Bernstein Analyst Reaffirms Buy Rating On Lam Research Corporation (LRCX)

Lam Research Corporation (NASDAQ:LRCX) is among the 13 Best Nanotechnology Stocks to Buy Now.

Stacy Rasgon, a Bernstein analyst, reaffirmed Lam Research’s bargain standing connected December 1, 2025. He besides established a $175.00 terms objective.

On December 2, 2025, The Fly reported that Morgan Stanley expert Shane Brett reaffirmed an Equal Weight rating. The expert accrued the firm’s terms nonsubjective for Lam Research Corporation (NASDAQ:LRCX) from $137 to $158. The steadfast maintained its 2026 wafer fab instrumentality (WFE) prediction fundamentally untouched astatine $129 billion, reflecting 11% year-over-year growth, and boosted its 2027 WFE forecast to $145 billion, up 13% YoY, noting “two precise beardown years of growth”.

Separately, connected November 21, 2025, the institution announced the opening of a caller $65 million, 120,000-square-foot bureau installation astatine its Tualatin, Oregon, location, which would accommodate up to 700 workspaces for contiguous and imaginable employees. The expansion, being portion of Lam’s multi-year Silicon Forest strategy, plans to boost probe and improvement skills portion besides supporting the expected maturation of the $1 trillion planetary semiconductor manufacture successful the coming years.

According to Sesha Varadarajan, elder vice president of Lam Research Corporation (NASDAQ:LRCX)’s Global Products Group, the caller installation improves the company’s capableness to beforehand advancements successful process improvement and semiconductor accumulation machinery.

Lam Research Corporation (NASDAQ:LRCX) is simply a large supplier of semiconductor wafer fabrication equipment. Lam utilized to beryllium dominated by representation spot manufacturers, but it present has a important marketplace stock successful logic spot equipment.

While we admit the imaginable of LRCX arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

READ NEXT: 10 High-Growth EV Stocks to Invest In and 13 Best Car Stocks to Buy successful 2025.

Disclosure. None