옵션 체인은 다양한 행사가격과 만기일에 대한 Lam Research의 주식 옵션 주요 데이터를 보여줍니다. 트레이더들은 이 정보를 사용하여 잠재적 거래를 분석하고 Lam Research에 대한 시장 심리를 평가합니다..

Lam Research (NASDAQ:LRCX) 주식, 옵션 체인

LAM RESEARCH CORP

Lam Research

Lam Research is one of the largest semiconductor wafer fabrication equipment manufacturers in the world. It specializes in deposition and etch, which entail the buildup of layers on a semiconductor and the subsequent selective removal of patterns from each layer. Lam holds the top market share in etch and holds the clear second share in deposition. It is more exposed to memory chipmakers for DRAM and NAND chips. It counts as top customers the largest chipmakers in the world, including TSMC, Samsung, Intel, and Micron.

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뱅크오브아메리카 애널리스트들은 미국 펀드매니저들이 S&amp;P 500에서 반도체 및 전자 설계 자동화 주식에 얼마나 많은 비중을 투자하고 있는지 조사했다. 4월 말 데이터에 따르면 반도체 주식의 상대적 가중치는 0.90배로, 전년 대비(2024년 12월 1.01배) 크게 하락했다.가장 많은 비중을 보유하고 있는 종목은 단연 엔비디아(NASDAQ:NVDA)로 펀드매니저의 약 73%가 이 종목을 보유하고 있다. 포지션은 지난 한 해 동안 꾸준히 증가(전기 대비 +67bps, 전년 대비 +518bps)했다.

엔비디아·브로드컴, 반도체 섹터 하락에도 펀드매니저 보유분 증가

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반도체 섹터가 변화의 바람을 맞이하고 있고, JP모건의 할란 서(Harlan Sur)는 이를 명확히 전달하고 있다. &#34;결과는 예상에 부합하겠지만, 관세/무역 관련 역학이 약한 2분기/하반기 25와 부정적인 이익 수정 사이클을 이끌 것&#34;이라고 말했다. 이는 월스트리트에서의 &#39;준비하라&#39;는 의미로, 상황이 험난해질 것이라는 예고이다.

브로드컴, 마벨, 시놉시스: 다가오는 폭풍 속에 부서지지 않을 칩 기업들

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램 리서치(NASDAQ:LRCX)는 수요일 시장 마감 후 2분기 재무 결과를 발표했다. 이 발표로 주가는 시간외 거래에서 4% 이상 상승했다. 분기의 주요 수치를 살펴보겠다.

램 리서치의 주가는 강력한 2분기 실적과 예상을 상회하는 3분기 전망에 4% 이상 상승

Lam Research Corp

B. Riley Securities analyst Craig Ellis maintains Lam Research (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>) with a Buy and raises the price target from $95 to $115.

Price Target

B. Riley Securities Maintains Buy on Lam Research, Raises Price Target to $115

Providing a diverse range of perspectives from bullish to bearish, 19 analysts have published ratings on Lam Research (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>) in the last three months.
The following table summarizes their recent ratings, shedding light on the changing sentiments within the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">8</td>
<td align="right">7</td>
<td align="right">4</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">4</td>
<td align="right">4</td>
<td align="right">4</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">4</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Analysts provide deeper insights through their assessments of 12-month price targets, revealing an average target of $89.37, a high estimate of $110.00, and a low estimate of $70.00. Highlighting a 3.97% decrease, the current average has fallen from the previous average price target of $93.06. 
<img src="https://www.benzinga.com/files/images/story/2025/1750186833_0.png" alt="price target chart" />
<h2>Interpreting Analyst Ratings: A Closer Look</h2>
An in-depth analysis of recent analyst actions unveils how financial experts perceive Lam Research. The following summary outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Ed Yang</td>
<td>Oppenheimer</td>
<td>Raises</td>
<td>Outperform</td>
<td>$110.00</td>
<td>$80.00</td>
</tr>
<tr>
<td>Timothy Arcuri</td>
<td>UBS</td>
<td>Raises</td>
<td>Buy</td>
<td>$95.00</td>
<td>$90.00</td>
</tr>
<tr>
<td>Harlan Sur</td>
<td>JP Morgan</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$95.00</td>
<td>$110.00</td>
</tr>
<tr>
<td>Srini Pajjuri</td>
<td>Raymond James</td>
<td>Lowers</td>
<td>Outperform</td>
<td>$90.00</td>
<td>$100.00</td>
</tr>
<tr>
<td>Melissa Weathers</td>
<td>Deutsche Bank</td>
<td>Lowers</td>
<td>Hold</td>
<td>$70.00</td>
<td>$78.00</td>
</tr>
<tr>
<td>Craig Ellis</td>
<td>B. Riley Securities</td>
<td>Raises</td>
<td>Buy</td>
<td>$95.00</td>
<td>$90.00</td>
</tr>
<tr>
<td>Charles Shi</td>
<td>Needham</td>
<td>Lowers</td>
<td>Buy</td>
<td>$80.00</td>
<td>$96.00</td>
</tr>
<tr>
<td>Joseph Moore</td>
<td>Morgan Stanley</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$82.00</td>
<td>$81.00</td>
</tr>
<tr>
<td>Matthew Prisco</td>
<td>Cantor Fitzgerald</td>
<td>Maintains</td>
<td>Overweight</td>
<td>$90.00</td>
<td>$90.00</td>
</tr>
<tr>
<td>Krish Sankar</td>
<td>TD Securities</td>
<td>Lowers</td>
<td>Buy</td>
<td>$100.00</td>
<td>$110.00</td>
</tr>
<tr>
<td>Joseph Quatrochi</td>
<td>Wells Fargo</td>
<td>Lowers</td>
<td>Equal-Weight</td>
<td>$75.00</td>
<td>$85.00</td>
</tr>
<tr>
<td>Mark Lipacis</td>
<td>Evercore ISI Group</td>
<td>Raises</td>
<td>Outperform</td>
<td>$99.00</td>
<td>$95.00</td>
</tr>
<tr>
<td>Tom O'Malley</td>
<td>Barclays</td>
<td>Lowers</td>
<td>Equal-Weight</td>
<td>$70.00</td>
<td>$75.00</td>
</tr>
<tr>
<td>Vivek Arya</td>
<td>B of A Securities</td>
<td>Lowers</td>
<td>Buy</td>
<td>$90.00</td>
<td>$110.00</td>
</tr>
<tr>
<td>Brian Chin</td>
<td>Stifel</td>
<td>Lowers</td>
<td>Buy</td>
<td>$92.00</td>
<td>$100.00</td>
</tr>
<tr>
<td>Timothy Arcuri</td>
<td>UBS</td>
<td>Lowers</td>
<td>Buy</td>
<td>$90.00</td>
<td>$95.00</td>
</tr>
<tr>
<td>Ed Yang</td>
<td>Oppenheimer</td>
<td>Lowers</td>
<td>Outperform</td>
<td>$80.00</td>
<td>$95.00</td>
</tr>
<tr>
<td>Blayne Curtis</td>
<td>Jefferies</td>
<td>Raises</td>
<td>Buy</td>
<td>$100.00</td>
<td>$95.00</td>
</tr>
<tr>
<td>Ed Yang</td>
<td>Oppenheimer</td>
<td>Announces</td>
<td>Outperform</td>
<td>$95.00</td>
<td>-</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts frequently update their recommendations based on evolving market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to Lam Research. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Delving into assessments, analysts assign qualitative values, from 'Outperform' to 'Underperform'. These ratings communicate expectations for the relative performance of Lam Research compared to the broader market.</li>
<li>Price Targets: Analysts navigate through adjustments in price targets, providing estimates for Lam Research's future value. Comparing current and prior targets offers insights into analysts' evolving expectations.</li>
</ul>
Analyzing these analyst evaluations alongside relevant financial metrics can provide a comprehensive view of Lam Research's market position. Stay informed and make data-driven decisions with the assistance of our Ratings Table.
<a href="https://www.benzinga.com/quote/LRCX/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Lam Research analyst ratings.</a>
<h2>All You Need to Know About Lam Research</h2>
Lam Research is one of the largest semiconductor wafer fabrication equipment manufacturers in the world. It specializes in deposition and etch, which entail the buildup of layers on a semiconductor and the subsequent selective removal of patterns from each layer. Lam holds the top market share in etch and holds the clear second share in deposition. It is more exposed to memory chipmakers for DRAM and NAND chips. It counts as top customers the largest chipmakers in the world, including TSMC, Samsung, Intel, and Micron.
<h3>Understanding the Numbers: Lam Research's Finances</h3>
Market Capitalization Analysis: With a profound presence, the company's market capitalization is above industry averages. This reflects substantial size and strong market recognition.
Positive Revenue Trend: Examining Lam Research's financials over 3M reveals a positive narrative. The company achieved a noteworthy revenue growth rate of 24.43% as of 31 March, 2025, showcasing a substantial increase in top-line earnings. As compared to competitors, the company surpassed expectations with a growth rate higher than the average among peers in the Information Technology sector.
Net Margin: Lam Research's net margin excels beyond industry benchmarks, reaching 28.19%. This signifies efficient cost management and strong financial health.
Return on Equity (ROE): The company's ROE is a standout performer, exceeding industry averages. With an impressive ROE of 14.53%, the company showcases effective utilization of equity capital.
Return on Assets (ROA): Lam Research's ROA stands out, surpassing industry averages. With an impressive ROA of 6.69%, the company demonstrates effective utilization of assets and strong financial performance.
Debt Management: Lam Research's debt-to-equity ratio is notably higher than the industry average. With a ratio of 0.47, the company relies more heavily on borrowed funds, indicating a higher level of financial risk.
<h2>Analyst Ratings: Simplified</h2>
Analyst ratings serve as essential indicators of stock performance, provided by experts in banking and financial systems. These specialists diligently analyze company financial statements, participate in conference calls, and engage with insiders to generate quarterly ratings for individual stocks.
Beyond their standard evaluations, some analysts contribute predictions for metrics like growth estimates, earnings, and revenue, furnishing investors with additional guidance. Users of analyst ratings should be mindful that this specialized advice is shaped by human perspectives and may be subject to variability.
Breaking: Wall Street's Next Big Mover
Benzinga's #1 analyst just identified a stock poised for explosive growth. This under-the-radar company could surge 200%+ as major market shifts unfold. <a href="https://www.benzinga.com/premium/ideas/turning-point-trader-checkout-2/?t=Tu1tu3arja3be22tu36&amp;adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantag">Click here for urgent details</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Breaking Down Lam Research: 19 Analysts Share Their Views

Oppenheimer analyst Ed Yang maintains Lam Research (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>) with a Outperform and raises the price target from $80 to $110.

Oppenheimer Maintains Outperform on Lam Research, Raises Price Target to $110

Lam Research (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>) has outperformed the market over the past 10 years by 16.41% on an annualized basis producing an average annual return of 27.38%. Currently, Lam Research has a market capitalization of $120.45 billion. 
Buying $100 In LRCX: If an investor had bought $100 of LRCX stock 10 years ago, it would be worth $1,125.61 today based on a price of $94.17 for LRCX at the time of writing.
<h3>Lam Research's Performance Over Last 10 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1750173313_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Here's How Much You Would Have Made Owning Lam Research Stock In The Last 10 Years

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Shares of chip stocks are trading higher, possibly amid overall market strength on hopes of Iran-Israel de-escalation.

Recent stock trades made by a senator could show conflicts of interest given his committee assignments and ramp up the call to ban members of Congress from being able to buy and sell stocks.
Here's a look at the recent stock trades made by Senator Markwayne Mullin (R-Okla.).
What Happened: Mullin recently bought stock in several stocks, while also selling a position in the SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>), which tracks the S&amp;P 500. The trades are shown on the <a href="https://www.benzinga.com/gov-trades/members/markwayne-mullin">Benzinga Government Trades page.</a>
According to a recent disclosure, Mullin bought the following stocks on May 13:
<ul class="wp-block-list">
<li>Adobe Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ADBE#NASDAQ">ADBE</a>): $15,000 to $50,000</li>
<li>Applied Materials Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMAT#NASDAQ">AMAT</a>): $15,000 to $50,000</li>
<li>CSX Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSX#NASDAQ">CSX</a>): $15,000 to $50,000</li>
<li>Chevron Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVX#NYSE">CVX</a>): $50,000 to $100,000</li>
<li>ConocoPhillips (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COP#NYSE">COP</a>): $15,000 to $50,000</li>
<li>LPL Financial Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LPLA#NASDAQ">LPLA</a>): $15,000 to $50,000</li>
<li>L3 Harris Technologies (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LHX#NYSE">LHX</a>): $15,000 to $50,000</li>
<li>Lam Research Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>): $15,000 to $50,000</li>
<li>Texas Instruments (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TXN#NASDAQ">TXN</a>): $15,000 to $50,000</li>
<li>Thermo Fisher Scientific (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TMO#NYSE">TMO</a>): $15,000 to $50,000</li>
<li>Valero Energy Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VLO#NYSE">VLO</a>): $50,000 to $100,000</li>
<li>Zoetis (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ZTS#NYSE">ZTS</a>): $50,000 to $100,000</li>
</ul>
In the same disclosure, Mullin also reported selling $500,000 to $1 million worth of SPDR S&amp;P 500 ETF Trust.
He reportedly bought between $285,000 and $750,000 in new stock positions, along with total transactions ranging from $785,000 to $1.75 million.
One of the most active stock traders in the Senate, Benzinga shows 325 trades worth $8.47 million, and Quiver Quant <a href="https://www.quiverquant.com/congresstrading/politician/Markwayne%20Mullin-M001190">shows </a>$15.5 million in trades from Mullin in recent years.
His net worth is listed by Quiver Quant at $65.7 million, with part of the wealth coming from selling businesses before becoming a Congressman from 2013 to 2023 and later a Senator since 2023.
The Senator's purchase of L3 Harris Technologies could raise red flags, given that it is a large defense stock and Mullin <a href="https://www.senate.gov/general/committee_assignments/assignments.htm#MullinOK">sits </a>on the Committee on Armed Services.
The purchase of oil stocks also involves Mullin, who belongs to the Subcommittee on the Department of Interior, Environment, and Related Agencies.
The Republican senator is on numerous committees and could have inside information about government policy and contracts while making his stock transactions.
Mullin denied past conflicts of interest when he owned shares of Meta Platforms (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) and was set to vote on a potential TikTok ban, which could help Meta.
Check This Out:
<ul class="wp-block-list">
<li>Lawmakers Are Making Huge Investments In 2025. <a href="https://www.benzinga.com/gov-trades/?utm_source=BZprocontent061225">See What They&#8217;re Buying And Selling With Our Easy-to-Use Tool</a></li>
</ul>
Why It's Important: Mullin's latest trades come as a call to ban members of Congress from buying and selling stocks and options is gaining support.
Sen. Josh Hawley (R-Mo.)<a href="https://www.benzinga.com/politics/25/04/45077654/bill-named-after-nancy-pelosi-could-ban-congress-members-from-trading-stocks-what-you-need-to-know-about-the-pelosi-act" target="_blank" rel="noreferrer noopener"> introduced the</a> Preventing Elected Leaders from Owning Securities and Investments Act, or PELOSI Act, based on the first letter of each of the main words. The name takes aim at Congresswoman and former Speaker of the House Nancy Pelosi (D-Calif.).
Pelosi, whose husband is a frequent stock trader and venture capitalist, likely doesn&#8217;t support the bill that would limit her husband's transactions while she&#8217;s in office.
Speaker of the House Mike Johnson (R-La.), also in <a href="https://www.benzinga.com/politics/25/05/45449720/speaker-johnson-backs-congressional-stock-trading-ban-ruined-by-a-few-bad-actors">favor of a ban</a>, said there is zero tolerance for &#8220;anything resembling insider trading.&#8221;
President Donald Trump recently said he would support such a ban and that he would sign the bill if Congress passed it
"Well, I watched Nancy Pelosi get rich through insider information, and I would be okay with it. If they send it to me, I would do it," Trump told TIME.
Benzinga<a href="https://www.benzinga.com/trading-ideas/25/05/45552223/exclusive-congress-trading-ban-sees-huge-support-in-reader-poll-heres-the-percent-that-say-let-them-keep-trading-stocks"> recently polled readers</a> to see where they stand on a potential ban on Congress trading.
&#8220;Should members of Congress be allowed to buy and sell stocks, options and ETFs?&#8221; Benzinga asked.
These were the results:
<ul class="wp-block-list">
<li>They should not be allowed to trade stocks, options or ETFs:&nbsp;43%</li>
<li>They should be allowed to trade as long as they report within 24 hours:&nbsp;24%</li>
<li>They should only be allowed to trade ETFs and mutual funds:&nbsp;14%</li>
<li>They should be allowed to trade as long as they report in 45 days: 11%</li>
<li>They should only be allowed to trade stocks: 8%</li>
</ul>
The poll found that 43% of readers support an outright ban on members of Congress being able to trade stocks, options, or ETFs. Eleven percent voted that the current rules should be left alone with a 45-day disclosure window.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/politics/25/04/44852406/marjorie-taylor-greene-brushes-off-stock-buying-criticism-says-portfolio-manager-bought-the-dip">Marjorie Taylor Greene Brushes Off Stock Buying Criticism, Says Portfolio Manager &#8216;Bought The Dip&#8217;</a></li>
</ul>
Photo: Shutterstock

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GOP Senator On Armed Services Committee Buys This Defense Stock In Potential Conflict Of Interest

Qualcomm Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>) has launched an artificial intelligence research and development <a target="_blank" href="https://www.benzinga.com/topic/vietnam" rel="noreferrer noopener">center in Vietnam</a>.
The company&#8217;s researchers will focus on advancing generative and agentic AI solutions across smartphones, personal computers, XR (extended reality), automotive, and IoT applications, Reuters reported on Wednesday, citing a company statement.
In July 2024, Vietnam <a target="_blank" href="https://www.benzinga.com/markets/equities/24/07/39743214/as-nvidia-amazon-microsoft-and-google-dive-into-billions-of-data-center-investments-vietnam-open" rel="noreferrer noopener">opened its&nbsp;data center market</a> to foreign investors, allowing 100% ownership, following the implementation of controversial data storage regulations that have attracted major industry players.
Also Read: <a target="_blank" href="https://www.benzinga.com/tech/25/05/45320459/nvidia-apple-face-bigger-risks-from-china-trade-talks-than-any-boost-from-uk-deal-analyst-says" rel="noreferrer noopener">Nvidia, Apple Face Bigger Risks From China Trade Talks Than Any Boost From UK Deal, Analyst Says</a>
Since this announcement, companies including Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), Lam Research Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>), Alibaba Group Holding (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) have <a href="https://www.benzinga.com/government/24/05/38556060/after-nvidia-and-apple-alibaba-chases-vietnam-new-data-center-to-boost-control-and-meet-local-laws" target="_blank" rel="noreferrer noopener">reached out</a> to Vietnam to diversify their supply chain base amid heightening geopolitical tensions between the U.S. and China.
Lam Research&nbsp;weighed the supply chain shift to Vietnam, with the Vietnamese government canvassing the former to commit $1 billion to local production efforts.
Nvidia tapped&nbsp;Vietnamese tech firms for AI development. Nvidia <a target="_blank" href="https://www.benzinga.com/government/regulations/24/12/42347647/nvidia-partners-with-vietnam-government-to-develop-advanced-ai-and-more" rel="noreferrer noopener">plans to</a> build AI research data centers in Vietnam with the government.
According to Bloomberg, Vietnam is eyeing an<a target="_blank" href="https://www.bloomberg.com/news/terminal/SK8QBTT0AFB4" rel="noreferrer noopener">&nbsp;</a>annual revenue of over $100 billion from the semiconductor industry by 2050. The government targets three big data centers and three AI centers by 2030.
In November 2024, Apple supplier&nbsp;Hon Hai Precision Industry Co,&nbsp;operating as Foxconn,&nbsp;committed $80 million&nbsp;to the country for a chip plant after bagging approval to invest $383 million in another chip facility in Vietnam.
Price Action: QCOM stock is trading lower by 0.36% to $158.55 premarket at last check Wednesday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/earnings/25/06/45835916/vietnams-vinfast-burns-more-cash-to-spur-ev-growth" target="_blank" rel="noreferrer noopener">Vietnam&#8217;s VinFast Burns More Cash To Spur EV Growth</a></li>
</ul>
Photo via Shutterstock

Government

Media

AAPL

BABA

Qualcomm Taps Vietnam For Next-Gen AI Push, Joining Apple And Nvidia In Supply Chain Shakeup

Bank of America Securities analyst Vivek Arya on Monday <a href="https://www.benzinga.com/topic/tech-stocks" target="_blank" rel="noreferrer noopener">recapped takeaways from</a> a tech conference in which 27 companies attended.
Representatives from the following companies attended: Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>); Advanced Micro Devices (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>); Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>); Marvell Tech (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>); Arm Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NASDAQ">ARM</a>); Coherent (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COHR#NYSE">COHR</a>); Lumentum Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LITE#NASDAQ">LITE</a>); ON Semiconductor (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ON#NASDAQ">ON</a>); Texas Instruments (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TXN#NASDAQ">TXN</a>); Synopsys (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SNPS#NASDAQ">SNPS</a>); and Lam Research Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>); KLA Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KLAC#NASDAQ">KLAC</a>); and Applied Materials (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMAT#NASDAQ">AMAT</a>).
Arya noted that the overall tone was positive across computing and networking for GPU (Nvidia and AMD) and ASIC (Marvell) vendors.
He maintains Nvidia with a Buy rating with a $180 price target. Nvidia remains best positioned to benefit from the ongoing AI tide, supported by a multi-year lead in performance (AI scaling), pipeline, incumbency, scale, and developer support, he adds.
Also, the company&#8217;s rack-scale systems are in full production and overall AI demand continues to rise for inference reasoning and sovereign AI.
Also Read: <a href="https://www.benzinga.com/m-a/25/06/45789800/amd-acquires-another-company-to-expands-ai-arsenal" target="_blank" rel="noreferrer noopener">AMD Acquires Another Company To Expand AI Arsenal</a>
Arm also expects a continued 50% server CPU deployment share this year, Arya said.
Arya raised his price target on Arm to $150 (from $135) on the continued proliferation (market share gain) of Arm-based CPUs in the data center, above peers, though justified by Arm&#8217;s superior growth profile, sticky Licensing business, and expanding Royalty rates.
Concerns about tariff-related pull-ins remain at Intel for PCs. Still, AMD continues to see strong sell-through in the second quarter, aided by higher-ASP new products, and could even see seasonal second-half strength, the analyst said.
Arya said Lam Research, KLA Corp, and Applied Materials indicated strong momentum in leading-edge F/L and advanced DRAM WFE this year, which is helping to offset weakness in China and trailing-edge spending to sustain mid-single-digit Y/Y growth in calendar 2025.
The analyst said KLA Corp also suggested that mid-single-digit Y/Y WFE growth in calendar 2026 could be a plausible assumption led by strong 2nm/GAA investments.
Lam Research noted NAND upgrades in the early stages across multiple customers inside a $40 billion multi-year opportunity, Arya said. Crucially, all vendors suggested China is &#8220;de-risked&#8221; this year despite recent restriction noise and can settle at 25%- 30% of sales, the analyst noted.
Arya raised his Lam Research price target to $100 (from $90), which was justified by improving NAND prospects as a leading-edge foundry/logic, and advanced DRAM (DDR5/HBM) remained strong.
The analyst raised his price target on KLA Corp to $900 (from $825), given increasing leading-edge F/L ramp visibility, advanced packaging TAM expansion, and best-in-class profitability.
He raised his Lumentum price target to $78 (from $70), justified by broad-based strength in the data center.
Arya raised his On Semiconductor price target to $60 (from $55), which was justified following management calling the second-quarter auto bottom with broad-based recovery across auto and industrial expected in the second half.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/25/06/45785351/which-internet-software-stocks-is-jp-morgan-bullish-on" target="_blank" rel="noreferrer noopener">Which Internet Software Stocks Is JP Morgan Bullish On?</a></li>
</ul>
Image: Shutterstock

Reiteration

COHR

LITE

AI Momentum Powers Nvidia, Arm And Chip Supply Chain In BofA Recap

LEDS

RMBS

SIMO

iShares PHLX SOX Semiconductor Sector Index Fund

SOXX

Shares of chip stocks are trading lower amid reports indicating the Trump administration is planning wider China tech restrictions.

Lam Research's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NYSE">LRCX</a>) short percent of float has risen 17.39% since its last report. The company recently reported that it has 27.59 million shares sold short, which is 2.16% of all regular shares that are available for trading. Based on its trading volume, it would take traders 2.64 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>Lam Research Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1748610025_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Lam Research has grown since its last report. This does not mean that the stock is going to fall in the near-term but traders should be aware that more shares are being shorted.
<h3>Comparing Lam Research's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, Lam Research's peer group average for short interest as a percentage of float is 9.04%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Short Sellers

Short Ideas

How Is The Market Feeling About Lam Research?

AEHR

ALAB

CRDO

ENTG

FORM

INDI

MPWR

NVMI

Shares of semiconductor companies are trading higher, possibly amid overall market strength after President Trump delayed 50% EU tariffs to July. Additionally, the sector may be up in anticipation of NVIDIA's upcoming Q1 report.

Lam Research (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>) has outperformed the market over the past 15 years by 10.91% on an annualized basis producing an average annual return of 22.79%. Currently, Lam Research has a market capitalization of $103.67 billion. 
Buying $1000 In LRCX: If an investor had bought $1000 of LRCX stock 15 years ago, it would be worth $21,749.40 today based on a price of $81.05 for LRCX at the time of writing.
<h3>Lam Research's Performance Over Last 15 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1748297710_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Here's How Much $1000 Invested In Lam Research 15 Years Ago Would Be Worth Today

ASML Holding NV (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASML#NASDAQ">ASML</a>) attributed a decade-long investment in developing a high numerical aperture behind its most advanced and expensive <a href="https://www.benzinga.com/topic/chip-stocks" target="_blank" rel="noreferrer noopener">chipmaking machine that</a> commanded a price of over $400 million. 
The chip equipment maker manufactured its high NA machines in Connecticut, California, Germany and the Netherlands, then assembled them in the Veldhoven, Netherlands, lab for testing and approval before disassembling them again for shipment, CNBC <a href="https://www.cnbc.com/2025/05/22/exclusive-look-at-high-na-asmls-new-400-million-chipmaking-colossus.html" target="_blank" rel="noreferrer noopener">reported</a> on Thursday.
Intel Corp.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) Oregon chip fabrication plant became ASML&#8217;s first high NA machine customer in 2024. ASML has shipped only five of them. 
Also Read: <a href="https://www.benzinga.com/news/earnings/25/04/44851295/asml-cfo-incorporates-tariff-impact-in-outlook-reveals-strong-demand-for-advanced-euv-and-high-na-systems" target="_blank" rel="noreferrer noopener">ASML CFO Incorporates Tariff Impact In Outlook, Reveals Strong Demand For Advanced EUV And High NA Systems</a>
ASML has ramped up production to serve Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), Samsung Electronics (SSNLF) and Intel. 
ASML told CNBC that High NA would also serve its EUV customers, such as Micron Technology, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>), SK Hynix and Rapidus.
CEO Christophe Fouquet replied to CNBC that the company purposely kept the prices of its machines in check to drive the chipmaking costs down, as per Moore&#8217;s law, leading to more opportunities.
ASML is building its first U.S. training center in Arizona.
It plans to ship at least five more systems in 2025 and ramp up production capacity of 20 machines in a few years.
ASML stock lost nearly 7% year-to-date as it grappled with U.S. semiconductor sanctions and tariff policies on China and other countries.
CNBC&#8217;s &#8220;Mad Money Lightning Round,&#8221;&nbsp;Jim Cramer recommended buying&nbsp;Lam Research Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>) over ASML, citing ASML&#8217;s <a target="_blank" href="https://www.benzinga.com/markets/25/05/45466164/jim-cramer-prefers-autozone-over-rival-buy-the-one-thats-not-going-to-stock-split" rel="noreferrer noopener">weaker quarterly results</a>.
ASML Price Action: ASML stock is up 0.84% at $743.39 at publication on Thursday.
Read Next:
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<li><a href="https://www.benzinga.com/25/04/44852860/nvidia-lam-research-and-marvell-to-face-least-impact-from-tariffs-while-intel-and-arm-could-suffer-more-bofa-analyst" target="_blank" rel="noreferrer noopener">These Semiconductor Stocks To Face Least Tariffs Impact Compared To Intel</a></li>
</ul>
Photo: Skorzewiak via Shutterstock

Global

ASML Bets Big On High-Powered Chip Tools As Taiwan Semiconductor, Intel, Micron Line Up

On CNBC's &#8220;<a href="https://www.benzinga.com/topic/mad-money-lightning-round">Mad Money Lightning Round</a>,&#8221; Jim Cramer said no to O&#8217;Reilly Automotive, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ORLY#NASDAQ">ORLY</a>). 
&#8220;You want to buy the one that's not going to stock split, which is AutoZone (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AZO#NYSE">AZO</a>),&#8221;<a href="https://www.benzinga.com/quote/ORLY/earnings"> he added.</a>
Adding support to his view, O&#8217;Reilly Automotive posted first-quarter earnings of $9.35 per share on April 23, missing market estimates of $9.94 per share. The company's quarterly sales came in at $4.14 billion versus expectations of $4.17 billion.
AutoZone has outperformed the market over the past 15 years by 10.81% on an annualized basis producing an average annual return of 22.06%. Currently, the company has a market capitalization of $62.8 billion.
See Also: <a href="https://www.benzinga.com/insights/news/25/05/45322871/heres-how-much-100-invested-in-autozone-15-years-ago-would-be-worth-today">Here&#8217;s How Much $100 Invested In AutoZone 15 Years Ago Would Be Worth Today</a>
Cramer said the last couple quarters have been weak for ASML Holding N.V. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASML#NASDAQ">ASML</a>). He recommended buying Lam Research Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>) over ASML.
Supporting his view, ASML Holding reported a first-quarter sales miss on April 16. Sequentially, revenue declined by 16.75% from €9.3 billion in the fourth quarter.
Cramer said no to Onto Innovation Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ONTO#NYSE">ONTO</a>), adding that he likes Agilent (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/A#NYSE">A</a>).
Onto Innovation issued second-quarter guidance below estimates on May 8. The company sees second-quarter adjusted EPS of $1.21-$1.35, versus market estimates of $1.50. The company expects sales of $240.00 million —$260.00 million, versus projections of $269.10 million.
The Mad Money host said no to Fluor (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FLR#NYSE">FLR</a>). &#8220;Engineering and construction, we're going to buy letter J, we'll buy Jacobs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/J#NYSE">J</a>),&#8221; he added.
UBS analyst Steven Fisher maintained Fluor with a buy rating on May 7 and lowered the price target from $49 to $48.
Price Action:
<ul class="wp-block-list">
<li>ASML shares fell 1.4% to settle at $758.36 on Thursday.</li>
<li>O'Reilly Automotive shares rose 3.4% to close at $1,370.13 during the session.</li>
<li>Onto Innovation shares fell 5.8% to settle at $98.04.</li>
<li>Fluor shares fell 0.5% to close at $38.53 on Thursday.</li>
</ul>
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/analyst-ratings/price-target/25/05/45435278/wall-streets-most-accurate-analysts-give-their-take-on-3-consumer-stocks-delivering-high-dividend-yields-7">Wall Street&#8217;s Most Accurate Analysts Give Their Take On 3 Consumer Stocks Delivering High-Dividend Yields</a></li>
</ul>
Image: Shutterstock

Markets

ONTO

ORLY

Jim Cramer Prefers AutoZone Over Rival: 'Buy The One That's Not Going To Stock Split'

An official report on May 14, 2025 reveals Senator John Boozman's recent purchase of UnitedHealth Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNH#NYSE">UNH</a>) stock, valued between $9,009 and $135,000. The transaction took place on May 14, 2025, as per the May filing.
At this time, UnitedHealth Group shares are trading down 18.51% at $251.0.
<h3>What Senator Has Been Trading Recently</h3>
In the past three years, John Boozman made 132 stock trades totaling more than $258 thousand. The largest trades involved stocks like iShares MSCI EAFE ETF and iShares MSCI EAFE Small-Cap ETF. Their most notable trades made recently include key transactions: 
<ul>
<li>Salesforce (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>): $1,001 - $15,000 Purchase</li>
<li>Microsoft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>): $1,001 - $15,000 Purchase</li>
<li>Lam Research (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>): $1,001 - $15,000 Purchase</li>
</ul>
Here's a summary of John Boozman's recent trades:
<table>
<thead>
<tr>
<th>Company</th>
<th>Ticker</th>
<th>Stock Type</th>
<th>Amount</th>
<th>Transaction Type</th>
<th>Transaction Date</th>
</tr>
</thead>
<tbody>
<tr>
<td>Salesforce</td>
<td>CRM</td>
<td>STOCK</td>
<td>$1,001 - $15,000</td>
<td>S (Partial)</td>
<td>2025-04-22</td>
</tr>
<tr>
<td>Microsoft</td>
<td>MSFT</td>
<td>STOCK</td>
<td>$1,001 - $15,000</td>
<td>P</td>
<td>2025-04-22</td>
</tr>
<tr>
<td>Lam Research</td>
<td>LRCX</td>
<td>STOCK</td>
<td>$1,001 - $15,000</td>
<td>S (Partial)</td>
<td>2025-04-16</td>
</tr>
<tr>
<td>Gilead Sciences</td>
<td>GILD</td>
<td>STOCK</td>
<td>$1,001 - $15,000</td>
<td>S</td>
<td>2025-04-16</td>
</tr>
<tr>
<td>Applied Mat</td>
<td>AMAT</td>
<td>STOCK</td>
<td>$1,001 - $15,000</td>
<td>S (Partial)</td>
<td>2025-04-16</td>
</tr>
</tbody>
</table>
To stay updated on John Boozman's trades and other congressional trades, try our <a href="https://www.benzinga.com/gov-trades/members/john-boozman">government trades tool</a> for live updates!
<h3>The Importance of Congressional Transactions</h3>
A congressional transaction is when any representative or senator either buys or sells an individual stock.
Anyone working in Congress must file a Periodic Transaction Report to inform the public of their recent transaction within 30 days of being notified of the transaction and within 45 days of the transaction date.
In April 2012, Former President Barack Obama signed the STOCK Act into law. The act prohibits members of Congress from using private information given to them by their position for personal gain such as buying or selling a stock. The act also expanded disclosure requirements for members of Congress by requiring them to file a monthly disclosure.
<h3>Why Congressional Transactions Matter</h3>
Congressional transactions shouldn't be the primary reason for an investing decision, but they can be an important factor for an investor to consider.
When a senator or representative makes a new purchase, it could be an indication they expect the stock to rise.
A sale, on the other hand, can be made for a variety of reasons, and may not necessarily mean the seller thinks the stock will go down.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

General

MSFT

Recent Filing Shows That Sen. John Boozman Bought Over $9K Worth of UnitedHealth Group Stock

Shares of semiconductor and chip stocks are trading higher as investors assess US-China trade progress and Saudi Arabia deals.

Shares of chip stocks are higher after the US and China agreed to a temporary reduction in most tariffs on each other's goods. A reduction in tariffs could alleviate some supply chain concerns and improve macro sentiment as well as demand visibility.

<a href="https://www.youtube.com/watch?v=WElDJC0Q_kQ">https://www.youtube.com/watch?v=WElDJC0Q_kQ</a>
&nbsp;

STLA

TSLA

President Trump Says Going To Have Large Share Of Chipmaking Market; Think 10% Baseline Is Set; 10% Baseline Is Not A Template For Future Deals; 10% Is A Low Number, Others Will Be Higher; Template Of 10% Is Probably The Lowest End; Won't Do A Similar Deal With Cars

<a href="https://www.bloomberg.com/news/articles/2025-05-07/trump-to-rescind-global-chip-curbs-amid-ai-restrictions-debate" title="https://www.bloomberg.com/news/articles/2025-05-07/trump-to-rescind-global-chip-curbs-amid-ai-restrictions-debate">https://www.bloomberg.com/news/articles/2025-05-07/trump-to-rescind-global-chip-curbs-amid-ai-restrictions-debate</a>

Macro Economic Events

Economics

'Trump To Rescind Global Chip Curbs Amid AI Restrictions Debate' - Bloomberg News

Lam Research (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>) has outperformed the market over the past 10 years by 15.09% on an annualized basis producing an average annual return of 25.4%. Currently, Lam Research has a market capitalization of $94.48 billion. 
Buying $100 In LRCX: If an investor had bought $100 of LRCX stock 10 years ago, it would be worth $945.59 today based on a price of $73.86 for LRCX at the time of writing.
<h3>Lam Research's Performance Over Last 10 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1746633616_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

$100 Invested In This Stock 10 Years Ago Would Be Worth This Much Today

Press Releases

Lam Research Ushers in New Era of Semiconductor Metallization with ALTUS® Halo for Molybdenum Atomic Layer Deposition

Lam Research Corporation Announces Participation at Upcoming Conference

Ethisphere Names Lam Research as One of the World's Most Ethical Companies® for Third Consecutive Year

Lam Research Corporation Announces March Quarter Financial Conference Call

Lam Research Donates Leading-Edge Etch System to Accelerate Nanofabrication R&D at UC Berkeley

Lam Research Corporation Reports Financial Results for the Quarter Ended March 30, 2025

Lam Research Corporation Announces Participation at Upcoming Conferences

Dividends

Lam Research Corporation Declares Quarterly Dividend

Axcelis Technologies, Inc. - Common Stock

Axcelis Technologies

ACM Research, Inc. - Class A Common Stock

ACM Research

Aehr Test System

Aeluma

Applied Mat

Amkor Tech

ASML Holding N.V. - New York Registry Shares

ASML Holding

Camtek

Cohu

DAQO New Energy Corp. American Depositary Shares, each representing five ordinary shares

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