Lam Research Corporation (LRCX)
Lam Research Dips 16% YTD: Should You Hold or Fold the Stock?
LRCX is hurt by macroeconomic headwinds and escalating U.S.-China tensions amid solid long-term prospects.
Semiconductor Capital Equipment Giant Could Raise Dividend Payout by 10% This Week
24/7 Wall St. Insights Companies that consistently raise their dividends often have strong balance sheets.
Lam Research (LRCX) Exceeds Market Returns: Some Facts to Consider
The latest trading day saw Lam Research (LRCX) settling at $847.37, representing a +1.39% change from its previous close.
Is Lam Research the Semiconductor Stock You've Been Overlooking?
Lam Research NASDAQ: LRCX is a lesser-known company in the semiconductor industry compared to powerhouses like NVIDIA NASDAQ: NVDA and Taiwan Semiconductor NYSE: TSM, but it is an important one.
Lam Research: Buying A Quality Compounder After The Drawdown
Lam Research is a leading provider of Etching equipment to the Semiconductor industry, with high ROIC and potential for >10% sales growth. The positive outlook for Lam Research driven by memory rebound, and the potential for >30% upside in the current cycle peak EPS. The recent 20% drawdown gives us an opportunity to buy this quality compounder.
Lam Research: Finding Opportunity Amidst Q4 FY 2024 Post Earnings Dip
Despite an excellent fourth quarter FY 2024 earnings report, the stock dipped post earnings due to near term risks. The chip making industry should emerge from a downturn in 2025, boosting Lam Research's business prospects. The company has invested heavily in new products that should help it gain market share.
Lam Research: Still Some Upside Left After Strong Earnings
Lam Research stock remains a solid investment opportunity with strong revenue growth, operating leverage, and a healthy balance sheet. The recent quarterly earnings report exceeded expectations, with robust revenue and EPS growth, strong operating margins, and healthy free cash flow generation. Valuation analysis suggests 8% upside potential, which looks compelling for such a fundamentally strong company.
1 Top Growth Stock Down 30% to Buy Hand Over Fist Right Now
Lam Research's recent results suggest it's benefiting from increased spending on memory manufacturing equipment. The company's revenue and earnings growth are set to improve thanks to stronger prospects for the memory market, driven mainly by AI.
Lam Research Corporation (LRCX) is Attracting Investor Attention: Here is What You Should Know
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 (LRCX) Q4 Earnings Beat, Revenues Increase Y/Y
Lam Research's (LRCX) fiscal fourth-quarter results benefit from solid momentum in the Customer Support Business Group and the improving System business.
Lam Research Corporation (LRCX) Q4 2024 Earnings Call Transcript
Lam Research Corporation (NASDAQ:LRCX ) Q4 2024 Earnings Conference Call July 31, 2024 5:00 PM ET Company Participants Ram Ganesh - Investor Relations Timothy Archer - President and Chief Executive Officer Douglas Bettinger - Executive Vice President and Chief Financial Officer Conference Call Participants Timothy Arcuri - UBS Krish Sankar - TD Cowen Srinivas Pajjuri - Raymond James & Associates CJ Muse - Cantor Fitzgerald & Co. Stacy Rasgon - Sanford C. Bernstein & Co. Harlan Sur - JPMorgan Chase & Co. Atif Malik - Citigroup Toshiya Hari - Goldman Sachs Joseph Moore - Morgan Stanley Blayne Curtis - Jefferies Joseph Quatrochi - Wells Fargo Melissa Weathers - Deutsche Bank Operator Good evening, and welcome to the Lam Research June Quarterly Earnings Call.
Lam Research forecasts quarterly revenue above estimates fueled by AI boom
Chip-making tools supplier Lam Research forecast September quarter revenue above Wall Street estimates on Wednesday, anticipating a surge in orders from chip firms amid the AI boom.
