COMPANY
Lam Research
LRCX:US
Primary coverage by Pierre Ferragu
Research
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CPU cage fight, memory shortage, WFE outlook, and more. Tech Weekly Wrap-upMay 11, 2026 — Pierre Ferragu
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2027 AI capex; Replatforming; WFE outlook; Memory supply tightening? Cloud growth, and more. Tech weekly wrap-upMay 4, 2026 — Pierre Ferragu
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TEL 4FQ26 QT: WFE outlook in line with our expectations and reflected in valuation.April 30, 2026 — Pierre Ferragu
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LAM 3FQ26: WFE outlook upped, but already reflected in valuation. Neutral, $290 TP.April 30, 2026 — Pierre Ferragu
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KLA 3FQ26: WFE outlook increased n line with peers and our expectations. Neutral, $1,770 TP.April 30, 2026 — Pierre Ferragu
Events
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Jan
26TechnologyJanuary 26, 2026 — VirtualHosted by Pierre FerraguWatch Replay -
Nov
13TechnologyNovember 13, 2024Hosted by Pierre FerraguWatch Replay -
Mar
15TechnologyMarch 15, 2024Hosted by Pierre FerraguWatch Replay -
Jan
16TechnologyJanuary 16, 2024Hosted by Rolf BulkWatch Replay -
Dec
19TechnologyDecember 19, 2023Hosted by Pierre FerraguWatch Replay
