Lam Research Corporation logo LRCX - Lam Research Corporation

Price: -- -- | CONSENSUS: Buy DETAILS
STRONG
BUY
0
BUY 39
HOLD 10
SELL 1
STRONG
SELL
0
| PRICE TARGET: $376.68 DETAILS
HIGH: $500.00
LOW: $290.00
MEDIAN: $365.00
CONSENSUS: $376.68
UPSIDE: 8.40%

Stock News

Lam Research: A Key AI Infrastructure Player With Growth Upside

Lam Research: A Key AI Infrastructure Player With Growth Upside

Lam Research is strategically positioned to benefit from accelerating AI CapEx spending, particularly in US data center buildouts. LRCX's expanding gross profit margins and strong demand for AI chips support potential revaluation to a ~30x P/E, implying at least 12% upside from current levels. Recent robust TSMC results for the month of August and projected AI infrastructure spending highlight a favorable supply-demand environment for LRCX and peers.

Sep 28, 2026 02:26 AM • seekingalpha.com

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