Analysts Lift Price Targets on Lam Research Corporation (LRCX ) Following Strong Quarter Results

Lam Research Corporation (NASDAQ:LRCX) is among the 12 Most Profitable NASDAQ Stocks to Buy Right Now. On January 28, the institution reported beardown results for the 4th ending December 2025, topping estimates.

Stock marketplace information showing an upward trajectory. Photo by Burak The Weekender connected Pexels

Revenue came successful astatine $5.34 billion, surpassing Wall Street’s expectations of $5.26 billion. Adjusted net were logged astatine $1.27 per share, beating estimates by 10 cents. LRCX’s shares gained 3.2% successful extended trading aft the results were announced.

Investor sentiment was further strengthened by the company’s forecasts for the 4th ending successful March. Lam Research Corporation (NASDAQ:LRCX) anticipates gross of $5.7 cardinal for the quarter, wrong a scope of positive oregon minus $300 million, compared with estimates of $5.34 billion, arsenic soaring AI request drives higher orders for chipmaking tools.

Moreover, its nett income per diluted stock is projected to beryllium betwixt $1.25 and $1.45, again surpassing analysts’ forecast of $1.20 per share.

Following the net call, respective probe firms lifted their terms targets connected the banal connected January 29, including Morgan Stanley, Goldman Sachs, Citigroup, and more.

Based connected the recommendations of 26 analysts, LRCX is simply a Strong Buy with a one-year mean stock terms people of $284.18, representing an upside of 15%, arsenic of the adjacent connected January 30.

Lam Research Corporation (NASDAQ:LRCX) provides wafer fabrication instrumentality and services to the planetary semiconductor industry. The banal is already up 36% YTD successful 2026.

While we admit the imaginable of LRCX arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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Disclosure: None.