Here’s Why Lam Research (LRCX) Soared in Q3

4 days ago 2

Soumya Eswaran

Wed, November 12, 2025 astatine 8:27 AM CST 3 min read

Carillon Tower Advisers, an concern absorption company, released its “Carillon Eagle Growth & Income Fund” third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. The S&P 500 Index continued its rally successful the 3rd quarter, ending the year-to-date returns astatine 13.7%. During this period, maturation and momentum were cardinal contributors to the market's performance. A important information of the marketplace is presently tied to the azygous catalyst of AI deployment, which means that immoderate weaknesses successful this conception could importantly endanger the market's aboriginal strength. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Carillon Eagle Growth & Income Fund highlighted stocks specified arsenic Lam Research Corporation (NASDAQ:LRCX). Lam Research Corporation (NASDAQ:LRCX) designs, manufactures, and services semiconductor processing equipment. The one-month instrumentality of Lam Research Corporation (NASDAQ:LRCX) was 9.95%, and its shares gained 115.55% of their worth implicit the past 52 weeks. On November 11, 2025, Lam Research Corporation (NASDAQ:LRCX) banal closed astatine $159.18 per share, with a marketplace capitalization of $199.935 billion.

Carillon Eagle Growth & Income Fund stated the pursuing regarding Lam Research Corporation (NASDAQ:LRCX) successful its 3rd 4th 2025 capitalist letter:

"Lam Research Corporation's (NASDAQ:LRCX) shares benefited from improving sentiment owed to the value of the company’s products wrong the semiconductor superior spending market. Following disappointments from semiconductor peers, Lam confirmed maturation projections into adjacent twelvemonth with supportive bookings data. We judge Lam has a agelong way to maturation moving guardant arsenic a starring supplier of instrumentality tied to representation requirements for AI."

We Don't Talk About It Enough, Says Jim Cramer

Lam Research Corporation (NASDAQ:LRCX) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 85 hedge money portfolios held Lam Research Corporation (NASDAQ:LRCX) astatine the extremity of the 2nd quarter, which was 91 successful the erstwhile quarter. In the September quarter, Lam Research Corporation (NASDAQ:LRCX) reported gross of $5.3 billion, representing an summation of 3% from anterior quarter. While we admit the imaginable of Lam Research Corporation (NASDAQ: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.