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Analyst Upgrades PT on Lam Research After Q3 Earnings, What’s Next?
Insider Monkey148d agobullish
Analyst Upgrades PT on Lam Research After Q3 Earnings, What’s Next?

With a five-year forward EPS growth rate of almost 20%, Lam Research Corporation (NASDAQ:LRCX) makes it to the best long-term tech stocks to buy according to hedge funds. Lam Research made notable developments during the Q3 FY2026, surpassing market expectations and keeping the ongoing AI-driven demand for semiconductor segment. The company posted $5.84 billion in […]

Lam Research Faces China Curbs While IBM Pact Reshapes Growth Outlook
Simply Wall St.148d agoneutral
Lam Research Faces China Curbs While IBM Pact Reshapes Growth Outlook

US regulators tighten export controls on Lam Research, restricting shipments of chipmaking tools to China's Hua Hong. Lam Research is required to halt certain sales to Hua Hong, China's second-largest chipmaker, introducing new regulatory and revenue risks. Separately, Lam Research and IBM enter a five-year agreement to co-develop advanced semiconductor manufacturing technologies, including High-NA EUV. Lam Research (NasdaqGS: LRCX) sits at the center of two very different forces right now:...