Financial News
Headlines from Yahoo Finance for your tracked tickers. Includes macro news via index tickers like ^GSPC, ^VIX.
Filtered: LRCX
✕ Clear- Lam Research: The AI Upcycle Is Real, But The Price Is Too Expensive
Lam Research Corporation's Q3 beats on AI and memory demand, but valuation looks stretched. Click to read this earnings update of LRCX stock.
⚪ 40 NeutralSeekingAlpha·2026-04-23 - Here's What Key Metrics Tell Us About Lam Research (LRCX) Q3 Earnings
Although the revenue and EPS for Lam Research (LRCX) give a sense of how its business performed in the quarter ended March 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
⚪ 50 NeutralYahoo·2026-04-23 - RBC Capital Maintains Outperform on Lam Research, Raises Price Target to $310
RBC Capital analyst Srini Pajjuri maintains Lam Research (NASDAQ:LRCX) with a Outperform and raises the price target from $290 to $310.
🟢 75 Bullish: Raised price targetBenzinga·2026-04-23 - Lam Research Q3 Earnings Surpass Expectations, Revenues Rise Y/Y
LRCX beats Q3 FY26 estimates as revenues rise 24%, fueled by AI chip demand and record support sales, while Q4 guidance topped expectations.
🟢 85 Bullish: Beat earnings and guidanceYahoo·2026-04-23 - TD Cowen Maintains Buy on Lam Research, Raises Price Target to $340
TD Cowen analyst Krish Sankar maintains Lam Research (NASDAQ:LRCX) with a Buy and raises the price target from $290 to $340.
🟢 75 Bullish: Analyst price target hikeBenzinga·2026-04-23 - Cantor Fitzgerald Reiterates Overweight on Lam Research, Maintains $320 Price Target
Cantor Fitzgerald analyst C.J. Muse reiterates Lam Research (NASDAQ:LRCX) with a Overweight and maintains $320 price target.
🟢 70 Bullish: Analyst reiterates overweightBenzinga·2026-04-23 - Citigroup Maintains Buy on Lam Research, Raises Price Target to $315
Citigroup analyst Atif Malik maintains Lam Research (NASDAQ:LRCX) with a Buy and raises the price target from $300 to $315.
🟢 70 Bullish: Analyst raises price targetBenzinga·2026-04-23 - Jim Cramer on Applied Materials: “It’s Not a Good Buy, It’s a Great Buy”
Applied Materials, Inc. (NASDAQ:AMAT) was among Jim Cramer’s stock calls on Mad Money recently. A caller asked if the stock is a “good buy,” and here’s what Cramer had to say: No, it’s not a good buy, it’s a great buy. Applied Materials, Lam Research, KLA, of those, I’m going to order them, Lam, AMAT, […]
🟢 90 Bullish: Cramer bullish recommendationYahoo·2026-04-23 - Dow Jones Futures Fall; Tesla Stock Sinks On Elon Musk Comments
The Nasdaq hit a new high as techs led Wednesday. Tesla fell late on Elon Musk comments. Lam Research, CSX, Texas Instruments and IBM were big earnings movers overnight.
🔴 30 Bearish: Negative sentiment impactYahoo·2026-04-23 - Stifel Maintains Buy on Lam Research, Raises Price Target to $325
Stifel analyst Brian Chin maintains Lam Research (NASDAQ:LRCX) with a Buy and raises the price target from $300 to $325.
🟢 70 Bullish: Price target raisedBenzinga·2026-04-23 - Barclays Maintains Equal-Weight on Lam Research, Raises Price Target to $275
Barclays analyst Tom O'Malley maintains Lam Research (NASDAQ:LRCX) with a Equal-Weight and raises the price target from $255 to $275.
⚪ 60 NeutralBenzinga·2026-04-23 - Wells Fargo Maintains Overweight on Lam Research, Raises Price Target to $320
Wells Fargo analyst Joseph Quatrochi maintains Lam Research (NASDAQ:LRCX) with a Overweight and raises the price target from $290 to $320.
🟢 75 Bullish: Price target raisedBenzinga·2026-04-23 - LRCX Q1 Deep Dive: AI Demand Fuels Revenue Growth and Margin Expansion
Semiconductor equipment maker Lam Research (NASDAQ:LRCX) reported Q1 CY2026 results exceeding the market’s revenue expectations, with sales up 23.8% year on year to $5.84 billion. On top of that, next quarter’s revenue guidance ($6.6 billion at the midpoint) was surprisingly good and 9.4% above what analysts were expecting. Its non-GAAP profit of $1.47 per share was 7.9% above analysts’ consensus estimates.
🟢 85 Bullish: Beat earnings, strong guidanceYahoo·2026-04-23 - Evercore ISI Group Maintains Outperform on Lam Research, Raises Price Target to $300
Evercore ISI Group analyst Mark Lipacis maintains Lam Research (NASDAQ:LRCX) with a Outperform and raises the price target from $275 to $300.
🟢 80 Bullish: Price target raisedBenzinga·2026-04-23 - These Stocks Are Today’s Movers: Tesla, ServiceNow, IBM, Lam Research, and More
Tesla shares fall after the EV maker raises its capital spending guidance, while ServiceNow plunges after so-so first-quarter earnings.
🔴 35 Bearish: Earnings misses and guidanceYahoo·2026-04-23 - B of A Securities Maintains Buy on Lam Research, Raises Price Target to $330
B of A Securities analyst Vivek Arya maintains Lam Research (NASDAQ:LRCX) with a Buy and raises the price target from $285 to $330.
🟢 80 Bullish: Analyst price target hikeBenzinga·2026-04-23 - Jim Cramer's top 10 things to watch in the stock market Thursday
Texas Instruments is the star of the earnings show.
CNBC·2026-04-23 - Stocks making the biggest moves premarket: Honeywell, Nokia, Netflix, IBM, Tesla & more
These are the stocks posting the largest moves before the bell.
CNBC·2026-04-23 - We're very bullish on equities, says Clough Capital's Vince Lorusso
Vince Lorusso, Clough Capital president and CEO, joins 'Squawk Box' to discuss the latest market trends, state of the economy, impact of the Iran war, and more.
🟢 70 Bullish: Bullish market outlookCNBC·2026-04-23 - Lam Research Corp (LRCX) Q3 2026 Earnings Call Highlights: Record Revenue and Strategic Growth ...
Lam Research Corp (LRCX) surpasses earnings expectations with robust revenue growth and strategic positioning in the AI-driven market, despite facing future challenges.
🟢 80 Bullish: Beat earnings expectationsYahoo·2026-04-23 - Needham Reiterates Buy on Lam Research, Maintains $300 Price Target
Needham analyst Charles Shi reiterates Lam Research (NASDAQ:LRCX) with a Buy and maintains $300 price target.
⚪ 60 NeutralBenzinga·2026-04-23 - Assessing Lam Research (LRCX) Valuation After Record AI Driven Earnings And Guidance
Record earnings put Lam Research (LRCX) under the spotlight Lam Research (LRCX) just reported record quarterly revenue and profitability at the upper end of guidance, with management tying the performance to strong AI driven demand for semiconductor manufacturing equipment. See our latest analysis for Lam Research. The record quarter has come alongside strong share price momentum, with a 30 day share price return of 13.82% and a year to date share price return of 43.49%. The 1 year total...
🟢 70 Bullish: Record AI-driven earningsYahoo·2026-04-23 - Is It Too Late To Consider Lam Research (LRCX) After Its 300% One Year Surge?
Wondering if Lam Research is still attractively priced after a strong run, or if the current share price already reflects the story investors are paying for? Over the last year the stock has recorded a 300.9% return, with gains of 43.5% year to date and 13.8% over the past month, which can change how the market views its potential and risk. Recent coverage has focused on Lam Research as a key player in semiconductor equipment, with attention on how industry demand for chipmaking capacity may...
⚪ 50 NeutralYahoo·2026-04-23 - Lam Research Corporation Q3 2026 Earnings Call Summary
Moby summary of Lam Research Corporation's Q3 2026 earnings call
⚪ 50 NeutralYahoo·2026-04-23 - Dow Jones Futures Fall After Nasdaq Hits High; Tesla Stock Sinks On Elon Musk Comments
The Nasdaq hit a new high as techs led Wednesday. Tesla fell late on Elon Musk comments. Lam Research, CSX, Texas Instruments and IBM were big earnings movers overnight.
🔴 30 Bearish: Market headwinds, Tesla dropYahoo·2026-04-22 - Lam Research (LRCX) Q3 2026 Earnings Transcript
Timothy Archer: Thank you, Ram, and good afternoon, everyone. Lam is off to a solid start in calendar year 2026, with revenues and profitability in the March quarter at the upper end of our guidance ranges and earnings per share exceeding the top end of our guided range. Revenues were at record levels, highlighted by the first $2 billion quarter from our Customer Support Business Group.
🟢 80 Bullish: Strong earnings beatYahoo·2026-04-22 - Lam Research Corporation (LRCX) Q3 2026 Earnings Call Transcript
Lam Research Corporation (LRCX) Q3 2026 Earnings Call April 22, 2026 5:00 PM EDTCompany ParticipantsRam Ganesh - Vice President of Investor RelationsTimothy...
⚪ 50 NeutralSeekingAlpha·2026-04-22 - This Is Why Wall Street Firms Are Raising Price Target on Lam Research (LRCX)
Lam Research Corporation (NASDAQ:LRCX) is one of the top S&P 500 stocks by index weight. On April 13, analysts at Stifel reiterated their Buy rating on Lam Research Corp. (NASDAQ:LRCX) and raised their price target to $300 from $280. The price target hike underscores the research firm’s confidence that the company is capitalizing on its […]
🟢 75 Bullish: Analyst price target hikeYahoo·2026-04-22 - Lam Research (LRCX) Q3 Earnings and Revenues Beat Estimates
Lam Research (LRCX) delivered earnings and revenue surprises of +8.09% and +1.26%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
🟢 70 Bullish: Beat earnings and revenueYahoo·2026-04-22 - Dow Jones Futures: Nasdaq Hits High On Trump Truce; Tesla Earnings Strong, Elon Musk On Call
The Nasdaq hit a new high as techs led Wednesday. Tesla stock jumped late on earnings, along with several others.
🟢 75 Bullish: Strong earnings, market highYahoo·2026-04-22