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2026-06-25·LRCX·analyst revision
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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. Wells Fargo raised its price target on LRCX, citing the company's exposure to NAND spending. Separately, a Yahoo Finance article reported a new street-high price target, stating NAND equipment demand can take LRCX higher. These revisions reflect optimism in the memory equipment cycle, particularly for NAND flash, which is a key segment for Lam's etching and deposition tools. The upgrades come as memory makers like SK Hynix, Samsung, and Micron invest in NAND capacity. This bodes well for Lam's revenue growth and market position.

window 10devidence 63price LRCX $409.54
priced-in check

LRCX has already moved up +72% over the recent 30-90 day window.

partly priced
as of 2026-06-227d n/a45d n/a90d +72%yahoo

signal brief

Lam Research (LRCX) received multiple analyst price target increases on June 24-25, 2026, driven by anticipated NAND equipment demand. Wells Fargo raised its price target on LRCX, citing the company's exposure to NAND spending. Separately, a Yahoo Finance article reported a new street-high price target, stating NAND equipment demand can take LRCX higher. These revisions reflect optimism in the memory equipment cycle, particularly for NAND flash, which is a key segment for Lam's etching and deposition tools. The upgrades come as memory makers like SK Hynix, Samsung, and Micron invest in NAND capacity. This bodes well for Lam's revenue growth and market position.

evidence

spillover entities

SK_HYNIXMUSAMSUNGAMAT

Decision support, not stock advice. This signal is research with cited evidence — not a recommendation to buy, sell, or hold any security.