Lam Research: The AI Upcycle Is Real, But The Price Is Too Expensive [Seeking Alpha]
Lam Research Corporation (LRCX)
Last lam research corporation earnings: 4/22 04:05 pm
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US:NASDAQ Investor Relations:
investor.lamresearch.com
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Source: Seeking Alpha
LRCX raised its 2026 wafer fabrication equipment outlook to $140B, reflecting accelerating AI-driven demand and improved supply chain constraints. Valuation multiples have expanded significantly, positioning LRCX stock at a premium versus peers, with a current risk-reward profile deemed neutral. I maintain a Hold rating on LRCX stock, citing stretched valuation and mean-reversion risk despite strong secular tailwinds. hapabapa/iStock Editorial via Getty Images Introduction Lam Research Corporation ( LRCX ) has appreciated by over 93% since I last covered it in October and gave it a Hold rating. Since I last reviewed it, Lam has been able to navigate
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LRCX
News
- Lam Research Q3 Earnings Call Highlights [Yahoo! Finance]Yahoo! Finance
- Lam Research (LRCX) had its "overweight" rating reaffirmed by Cantor Fitzgerald. They now have a $320.00 price target on the stock.MarketBeat
- Lam Research (LRCX) had its "outperform" rating reaffirmed by Oppenheimer Holdings, Inc..MarketBeat
- Lam Research (LRCX) had its price target raised by Bank of America Corporation from $285.00 to $330.00. They now have a "buy" rating on the stock.MarketBeat
- Lam Research (LRCX) had its price target raised by Wells Fargo & Company from $290.00 to $320.00. They now have an "overweight" rating on the stock.MarketBeat
LRCX
Earnings
- 4/22/26 - Beat
LRCX
Sec Filings
- 4/23/26 - Form 10-Q
- 4/22/26 - Form 8-K
- 3/27/26 - Form SCHEDULE
- LRCX's page on the SEC website