Two Tech Stocks to Watch in 2026: Alphabet and Lam Research
ByAinvest
Tuesday, Jan 13, 2026 5:11 pm ET1min read
LRCX--
Alphabet gained 65% in 2025 and trades at 29.1x forward P/E. Cantor Fitzgerald upgraded Alphabet to $370, citing Google's lead in practical AI usefulness over model intelligence. Lam Research surged 200% over the past year but now trades at 40.1x forward P/E after the CEO sold shares. Alphabet stands out as a winner with everything it takes to win again, and its shares still feel too cheap given the big Waymo robotaxi rollout and other efforts.
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