LRCX Lam Research Corporation Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
17:40
01 сен
01 сен
UBS raises WFE forecasts; equipment names flagged.
UBS raises 2026-2028 WFE forecasts (2026 to $158B, +36% Y/Y); semiconductor equipment suppliers are flagged as beneficiaries, with no explicit buy/sell direction.
Сред.
12:32
01 сен
01 сен
Samsung capex commitments imply LRCX order inflection
Watch LRCX as a beneficiary of Samsung's committed capex spend, though the author does not state an ownership position.
Сред.
12:30
01 сен
01 сен
LRCX watch on Samsung capex inflection
Watch LRCX as Samsung's outstanding capex commitments and memory demand forecast imply upcoming equipment orders, but author frames this as a read-through rather than ownership.
Сред.
10:44
01 сен
01 сен
Watch LRCX for Samsung tool orders.
Watch LRCX as a second-order beneficiary of Samsung's capex commitments and anticipated tool-order inflection, driven by memory supply-demand tightness and high R&D spend.
Сред.
06:56
01 сен
01 сен
Samsung Hynix investment drives semiconductor equipment demand
Samsung Electronics and SK hynix are aggressively expanding HBM and advanced DRAM investment, and global equipment makers ASML, Lam Research, Applied Materials, and Tokyo Electron are hiring engineers and building facilities in Korea to support installation, maintenance, and process optimization. This real-world hiring and investment is a confirmation that semiconductor materials, parts, and equipment demand will improve.
Выс.
15:17
31 авг
31 авг
Morgan Stanley's note highlights growth in memory and foundry/logic WFE for 2026-2027.
Morgan Stanley's note highlights growth in memory and foundry/logic WFE for 2026-2027, but the tweet is a research summary without an explicit author position.
Низ.
06:54
27 авг
27 авг
"AI compute, memory, packaging names listed"
"AI-infrastructure value-chain names across compute, memory, packaging, equipment, and storage are listed as beneficiaries; no explicit directional commitment or trade call."
Сред.
06:55
26 авг
26 авг
Lam's SEMulator3D addresses GAA stress challenges.
Discusses Lam Research process simulation capabilities for GAA design, highlighting potential competitive advantage in advanced nodes; no directional stance on the stock or financial thesis.
Низ.
17:56
25 авг
25 авг
Morgan Stanley raises WFE forecasts for 2026-2028.
Morgan Stanley raises WFE forecasts for 2026-2028, but the tweet is a research summary without an explicit author position or trade call.
Низ.
12:47
25 авг
25 авг
News wire reports a broad list of price target raises and cuts across dozens of stocks.
News wire reports a broad list of price target raises and cuts across dozens of stocks from various banks, with no directional commentary or personal market views expressed.
11:53
25 авг
25 авг
Mizuho trims PTs, sees memory tight
Mizuho modestly cuts PTs for MU, SNDK, AMAT, MKSI, LRCX on de-spec uncertainty but still sees memory tight and higher bit demand.
Сред.
22:46
23 авг
23 авг
Author is bullish on the AI buildout over five years.
Author is bullish on the AI buildout over five years, but the tweet is a thematic performance review and forward-looking thesis without explicit current positions, so all tickers are watch.
18:01
23 авг
23 авг
Goldman lifts WFE outlook: AMAT LRCX ACMR
Goldman Sachs raised WFE spending forecasts for 2026-2028 on foundry/logic and DRAM strength; AMAT, LRCX, and ACMR are the tickers listed in the post, no directional view.
Сред.
21:00
22 авг
22 авг
These large caps look short/long-term decent.
Among large-cap names, Micron, AMD, Exxon Mobil, Lam Research, and Applied Materials look acceptable to hold for both short-term and long-term, according to the speaker's screening of market-cap leaders.
Низ.
21:47
20 авг
20 авг
The author shares a Yole Group list for semiconductor WFE market overview.
The author shares a Yole Group list for semiconductor WFE market overview, presenting it as a research reference rather than a personal trade position.
Низ.
13:31
20 авг
20 авг
Watch underweight tech for institutional rotation back
Watch these underweight tech names after the AI-led selloff; mutual funds are heavily underweight them and institutional AI exposure remains below pre-July levels, leaving room for flows to rotate back.
Сред.
07:00
20 авг
20 авг
Applied Materials and Lam Research ride equipment cycle.
Global semiconductor equipment leaders Applied Materials and Lam Research can keep riding the AI semiconductor expansion because capacity additions are global, including Tesla's announced fab that is starting near Samsung scale of 600k-700k wafers. Equipment cycles are longer than chip cycles because capacity buildouts take time.
Сред.
05:32
20 авг
20 авг
Research summary on AI-driven margin expansion across the semiconductor supply chain.
Research summary on AI-driven margin expansion across the semiconductor supply chain, noting NVDA's 75% gross margin and broader supplier profitability without any explicit position or trade call.
00:27
18 авг
18 авг
Memory profit growth drives equipment investment.
Semiconductor equipment manufacturers are expected to benefit directly as the improving profitability of memory semiconductor companies translates into increased capital expenditures and equipment investments.
Сред.
17:35
16 авг
16 авг
The author presents a data-driven list of semiconductor and industrial names still far.
The author presents a data-driven list of semiconductor and industrial names still far from 52-week highs but explicitly states it is not a buy list, so all are watch.
Низ.
15:33
16 авг
16 авг
Lam Research purchase obligations hit ATH.
Notes Lam Research purchase obligations hit an all-time high, signaling a shift to semicap supply constraints amid a generational WFE boom.
Сред.
15:01
15 авг
15 авг
Lam and KLA benefit from DRAM upcycle
Buy Lam Research and KLA as cyclical beneficiaries of the DRAM revenue upcycle; both are identified as gainers in a semicap DRAM environment hitting new revenue peaks.
Сред.
21:25
14 авг
14 авг
Third Point LLC reduces its stake in Lam Research according to a new SEC filing disclosure.
20:49
14 авг
14 авг
Bernstein projects CY28 WFE reaching $300+ billion.
Notes Bernstein's projection of CY28 WFE reaching $300+ billion driven by AMAT's capacity scaling, with no directional view stated.
Сред.
20:29
14 авг
14 авг
Bridgewater Associates discloses its Q2 2026 13F filing, listing SPY, IVV, NVDA, AVGO, AMZN.
Bridgewater Associates discloses its Q2 2026 13F filing, listing SPY, IVV, NVDA, AVGO, AMZN, GOOGL, LRCX, VOO, AMD, and EWY as its top ten holdings by portfolio weight.
11:54
14 авг
14 авг
Pre-market movers include Reddit joining the S&P 500.
Pre-market movers include Reddit joining the S&P 500, Applied Materials falling on high expectations despite strong results, and Wayfair and Sandisk upgraded by analysts.
04:31
14 авг
14 авг
Upgrade-led NAND investment limits equipment vendor upside.
Watch NAND producers and equipment vendors as investment remains upgrade-led, supporting supply discipline but limiting equipment upside.
Сред.
04:31
14 авг
14 авг
WFE recurring revenue supported by fab utilization.
Watch WFE sector names as full fab utilization and AI service attach support recurring revenue, though spares growth may normalize.
Сред.
01:57
14 авг
14 авг
Semiconductor equipment decline is normalization opportunity.
After extreme semiconductor sector crowding unwound, semiconductor equipment names sold off alongside memory stocks even though fundamentals remain supportive. Applied Materials is about 40% below its high and Lam Research fell from roughly 440 to 250 after valuations reached around 50x. Choi views this as normalization rather than fundamental damage: China is still buying legacy semiconductor equipment, and advanced logic and DRAM equipment demand is growing.
Выс.
20:35
13 авг
13 авг
Lam Research announces a $3B R&D expansion to boost capacity.
Lam Research announces a $3B R&D expansion to boost capacity, but the post is a factual corporate announcement without an explicit author position or forward call.
Сред.
Об аналитическом покрытии LRCX
Buzzberg отслеживает LRCX (Lam Research Corporation) в 54 источниках. Бычьих сигналов: 77, медвежьих: 0, от 92 аналитиков. Сентимент преимущественно бычий (30%). Всего отслеживается 257 торговых идей. За последние 7 дней: бычьих: 1, наблюдение: 6. Последние спикеры: pequityresearch, ParadisLabs, Park Se-ik.