Lam Research: Riding The AI Tailwind For Long-Term Gains
Lam Research remains a strong long-term investment in the semiconductor space, driven by AI infrastructure growth and a broad technology portfolio. Despite recent market volatility, Lam Research's leadership in etching, deposition, and cleaning processes positions it well for future AI-driven demand. The company's Q2 earnings beat estimates, with significant growth in the memory segment and advanced packaging, supported by AI workload demands.
Lam Research: Phenomenal Long Term Outlook For This Semi Equipment Giant
Lam Research is a key enabler in the AI Industrial Revolution, providing essential semiconductor fabrication equipment to manufacturers like TSM. The investment thesis hinges on continued steady applications for ever-increasing complexity in semiconductor manufacturing, and Lam's competitive edge in etching technology. Despite cyclical revenue and geopolitical risks, Lam's strong financials, market share, and robust balance sheet make it a compelling buy.
Lam Research Corp. (LRCX) Cantor Fitzgerald Global Technology Conference (Transcript)
Lam Research Corp. (NASDAQ:LRCX ) Cantor Fitzgerald Global Technology Conference March 11, 2025 11:20 AM ET Company Participants Doug Bettinger - CFO Conference Call Participants C.J. Muse - Cantor C.J.
Lam Research: Time To Buy Despite Tariff Concerns
I rate Lam Research as a Buy due to its leading position in semiconductor processing equipment, crucial for the AI and technology boom. Despite geopolitical risks and potential tariffs, Lam's strong market position and significant revenue growth make it a resilient investment. Lam's financial health is robust, with impressive 5-year growth in revenue, net income, and free cash flow, supporting long-term profitability.
Lam Research Corporation (LRCX) Is a Trending Stock: Facts to Know Before Betting on It
Lam Research (LRCX) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Lam Research Corporation (LRCX) Morgan Stanley Technology, Media & Telecom Conference (Transcript)
Lam Research Corporation (NASDAQ:LRCX ) Morgan Stanley Technology, Media & Telecom Conference March 4, 2025 3:20 PM ET Company Participants Tim Archer - President and CEO Doug Bettinger - EVP and CFO Conference Call Participants Joe Moore - Morgan Stanley Joe Moore Great. Welcome back, everyone.
Lam Research (LRCX) Ascends But Remains Behind Market: Some Facts to Note
In the closing of the recent trading day, Lam Research (LRCX) stood at $76.77, denoting a +0.79% change from the preceding trading day.
Why Is Lam Research (LRCX) Down 5.7% Since Last Earnings Report?
Lam Research (LRCX) reported earnings 30 days ago. What's next for the stock?
2 Super Stocks Billionaires Are Piling Into Now
A great way to find promising growth stocks is checking what the smartest investors are buying. Billionaires are interested in preserving and growing their wealth, and they have the resources to conduct exhaustive research in companies that might be out of reach for the average investor.
Lam Research Stock Up 15% YTD: Time to Accumulate or Book Profits?
LRCX has risen 15.4% YTD, driven by strong AI demand and semiconductor growth, making it a compelling stock to hold.
Lam Research Corporation (LRCX) Investor Day 2025 Conference Transcript
Lam Research Corporation (NASDAQ:LRCX ) Investor Day 2025 Conference February 19, 2025 9:00 AM ET Company Participants Ram Ganesh - VP of IR Timothy Archer - President and CEO Sesha Varadarajan - SVP Global Products Group Douglas Bettinger - EVP, CFO Conference Call Participants Srinivas Pajjuri - Raymond James Harlan Sur - J.P. Morgan Mehdi Hosseini - Susquehanna Vijay Rakesh - Mizuho Securities Craig Ellis - B.
Why Lam Research Stock Topped the Market on Thursday
One of the better performing chip stocks this year, Lam Research (LRCX 1.55%), had yet another good day on the market Thursday. On the back of a recommendation upgrade from one analyst and several price-target raises from others, the company's shares closed the day nearly 2% higher.
