Lam Research Corporation (LRCX)
Lam Research (LRCX) Stock Sinks As Market Gains: Here's Why
The latest trading day saw Lam Research (LRCX) settling at $758.47, representing a -1.46% change from its previous close.
Lam Research: The Recent Pullback Is A Buying Opportunity
Lam Research is poised to benefit from the memory capex cycle recovery, supported by year-over-year growth acceleration from 4Q FY2024 into FY2025. The memory semiconductor market is rebounding, with projections of $204 billion by 2025, providing a growth tailwind for LRCX, particularly for NAND and DRAM. Management indicates that non-GAAP gross margin and operating margin are expected to decline in 1H FY2025 due to changes in the customer mix.
Lam Research Corporation (LRCX) Goldman Sachs Communacopia & Technology Conference (Transcript)
Lam Research Corporation (NASDAQ:LRCX ) Goldman Sachs Communacopia & Technology Conference Call September 11, 2024 11:10 AM ET Company Participants Doug Bettinger - Executive Vice President & Chief Financial Officer Conference Call Participants Toshiya Hari - Goldman Sachs Toshiya Hari Okay. Good morning, everyone.
Here's Why Lam Research (LRCX) Gained But Lagged the Market Today
In the most recent trading session, Lam Research (LRCX) closed at $734.31, indicating a +0.07% shift from the previous trading day.
Lam Research (LRCX) Sees a More Significant Dip Than Broader Market: Some Facts to Know
Lam Research (LRCX) concluded the recent trading session at $764.44, signifying a -0.17% move from its prior day's close.
This AI Stock Just Raised Its Dividend by 15%, and Even More Passive Income Should Be Coming
Artificial Intelligence stocks are usually known for growth, not necessarily dividends. But several AI beneficiaries pay dividends set to grow handsomely over the coming years.
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.
