Lam Research Aktie News

The demand for semiconductor manufacturing equipment is robust, and that's helping this company clock healthy growth. The chip equipment supplier has delivered impressive results recently, and its solid earnings growth potential suggests further upside.

Lam Research enters FY26 with strong foundry momentum and rising memory exposure. Foundry mix reached 60 percent, while NAND and HBM tools are set to drive 2026 growth. Valuation is rich, but memory upcycles historically benefit LRCX more than peers.

McGuire Investment Group sold 26,317 shares of Lam Research; estimated transaction value of approximately $2.79 million, based on the average price for Q3 2025. This change represents 0.32% of McGuire Investment Group's 13F reportable AUM as of Q3 2025.

We aim to hold both high quality mid cap companies trading at bargains and deeply discounted businesses with a self-help catalyst. D.R. Horton's self-help strategy reduced the capital commitment to the business and increased returns on investments. Lam Research's new upcycle and clear market share gains helped drive strong recent performance in the shares.

Acquired 65,637 shares in a new position, with an estimated transaction value of $8.79 million based on the quarterly average price Post-trade holding: 65,637 shares valued at $8.79 million Lam Research stake places the position outside the fund's top five holdings

The great Nvidia (NASDAQ:NVDA) has had a rather lukewarm year, rising just north of 31% while comfortably topping the Nasdaq 100, which is up close to 20%.

We purchased several new fund holdings across various sectors. Sempra has been shifting its strategic focus from its highly regulated California operations to its growing presence in Texas. Regeneron in our view has a strong balance sheet and a robust product pipeline.

In today's video, I discuss recent updates impacting Lam Research (LRCX +4.45%). To learn more, check out the short video, consider subscribing, and click the special offer link below.