Lam Research

AI Chip Frenzy Sends Lam Research Soaring 117% – More Upside Ahead?

Lam Research Rides the AI Wave to New Highs Lam Research, a leading maker of semiconductor fabrication equipment, has been one of 2025’s standout stocks. The company’s share price has more than doubled this year, up about 117% as of early November nasdaq.com. This surge has far outpaced even the high-flying AI chip designers: for comparison, Nvidia’s stock was up ~42% and Broadcom’s ~56% over the same period sharewise.com. Lam’s stock recently notched a fresh record high around $157–$158 per share nasdaq.com stockstory.org, boosting the company’s market capitalization to roughly $195 billion stockstory.org. The run-up reflects surging optimism that Lam will

3 November 2025

AI · Investing · NASDAQ:LRCX · Semiconductors · Stock Market · Technology

Lam Research Stock Rockets on AI Chip Demand – Can LRCX Keep Climbing?

Earnings Beat on Surging Demand Lam Research (NASDAQ:LRCX) handily beat forecasts for its fiscal Q1, as demand for cutting-edge chipmaking gear remains hot. The Fremont, CA company reported $5.32 billion in revenue and $1.26 EPS (non-GAAP) for Q1, versus analyst estimates of $5.22 B and $1.21 timesunion.com investing.com. On a GAAP basis Lam earned $1.57 B ($1.24 per share) timesunion.com. These results, aided by strong year-on-year growth in both logic and memory equipment, “significantly surpassed analyst expectations” and underscore Lam’s role as a bellwether of chipmakers’ AI-driven spending markets.financialcontent.com investing.com. Management’s guidance was equally positive. Lam forecast Q2 revenue of ~$5.20 B (±$0.3B) and

22 October 2025

Artificial Intelligence · Financial Analysis · Investing · NASDAQ:LRCX · Stock Market · Technology

Lam Research Stock Soars on AI Chip Boom – What’s Next for LRCX?

What to Know Before Markets Open on October 20, 2025 Lam Research’s Rally Fueled by AI and Earnings Beat Lam Research’s stock performance in late 2025 has been nothing short of remarkable. As of October 19, LRCX trades around $141.5 per share, a level it hasn’t seen in over a year (adjusted for its 10-for-1 stock split in late 2024) macrotrends.net. This price represents a nearly 40% gain since early August, when the stock was hovering near $100. The rally has dramatically outpaced broader indices – in the past month alone, Lam’s share price jumped almost 19%, while the Nasdaq

19 October 2025

AI Technology · Company Analysis · Investment Insights · NASDAQ:LRCX · Semiconductor Industry · Stock Market