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Evercore ISI on Lam Research (LRCX): 'the near-term positive fundamentals are largely baked-in'

Tue, 21 Jul 2026 11:42:17 -0400

Evercore ISI analyst Mark Lipacis reiterated an Outperform rating and $355.00 price target on Lam Research (NASDAQ: LRCX).

The analyst comments "Great Fundamentals, But Great Expectations – Wait to Add. The set-up for Semicap stocks and LRCX into 2Q earnings appears challenging, as YTD SCE are up 37%-to-137% and LRCX is +87% vs. SPX up 10%, and our survey indicates most investors are overweight Semi-caps generally. However, fundamental backdrop remains strong for the group and LRCX as 1) Agentic AI is DRAM and NAND intensive (see note) and LRCX is well-positioned to benefit from acceleration in NAND spend with ~37% exposure;

These names are attractive amid semiconductor sector volatility, Bernstein says

Tue, 21 Jul 2026 06:00:00 -0400

Investing.com - Semiconductor stocks have had a volatile run of late.

Weighed down by worries over the trajectory of massive spending on artificial intelligence infrastructure, shares of major chipmakers have retreated from what has been a solid 2026 in recent days. On Friday, the Philadelphia Semiconductor Index

The Philadelphia SE Semiconductor Index closed more than 20% below its June 22 high, meaning the tracker of the segment has entered bear market territory.

"[B]ulls and bears alike [are] fighting the momentum unwind and the question of what is priced in while simultaneously trying to answer the longer term view of the

These names are attractive amid semiconductor sector volatility, Bernstein says

Tue, 21 Jul 2026 06:00:00 -0400

Investing.com - Semiconductor stocks have had a volatile run of late.

The Philadelphia SE Semiconductor Index closed more than 20% below its June 22 high, meaning the tracker of the segment has entered bear market territory.

"[B]ulls and bears alike [are] fighting the momentum unwind and the question of what is priced in while simultaneously trying to answer the longer term view of the

These names are attractive amid semiconductor sector volatility, Bernstein says

Tue, 21 Jul 2026 06:00:00 -0400

Investing.com - Semiconductor stocks have had a volatile run of late.

The Philadelphia SE Semiconductor Index closed more than 20% below its June 22 high, meaning the tracker of the segment has entered bear market territory.

"[B]ulls and bears alike [are] fighting the momentum unwind and the question of what is priced in while simultaneously trying to answer the longer term view of the

These names are attractive amid semiconductor sector volatility, Bernstein says

Tue, 21 Jul 2026 06:00:00 -0400

Investing.com - Semiconductor stocks have had a volatile run of late.

The Philadelphia SE Semiconductor Index closed more than 20% below its June 22 high, meaning the tracker of the segment has entered bear market territory.

"[B]ulls and bears alike [are] fighting the momentum unwind and the question of what is priced in while simultaneously trying to answer the longer term view of the

Lam Research (LRCX) PT Raised to $435 at UBS

Wed, 15 Jul 2026 08:54:00 -0400

UBS analyst Timothy Arcuri raised the price target on Lam Research (NASDAQ: LRCX) to $435.00 (from $375.00) while maintaining a Buy rating.

The Hidden Layer of the AI Boom: Robotics, Packaging Equipment Companies Are Thriving