Jim Cramer Likes Lam Research but Says Buy Just 25% of Your Position
Published . Updated .
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This report does not map to a usual set of affected companies.
Directly affected
- LRCX Lam Research-24.9% 30d
Named in this report.
Indirectly affected
- XLI Industrial Select Sector SPDR-0.3% 30d
Industrial Select Sector SPDR holds the industrials sector that Lam Research belongs to, so it often moves with news about it.
- ACMR ACM Research-30.1% 30d
ACM Research is a peer of Lam Research in special industry machinery; rivals often move on the same news.
- ACLS Axcelis Technologies-15.8% 30d
Axcelis Technologies is a peer of Lam Research in special industry machinery; rivals often move on the same news.
- VECO Veeco Instruments
Veeco Instruments is a peer of Lam Research in special industry machinery; rivals often move on the same news.
- ASML ASML Holding N.V-0.8% 16d
ASML Holding N.V is a peer of Lam Research in special industry machinery; rivals often move on the same news.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| LRCX | -0.71% | +6.15% | base | -4.80% | -3.53% | after close | after close |
| XLI | -0.27% | +0.65% | base | +1.38% | +2.35% | after close | after close |
| ACMR | +12.10% | +16.68% | base | -2.90% | -0.35% | after close | after close |
| ACLS | +9.39% | +13.87% | base | -4.72% | -2.61% | after close | after close |
| VECO | +9.61% | +12.99% | base | -4.03% | -3.72% | after close | after close |
| ASML | +1.58% | +6.31% | base | -2.87% | -0.87% | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Jim Cramer Likes Lam Research but Says Buy Just 25% of Your Position 24/7 Wall St.
Source: 24/7 Wall St.
This story
| Company | When | Move | Status |
|---|---|---|---|
| ACLS | that day | -4.72% | final price |
| ACLS | the next day | -2.61% | final price |
| ACLS | three days earlier | +13.87% | final price |
| ACLS | five days earlier | +9.39% | final price |
| ACMR | that day | -2.90% | final price |
| ACMR | the next day | -0.35% | final price |
| ACMR | three days earlier | +16.68% | final price |
| ACMR | five days earlier | +12.10% | final price |
| ASML | that day | -2.87% | final price |
| ASML | the next day | -0.87% | final price |
| ASML | three days earlier | +6.31% | final price |
| ASML | five days earlier | +1.58% | final price |
| LRCX | that day | -4.80% | final price |
| LRCX | the next day | -3.53% | final price |
| LRCX | three days earlier | +6.15% | final price |
| LRCX | five days earlier | -0.71% | final price |
| VECO | that day | -4.03% | final price |
| VECO | the next day | -3.72% | final price |
| VECO | three days earlier | +12.99% | final price |
| VECO | five days earlier | +9.61% | final price |
| XLI | that day | +1.38% | final price |
| XLI | the next day | +2.35% | final price |
| XLI | three days earlier | +0.65% | final price |
| XLI | five days earlier | -0.27% | final price |
Congressional trades in the stocks in this story
- Rep. David J. Taylor bought Lam Research (LRCX), worth $1,001 - $15,000 on 15 Oct 2026. That is 16 days before publication. Filed 29 Oct 2026. View the filing.
- Sen. Sheldon Whitehouse sold Lam Research (LRCX) (held by a spouse), worth $1,001 - $15,000 on 13 Aug 2026. That is 79 days before publication. Filed 2 Sep 2026. View the filing.
- Rep. Rohit Khanna sold Lam Research (LRCX) (held by a spouse), worth $1,001 - $15,000 on 3 Aug 2026. That is 89 days before publication. Filed 4 Sep 2026. View the filing.
- Rep. Kevin Hern sold Asml Holding (ASML) (jointly held), worth $15,001 - $50,000 on 23 Oct 2026. That is 8 days before publication. Filed 28 Oct 2026. View the filing.
- Rep. Michael T. McCaul bought Asml Holding (ASML) (held by a spouse), worth $50,001 - $100,000 on 7 Aug 2026. That is 85 days before publication. Filed 14 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
This story
12 out of 100
“Jim Cramer Likes Lam Research but Says Buy Just 25% of Your Position” scores 12 out of 100. The score uses 1 sources.