| Date | Action | Conf | Host / episode | Summary | 7d | 30d | 90d |
|---|---|---|---|---|---|---|---|
| 2026-08-25 | HOLD | MEDIUM | Rob Black Show Yields Fall |
Also had its target trimmed by Mizuho on memory-intensity concerns, with the buy rating intact. [audio] | -7.8% | -2.3% | — |
| 2026-08-11 | BUY | HIGH | Rob Black Show Afternoon podcast 8-11-26 |
Named as a key wafer fab equipment supplier that Intel will spend its $20 billion raise with. [audio] | +5.3% | -4.3% | — |
| 2026-07-30 | BUY | MEDIUM | Rob Black Show Afternoon podcast 7-30-26 |
Up 18% as the AI trade returned with Microsoft and semiconductors leading the way. [audio] | +2.7% | +1.4% | — |
| 2026-07-29 | MENTIONED | LOW | Rob Black Show Stocks Stumble As Oil Surges |
Lam Research is among the companies reporting earnings tonight. [audio] | +21.8% | +19.6% | — |
| 2026-07-27 | MENTIONED | LOW | Rob Black Show Markets Meander As Oil Falls |
Lam Research down 8.2%; affected by chip market. [audio] | +1.0% | +7.3% | — |
| 2026-07-15 | MENTIONED | LOW | Rob Black Show Afternoon podcast 7-15-26 |
LAM Research shares were down 4%, referenced in semiconductor sector context. [audio] | -4.8% | -0.9% | — |
| 2026-07-14 | BUY | MEDIUM | Rob Black Show June Inflation Data Came In Weaker Than Expected |
LAM Research is up 1% to 5% as part of the semiconductor rally. [audio] | -7.0% | -2.6% | — |
| 2026-07-09 | BUY | HIGH | Rob Black Show Afternoon podcast 7-9-26 |
Lam Research was up 6% on positive semiconductor news; analysts raised price targets and company expected to benefit from AI and wafer fab market growth. [audio] | -9.1% | -11.8% | — |
| 2026-07-09 | MENTIONED | MEDIUM | Rob Black Show Stocks Rose Supported By Jump In Semiconductors |
LAM Research is mentioned as a semiconductor equipment supplier benefiting from AI expansion; up 6.7% today. [audio] | -9.1% | -11.8% | — |
| 2026-06-30 | BUY | HIGH | Rob Black Show Afternoon podcast 6-30-26 |
Lam Research rose 5.5%, cited as a winner from South Korea memory chip spending. [audio] | -24.7% | -31.3% | -27.4% |
| 2026-06-30 | BUY | HIGH | Rob Black Show Markets Rise To Close Out First Half Of 2026 |
Lam Research price target bumped from $385 to $475; cited as needed for semiconductor equipment manufacturing. [audio] | -24.7% | -31.3% | -27.4% |
| 2026-06-23 | MENTIONED | LOW | Rob Black Show Afternoon podcast 6-23-26 |
Lam Research was down 9.3% today. [audio] | +16.7% | -13.9% | -18.6% |
| 2026-06-23 | MENTIONED | LOW | Rob Black Show Global Chip Rout |
Lam Research is mentioned for daily and yearly performance. [audio] | +16.7% | -13.9% | -18.6% |
| 2026-06-22 | WATCH | MEDIUM | Rob Black Show Declines In Technology Stocks |
Lam Research is mentioned as a semiconductor equipment stock with room to run and as an AI beneficiary. [audio] | +0.3% | -22.0% | -29.7% |
| 2026-06-11 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 6-11-26 |
LAM Research was up 12.6 percent, noted for strong performance. [audio] | +7.4% | -3.3% | -12.8% |
| 2026-06-11 | MENTIONED | MEDIUM | Rob Black Show Stocks Rebound But Gains Limited |
Barclay raised price target on Lam Research, noted as a semiconductor equipment supplier with pricing power. [audio] | +7.4% | -3.3% | -12.8% |
| 2026-05-29 | BUY | MEDIUM | Rob Black Show Thinking About A Shopping List |
The host recommends buying Lam Research, citing a low P/E ratio and the potential for AI-driven growth. [audio] | -4.7% | +19.2% | +0.2% |
| 2026-05-20 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-20-26 |
Lam Research was up 7.5% today, driven by semiconductor sector momentum. [audio] | +9.2% | +33.3% | +12.3% |
| 2026-05-18 | WATCH | LOW | Rob Black Show Afternoon podcast 5-18-26 |
Host lists Lam Research among semiconductor names that would make up half the market if their run continues. [audio] | +9.9% | +34.7% | +19.7% |
| 2026-05-12 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-11-26 |
Listed among major companies integrating AI into smart glasses and wearables. [audio] | -5.5% | +25.3% | +6.0% |
| 2026-05-11 | BUY | MEDIUM | Rob Black Show Fresh Record Bolstered By Key Tech Stocks |
Host mentions Lam Research as a stock that has enjoyed double-digit growth. [audio] | -6.1% | +8.7% | +5.2% |