Whales with a lot of money to spend have taken a noticeably bullish stance on Lam Research.Looking at options history for Lam Research (NASDAQ:LRCX) we detected 161 trades.If we consider the specifics of each trade, it is accurate to state that 50% of the investors opened trades with bullish expectations and 34% with bearish.From the overall spotted trades, 21 are puts, for a total amount of $1,444,277 and 140, calls, for a total amount of $22,217,404.Predicted Price RangeBased on the trading activity, it a ...

We recently published 10 Stock With Eye-Popping Gains; 5 Are on Fresh Highs. Entegris Inc. (NASDAQ:ENTG) was one of the top performers on Thursday. Entegris rallied for a third straight day on Thursday to hit a new 52-week high as investors gobbled up shares ahead of an upcoming dividend, while also taking path from an analyst’s 61 percent price target hike for its stock. At intra-day trading, Entegris Inc. (NASDAQ:ENTG) climbed to as high as $118 before trimming gains to finish the session just up by 9 ...

A logo on the exterior of the ASML Holding NV headquarters in Veldhoven, Netherlands, on Wednesday, Jan. 24, 2024.Dutch semiconductor equipment company ASML has held gains to hit record highs, following Taiwanese chipmaker TSMC's strong earnings report on Thursday. ASML — Europe's most valuable company and the world's only supplier of the complex photolithography machines needed to manufacture the most advanced artificial intelligence chips — has seen shares rise around 7% since TSMC's earnings were release ...

Core View - ASML Holding NV's stock reached a 52-week high, pushing its market capitalization above $500 billion, driven by strong demand for AI-related chip investments [1][6]. Group 1: Analyst Insights - Morgan Stanley and RBC Capital have adopted a bullish outlook on ASML, citing increased spending by chipmakers to meet the rising demand for artificial intelligence [2]. - Morgan Stanley predicts ASML's stock could potentially rise by 70% in a best-case scenario due to this trend [2]. - RBC Capital initiated coverage on ASML with an Outperform rating and a price target of $1,550, emphasizing the company's role as a key beneficiary of sustained AI-driven investment [4]. Group 2: Market Dynamics - Taiwan Semiconductor Manufacturing Co Ltd (TSMC), ASML's largest customer, has indicated robust AI-related capital spending, which strengthens ASML's market position [3]. - TSMC has raised its 2026 capital expenditure plan to $52 billion–$56 billion, significantly above market expectations, which directly boosts future orders for ASML's chipmaking equipment [6]. - The increased capital spending implies a substantial rise in demand for advanced manufacturing tools, where ASML is a central player [7]. Group 3: Industry Trends - RBC Capital highlights tight memory supply, the rising adoption of high-bandwidth memory, and the transition to advanced DRAM nodes as major tailwinds for ASML's tools [5]. - The growth of High Bandwidth Memory (HBM) is expected to enhance the usage of Extreme Ultraviolet (EUV) technology, benefiting ASML [5]. - Favorable geopolitical conditions and renewed competition at the leading edge are also seen as positive factors for ASML [5].

半导体用气动真空阀门是专为半导体制造工艺中各类真空系统设计的自动化执行元件，其核心功能是精确控制 特定真空管路中气体的 " 通 " 与 " 断 " ，从而隔离或连接不同的工艺腔室，确保芯片制造能够在要求的高真空 甚至超高真空环境下稳定进行。 根据 QYResearch 最新调研报告显示，预计 2 03 2 年全球 半导体用气动真空阀门 市场规模将达到 17.62 亿美 元，未来几年年复合增长率 CAGR 为 4.5% 。 半导体用气动真空阀门 的主要生产商 | 总部 / 国家 | 公司名称 | 业务介绍 | | --- | --- | --- | | | VAT Group AG | VAT Group AG 是一家全球领先高性能真空阀及真空解决方案开发与制造商 。 | | | | VAT 的主要业务包括设计、制造和供应高端真空阀、气体入口阀、多阀模块、 | | 瑞士 | | 边缘焊接金属波纹管及相关增值服务，其产品广泛用于半导体、显示器、光 | | | | 伏、真空镀膜等制造业以及科研领域，在半导体真空阀市场拥有显著的全球份 | | | | 额。公司还提供全球服务如备件、维修与升级服务。 | | | 富士金 ...

Core Insights - Lam Research Corporation (LRCX) experienced an 8.3% increase in pre-market trading due to a report from Stifel predicting a 10-15% rise in wafer fabrication spending for the year, an increase from previous expectations of 7-8% [2] Company Analysis - Lam Research is positioned to benefit from the anticipated growth in wafer fabrication spending, which indicates a positive outlook for the semiconductor industry [2] - The company is covered by an analyst with a background in aerospace engineering, who provides insights into the aerospace, defense, and airline sectors, highlighting significant growth prospects [2] Industry Context - The aerospace, defense, and airline sectors are identified as having substantial growth potential, with ongoing developments likely to impact investment strategies [2]

If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Lam Research Corporation ( LRCX ) surged 8.3% in pre-market trading following a report from Stifel outlining expectations that wafer fabrication spending would increase 10-15% this year, up from prior expectations of 7-8%. I covered Lam Research in ...

Investors with a lot of money to spend have taken a bullish stance on Onto Innovation (NYSE:ONTO).And retail traders should know.We noticed this today when the positions showed up on publicly available options history that we track here at Benzinga.Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with ONTO, it often means somebody knows something is about to happen.Today, Benzinga's options scanner spotted 12 options trades for Onto Innovation.Th ...

KLA Corporation (NASDAQ:KLAC) is one of the best long term growth stocks to buy according to hedge funds. KLA Corporation (NASDAQ:KLAC) received a rating update from Cantor Fitzgerald on January 8. The firm lifted the price target on the stock to $1,750 from $1,500 and maintained an Overweight rating on the shares. KLA Corporation (KLAC) Is One Of The Most Important Companies In America, Says Jim Cramer The firm told investors that conviction remains high despite the recent outperformance, with increasin ...

Core Insights - Lam Research Corp. (NASDAQ:LRCX) stock experienced a significant rise due to bullish analyst actions, including RBC Capital's initiation of coverage with an Outperform rating and a price target of $260, alongside Wells Fargo's upgrade to Overweight with a target increase from $145 to $250 [1][2]. Analyst Actions - The stock has a Buy Rating with an average price target of $189.18, reflecting strong analyst consensus [3]. - Recent upgrades from various analysts include Stifel and Bank of America Securities, with price targets clustered between $225 and $260, indicating growing optimism about Lam's earnings trajectory [2][8]. Stock Performance - Lam Research's stock is currently trading 17.2% above its 20-day simple moving average (SMA) and 46.9% above its 100-day SMA, showcasing strong performance in both short-term and long-term metrics [4]. - Over the past 12 months, shares have increased by 186.99%, positioning them closer to their 52-week highs [4]. Technical Indicators - The Relative Strength Index (RSI) is at 65.75, indicating a neutral position, while the Moving Average Convergence Divergence (MACD) is above its signal line, suggesting bullish momentum [5]. - The combination of a neutral RSI and bullish MACD indicates positive momentum for the stock [5]. Earnings Forecast - Investors are anticipating the next earnings report scheduled for January 28, 2026, with an EPS estimate of $1.17 (up from $0.91 year-over-year) and a revenue estimate of $5.23 billion (up from $4.38 billion year-over-year) [6][9]. Valuation and Quality Metrics - The stock is trading at a premium P/E ratio of 46.1x, which analysts justify by the expected 29% earnings growth [3][9]. - Benzinga Edge rankings indicate a strong quality score of 96.21/100, reflecting a healthy balance sheet, while the value score is low at 7.84/100, suggesting the stock is priced for perfection [7][9]. ETF Exposure - Lam Research has significant exposure in various ETFs, which could lead to automatic buying or selling based on inflows or outflows, impacting the stock price [10]. - At the time of publication, Lam Research shares were up 5.98% at $221.28, trading near its 52-week high of $222.58 [10].