Is Most-Watched Stock Lam Research Corporation (LRCX) Worth Betting on Now?
Zacks.com users have recently been watching Lam Research (LRCX) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Is Lam Research Stock a Buy Post Upbeat Q3 Earnings Performance?
A solid financial performance, a strategic focus on AI-driven growth and discounted valuation make LRCX stock a prudent investment choice right now.
Earnings Growth & Price Strength Make Lam Research (LRCX) a Stock to Watch
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Focus List.
Lam Research Q3: NAND Upgrade Cycle Drives Growth; Downgrade To 'Hold'
I am downgrading Lam Research to a 'Hold' rating with a fair value of $73 due to increasing geopolitical risks. Despite strong Q3 results and robust demand for NAND technology, near-term growth may face volatility from potential tariffs and geopolitical tensions. Management's confidence in global Wafer Fab Equipment spending remains high, but pre-purchasing activities could impact FY26 growth.
Is the Floor in for Lam Research After Bullish Earnings?
Known for being a cyclical industry to begin with, many semiconductor stocks have been down significantly since the summer of 2024. And just as some investors were inching back into technology stocks, DeepSeek and tariffs came in to put a ceiling on chip stocks.
2 Chip Stocks Rallying Alongside Megacap Tech Names
Megacap tech stocks are in rally mode today, including semiconductor concern Nvidia (NVDA).
Lam Research Q3 Earnings Beat: Can Strong Guidance Lift the Stock?
LRCX fiscal third-quarter 2025 results reflect the benefits of strong product demand on the back of technology-driven upgrade cycles.
Lam Research Corporation (LRCX) Q3 2025 Earnings Call Transcript
Lam Research Corporation (NASDAQ:LRCX ) Q3 2025 Earnings Conference Call April 23, 2025 5:00 PM ET Company Participants Ram Ganesh - VP, IR Timothy Archer - President and CEO Douglas Bettinger - EVP and CFO Conference Call Participants C.J. Muse - Cantor Fitzgerald Timothy Arcuri - UBS Harlan Sur - JPMorgan Stacy Rasgon - Bernstein Research Krish Sankar - TD Cowen Srinivas Pajjuri - Raymond James Atif Malik - Citi Vivek Arya - Bank of America Securities Blayne Curtis - Jefferies Mehdi Hosseini - SIG Joe Moore - Morgan Stanley Tom O'Malley - Barclays Timm Schulze-Melander - Redburn Atlantic Operator Good afternoon, and welcome to the Lam Research March 2025 Earnings Conference Call.
Lam Research (LRCX) Q3 Earnings and Revenues Top Estimates
Lam Research (LRCX) came out with quarterly earnings of $1.04 per share, beating the Zacks Consensus Estimate of $1 per share. This compares to earnings of $0.78 per share a year ago.
Lam Research Set to Report Q3 Earnings: How to Play the Stock?
LRCX's Q3 results are expected to reflect the benefits of a rebound in the semiconductor industry, driven by surging demand for memory and advanced AI applications.
Can Lam Research (LRCX) Keep the Earnings Surprise Streak Alive?
Lam Research (LRCX) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Lam Research: Tides Have Turned, Buy This Semiconductor Refurbisher
Lam Research is a leading player in the wafer fabrication equipment industry, crucial for semiconductor production, and is currently rated a buy. Despite a 40% decline from its peak, LRCX shows strong financial recovery with rising revenue, earnings, and cash flow, presenting a good buying opportunity. The semiconductor industry, worth $681 billion, and expected $200 billion WFE investment, indicates high future demand, benefiting LRCX despite stiff competition.
