November 21, 2025 a 05:00 pm
LRCX: Analysts Ratings - Lam Research Corporation
Lam Research Corporation, a leader in semiconductor processing equipment, has been subject to fluctuating analyst sentiment over recent months. Overall, the stock has shown resilience with a steady number of 'Buy' recommendations, reflecting a continued confidence in its market performance despite some volatility in stronger recommendations. As the semiconductor industry remains pivotal to technological advancements, LRCX stock presents opportunities and risks that require careful monitoring of market conditions and industry trends.
Historical Stock Grades
The latest analyst ratings for LRCX indicate stability in the number of 'Buy' recommendations coupled with a slight decrease in 'Strong Buy' ratings over the past months. No analysts are currently recommending a 'Sell', indicating an overall positive sentiment among analysts. Here's a detailed look at the latest rating distribution:
| Rating | Number | Score |
|---|---|---|
| Strong Buy | 2 | |
| Buy | 21 | |
| Hold | 10 | |
| Sell | 0 | |
| Strong Sell | 1 |
Sentiment Development
Over the past months, there has been a notable shift in analyst ratings for LRCX. Here are key observations:
- The number of 'Strong Buy' ratings has slightly decreased, indicating a conservative shift among analysts.
- Consistent 'Buy' recommendations highlight steady confidence, though a fraction of 'Hold' ratings suggest caution.
- The total number of ratings remains relatively constant, though changes in category weightings suggest evolving sentiment.
Percentage Trends
Examining the percentage distribution of ratings provides deeper insights:
- 'Strong Buy' ratings have seen a reduction from around 15% to 8% over recent months.
- 'Buy' recommendations consistently represent the majority, showing continued confidence, though slightly fluctuating between 55% and 70%.
- 'Hold' ratings have increased slightly, indicating a more cautious approach from a segment of analysts.
- Overall sentiment reflects a trend towards more conservative views, perhaps driven by market uncertainties.
Latest Analyst Recommendations
The table below lists the latest analyst actions for LRCX, reflecting their current stance:
| Date | New Recommendation | Last Recommendation | Publisher |
|---|---|---|---|
| 2025-11-12 | Buy | Buy | Citigroup |
| 2025-10-23 | Buy | Buy | Stifel |
| 2025-10-23 | Buy | Buy | UBS |
| 2025-10-23 | Buy | Buy | TD Cowen |
| 2025-10-23 | Equal Weight | Equal Weight | Wells Fargo |
Analyst Recommendations with Change of Opinion
The table below highlights recent changes in analyst opinions for LRCX:
| Date | New Recommendation | Last Recommendation | Publisher |
|---|---|---|---|
| 2025-09-29 | Buy | Hold | Deutsche Bank |
| 2025-09-23 | Sector Weight | Overweight | Keybanc |
| 2025-09-22 | Equal Weight | Underweight | Morgan Stanley |
| 2025-09-02 | Underweight | Equal Weight | Morgan Stanley |
| 2025-02-20 | Positive | Neutral | Susquehanna |
Interpretation
The analyst sentiment for Lam Research Corporation indicates a stable confidence in its market position, although there is a visible shift towards more conservative recommendations. The lack of 'Sell' recommendations suggests that the company is still perceived strongly, despite some analysts reducing their ratings from 'Strong Buy' to 'Buy'. This sentiment can infer both a balanced level of trust in LRCX’s future prospects and a cautious approach due to potential market uncertainties.
Conclusion
In conclusion, Lam Research Corporation maintains strong analyst support, with consistent 'Buy' ratings amidst slight decreases in 'Strong Buy' suggestions. This trend reflects an industry that, while underpinned by ongoing technological needs, faces broader economic pressures. Risks include potential slowdown in semiconductor demand and global economic uncertainties, while opportunities stem from innovations and strategic market positions. Monitoring both market dynamics and company performance will be crucial in navigating future investment decisions for LRCX.