BIZARRE: 2 - What They Never Told You

KLA Sank After Earnings—Then Analysts Started Raising Targets

Did an opportunity just present itself in semiconductor equipment giant KLA? The divergence in shares and Wall Street forecasts suggests this could be the case.

MarketBeat · Feb 3

What to Expect From Lam Research’s Q2 2025 Earnings Report

Lam Research is set to report its second-quarter results later this month, and analysts are forecasting double-digit growth in earnings, underscoring expectations of improving profitability amid a strengthening semiconductor cycle.

Barchart · Jan 12

LRCX Outperformed in 2025, but Valuation and Options Activity Flag 2026 Risks

As impressive as 2025 was, the momentum setup for 2026 looks more challenging for Lam Research investors.

Barchart · Jan 2

Nvidia Stock 'Particularly Compelling,' Could See 70% Earnings Growth In 2026, Analyst Says

Bank of America Securities analyst Vivek Arya said skepticism around artificial intelligence (AI) spending is understandable but overstated, calling it a healthy correction within a long-term growth cycle. The analyst reiterated Buy ratings on leading data center and semiconductor capital equipment stocks — including Nvidia Corp (NASDAQ:NVDA), Broadcom Inc (NASDAQ:AVGO),…

Benzinga · Nov 10, 2025

Lam Research Corp's Strong FCF Margins From AI-Related Chip Equipment Sales Shows LRCX Stock is Cheap

Lam Research Corp generated a strong 30% FCF margin on semiconductor equipment sales in its latest quarter. That could portend well for LCRX stock, which could be 19% too cheap based on its FCF margins and analysts' revenue estimates.

Barchart · Oct 27, 2025

Lam Research Remains Top Pick Despite China Risks, Says Analyst

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.

Benzinga · Oct 23, 2025

Lam Research Stock Gains On Solid Results, Analyst Highlights AI-Driven Outlook

Lam Research Corp (NASDAQ:LRCX) announced its quarterly results and guidance ahead of the Street.

Benzinga · Oct 23, 2025

Lam Research Beats Q1 Earnings Estimates: Details

Lam Research Corp. (NASDAQ:LRCX) released its first-quarter earnings report after Wednesday's closing bell.

Benzinga · Oct 22, 2025

Top Wall Street Forecasters Revamp Lam Research Expectations Ahead Of Q1 Earnings

Lam Research Corporation (NASDAQ:LRCX) will release earnings results for the first quarter, after the closing bell on Wednesday, Oct. 22.

Benzinga · Oct 22, 2025

Here's What to Expect From Lam Research's Next Earnings Report

Lam Research will release its first-quarter earnings later this month, and analysts anticipate a double-digit bottom-line growth.

Barchart · Oct 6, 2025