JPMorgan Just Crowned Lam Research With a $315 Target. Is the Chip Equipment Supercycle Just Getting Started? [Yahoo! Finance]
JP Morgan Chase & Co. (JPM)
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Source: Yahoo! Finance
consensus, with JPMorgan raising its price target to $315 and Goldman Sachs raising its target to $290. The semiconductor industry's AI-driven capex surge is extending Lam Research's equipment cycle into 2027 and 2028, transforming a cyclical bounce into a durable multi-year spending framework. The analyst who called NVIDIA in 2010 just named his top 10 AI stocks. Get them here FREE JPMorgan analyst Harlan Sur raised his price target on Lam Research NASDAQ:LRCX ) stock to $315 from $300 and reiterated an Overweight rating, arguing that the latest earnings report has reset both the near-term bar and the multi-year wafer fab equipment (WFE) framework. Lam Research now sits at the center of a widening analyst upgrade cycle tied directly to AI-driven chip demand. For long-term investors, the revised outlook warrants a closer look, even as valuation remains stretched. Goldman Sachs joined the chorus the same morning, raising its price target on Lam Research stock to $290 from $262
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