If you like to see more ideas, please subscribe to the premium service "Value in Corporate Events" here and try the free trial. In this service we cover major earnings events, M&A, IPOs and other significant corporate events with actionable ideas. Furthermore, we provide coverage of situations and names on request!Over the summer, semiconductor supplier Entegris, Inc. ( ENTG ) continued to struggle. Despite being well-positioned in the wider semi-space, the actual performance was rather lackluster, with the ...

Core Viewpoint - Lam Research Corporation is a significant player in the semiconductor industry, specializing in equipment for integrated circuit fabrication, and competes with major companies like Applied Materials and KLA Corporation [1]. Group 1: Stock Performance - On September 22, 2025, KeyBanc downgraded Lam Research from an Overweight to a Sector Weight rating, reflecting a cautious outlook on the stock priced at $132.20 [2]. - Despite the downgrade, Lam Research has shown strong performance in the S&P 500, with a recent stock increase of 4.16%, translating to a price change of $5.28, and fluctuating between $129.16 and $132.62 [2]. - Over the past year, the stock reached a high of $132.63 and a low of $56.32, indicating significant growth [3]. Group 2: Market Position - Lam Research's market capitalization is approximately $167.3 billion, supported by a trading volume of 13.4 million shares, highlighting its strong position in the semiconductor industry [3]. - The company faces a crucial test to sustain its current momentum despite its substantial market cap [3].