Susquehanna Upgrades Lam Research (LRCX) to Positive

Lam Research (LRCX) PT Raised to $100 at Mizuho

February 20, 2025 6:46 AM EST

(Updated - February 20, 2025 6:49 AM EST)

Mizuho analyst Vijay Rakesh raised the price target on Lam Research (NASDAQ: LRCX) to $100.00 (from $87.00) while maintaining a Outperform rating.

The analyst commented: "LRCX hosted an Analyst Day in NYC. Key takeaways include:... More

Lam Research (LRCX) PT Raised to $105 at KeyBanc

February 20, 2025 2:19 AM EST

KeyBanc analyst Steve Barger raised the price target on Lam Research (NASDAQ: LRCX) to $105.00 (from $95.00) while maintaining a Overweight rating.

The analyst comments: "LRCX presented a strategic and operational roadmap to 2028, which it expects will double revenue and EPS to $26B and $6.50,... More

Citi Reiterates Buy Rating on Lam Research (LRCX)

February 19, 2025 3:15 PM EST

Citi analyst Atif Malik reiterated a Buy rating and $87.00 price target on Lam Research (NASDAQ: LRCX).

The analyst comments "LRCX hosted an Investor Day today where the focus was on SAM expansion that outgrows WFE, share gain with technology inflections, and robust CSBG... More

Lam Research (LRCX) Says Co Expects Customer Support Business Group Revenues To Grow Faster Than Its Installed Base

February 19, 2025 11:13 AM EST

Lam Research (NASDAQ: LRCX) Says Co Expects Customer Support Business Group Revenues To Grow Faster Than Its Installed Base

Lam Research Exec Says Co Plans To Return More Than 85% Of FCF Near Term... More

It's time to buy memory stocks, Mizuho's TMT specialist tells clients

February 18, 2025 10:25 AM EST

Investing.com -- Mizuho's TMT specialist Jordan Klein believes it is time to buy memory stocks, pointing to improving supply-demand dynamics and a potential pricing recovery in the second half of 2025.

I would be buying MU and WDC and looking to get more positive on memory stocks, Klein wrote, adding that Lam Research (NASDAQ: LRCX) could also benefit as a... More

Cantor Fitzgerald Reiterates Overweight Rating on Lam Research (LRCX)

February 18, 2025 6:39 AM EST

Cantor Fitzgerald analyst C.J. Muse reiterated an Overweight rating and $100.00 price target on Lam Research (NASDAQ: LRCX).

The analyst commented, Lam Research is hosting its first Investor Day since March 2020 this week, and we expect the company to offer a bullish... More