Lam Research Corporation (NASDAQ: LRCX) heads into Christmas Day with momentum—and a few headline-worthy crosscurrents. In the last U.S. trading session before the holiday (a shortened Christmas Eve session), LRCX closed at $177.33, marking a fresh 52‑week high as the broader market also finished at record levels. [1]
But the story investors are chewing on isn’t just “new high.” It’s new high + insider sale + a wave of analyst target changes + a sector narrative built around AI-driven memory demand—with real policy risk sitting in the background like a plot twist you can’t skip.
Below is a full, publication-ready breakdown of the current news, forecasts, and market analysis circulating as of December 25, 2025.
