Lam Research Corp (LRCX) Price

Jefferies Boosts Lam Research Target to $200

Jefferies raised its price target for Lam Research (LRCX) to $200 from $175, citing strong projected demand in the wafer fab equipment sector driven by artificial intelligence. The analyst's bullish outlook prompted a 3.2% rise in Lam Research's stock price.

AI Demand Fuels Specialized Chip Stocks

The widespread build-out of AI infrastructure is fueling a secondary boom for specialized semiconductor companies that provide essential connectivity and manufacturing capabilities. Firms like Credo Technology, Lam Research, and TSMC are experiencing surging demand, though the sector also faces volatility and significant risks.

Semiconductor Stocks Correct After Strong Run

Major semiconductor equipment stocks, including Lam Research and KLA Corp, experienced a sharp downturn, signaling a pause in the sector's recent AI-driven rally as investors weigh geopolitical risks against strong demand.

Lam Research Rally Tests Valuation Limits

Lam Research (LRCX) stock has surged over 130% year-to-date, reaching all-time highs and prompting a re-evaluation of its valuation amid strong performance and bullish analyst ratings. Investors are now weighing whether the premium valuation is justified by future growth prospects.

Kulicke & Soffa Beats Q4 Estimates, Sharpens Focus on Core Semiconductor Business

U.S. Government to Invest $150M in xLight, Seeking to Challenge ASML's EUV Dominance

Lam Research Stock Declines Despite Strong Q1 Earnings and Revenue Beat