Lam Research (LRCX) posts strong FY2026 growth on AI-driven chip demand, but valuation looks stretched. Read here for a detailed analysis.

NS Partners Ltd bought a new position in shares of Lam Research Corporation (NASDAQ:LRCX - Free Report) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm bought 63,560 shares of the semiconductor company

Lam Research Corporation (NASDAQ:LRCX - Get Free Report) insider Ava Harter sold 5,000 shares of the firm

Lam Research stock has a fresh market catalyst after Taiwan approved a NT$9.835 billion investment,

Moore Capital Management LP boosted its holdings in shares of Lam Research Corporation (NASDAQ:LRCX - Free Report) by 404.5% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 155,520 shares o

Lam Research upgraded to Buy: strong AI/memory-driven growth, margin gains, and lower China risk. Read here for more details on LRCX stock.

Two Sigma Securities LLC grew its position in Lam Research Corporation (NASDAQ:LRCX - Free Report) by 215.7% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 30,889 shares of the semiconductor compan

Lam Research Corporation (NASDAQ:LRCX - Free Report) - Erste Group Bank lifted their FY2027 earnings per share estimates for Lam Research in a report released on Thursday, August 27th. Erste Group Bank analyst S. Lingnau now expects that the semiconductor company will post earnings of $9.34 per shar

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC cut its stake in shares of Lam Research Corporation (NASDAQ:LRCX - Free Report) by 6.8% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The

Wellington Management Group LLP raised its position in Lam Research Corporation (NASDAQ:LRCX - Free Report) by 291.2% during the second quarter, according to its most recent 13F filing with the SEC. The fund owned 1,215,581 shares of the semiconductor company

Benjamin Edwards Inc. disminuyó sus participaciones en Lam Research Corporation (NASDAQ:LRCX - Free Report) en un 26,9% durante el segundo trimestre, según su presentación más reciente ante la Comisión de Bolsa y Valores (SEC). La empresa poseía 95.651 acciones de la empresa de semiconductores.

Thornburg Investment Management Inc. purchased a new position in shares of Lam Research Corporation (NASDAQ:LRCX - Free Report) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm purchased 20,299 shares of the semiconductor company

Flputnam Investment Management Co. redujo sus participaciones en Lam Research Corporation (NASDAQ:LRCX - Informe gratuito) en un 24,0% durante el segundo trimestre, según la compañía en su divulgación más reciente ante la Comisión de Bolsa y Valores. El fondo poseía 292.741 acciones de la empresa de semiconductores.

Washington Trust Bank raised its stake in Lam Research Corporation (NASDAQ:LRCX - Free Report) by 1,576.9% in the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 18,043 shares of the semiconductor company

GTS Securities LLC aumentó su posición en Lam Research Corporation (NASDAQ:LRCX - Informe gratuito) en un 169,1% en el segundo trimestre, según su presentación más reciente ante la Comisión de Bolsa y Valores. El inversor institucional poseía 6.093 acciones de la empresa de semiconductores