Lam Research Imploded By 20% In The Last 3 Months: This Respected Wall Street Firm Says It's About to Double

Impact · against what's priced in

The recent sector-wide selloff in semiconductor equipment has lowered entry points, but the article provides no new fundamental catalysts that shift the established market assumptions. While Cantor Fitzgerald's $500 target for LRCX is aggressive, it relies on the same AI-driven growth and HBM demand that the market is currently refusing to pay for.

ASML+0.10: Already priced in
The price assumes: The successful ramp of High-NA EUV (EXE) from 5% of revenue today to a material mix

Lam Research Imploded By 20% In The Last 3 Months: This Respected Wall Street Firm Says It's About to Double

What matters in this story

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Lam Research Imploded By 20% In The Last 3 Months: This Respected Wall Street Firm Says It's About to Double

What matters in this story

Broadcom stock is rebounding: is this a dead cat bounce as a death cross forms?

How each ticker is affected

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Lam Research Imploded By 20% In The Last 3 Months: This Respected Wall Street Firm Says It's About to Double

What matters in this story

Next reads from the same story arc

Broadcom stock is rebounding: is this a dead cat bounce as a death cross forms?

Lam Research Imploded By 20% In The Last 3 Months: This Respected Wall Street Firm Says It's About to Double

What matters in this story

Next reads from the same story arc

Broadcom stock is rebounding: is this a dead cat bounce as a death cross forms?

How each ticker is affected

Connected tickers

Track these names every morning.

WeTouch Partners with Hefei Aoweixun to Enter China's Projected RMB 30 Trillion Silver Economy Through AI Robotics

Price Prediction: Snowflake Will Hit $400 on This Date

Broadcom Vs. Marvell: Custom Silicon is Going to Get White Hot

Coreweave's Shock Absorber Function Will Be Tested Again