A month has gone by since the last earnings report for Lam Research (LRCX) . Shares have added about 6.3% in that time frame, outperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is Lam Research due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important drivers. Lam Research Q3 Earnings & Revenues Beat Estimates ...

In this video, I will be talking about stock splits and more specifically the upcoming Lam Research (LRCX 2.33%) split happening on Oct. 2, 2024, and whether or not investors should buy shares now. *Stock prices used were from the trading day of May 20, 2024. The video was published on May 21, 2024. Investors shouldn't worry about buying shares before the split but rather focus on the fundamentals. ...

Lam Research Corporation (NASDAQ:LRCX) JPMorgan's 52nd Global Technology, Media and Communications Conference May 21, 2024 10:50 AM ET Doug Bettinger - Chief Financial Officer Conference Call Participants Harlan Sur - JPMorgan Harlan Sur Great. Good morning, and again, welcome to the second day of JPMorgan's 52nd Annual Technology, Media and Communications Conference. My name is Harlan Sur. I'm the semiconductor and semiconductor capital equipment analyst for the firm. Very pleased to have Doug Bettinger, C ...

公司财务决策 - 公司宣布了董事会批准的100亿美元的股票回购计划[1] - 公司宣布进行10对1的股票分割[2] 公司财务状况 - 在2023年，Lam团队回购了80%的自由现金流，达到38亿美元[3] - 预计2024年WFE在低中90亿美元，略有增长[4] 行业趋势 - 在2023年，半导体行业收入下降了约8%[5] - NAND投资在2023年年度下降了约75%[6] 未来展望 - 预计2025年将是一个良好的年份，全球对人工智能的兴趣持续增长[7] - 预计2025年第一代全围栅极将带来10亿美元的收入[8] 市场份额和发展 - 公司在发现和逻辑领域的市场份额增长显著，从20%到30%增长到45%到50%以上[9] - 公司在先进封装领域取得了显著进展，每增加10万片晶圆，背面功率带来10亿美元的增量机会[10] - 公司在高带宽内存领域拥有90%的市场份额，预计今年高级封装收入将达到10亿美元，较去年增长2倍至2.5倍[11] 技术发展 - 公司预计通过干法光刻胶处理技术，未来5年内将实现15亿美元的机会，最终成为10亿美元的业务[12] - 公司在NAND层形成领域拥有领先地位，随着技术迁移至200多层，公司将受益于更多的技术复杂性[13] 客户支持和运营目标 - 公司继续扩大客户支持业务，客户支持业务组件包括备件、服务升级和Reliant产品线[14] - 公司的目标是实现33%至34%的运营利润率，尽管目前尚未达到一致的水平，但公司仍在努力提高毛利率[15]

Lam Research (LRCX) reached a significant support level, and could be a good pick for investors from a technical perspective. Recently, LRCX broke through the 50-day moving average, which suggests a short-term bullish trend. The bullish case solidifies once investors consider LRCX's positive earnings estimate revisions. No estimate has gone lower in the past two months for the current fiscal year, compared to 10 higher, while the consensus estimate has increased too. The 50-day simple moving average is one ...

The company is authorized to repurchase up to $10 billion of common stock. The new share repurchase authorization supplements the remaining balances from any prior authorizations. Repurchases may be made through both public market and private transactions and may include the use of derivative contracts and structured share repurchase agreements. This repurchase program has no termination date and may be suspended or discontinued at any time. The stock split is expected to be effective after market close on ...

Milan Markovic Investment Thesis I wrote on Lam Research (NASDAQ:LRCX) in early April, ahead of management reporting the third quarter of FY2024 earning results. The investment thesis I proposed then played out this quarter; I had noted, "I expect Lam to continue to outperform as the industry's wafer fabrication equipment spend, or WFE increases, to keep up with the appetite for advanced tech to keep up with the AI boom." And this quarter, management revised its 2024 wafer fab equipment market from $85 bill ...

FREMONT, Calif., May 16, 2024 /PRNewswire/ -- Lam Research Corporation (Nasdaq: LRCX) today announced that its Board of Directors has approved a quarterly dividend of $2.00 per share of common stock. The dividend payment will be made on July 10, 2024, to holders of record on June 18, 2024. Future dividend payments are subject to review and approval by the Board of Directors. About Lam Research: Lam Research Corporation is a global supplier of innovative wafer fabrication equipment and services to the semico ...

Lam Research (LRCX) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.Shares of this semiconductor equipment maker have returned -7.7% over the past month versus the Zacks S&P 500 composite's +0.2% change. The Zacks Semiconductor Equipment - Wafer Fabrication industry, to which Lam Research belongs, has lost 6% over this period. Now the key question is: Where could the stock be he ...

收入与利润 - 2024年第三季度收入为37.94亿美元，同比增长1%，主要受中国地区收入增长的推动[63] - 2024年第三季度毛利率为47.5%，较上一季度的46.8%有所提升，主要得益于产品和客户组合的优化以及工厂效率的提高[63][64] - 2024年第三季度净收入为9.66亿美元，稀释后每股收益为7.34美元[63] 地区与市场收入 - 2024年第三季度中国地区收入占比为42%，较上一季度的40%有所增加[66] - 2024年第三季度内存市场收入占比为44%，较上一季度的48%有所下降，主要受DRAM支出减少的影响[68] - 2024年第三季度系统收入为23.96亿美元，客户支持相关收入为13.98亿美元[67] 现金与投资 - 2024年第三季度现金及等价物、投资和受限现金总额为57亿美元，较上一季度的56亿美元略有增加[65] - 截至2024年3月31日，公司总现金、现金等价物、投资和受限现金及投资余额为57亿美元，较2023年6月25日略有增加[91] - 2024年前九个月净现金流入为37.898亿美元，主要由于应收账款减少6.145亿美元和库存减少4.394亿美元[92] 研发与费用 - 2024年第一季度研发费用为5.12274亿美元，占收入的13.5%，较2023年第四季度增长，主要由于员工相关成本和转型活动支出的增加[71] - 2024年前九个月研发费用为14.04615亿美元，占收入的12.7%，较去年同期增长，主要由于员工相关成本、递延薪酬计划相关成本和折旧的增加[72] - 2024年第一季度销售、一般和行政费用为2.15904亿美元，占收入的5.7%，较2023年第四季度下降，主要由于转型成本的减少[73] - 2024年前九个月销售、一般和行政费用为6.5177亿美元，占收入的5.9%，较去年同期增长，主要由于转型和递延薪酬相关成本的增加[74] 重组与资本支出 - 2024年第三季度公司预计将支出3亿美元用于业务流程改进和重组活动[62] - 2024年第一季度重组费用为3044.8万美元，占收入的0.8%，较2023年第四季度增长，主要由于员工遣散和分离成本的增加[75][76] - 2024年前九个月重组费用为5705.4万美元，占收入的0.5%，较去年同期下降，主要由于员工遣散和分离成本的减少[77] - 2024年前九个月资本支出为2.959亿美元，主要用于投资研发和资本基础设施[93] 其他财务数据 - 2024年第三季度递延收入余额为17.46亿美元，较上一季度的19.28亿美元有所下降，主要由于预付款减少[63] - 2024年第三季度员工人数约为17,200人[65] - 2024年第一季度利息收入为7175.2万美元，较2023年第四季度增长，主要由于收益率和平均余额的增加[79]