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AI-assisted · Not financial adviceNot advice

AI-assisted · Not financial advice.

US Markets Open

AI-assisted · Not financial adviceNot advice

US Markets Open

AI-assisted · Not financial adviceNot advice

$LRCX

Name: LRCX (Lam Research) — Market Sentiment & Discussion
Creator: MarketMind
License: https://stockmarketsentimentai.com/methodology

Lam Research· 7/29/2026, 11:01:13 AM

Three questions about LRCX

Buy, wait, or sell today?: Data unavailable right now
Clean chart pattern?: No active pattern today
Passes the small-cap health check?: Not applicable — a large-cap index name, outside this screen

Analyst & Event Activity

Analyst Rating Changes

Jul 6Morgan StanleyOverweight (reiterated)

Jun 30SusquehannaPositive (reiterated)

Jun 29Cantor FitzgeraldOverweight (reiterated)

Jun 23B of A SecuritiesBuy (reiterated)

Jun 22Wells FargoOverweight (reiterated)

Reddit: MixedAttention: Watching

Community Take (7D)

Retail skepticism about semiconductor growth potential is evident amid low-quality information shared. News suggests LRCX is positioned for market outperformance, indicating potential for recovery.

The Story

News Summary

LRCX positioned for market outperformance

Key Events

Jul 2:Lam Research (LRCX) is well positioned to outperform the market, as it exhibits above-average growth in financials.
Jul 1:LRCX soars 153.9% in H1'26, and AI infrastructure demand, margin gains and advanced packaging growth may keep the stock's rally alive.
Jul 1:The latest trading day saw Lam Research (LRCX) settling at $391.17, representing a -9.73% change from its previous close.

Sentiment: 80% bullish / 20% neutral (early) → 60% bullish / 40% bearish (late)

Impact: Initially, LRCX's growth prospects were highlighted, but concerns about recent price fluctuations introduced a bearish sentiment.

Risks: market volatility, reliance on AI demand

Analyst ConsensusBuy (50 analysts)

Target: $365 avg (+4% upside)

39 Buy · 10 Hold · 1 Sell

Signal

Divided

Confidence

60%

Based on curated news sources (not retail comments)

Over the last 7 days: While LRCX benefits from strong demand and potential margin improvements, recent price declines present a significant downside risk.

SentimentNeutral

AnalysisHype

Bullish Factors

✓Rising demand for Lam's wafer fabrication equipment has translated into sequential revenue growth and expanding profit margins.
✓LRCX's AI-fueled demand for advanced memory, foundry and packaging tools could push Q4 gross margin above 50% for the first time.

Risk Factors

✗LRCX settled at $391.17, representing a -9.73% change from its previous close.

Analyst target

4% upside · 22 analysts · $275–$500 range

▲ $365

Earnings

EPS: $8.08 → $9.94 (2027 vs 2028)

▲ Expected to grow 23%

Insiders (90d)

0 buys, 47 sells

Last: SELL Jul 2· 27d ago

▼Net selling $59.4M

Rules-based signal view →

Analyze with AI yahoo!finance Reddit Answers

AI-assisted · Not financial advice.

$LRCX - Lam Research | MarketMind | MarketMind

$LRCX

Lam Research· 7/29/2026, 11:01:13 AM

Three questions about LRCX

Buy, wait, or sell today?: Data unavailable right now
Clean chart pattern?: No active pattern today
Passes the small-cap health check?: Not applicable — a large-cap index name, outside this screen

Analyst & Event Activity

Analyst Rating Changes

Jul 6Morgan StanleyOverweight (reiterated)

Jun 30SusquehannaPositive (reiterated)

Jun 29Cantor FitzgeraldOverweight (reiterated)

Jun 23B of A SecuritiesBuy (reiterated)

Jun 22Wells FargoOverweight (reiterated)

Reddit: MixedAttention: Watching

Community Take (7D)

Retail skepticism about semiconductor growth potential is evident amid low-quality information shared. News suggests LRCX is positioned for market outperformance, indicating potential for recovery.

The Story

News Summary

LRCX positioned for market outperformance

Key Events

Jul 2:Lam Research (LRCX) is well positioned to outperform the market, as it exhibits above-average growth in financials.
Jul 1:LRCX soars 153.9% in H1'26, and AI infrastructure demand, margin gains and advanced packaging growth may keep the stock's rally alive.
Jul 1:The latest trading day saw Lam Research (LRCX) settling at $391.17, representing a -9.73% change from its previous close.

Sentiment: 80% bullish / 20% neutral (early) → 60% bullish / 40% bearish (late)

Impact: Initially, LRCX's growth prospects were highlighted, but concerns about recent price fluctuations introduced a bearish sentiment.

Risks: market volatility, reliance on AI demand

Analyst ConsensusBuy (50 analysts)

Target: $365 avg (+4% upside)

39 Buy · 10 Hold · 1 Sell

Signal

Divided

Confidence

60%

Based on curated news sources (not retail comments)

Over the last 7 days: While LRCX benefits from strong demand and potential margin improvements, recent price declines present a significant downside risk.

SentimentNeutral

AnalysisHype

Bullish Factors

✓Rising demand for Lam's wafer fabrication equipment has translated into sequential revenue growth and expanding profit margins.
✓LRCX's AI-fueled demand for advanced memory, foundry and packaging tools could push Q4 gross margin above 50% for the first time.

Risk Factors

✗LRCX settled at $391.17, representing a -9.73% change from its previous close.

Analyst target

4% upside · 22 analysts · $275–$500 range

▲ $365

Earnings

EPS: $8.08 → $9.94 (2027 vs 2028)

▲ Expected to grow 23%

Insiders (90d)

0 buys, 47 sells

Last: SELL Jul 2· 27d ago

▼Net selling $59.4M

Rules-based signal view →

Analyze with AI yahoo!finance Reddit Answers