LRCX Lam Research Corp.

$LRCX one of the strong balance sheet Balance Sheet The company has $5.58 billion in cash and $4.12 billion in debt, with a net cash position of $1.46 billion or $1.16 per share. Cash & Cash Equivalents 5.58B Total Debt 4.12B Net Cash 1.46B Net Cash Per Share $1.16 Equity (Book Value) 12.47B Book Value Per Share 9.97 Working Capital 9.67B its power house! keep eyes here $SPY and $META

$LRCX Lam Research price target raised to $420 from $350 at Berenberg Berenberg raised the firm's price target on Lam Research to $420 from $350 and keeps a Buy rating on the shares. The firm forecasts wafer fab equipment spending to rise to $164B in 2026 and $205B in 2027. The semi capex cycle will extend through 2027, the analyst tells investors in a research note.

$LRCX $HOUR ive invested in both of these for some time bjt im switching more to hour because the numbers are just insane with it.

$LRCX $AMAT $KLAC They are just wearing out these metrology giants like a 6 year old on swing set. Get yourself some oil and patience.

$LRCX $325 retest I'm neutral to bearish just needs one more quick flush for me could be wrong, thoughts?

$LRCX looking to push higher from here on daily with stock back above it's golden fib level, potential next upside level is $344 if reversal continues.

$LRCX Looking to buy the Breakout above $320+ otherwise waiting for $290 pullback, Thesis couldn't be better they are fighting over chip equipment

$LRCX you dont buy we dont need you, lm still standing by my comment while back that lam could over take amat, the the amount of money they spending for ddr and after handsome orange man they will open to china market as well, future is bright if you have patience.

$LRCX very underated stock with very good entry now.. seems like the bottom already found.. let's blast to the moon !

$LRCX Did I ever score by selling calls? These prices are downright redonkulous either way I'll get the money. And I wanna congratulate the MM's getting us these prices. If this not a full blown collapse in short order then I may as well throw in the towel in my trading career. Selling calls easiest money Ive ever made although im still being bent over my desk tsk tsk

$LRCX $SIMO this guy is way off. SIMO isn’t a controller company anymore, it’s a boot drive company. And you’ll see it in a big way in the results this quarter. Going to be epic.

Another great semi setup right now is $LRCX - just starting to breakout, as of Friday's close! First resistance is the 50 DMA (321.88) then $345.28 at the August highs

$LRCX Lam Research price target raised to $390 from $350 at B. Riley B. Riley raised the firm's price target on Lam Research to $390 from $350 and keeps a Buy rating on the shares. Fundamental trends are turning increasingly positive for Buy-rated memory-exposed semiconductor companies, suggesting improving underlying conditions could support earnings and share-price upside, the analyst tells investors in a research note.

$LRCX Lam Research maintains a fortress-like balance sheet for a capital-equipment semiconductor company. Net cash (or very low net debt) gives it flexibility for R&D, share buybacks, dividends, and weathering semiconductor cycle downturns. net cash position of $1.46 billion. LRCX has one of the stronger balance sheets among major peers, sitting in a clear net-cash position alongside AMAT and ASML, while KLAC. Lam Research walks into a bar with $1.46 billion in net cash. The bartender says, “What can I get you?” Lam replies, “Just a water… I’m already liquid enough.” (And then it quietly buys back another few million shares on the way out.) Recent activity (Fiscal 2026, ended June 28, 2026) Total share repurchases: ~$3.85 billion Total capital returned (buybacks + dividends): >$5.12+ billion June 2026 quarter alone: $246 million in buybacks + $325 million in dividends Diluted share count has been steadily declining (around 1.25–1.26 billion shares recently) due to ongoing repurchases.

$LRCX This could likely increase its Stock price by 100 bucks and That would be just fine by me

$LRCX The volume from this past week was promising. The stock will be range-bound until it can break through overhead resistance.

$LRCX Actual revenue mix = systems rev, which covers equip + upgrades Lam has meaningful & historically cyclical memory exposure, so investors are exposed to memory-specific dynamics more than a pure logic/foundry play would be. But it is not “specifically” or predominantly a memory-capex story that runs on a completely different clock from the broader semi/AI theme. Foundry strength has been a significant offset and growth area in recent periods, and AI demand is currently boosting the memory side as well.The practical takeaway in the original note is still useful—know the end-market mix you’re buying—but the framing that Lam is essentially just a memory-cycle name rather than part of the AI equipment complex is incomplete based on the reported numbers. What's it worth.......A high-quality compounder in a cyclical industry?Worth what the market will pay for durable AI-driven demand. Next earningsaround late October and any updates to WFE outlook will be key near-term catalysts.

$LRCX Isnt that funny 2 days ago it was like you couldnt give this stock away now everyone and their mother wants it. Just look at the volume not even an hour in and thats well over 2.3 million shares traded now.

All top 20 Nasdaq 100 are up in premarket. Haven't seen this recently. These chips ($LRCX $AMAT $AMD $INTC ) are leading the gains. LFG !! $QQQ

$LRCX I cant even believe this has even touched $267. People this stock was $435 not long ago. If you're not adding in here ($265 area)you may as well end all your trading efforts.