LRCX

The stock surged following an analyst upgrade, an increased 2026 WFE spending outlook, and macro relief from falling Treasury yields.

The stock surged following Micron's strong capex guidance, sell-side price target upgrades, and a new logistics facility opening.

The stock surged due to an upgraded WFE spending forecast, reaffirmed strong Q1 guidance, and a $1.2B expansion in India.

The stock surged due to easing Treasury yields, strong AI memory demand, and sector momentum ahead of Micron's earnings report.

LRCX surged 14.8% due to a bullish JPMorgan report on WFE growth, raised company guidance, a dividend hike, and India expansion plans.

The stock surged following a bullish JPMorgan sector report on WFE spending and news of a $1.2 billion expansion in India.

Leading AI developers called for a slowdown in model advancement, triggering fears of reduced fab equipment spending.

The stock fell due to fears of an AI capex slowdown, reports of China's DUV lithography breakthrough, and recent insider selling.

LRCX fell due to AI CapEx slowdown fears, geopolitical China export control risks, heavy insider selling, and macro valuation pressure.

The stock fell due to memory pricing concerns, executive insider stock sales, and customer cleanroom facility constraints.

The stock fell due to U.S.-China trade tensions and potential semiconductor equipment export control enforcement targeting China revenue.

Lam Research surged after reporting strong Q4 FY2026 results and Q1 FY2027 guidance that exceeded Wall Street consensus.

The stock fell due to memory client capEx reductions, China trade policy concerns, and recent insider selling activity.

The stock surged due to bullish price target upgrades from Mizuho and Morgan Stanley alongside announcing its Q4 earnings date.

AI overcapacity fears from Meta's cloud plans, SK Hynix HBM4 delays, and Samsung's earnings sell-off caused the stock to plummet.

The stock fell 6.87% following news of Chinese mass-production of domestic lithography tools, raising concerns over revenue in China.

The stock fell due to a semiconductor sector selloff triggered by AI overbuilding fears, NAND oversupply, and memory capex shifts.

The stock dropped due to fears of a peak in AI capex spending, memory schedule adjustments, and profit-taking after reaching all-time highs.

Cantor Fitzgerald raised its price target on LRCX to $500 from $425, citing market share gains and expanded industry spending forecasts.