Lam Research Delivers Strong Results Amid Mixed Opinions from Analysts

Lam Research Corporation (NASDAQ:LRCX) is one of the 12 Set-It-and-Forget-It Stocks to Buy Now.

Analyst opinion is mixed following a sizeable growth in the quarterly and annual earnings.

The quarterly earnings of Lam Research Corporation (NASDAQ:LRCX) for Q4 2025 reached $1.33 per share, beating the consensus estimate of $1.2 per share. The company’s revenue has sequentially increased to $5.17 billion. Additionally, as the quarter marked the end of FY25, the company also reported its annual revenue. The figure stands at $18.44 billion and surpassed the previous year’s annual revenue of $14.91 billion.

The quarterly and annual performance is followed by mixed opinions among analysts. Morgan Stanley upgraded the stock from Underweight to Equal Weight and also raised the price target from $92 to $125. On the other hand, KeyBanc downgraded the stock to Sector Weight from Overweight, pointing to a sizable recent rally in the shares.

However, the market cap of $161.83 billion partly reflects a notable semiconductor equipment demand, thus appealing to investors seeking consistent growth.

Headquartered in California, Lam Research Corporation (NASDAQ:LRCX) is a leading global supplier of wafer fabrication equipment and services to the semiconductor industry. Founded in 1980, the company specializes in thin film deposition, plasma etch, and cleaning solutions critical for manufacturing advanced integrated circuits.

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