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Seaport Research Affirms Lam Research Corporation (LRCX) as One of The Top Tech Stocks in Louis Navellier’s Portfolio
Insider Monkey95d agoneutral
Seaport Research Affirms Lam Research Corporation (LRCX) as One of The Top Tech Stocks in Louis Navellier’s Portfolio

Lam Research Corporation (NASDAQ:LRCX) is one of the top tech stocks in Louis Navellier’s portfolio. On May 5, Seaport Research analyst Jay Goldberg initiated coverage of Lam Research Corporation (NASDAQ:LRCX) with a Buy rating and $300 price target. The bullish stance comes amid expectations that the company is well-positioned to benefit as the wafer fabrication […]

Assessing Lam Research (LRCX) Valuation After AI Infrastructure Momentum And Analyst Upgrades
Simply Wall St.96d agobullish
Assessing Lam Research (LRCX) Valuation After AI Infrastructure Momentum And Analyst Upgrades

Lam Research (LRCX) is back in focus after a string of upbeat earnings results, stronger demand across semiconductor end markets, and supportive analyst commentary related to AI infrastructure and global foundry expansion. See our latest analysis for Lam Research. The recent 2.63% 1 day share price return, on top of a 58.89% year to date share price return and a very large 1 year total shareholder return, suggests momentum has been building as investors respond to strong results, rising AI...

BofA is Bullish on MKS Inc. (MKSI)
Insider Monkey96d agoneutral
BofA is Bullish on MKS Inc. (MKSI)

MKS Inc. (NASDAQ:MKSI) is one of the 12 Best Photonics Stocks to Buy Now. On April 28, 2026, BofA analyst Michael Mani hiked its price objective on MKS Inc. (NASDAQ:MKSI) to $330 from $300. It kept a Buy rating on the shares. The firm raised projections for semiconductor capital equipment names based on “strong” Lam […]

Is It Too Late To Consider Lam Research (LRCX) After Its Huge 1 Year Surge?
Simply Wall St.98d agobullish
Is It Too Late To Consider Lam Research (LRCX) After Its Huge 1 Year Surge?

If you are wondering whether Lam Research stock still offers value after such a strong run, or if you might be late to the story, this article walks through what the current price could mean for potential risk and reward. Lam Research recently closed at US$286.41, with returns of 11.1% over 7 days, 27.7% over 30 days, 54.8% year to date and 285.2% over 1 year. The 3 year return sits at 458.9% and the 5 year return at 416.7%. Several recent headlines have focused on Lam Research in the...

Why Analysts Are Growing More Confident In Lam Research (LRCX)
Insider Monkey99d agoneutral
Why Analysts Are Growing More Confident In Lam Research (LRCX)

With an upside potential of 21.56%, Lam Research Corporation (NASDAQ:LRCX) is among the 10 Tech Stocks That Could Make You a Millionaire. On April 23, B. Riley raised its price target on Lam Research Corporation (NASDAQ:LRCX) to $350 from $330 while maintaining a Buy rating on the shares. The firm cited strong earnings performance, supported by solid […]

It’s Looking an Awful Lot Like the Tech Bubble
The Wall Street Journal100d agoneutral
It’s Looking an Awful Lot Like the Tech Bubble

​📈 Follow our live markets data and coverage. Hold on a minute, didn’t they change their name to “Strategy?” Sorry, we were looking at a table of stock performance ending in March 2000, not today. As Jonathan Krinsky and his team at BTIG point out, many of today’s marquee companies also were top performers back then.

EWT, EWY, and SOXX: The Only 3 ETFs You Need for Semiconductor Dominance
24/7 Wall St.100d agoneutral
EWT, EWY, and SOXX: The Only 3 ETFs You Need for Semiconductor Dominance

Taiwan and South Korea sit at the center of the global chip supply chain, and three exchange-traded funds offer the most direct way to hold that exposure: the iShares MSCI Taiwan ETF (NYSEARCA:EWT), the iShares MSCI South Korea ETF (NYSEARCA:EWY), and the iShares Semiconductor ETF (NASDAQ:SOXX). Taiwan Semiconductor Manufacturing sits at the center of the ... EWT, EWY, and SOXX: The Only 3 ETFs You Need for Semiconductor Dominance

Lam Research (LRCX) Is Up 19.5% After AI-Fab Orders Beat Expectations Has The Bull Case Changed?
Simply Wall St.100d agobullish
Lam Research (LRCX) Is Up 19.5% After AI-Fab Orders Beat Expectations Has The Bull Case Changed?

In recent weeks, Lam Research reported stronger-than-expected quarterly results, highlighting rising orders from global foundry expansions and AI-focused chip production capacity. At the same time, Lam has been highlighted as a key potential equipment supplier to large new U.S. fabs like Elon Musk’s Terafab Initiative, underlining how AI infrastructure build-outs could further expand its opportunity set. We’ll now examine how this AI-driven surge in wafer fab equipment demand could reshape...

BofA Remains Bullish on Applied Materials (AMAT)
Insider Monkey100d agoneutral
BofA Remains Bullish on Applied Materials (AMAT)

Applied Materials, Inc. (NASDAQ:AMAT) is one of the best strong buy stocks to invest in according to billionaires. BofA lifted the price target on Applied Materials, Inc. (NASDAQ:AMAT) to $465 from $420 on April 28, reaffirming a Buy rating on the shares. The firm told investors that it raised several price targets across semiconductor capital equipment […]

Lam Research Has Surged 300% in a Year. Wall Street Sees More Gains Still Ahead
24/7 Wall St.100d agobullish
Lam Research Has Surged 300% in a Year. Wall Street Sees More Gains Still Ahead

Lam Research (NASDAQ:LRCX) has been a quiet AI winner all throughout the year, with shares now up close to 300% in the past year. After a heated Wednesday session of trade that saw the semi equipment maker gain another 8%, questions linger as to whether the $371 billion titan can continue roaring higher as investors ... Lam Research Has Surged 300% in a Year. Wall Street Sees More Gains Still Ahead

Semiconductor Leaders SOXX, SMH, and FTXL Are Crushing It on AI Infrastructure Demand
24/7 Wall St.101d agoneutral
Semiconductor Leaders SOXX, SMH, and FTXL Are Crushing It on AI Infrastructure Demand

The semiconductor sector continues to absorb capital at a pace tied to the AI infrastructure buildout, and three exchange-traded funds offer distinct angles on it: iShares Semiconductor ETF (NASDAQ:SOXX), VanEck Semiconductor ETF (NASDAQ:SMH), and First Trust Nasdaq Semiconductor ETF (NASDAQ:FTXL). Each holds Advanced Micro Devices (NASDAQ:AMD), whose Q1 earnings report, released today, reinforces what the ... Semiconductor Leaders SOXX, SMH, and FTXL Are Crushing It on AI Infrastructure Demand

KLA’s AI Capacity Constraints Highlight Earnings Power And Buyback Commitment
Simply Wall St.102d agobullish
KLA’s AI Capacity Constraints Highlight Earnings Power And Buyback Commitment

KLA (NasdaqGS:KLAC) is highlighted as a key supplier as AI driven semiconductor demand strains global equipment capacity. The company, alongside peers such as ASML and Lam Research, is reported to be running at or near full capacity as chipmakers scale advanced AI manufacturing. Industry wide bottlenecks in critical inspection and process control tools raise questions about how quickly new AI focused fabs can be equipped. KLA sits at the center of this buildout, supplying inspection and...