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.
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 (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 (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.
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.
Lam Research (LRCX) reported earnings 30 days ago. What's next for the stock?
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LRCX has risen 15.4% YTD, driven by strong AI demand and semiconductor growth, making it a compelling stock to hold.
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.
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.
Uncertainty continues to cloud the semiconductor sector, with investors wary of the potential impacts of stricter US export controls and President Trump's proposed tariffs. Despite these concerns, Doug Bettinger, CFO of Lam Research, points out that current regulations don't seem to impact demand significantly.
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