B. Riley Names Lam Research (LRCX) a Top Memory Recovery Play Due to Specialized Etch Leadership

Core Insights - Lam Research Corporation (NASDAQ:LRCX) is recognized as one of the top-performing stocks in the S&P 500 for 2025, with multiple analysts raising their price targets for the company, indicating strong market confidence in its growth potential [1][2][3] Analyst Ratings and Price Targets - B. Riley increased its price target for Lam Research to $195 from $180 while maintaining a Buy rating, highlighting the company's specialized etch leadership as a key factor in capturing market share in memory WFE recovery [1] - Mizuho also raised its price target for Lam Research to $200 from $170, maintaining an Outperform rating, and expressed optimism regarding WFE estimates for 2026, suggesting a positive catalyst for growth [2] - Bank of America raised its price target for Lam Research to $195 from $165 while keeping a Buy rating, indicating a broader transition in the semiconductor industry towards AI-driven workloads [3] Company Overview - Lam Research Corporation designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of integrated circuits across various regions including the US, China, Korea, Taiwan, Japan, Southeast Asia, and Europe [4]