Lam Research: Why The WFE Supercycle Changes The Valuation (Rating Upgrade) [Seeking Alpha]
Lam Research Corporation (LRCX)
Last lam research corporation earnings: 4/22 04:05 pm
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US:NASDAQ Investor Relations:
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Source: Seeking Alpha
Revised wafer fab spending forecasts now call for 10–15% YoY growth, supporting higher sales and margin expansion for LRCX. The base case price target is $246.84 (13% upside), with a bullish scenario at $291.11; EBITDA and free cash flow estimates are significantly raised. Though LRCX trades at a premium to historical multiples, strong cash returns (80–85% of FCF) and sector tailwinds justify upside risk. Looking for a helping hand in the market? Members of The Aerospace Forum get exclusive ideas and guidance to navigate any climate. Learn More » kynny/iStock via Getty Images 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 May 2025 with a More on my IG service If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace,
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News
- Why Lam Research (LRCX) Stock Is Trading Up Today [Yahoo! Finance]Yahoo! Finance
- 4 semiconductor stocks giving the AI boom 'more legs' [Yahoo! Finance Canada]Yahoo! Finance Canada
- 4 semiconductor stocks giving the AI boom 'more legs' [Yahoo! Finance]Yahoo! Finance
- KLA, ASML, Lam Research, Applied Materials Surge. Why Chip Stocks Are Getting a Boost. [Yahoo! Finance]Yahoo! Finance
- Lam Research Or Teradyne Stock: Which Semiconductor Bet Will Pay Off? [Forbes]Forbes
LRCX
Earnings
- 10/22/25 - Beat
LRCX
Sec Filings
- 12/18/25 - Form 4
- 12/17/25 - Form 144
- 11/17/25 - Form 4
- LRCX's page on the SEC website