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Benzinga
Benzinga
Business
Anusuya Lahiri

FORGOTTEN HISTORY: Lam research remains top pick despite china risks says analyst - The Untold Story

Lam Lam Research China Vivek Arya Lam Research Corp Lam Research Corporation LRCX United States
Lam Research Corp.

Lam Research Corporation (NASDAQ:LRCX) is poised for robust growth in 2026 despite China-related challenges, driven by strong demand for advanced foundry, DRAM, and NAND upgrades, with AI-related investments further boosting its wafer fabrication opportunities and long-term earnings potential.

According to a research note, Bank of America Securities analyst Vivek Arya named Lam Research his top pick in the semiconductor equipment sector, maintaining a Buy rating and setting a price forecast of $165.

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