LRCX Lam Research Corporation Loading... : Bullish and Bearish Analyst Opinions
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20:30
May 14
May 14
AMAT stated 2027 will be another strong record year for the industry, with a similar growth profile for leading-edge logic, DRAM, and advanced packaging. — This is a strong secular growth signal for the entire WFE supply chain, suggesting investment cycles may be longer than a single up-year.
MED
21:30
Nov 13
Nov 13
Management reveals they are getting more than one year, sometimes two years, of demand visibility from customers for advanced fab ramps. — Longer lead-time visibility suggests a high-confidence, sustained up-cycle in advanced semiconductor capex, likely benefiting the entire equipment supply chain.
MED
About LRCX Analyst Coverage
Buzzberg tracks LRCX (Lam Research Corporation) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 2 total trade ideas tracked. Latest voices: Bryce Hill.