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LRCXUSsemicappublic

Lam Research Corporation

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recent signals

2026-07-08·LRCX·demand weakness signal
not priced inlowdown

Lam Research (LRCX), a key supplier of semiconductor wafer fabrication equipment, faces potential demand headwinds...

Lam Research (LRCX), a key supplier of semiconductor wafer fabrication equipment, faces potential demand headwinds following a memory sector rout and weak Chinese smartphone sales.

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window 45devidence 17LRCX $346.10 / 45d n/a
2026-07-01·LRCX·analyst revision
partly pricedmedup

Citi raised its price target on Lam Research (LRCX) by $135, citing a multi-year chip manufacturing investment boom...

Citi raised its price target on Lam Research (LRCX) by $135, citing a multi-year chip manufacturing investment boom Source 3.

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window 10devidence 12LRCX $346.10 / 45d n/a
2026-06-30·LRCX·analyst revision
partly pricedmedup

Bank of America raised its price target on Lam Research (LRCX) by $150, citing a bullish outlook for chip equipment...

Bank of America raised its price target on Lam Research (LRCX) by $150, citing a bullish outlook for chip equipment spending heading toward $250 billion.

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window 10devidence 23LRCX $346.10 / 45d n/a
2026-06-29·LRCX·analyst revision
partly pricedlowup

On June 29, 2026, Bank of America raised its price target on Lam Research (LRCX) while maintaining a Buy rating,...

On June 29, 2026, Bank of America raised its price target on Lam Research (LRCX) while maintaining a Buy rating, according to a Yahoo Finance report (source).

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window 10devidence 9LRCX $346.10 / 45d n/a
2026-06-25·LRCX·analyst revision
partly pricedmedup

Lam Research (LRCX) received multiple analyst price target increases on June 24-25, 2026, driven by anticipated NAND...

Lam Research (LRCX) received multiple analyst price target increases on June 24-25, 2026, driven by anticipated NAND equipment demand.

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window 10devidence 63LRCX $346.10 / 45d n/a
2026-06-19·LRCX·analyst revision
partly pricedlowup

Renaissance Investment Management has publicly stated its expectation of a positive upward revision for Lam Research...

Renaissance Investment Management has publicly stated its expectation of a positive upward revision for Lam Research (LRCX), as reported by Insider Monkey on June 18, 2026.

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window 15devidence 26LRCX $346.10 / 45d n/a
2026-06-17·LRCX·customer order win
partly pricedlowup

On June 17, 2026, Digitimes reported that Powerchip Semiconductor Manufacturing Corporation (PSMC) has purchased...

On June 17, 2026, Digitimes reported that Powerchip Semiconductor Manufacturing Corporation (PSMC) has purchased NT$1.04 billion (approximately US$32 million) worth of wafer fabrication equipment from Lam Research (LRCX).

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window 30devidence 3LRCX $346.10 / 45d n/a
2026-06-11·LRCX·institutional position increase
partly pricedlowup

Motley Fool Asset Management LLC increased its position in Lam Research Corporation (LRCX), as reported by multiple...

Motley Fool Asset Management LLC increased its position in Lam Research Corporation (LRCX), as reported by multiple financial news outlets on June 10, 2026 (source 15, source 17).

window 30devidence 21LRCX $346.10 / 45d n/a
2026-05-31·LRCX·analyst revision
partly pricedlowup

A recent article on Yahoo Finance ( notes that the narrative around Lam Research (LRCX) is shifting, with new targets...

A recent article on Yahoo Finance ( notes that the narrative around Lam Research (LRCX) is shifting, with new targets being set and debates about WFE (wafer fab equipment) spending.

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window 20devidence 14LRCX $346.10 / 45d n/a
2026-05-29·LRCX·institutional selling
not priced inlowdown

On 2026-05-29, DailyPolitical.com reported that the National Pension Service, a major institutional investor, reduced...

On 2026-05-29, DailyPolitical.com reported that the National Pension Service, a major institutional investor, reduced its holdings in Lam Research (LRCX).

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window 20devidence 32LRCX $346.10 / 45d n/a
2026-05-29·LRCX·bullish options activity
partly pricedlowup

On May 29, 2026, unusual options activity was reported for Lam Research (LRCX) with investors shorting out-of-the-money...

On May 29, 2026, unusual options activity was reported for Lam Research (LRCX) with investors shorting out-of-the-money puts in huge volume, indicating strong bullish sentiment (Source: Yahoo Finance).

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window 30devidence 22LRCX $346.10 / 45d n/a
2026-05-27·LRCX·demand signal
partly pricedlowup

Lam Research Corporation (LRCX) shares rallied on May 26, 2026, driven by strong AI demand, according to an Insider...

Lam Research Corporation (LRCX) shares rallied on May 26, 2026, driven by strong AI demand, according to an Insider Monkey article [9].

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window 30devidence 14LRCX $346.10 / 45d n/a
2026-05-24·LRCX·land acquisition clearance
partly pricedlowup

On May 24, 2026, the Karnataka High Court set aside a previous order by the Karnataka Industrial Areas Development...

On May 24, 2026, the Karnataka High Court set aside a previous order by the Karnataka Industrial Areas Development Board (KIADB) concerning a Rs 1,125 crore land matter involving Lam Research (source).

window 45devidence 10LRCX $346.10 / 45d n/a
2026-05-22·LRCX·technology investment
partly pricedmedup

Lam Research (LRCX) announced the launch of a Panel-Level Packaging (PLP) Center of Excellence in Salzburg, signaling a...

Lam Research (LRCX) announced the launch of a Panel-Level Packaging (PLP) Center of Excellence in Salzburg, signaling a strategic push into panel-based semiconductor manufacturing (Digitimes 1, Digitimes 2).

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window 30devidence 24LRCX $346.10 / 45d n/a
2026-04-07·LRCX·analyst revision
partly pricedmedup

Lam Research (LRCX) saw its shares rise 3.9% on April 1, 2026, following an analyst upgrade as reported by...

Lam Research (LRCX) saw its shares rise 3.9% on April 1, 2026, following an analyst upgrade as reported by dailypolitical.com and tickerreport.com.

window 30devidence 72LRCX $346.10 / 45d n/a
2026-03-31·LRCX·guidance change
partly pricedmedup

Lam Research Corporation (LRCX) saw its shares rise 6.9% according to Ticker Report.

Lam Research Corporation (LRCX) saw its shares rise 6.9% according to Ticker Report.

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window 30devidence 82LRCX $346.10 / 45d n/a