Lam Research surges 8.45% after hours on upgraded price target and AI-focused CEA Leti deal.

拉姆研究

Lam Research's 15min chart shows MACD Death Cross and KDJ Death Cross.

Lam Research shares surge 6.86% intraday on bullish analyst upgrades, AI-driven equipment demand, and strategic partnerships.

Lam Research

Lam Research Eyes AI Growth with CEA Leti Partnership and Leadership Shift

Lam Research: A Semiconductor Equipment Maker with Great Potential

Catalyst<ul> <li>A Bullish Harami Cross and Bearish Engulfing pattern on January 22 suggest strong bullish momentum for LRCX.</li> <li>Most analysts rate LRCX Buy or Strong Buy, showing broad institutional optimism.</li> <li>The company maintains strong cash reserves relative to market value.</li></ul>Risk<ul> <li>Fund flow analysis shows net outflows across all order sizes, indicating declining institutional interest.</li></ul>

Key Factors

Lam Research (LRCX) surged 8.45% in after-hours trading following an upgraded price target from Rothschild & Co Redburn and a strategic AI-focused partnership with CEA Leti. Lam Research announced leadership changes, appointing Sesha Varadarajan as COO and Anirudh Devgan to its board, reinforcing its strategic focus on AI and high-performance computing. Lam Research's stock dropped 9.8% amid a broader semiconductor equipment sector selloff, despite beating Q4 revenue estimates and providing Q1 guidance of $1.35 adjusted EPS.

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