Lam Research: The Setup Keeps Getting Stronger [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
Company Research
Source: Seeking Alpha
LRCX revised 2026 WFE market expectations to $135B, up 23% from 2025, with management citing strong demand visibility and share gains. China revenue concentration risk is being mitigated, with management expecting China to fall below 30% of total revenue after recent restrictions. LRCX stock valuation is stretched, but upward earnings revisions and sector-wide momentum justify staying invested with disciplined position sizing and buying on dips. Sundry Photography/iStock Editorial via Getty Images Since my last article on Lam Research Corporation ( LRCX ) in October, the stock has widely outperformed the S&P 500 ( SP500 ), with LRCX returning ~40% against ~-1% for the index. My thesis was based This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of LRCX either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other
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LRCX
News
- Is First Trust Rising Dividend Achievers ETF (RDVY) a Strong ETF Right Now? [Yahoo! Finance]Yahoo! Finance
- Is Lam Research Corporation (LRCX) A Good Stock To Buy Now? [Yahoo! Finance]Yahoo! Finance
- Is the iShares MSCI USA Quality GARP ETF the Smartest Investment You Can Make in March? [Yahoo! Finance]Yahoo! Finance
- Is Lam Research One of the Best Large-Cap Tech Stocks to Invest In? [Yahoo! Finance]Yahoo! Finance
- Lam Research Corp. (LRCX) Targets Growth in Foundry and Logic Markets [Yahoo! Finance]Yahoo! Finance
LRCX
Earnings
- 1/28/26 - Beat
LRCX
Sec Filings
- 3/11/26 - Form 4
- 3/10/26 - Form 3
- 3/5/26 - Form 4
- LRCX's page on the SEC website