Bernstein·2026-10-22CompanyOutperform$385 → $350▼Lam Research Corp (LRCX.US) FQ127 recap -Were investors tilting at windmills?
UBS·2026-10-12Sector$435US Semiconductors and Semi Equipment SemiBytes: Earnings Previews (LRCX, TXN, WDC)
UBS·2026-09-28SectorUS Semiconductors and Semi Equipment: SemiBytes,QCOM Event, Semicap Valuation , MU Debates
J.P. Morgan·2026-08-12CompanyOverweightLam Research (LRCX.US) Takeaways From Our 2026 Hardware & Semis Management Access Forum
Bernstein·2026-11-02SectorOutperform$350U.S. Semiconductors and Semiconductor Capital Equipment: U.S. Semiconductors and Semicap,A crisis of confidence?
Citi·2026-10-29SectorUS Semiconductors and Semiconductor Equipment: Earnings so Far – Four Key Observations
J.P. Morgan·2026-10-22SectorSemiconductor SPE: Implications from Lam Research’s results: WFE market to exceed $200 billion in 2027
Goldman Sachs·2026-10-14SectorBuy$380Americas Technology: Semiconductors: SEMICON West 2026-Remain bullish on group as industry visibility continues to extend
Bernstein·2026-10-02SectorGlobal Semiconductor Capital Equipment Global Semicap Tracker (Aug 26): Japan SPE +50% YoY