Seeking Alpha复盘拉姆研究七连跌：财报前UBS仍预期强劲，但无新增可交易催化

Lam Research ( LRCX ) shares fell for seven straight sessions as the stock was down 4.4% at $296.01 on Tuesday. The global supplier of semiconductor wafer fabrication equipment and related services fell over 10% in the preceding six sessions. LRCX is up 6.5% over the past one month, while the stock has risen nearly 76% so far this year, compared to a 14% rise in the broader S&P 500 Index ( SP500 ). "AI-driven semiconductor investments and increasing process complexity are expected to sustain robust demand for LRCX’s etch and deposition equipment through FY27, supporting topline momentum. Strong volumes, favorable pricing, and a mix are expected to support further margin expansion through FY27," pointed out a recent Seeking Alpha analysis. Meanwhile, for Lam Research, which reports on Oct. 21, UBS analysts led by Timothy Arcuri believe the chip equipment maker will offer up a “very strong” report and “even more robust” guidance. Looking at Seeking Alpha's Quant Rating, LRCX has a Hold rating with a score of 3.5 out of 5. The company received an A+ in the prospect of profitability, while it got an F in the valuation factor. Turning to the Wall Street community , 29 analysts gave LRCX a Buy and above rating. Six analysts have given the stock a Hold recommendation, while none recommended Sell. Seeking Alpha analysts are positive and see the stock as a Buy.