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Lam Research: Expecting Growth To Accelerate In FY25 As Recovery Continues
Seeking Alpha· 2024-11-30 01:57
As Lam Research Corporation (NASDAQ: LRCX ) entered into FY25, it experienced double-digit growth across its topline after nearly a 15% decline in FY24. This growth was due to strong contributions from DRAM and NAND technologies of the memoryAs a finance enthusiast with years of experience in research, I am deeply engaged in studying diverse businesses, especially in the technology, industrial, and conglomerate sectors. I really like companies that have strong foundations and see them doing well in the long ...
Lam Research Corporation: Undervalued And Poised For Growth
Seeking Alpha· 2024-11-29 22:54
Lam Research's (NASDAQ: LRCX ) investors should take a mixed approach when it comes to LRCX as it makes waves in the semiconductor industry. The demand for its cutting-edge chipmaking technology drove the company to post solid Q1 earnings. The ongoingI am a financial writer with a degree in Finance. In my five-year career, I have worked with two financial companies. I keep a close eye on Energy, Banking, and Tech stocks. My main focus is fundamental analysis and looking at the long-term position of a stock ...
Lam Research Corporation Announces Participation at Upcoming Conferences
Prnewswire· 2024-11-22 05:05
公司活动 - Lam Research Corp.(纳斯达克:LRCX)的执行副总裁兼首席财务官Doug Bettinger将参加两个即将到来的投资者活动分别为2024年12月3日太平洋时间下午1:15(山地时间下午2:15)的瑞银全球技术与人工智能会议和2024年12月11日太平洋时间上午8:40的巴克莱第22届年度全球技术会议 [1] - 这些展示的实时音频网络广播将对公众开放可从Lam公司网站(www.lamresearch.com)的投资者板块访问展示日期后两周内可重播音频网络广播 [1] 公司概况 - Lam Research Corporation(纳斯达克:LRCX)是半导体行业创新晶圆制造设备和服务的全球供应商其设备和服务能让客户制造更小性能更好的设备几乎所有先进芯片都采用Lam技术公司结合卓越的系统工程技术领导力和基于价值观的强大文化并坚定不移地为客户服务是财富500强公司总部位于加利福尼亚州弗里蒙特在全球开展业务 [2] 公司联系 - 投资者关系联系人Ram Ganesh联系电话(510) 572 - 1615邮箱[email protected] [3]
Is Lam Research Stock a Buy, Sell or Hold at a P/E Multiple of 18.78X?
ZACKS· 2024-11-21 21:00
Lam Research Corporation (LRCX) , a leader in semiconductor fabrication equipment, currently trades at a forward 12-month price-to-earnings (P/E) ratio of 18.74, significantly lower than the Zacks Electronics – Semiconductors industry average of 27.63. LRCX stock’s P/E multiple is also lower than its peers in the semiconductor space, including ASML Holding (ASML) , Advanced Energy Industries (AEIS) and KLA Corporation (KLAC) .Image Source: Zacks Investment ResearchAt present, ASML Holding, Advanced Energy I ...
This Stock-Split Stock Could Crush the Market, According to Wall Street
The Motley Fool· 2024-11-18 18:42
Stock-split fever has infected many investors in 2024. That perhaps shouldn't be surprising considering the sheer volume of stock splits. There have been more than 450 forward stock splits year to date, including reverse stock splits. Additional stock splits are on the way in the next few weeks. Several stocks of companies that have already conducted splits this year have been big winners. For example, Microstrategy's shares have skyrocketed over 420% with Nvidia soaring around 190%. One stock-split stock h ...
Why Lam Research (LRCX) is a Top Stock for the Long-Term
ZACKS· 2024-11-15 23:30
Here at Zacks, we offer our members many different opportunities to take full advantage of the stock market, as well as how to invest in ways that lead to long-term success.The Zacks Premium service makes this easier. It features daily updates of the Zacks Rank and Zacks Industry Rank; full access to the Zacks #1 Rank List; Equity Research reports; and Premium stock screens like the Earnings ESP filter. All of these can help you quickly identify what stocks to buy, what to sell, and what are today's hottest ...
Lam Research Fueled by Unyielding AI Demand Growth
MarketBeat· 2024-11-12 20:46
Lam Research TodayLRCXLam Research$76.17 -2.03 (-2.60%) 52-Week Range$67.06▼$113.00Dividend Yield1.21%P/E Ratio24.62Price Target$97.03Add to WatchlistLam Research Co. NASDAQ: LRCX is a semiconductor equipment manufacturer that makes machines that help make computer chips. Specifically, their wafer fabrication equipment (WFE) focuses on front-end wafer processing, which prepares the raw silicon wafers to be transformed into computer chips. After the initial oxidation process, the wafers are then exposed to ...
1 Top Artificial Intelligence (AI) Stock Down 33% to Buy Hand Over Fist Before It Skyrockets
The Motley Fool· 2024-11-03 03:00
This semiconductor equipment company recently delivered solid results and an impressive outlook.This has been a difficult year for Lam Research (LRCX 0.60%) investors as shares of the semiconductor manufacturing equipment supplier have dropped 4% in 2024, underperforming the 25% gains clocked by the PHLX Semiconductor Sector index, and it is worth noting that the past few months have been even more brutal for the company.More specifically, Lam stock is down 33% since hitting a 52-week high on July 11. One o ...
Should You Buy, Sell or Hold Lam Research Stock Post Q1 Earnings?
ZACKS· 2024-10-30 22:10
文章核心观点 - 公司在第一财季业绩表现出色,总收入同比增长19.7%,非GAAP每股收益同比增长28.4%,超出市场预期 [4] - 公司专注于先进半导体制造技术,如高纵横比蚀刻和沉积工艺,有利于满足人工智能和高性能计算市场的需求 [6][7] - 公司在存储器和逻辑芯片市场的优势地位有望带来未来收入增长 [8][9] - 公司当前估值较同行业低,股价技术指标显示正在企稳,为投资者提供持有机会 [10][11][12] 公司表现 - 公司第一财季业绩超预期,总收入达41.7亿美元,同比增长19.7% [4] - 非GAAP每股收益为0.86美元,同比增长28.4% [4] - 公司在波动的半导体周期中保持了盈利能力,体现了其成本管控能力 [5] 技术创新 - 公司专注于高纵横比蚀刻和沉积工艺,支持更先进的存储器和逻辑芯片制造 [6] - 公司的Semiverse平台可加速复杂蚀刻工艺的开发和部署,为NAND生产商提供竞争优势 [7] 市场机遇 - 存储器和逻辑芯片市场需求增长将带动公司未来收入增长 [8][9] - 存储器支出预计将在2025年底前回升,为公司带来机遇 [8] - 公司在人工智能和高性能计算领域的技术优势,有利于满足这些应用对先进制程的需求 [9] 估值与技术指标 - 公司当前估值低于同行业平均水平,具有投资价值 [10][11] - 股价接近50日均线,显示投资者情绪有所改善,暗示股价可能企稳 [12]
Don't Overlook Lam Research (LRCX) International Revenue Trends While Assessing the Stock
ZACKS· 2024-10-29 22:16
Have you evaluated the performance of Lam Research's (LRCX) international operations during the quarter that concluded in September 2024? Considering the extensive worldwide presence of this semiconductor equipment maker, analyzing the patterns in international revenues is crucial for understanding its financial resilience and potential for growth. In the modern, closely-knit global economic landscape, the capacity of a business to access foreign markets is often a key determinant of its financial well-bein ...