What investors are saying about Lam Research (LRCX)

Summary

In the past 30 days, 4 people on 3 investor and market shows discussed Lam Research (LRCX) in 5 views. Going by each speaker's latest call, 3 are bullish and 1 is bearish. Chorus has followed Lam Research since October 19, 2026.

Who talks about it most

• Joe Terranova · 2
• Jim Cramer · 1
• Rob Sechan · 1
• Cameron Dawson · 1

The latest views

Newest first. Every quote is checked against the episode's transcript.

• Jim Cramer · CNBCBullish

  Lam Research is his favorite chip-equipment pick at 23 times earnings, but he won't buy during the selloff.

  Cramer names Lam Research as his favorite chip-equipment name, trading at 23 times earnings. He won't buy it while the sector is in free fall, because the chip-equipment stocks are still falling without guidance raises.

  “Now my favorite is Lam Research. That's a 23 times earnings. I'm not gonna stick my head in that lion's den.”at 41:41

  Mad Money with Jim Cramer: Mad Money w/ Jim Cramer 11/2/26 · November 3, 2026

• Joe Terranova · Virtus Investment PartnersBullish

  Lam Research's post-earnings selloff marked an earnings bottom; the stock is now moving higher.

  Lam Research reported on October 21 with good earnings, but the price action was bad. Joe says that turned out to be an earnings bottom, and the stock is now moving higher. He sees this as part of a reversal of the pessimism that carried into the weekend. He expects KLA Corp to be read the same way.

  “Lam Research, they reported on October 21, bad price action after a good earnings report. Guess what? That happened to be an earnings bottom. That's now moving higher.”at 21:15

  CNBC Halftime Report: Countdown to the Fed Decision 10/28/26 · October 28, 2026

• Rob Sechan · NewEdge WealthBullish

  Lam Research's results are excellent; the drop reflects macro risk-off, not fundamentals.

  Lam Research posted record revenue and 74% year-over-year EPS growth, which Rob calls epic numbers. The stock and the wider semiconductor complex, which he says the fund owns a lot of, are down because of macro concerns and a risk-off trade. He doesn't think investors should give up these investments, since the fundamentals are strong and the market will eventually reevaluate.

  “even on Lam, their revenue was a record. Their EPS grew 74% year on year. These are epic numbers.”at 16:05

  CNBC Halftime Report: The AI Race Deepens as Access to Capital Shrinks: Your Next Move 10/22/26 · October 22, 2026

• Cameron Dawson · NewEdge WealthBearish

  Lam Research breaking below its 200-day moving average signals more volatility and pain ahead.

  Lam Research is breaking below its 200-day moving average this morning. Cameron reads this as part of a broader breakdown in AI-infrastructure leaders that have been among the weakest names recently. He says this suggests potentially more volatility and pain to come, though tactical rallies remain possible within the downtrend. The argument rests on the technical break rather than fundamentals.

  “if you look at a name like Lam Research this morning, it's breaking below its two hundred day moving average, and that just suggests that there's potentially more volatility and pain to come.”at 3:51

  Bloomberg Surveillance: Bloomberg Surveillance TV: October 22nd, 2026 · October 22, 2026

• Joe Terranova · Virtus Investment PartnersBullish

  Lam Research will post a great quarter; its stock has lagged and the semi equipment cycle is intact.

  Joe is watching Lam's report due midweek, which he expects to be a great quarter. He notes the stock is down 37% from its June high but up 62% year to date, and ties this to his bullishness on the semiconductor equipment cycle alongside Micron.

  “They report Lam reports. Middle of the week. It reports this week. It's gonna be a great quarter... The stock has not traded well. It's down 37% off of its June high.”at 14:51

  CNBC Halftime Report: Managing Risk in a Volatile Market 10/19/26 · October 19, 2026