Jan. 25 at 4:54 PM
$LRCX "Heads up alert! Upcoming earnings on Wednesday, 1/28/2026 for
$LRCX
Bullish (8.2)
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Lam Research Corporation (LRCX) has shown strong momentum in recent months, primarily driven by its pivotal role in the semiconductor equipment sector, particularly in relation to AI and advanced memory technologies.
The company's stock has surged approximately 176% over the past year, reflecting robust investor confidence fueled by heightened demand for semiconductor manufacturing equipment.
Key financial metrics underscore this momentum: Lam Research has an impressive P/E ratio of around 25, which, while on the higher side, is justified by anticipated earnings growth.
Analysts project a double-digit EPS growth rate for the upcoming quarters, driven by a favorable semiconductor cycle and increased capital expenditures from major clients like TSMC.
Revenue forecasts indicate continued strength, with expectations of significant growth in the AI and memory segments, positioning Lam Research favorably against peers such as Applied Materials and KLA Corporation.
The company’s operating margins have also expanded, reflecting efficient cost management and a strong demand environment.
As Lam Research approaches its next earnings report scheduled for January 28, 2026, analysts are optimistic about the company's performance.
The consensus estimate suggests a year-over-year earnings increase of over 15%, driven by ongoing investments in AI-driven technologies and robust demand for its etch and deposition tools.
Historical performance indicates that Lam Research has consistently beaten earnings estimates, further solidifying its reputation as a reliable performer in the semiconductor space.
Analysts maintain a bullish outlook, with many reiterating their buy ratings and raising price targets, reflecting confidence in the company's growth trajectory amidst a strengthening semiconductor cycle.
The semiconductor sector as a whole has experienced a resurgence, with major players benefiting from increased capital expenditures and a favorable demand landscape.
The sector is poised for further growth, particularly as AI technologies drive demand for advanced semiconductors, positioning companies like Lam Research at the forefront of this transformation.
Overall, the outlook remains positive, with expectations of continued robust performance in the coming quarters.
- Funds were net sellers of
$LRCX during the previous reporting quarter.
- Funds with large holdings in
$LRCX include:
- Alkeon Capital Management LLC, MV:
$860MM. Fund Rank: 96%
www.alkeoncapital.com
- Canada Pension , MV:
$448MM. Fund Rank: 76%
- Adage Capital P, MV:
$187MM. Fund Rank: 86%
www.adagecapital.com
- Appaloosa LP, MV:
$50MM. Fund Rank: 87%
www.amlp.com
- 180 Wealth Advisors, MV:
$3MM. Fund Rank: 76%
- Last 10 days performance: 5%
- Last 30 days performance: 30%
- Last 90 days performance: 55%
Some of the latest news articles:
- Title: New Strong Buy Stocks for January 23rd
Publication Date: 1/23/2026 9:41:00 AM, Source: yahoo
URL: https://finance.yahoo.com/news/strong-buy-stocks-january-23rd-094100341.html?.tsrc=rss
- Title: Will Lam Research (LRCX) Beat Estimates Again in Its Next Earnings Report?
Publication Date: 1/22/2026 5:10:01 PM, Source: yahoo
URL: https://finance.yahoo.com/news/lam-research-lrcx-beat-estimates-171001704.html?.tsrc=rss
- Title: Why Lam Research (LRCX) Is Up 5.0% After AI Buzz And Tariff Jitters Hit Spotlight
Publication Date: 1/22/2026 4:07:07 PM, Source: yahoo
URL: https://finance.yahoo.com/news/why-lam-research-lrcx-5-160707549.html?.tsrc=rss
- Title: Jim Cramer Calls Lam Research the “Best of the Best” But Warns Against Buying Parabolic Moves
Publication Date: 1/22/2026 8:09:03 AM, Source: yahoo
URL: https://finance.yahoo.com/news/jim-cramer-calls-lam-research-080903287.html?.tsrc=rss
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