Lam Research up 46.65% in 12 months; comparison with AMAT and KLAC on AI demand
FROM THE WIRE · FINANCE.YAHOO.COM
Is LRCX a good stock to buy? We came across a bullish thesis on Lam Research Corporation on Astute Optics - US's Substack. In this article, we will summarize the bulls' thesis on LRCX. Lam Research Corporation's share was trading at $230.10 as of October 23rd 2026. LRCX's…
Read at the source ↗MARKET IMPACTNEUTRAL✦ News Impact agent estimateTone: expected bullishSemiconductor equipment stocks are sensitive to AI-related demand, making this comparison relevant to the sector.AI-generated summary
✦ IN BRIEF · AIAI-generated summary
- 01Lam Research shares were trading at $230.10 as of October 23, 2026.
- 02LRCX's trailing and forward P/E were 34.29 and 24.88 according to Yahoo Finance.
- 03Applied Materials and Onto Innovation gained 63.07% and 47.94% respectively over the last 12 months.
NEWS IMPACT AND MARKET REACTIONChange from the reference price
Lam Research Corporation239.70 USD+0.56%today +4.17%Positive Applied Materials, Inc.391.73 USD+0.55%today +3.84%Positive KLA Corporation150.56 USD+0.29%today +3.40%Neutral
Impact and summary are estimates by the News Impact AI agent, not financial advice.Open in Markets