Lam Research (LRCX) PT Raised to $310 at UBS
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Lam Research (LRCX) PT Raised to $325 (from $280) at Lynx Equity
April 14, 2026 7:28 AM EDTLam Research (NASDAQ: LRCX) PT Raised to $325 (from $280) at Lynx Equity.
The analyst comments "Since its Investor Day in Feb25 LRCX is up 220% vs AMAT up 135%, ASML up 105% and Sox up 80%. We were long into LRCXs Investor Day when the stock had few takers (link). LRCX continues to be among our favorite ideas. We are raising our PT to $325 from our previous $280 set three months ago, as our visibility stretches out into 2028. We think the stock has priced-in 2026 earnings WFE at $135bn-$140bn is dialed... More
