LRCX Lam Research Corporation Loading... : Bullish and Bearish Analyst Opinions
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17:40
Sep 01
Sep 01
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.
MED
12:32
Sep 01
Sep 01
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.
MED
12:30
Sep 01
Sep 01
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.
MED
10:44
Sep 01
Sep 01
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.
MED
06:56
Sep 01
Sep 01
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.
HIGH
15:17
Aug 31
Aug 31
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.
LOW
06:54
Aug 27
Aug 27
"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."
MED
06:55
Aug 26
Aug 26
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.
LOW
17:56
Aug 25
Aug 25
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.
LOW
12:47
Aug 25
Aug 25
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
Aug 25
Aug 25
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.
MED
22:46
Aug 23
Aug 23
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
Aug 23
Aug 23
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.
MED
21:00
Aug 22
Aug 22
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.
LOW
21:47
Aug 20
Aug 20
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.
LOW
13:31
Aug 20
Aug 20
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.
MED
07:00
Aug 20
Aug 20
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.
MED
05:32
Aug 20
Aug 20
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
Aug 18
Aug 18
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.
MED
17:35
Aug 16
Aug 16
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.
LOW
15:33
Aug 16
Aug 16
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.
MED
15:01
Aug 15
Aug 15
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.
MED
21:25
Aug 14
Aug 14
Third Point LLC reduces its stake in Lam Research according to a new SEC filing disclosure.
20:49
Aug 14
Aug 14
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.
MED
20:29
Aug 14
Aug 14
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
Aug 14
Aug 14
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
Aug 14
Aug 14
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.
MED
04:31
Aug 14
Aug 14
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.
MED
01:57
Aug 14
Aug 14
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.
HIGH
20:35
Aug 13
Aug 13
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.
MED
About LRCX Analyst Coverage
Buzzberg tracks LRCX (Lam Research Corporation) across 54 sources. 77 bullish vs 0 bearish calls from 92 analysts. Sentiment: predominantly bullish (30%). 257 total trade ideas tracked. Past 7 days: 1 bullish, 6 watch. Latest voices: pequityresearch, ParadisLabs, Park Se-ik.