Semiconductor Materials and Equipment

Lam Research

ASML

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LRCX

AMAT

ASML released Q4 2025 results before the U.S. market open on Jan 28, 2026 (Beijing time). The quarter ended Dec 2025; key takeaways follow.1) Revenue &amp; GPM: Revenue was €9.72bn (+5% YoY), beating the Street (€9.56bn). Growth was primarily driven by stronger demand from Mainland China customers.GPM was 52.2%, in line with company guidance (51–53%). A higher mix of higher-priced EUV systems supported the margin.

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ASML: Memory orders surge; litho supercycle arrives

Lam Research Announces Q1 2026 Earnings

Lam Research released FY2026 9 Months earnings on April 22 After-Market EST, actual revenue USD 16.51 B, actual EPS USD 3.95

Lam Research released FY2026 Q3 earnings on April 22 After-Market EST, actual revenue USD 5.841 B (forecast USD 5.756 B), actual EPS USD 1.45 (forecast USD 1.3631)

Lam Research CFO Outlines Future Capex Expected to Remain at 4-5% of Revenue

Lam Research/Lam Research Exceeds Q3 Earnings Estimates

Lam Research to Release FY2026 Q3 Earnings on April 22 After-Market (EST), Forecast Revenue USD 5.751 B, EPS USD 1.3583

IBM and Lam Research Collaborate on 1-Nanometer and Below Logic Chip Technology

IBM and Lam Research Collaborate on Advancing Sub-1 Nanometer Logic Scaling

Lam Research and CEA-Leti Sign Multi-Year Agreement to Enhance Semiconductor Technology Collaboration

Lam Research released FY2026 Q2 earnings on January 28 After-Market (EST), actual revenue USD 5.345 B (forecast USD 5.239 B), actual EPS USD 1.26 (forecast USD 1.1607)

Lam Research released FY2026 Semi-Annual earnings on January 28 After-Market EST, actual revenue USD 10.67 B, actual EPS USD 2.5

Lam Research Announces Q2 2026 Earnings: Revenue Misses Expectations, Earnings Per Share Exceeds

Lam Research to Release FY2026 Q2 Earnings on January 28 After-Market EST, Forecast Revenue USD 5.232 B, EPS USD 1.1597

Wells Fargo Upgrades KLA and Lam Research Due to Accelerating WFE

RBC Capital initiates coverage of Lam Research stock, price rises

Nisa Investment Advisors Reduces Stake in Lam Research

Palouse Capital Management Inc. Reduced Holdings in Lam Research Corp.

WD Rutherford LLC Acquires New Shares of Lam Research in Q3

Lam Research Stock Dips With Insider Sales

SkyOak Wealth LLC Invests in Lam Research Corporation in Q3

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FLAG SHIP ACQUISITION CORPORATION COM USD0.001 (SUB/RIGHT 31/03/2026)

Micware

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

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AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

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Lam Research Stock Surges on New Salzburg Lab Launch and Upgraded Analyst Targets

Lam Research Corporation (LRCX.US) Q2 2025 Earnings Conference Call

SOXX

LRCU

Lam Research's stock rose 2.4% to nearly $280 following the announcement of a new research lab in Salzburg, Austria, aimed at advancing chip packaging technology. Bernstein SocGen upgraded its price target from $325 to $340, reflecting confidence in Lam's growth amid rising demand for AI-driven processors. The company reported strong Q1 results, and analysts expect continued demand for advanced memory chips. Despite recent institutional selling, the combination of strategic expansion and positive analyst sentiment is boosting investor confidence.

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B Riley Financial Pref Share RILYL 7.375 Perp 09/04/25 B

B Riley Financial Pref Share RILYG 7.25 12/21/27

B Riley Financial Pref Share RILYN 6.5 09/30/2026

B Riley Financial Pref Share RILYK 5.5 03/31/26

B Riley Financial Pref Share RILYP 6.875 Perp 10/07/24

B Riley Financial Pref Share RILYZ 5.25 08/31/28

B Riley Financial Pref Share RILYT 6.0 01/31/28

NVIDIA Corporation

Lam Research is highlighted as a top AI stock for 2026, benefiting from the growing semiconductor market and strong demand for chips needed for AI workloads. The company anticipates significant revenue growth, with estimates projecting a 26% increase this fiscal year and 31% next year. The semiconductor market is expected to grow at a CAGR of 20% through 2030, driving demand for Lam's manufacturing equipment. Investors are encouraged to consider Lam Research as a long-term investment opportunity amidst the AI supercycle.

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If You Can Only Buy 1 AI Stock for the Rest of 2026, Make It This One

Lam Research Corp. (LRCX) shares fell 2.37% to $277.96 on Monday, marking the second consecutive day of losses. The stock is now 7.96% below its 52-week high of $302.00. In comparison, competitors had mixed results: AMD down 0.73%, AMAT down 5.28%, and ADI up 0.26%. Trading volume was 8.5 million, below the 50-day average of 9.9 million.

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Lam Research Corp. Stock Underperforms Monday When Compared To Competitors

QCOM

NFLX

Coatue Management, led by Philippe Laffont, made significant changes to its portfolio between Q1 2025 and Q1 2026, increasing positions in TSM, GOOGL, and NFLX, while trimming holdings in PYPL, AMZN, and NVDA. New additions include QCOM and ASML. The fund exited positions in ORCL, SNOW, and ADBE. Quant ratings for top holdings range from 2.93 to 3.49, indicating a general 'Hold' recommendation across the board.

- Coatue Management, led by Philippe Laffont, made significant changes in its investment positions from Q1 2025 to Q1 2026.  
- The firm continues to focus heavily on the information technology, consumer discretionary, and communication sectors.  
- Additionally, Coatue notably increased its allocations in various companies within these sectors during this period.

Qualcomm

Netflix

Invesco Semiconductors ETF

GE Vernova

Quant ratings on Coatue Management's top holdings: TSM, GEV, LRCX, AMAT, AVGO

DECK

INVH

FFIV

Analysts have upgraded several stocks including INVH, FFIV, LRCX, DECK, and CCK, raising their price targets. Notable upgrades include Invitation Homes to $32, F5 Inc to $475, Lam Research to $331, Deckers Outdoor to $100, and Crown Holdings maintaining at $107. Analysts suggest reviewing their ratings before making investment decisions.

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Deckers Outdoor

Crown

Invitation Homes

Raymond James Financial

Evercore

Morgan Stanley

Piper Sandler Cos

JPMorgan Chase

RAYMOND JAMES FINANCIAL INC 6.375%DEP SHS REP 1/40TH FXD FLTG SER B

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

MORGAN STANLEY DEP SHS REPSTG 1/1000TH PFD SER Q

MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

MORGAN STANLEY DEP SHS REPS 1/1000 PFD SER 'A'

MORGAN STANLEY DEP SHS REPR 1/1000TH INT PFD SER 'F' FX

MORGAN STANLEY DEP SHS REP 1/1000 NON-CUM PFD STK SER K

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

This Lam Research Analyst Turns Bullish; Here Are Top 5 Upgrades For Monday

WealthPlan Investment Management LLC has acquired 4,478 shares of Lam Research Corporation (NASDAQ:LRCX) valued at approximately $767,000 in Q4, as per their 13F filing. Other hedge funds have also increased their positions in LRCX. The stock opened at $284.72, with a market cap of $356.06 billion. Analysts have mixed ratings, with a consensus rating of 'Moderate Buy' and an average target price of $291.75, reflecting positive sentiment driven by AI demand for semiconductor equipment.

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CITIC Securities Co., Ltd.

WealthPlan Investment Management LLC Makes New Investment in Lam Research Corporation $LRCX

US and Chinese leaders met with major US chip CEOs to discuss semiconductor trade, raising hopes for easing export restrictions on advanced chip technology. This could impact Lam Research's access to Chinese customers and its supply chain stability. The company's stock has risen significantly, but uncertainties remain regarding export rules. Investors should monitor developments from the talks, as they could influence Lam's revenue stability and demand for its equipment in China.

Simplywall

Potential US China Chip Talks Reframe Lam Research Risk And Opportunity

iA Global Asset Management Inc. increased its stake in Lam Research Corporation by 13.4%, acquiring an additional 26,273 shares, bringing its total holdings to 222,560 shares valued at $38.1 million. The company is benefiting from AI-driven demand for semiconductor manufacturing equipment, with positive sentiment from analysts and record quarterly results.

Oppenheimer

Deutsche Bank AG

Deutsche Bank AG Subscription Rights

Deutsche Postbank AG

iA Global Asset Management Inc. Acquires 26,273 Shares of Lam Research Corporation $LRCX

TINY

BULD

Commerzbank Aktiengesellschaft FI increased its stake in Lam Research Corporation by 48.8%, acquiring an additional 5,814 shares, bringing its total to 17,721 shares valued at $3,033,000. Other institutional investors also adjusted their positions, with significant increases from Vanguard, State Street, and Invesco. Analysts have raised price targets for Lam Research, with a consensus rating of 'Moderate Buy' and a target price of $291.75.

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Commerzbank AG

State Street

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Legal & General Group Plc

Jefferies Financial

State Street® US Equity Premium Inc ETF

Commerzbank Aktiengesellschaft FI Acquires 5,814 Shares of Lam Research Corporation $LRCX

Lam Research Corp. (LRCX) shares fell 4.82% to $284.72, ending a two-day winning streak amid a broader market decline. The S&P 500 dropped 1.24%, while competitors like AMD and AMAT also saw losses. LRCX closed 5.72% below its 52-week high of $302.00, with trading volume at 9.5 million, below the 50-day average of 10 million.

Lam Research Corp. Stock Outperforms Competitors Despite Losses On The Day

Lam Research(LRCX.US)