Nilsine Partners LLC and several other financial firms recently increased their holdings in
Lam Research Corporation, indicating a vote of confidence in the company. Analysts also voice optimism, with firms like
B. Riley and
Oppenheimer reasserting their buy and 'outperform' ratings for Lam Research, respectively. The company recently experienced a larger fall than the market, but Bruno anticipates growth, citing strong
DRAM tailwinds,
NAND and
AI demand. Potential risks may relate to export restrictions in China and Lam's significant reliance on international sales. The company's Q3 2025 earnings call highlighted record foundry revenues, and the corporation maintains a strong dividend program. Among its innovations,
AI-driven advancements stand out. The tech stock has shown big upward potential, despite minor recent setbacks including a 13% drop in a week's time. On the whole, market-watchers and analysts appear bullish.
Lam Research Corp LRCX News Analytics from Thu, 26 Dec 2024 08:00:00 GMT to Sat, 21 Jun 2025 11:13:46 GMT -
Rating 7
- Innovation 6
- Information 9
- Rumor 4
