Why did Lam Research stock jump 8.7% today?

Mizuho raised its price target, citing stronger AI server demand, a quicker recovery in memory spending including HBM, and steady services revenue. That improved outlook pulled buyers into high-quality equipment names, widened the semiconductor rally, and helped lift U.S. indices toward record levels. The combination of better fundamentals and broader market breadth powered today’s sharp move.

Is Lam Research stock attractive for Japan investors now?

It is appealing for long-term AI and memory exposure, but the setup looks stretched near term. RSI is 76.57 and price sits near the Bollinger upper band, suggesting a better entry on dips. Consider staged buying, mind FX effects on yen returns, and reassess after earnings on Jan 28, 2026 UTC.

What risks should I consider after this rally?

Key risks include a slower-than-expected WFE recovery, delays in HBM capacity adds, China demand or regulatory sensitivity, and multiple compression if rates rise. Overbought technicals raise pullback risk. FX swings also affect yen-based results. Use position sizing, predefined stops, and a reassessment plan into earnings to manage downside.

What should I watch before the next earnings?

Track foundry and memory capex signals, HBM expansion timelines, services revenue mix, and order visibility. Monitor U.S. inflation data, FOMC communications, and long-end yields that can sway valuation. On the chart, watch if RSI cools below 70 and whether price holds the Bollinger middle band to support constructive entries.

Global Market Insights

LRCX Stock Today: January 11 — Mizuho PT Hike Fuels 8.7% Surge

ByHuzaifa Zahoor January 11, 2026January 11, 2026

Lam Research stock leapt 8.7% today after Mizuho lifted its price target, sparking a semiconductor rally and helping push U.S. equities toward record territory. For investors in Japan, the move reinforces AI, HBM memory, and foundry spending trends that tie closely to domestic chip tool supply chains. We explain what changed in the call, why momentum is broadening, and how to position ahead of earnings on Jan 28, 2026 UTC. Ticker LRCX screens overbought on several signals, so entries and risk limits matter. We also outline valuation and key technical levels.