolidation are anticipated to streamline operations through fiscal 2027, enhancing overall performance [19].
Lam Research: Wait For Cooldown Before Getting In (NASDAQ:LRCX)
Seeking Alpha· 2025-12-03 08:49
I am a value focused investor, conducting fundamental research on sectors like but not limited to chemicals, homebuilders, building materials, industrials and metals & mining. I prefer to invest in stocks which are cheaply available and have a catalyst in the near future. My investment horizon ranges from a quarter to two years. I have over 3 years of active investing experience and served as buy side analyst at boutique research firm and family offices.Analyst’s Disclosure:I/we have no stock, option or sim ...
Lam Research: AI Foundry Growth Keeps The Upside Case Alive (NASDAQ:LRCX)
Seeking Alpha· 2025-12-02 19:59
Following my last article on Lam Research ( LRCX ), the wafer fabrication leader appreciated by roughly 19% in the stock price. My previously guided 12-month price target of $160 has been exceeded, marking an all-time high price ofDear Reader,I am a Senior Derivatives Expert with over 10 years of experience in the field of Asset Management, specializing in equity analysis and research, macroeconomics, and risk-managed portfolio construction. My professional background covers both institutional and private c ...