Latest news with #LamResearchCorporation
Malaysian Reserve
10-07-2025
- Business
- Malaysian Reserve
Lam Research Corporation Announces June Quarter Financial Conference Call
FREMONT, Calif., July 9, 2025 /PRNewswire/ — Lam Research Corp. (NASDAQ: LRCX) today announced that the company will host its quarterly financial conference call and webcast on Wednesday, July 30, 2025, beginning at 2:00 p.m. Pacific Daylight Time (5:00 p.m. Eastern Daylight Time). Webcast: To access the webcast, visit the Investors section of Lam's website at and click on the Investors/Investors Overview/Events & Presentations section to view the details. Replay Information: A webcast replay will be available on the Lam Research website approximately three hours after the conference call concludes. About Lam Research Lam Research Corporation (NASDAQ: LRCX) is a global supplier of innovative wafer fabrication equipment and services to the semiconductor industry. Lam's equipment and services allow customers to build smaller and better performing devices. In fact, today, nearly every advanced chip is built with Lam technology. We combine superior systems engineering, technology leadership, and a strong values-based culture, with an unwavering commitment to our customers. Lam Research is a FORTUNE 500® company headquartered in Fremont, California, with operations around the globe. Learn more at (LRCX). IR Contact: Ram GaneshInvestor Relations(510) Source: Lam Research Corporation, (Nasdaq: LRCX)
Yahoo
23-06-2025
- Business
- Yahoo
Lam Research Rallies 25% YTD: Is it Too Late to Buy the Stock?
Lam Research Corporation LRCX has had a strong run so far this year, rallying 25.3%. This is well ahead of the Zacks Electronics – Semiconductors industry, which has risen just 5.1% during the same period. Lam Research stock has also moved ahead of several semiconductor peers, including Broadcom Inc. AVGO, NVIDIA Corporation NVDA and Advanced Micro Devices, Inc. AMD. YTD, shares of Broadcom, NVIDIA and Advanced Micro Devices have risen 7.8%, 7.1% and 6.2%, respectively. This outperformance shows that investors are confident about Lam Research's future despite market challenges like trade tensions and geopolitical risks. In our view, the stock's solid fundamentals support this optimism, and LRCX still looks like a good buy at current levels. Image Source: Zacks Investment Research Lam Research is in a good position to benefit from the growing demand for artificial intelligence (AI) and data center chips. These chips require advanced manufacturing steps, and LRCX supplies critical equipment for this, such as deposition and etching tools. In 2024, Lam Research shipped more than $1 billion worth of products for next-generation chip nodes and packaging. The company expects this number to triple in 2025. As the semiconductor industry shifts to new technologies like backside power distribution and dry-resist processing, Lam is well placed to gain. With AI investments picking up, Lam Research's tools are essential to help chipmakers scale up production. Lam Research's steady investments in research & development and new products are paying off. Its Cryo 3.0 technology has set new standards in the industry, and the Aether dry-resist system is being adopted, especially for high-bandwidth DRAM. Expanding its manufacturing operations in Asia has also helped the company lower costs and improve margins. In the third quarter of fiscal 2025, Lam Research's non-GAAP operating margin rose to 32.8%, up 210 basis points from last year. That's impressive, considering the tough conditions in the semiconductor market. Lam Research's latest financial results for the third quarter of fiscal 2025 confirm its ability to execute well, even in uncertain times. Revenues rose 24.5% year over year to $4.72 billion, while non-GAAP EPS (adjusted for the stock split) jumped 33.5%. Strong demand from memory and logic customers, along with tight cost control, helped the company beat expectations on both the top and bottom lines. Lam Research's consistent performance reinforces investor trust in its long-term business model and earnings stability. The stock has an impressive history of beating earnings estimates. LRCX surpassed the Zacks Consensus Estimate for earnings in each of the trailing four quarters, the average surprise being 6.1%. Lam Research Corporation price-consensus-eps-surprise-chart | Lam Research Corporation Quote Even after this year's rally, Lam Research stock doesn't look expensive. LRCX currently trades at a forward price-to-earnings (P/E) multiple of 22.7X, which is significantly lower than the industry's 30.91X. The company's discounted valuation multiple aligns with its long-term growth potential. Image Source: Zacks Investment Research It is also cheaper than major semiconductor players, including Advanced Micro Devices, NVIDIA and Broadcom. At present, Advanced Micro Devices, NVIDIA and Broadcom have forward 12-month P/E multiples of 27.12X, 30.16X and 32.56X, respectively. Lam's reasonable valuation, strong financials and clear focus on AI-related growth make it a good investment choice right now. Its market position in AI and data center chipmaking, combined with ongoing innovation, should keep driving long-term gains. LRCX carries a Zacks Rank #2 (Buy) at present. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Advanced Micro Devices, Inc. (AMD) : Free Stock Analysis Report NVIDIA Corporation (NVDA) : Free Stock Analysis Report Lam Research Corporation (LRCX) : Free Stock Analysis Report Broadcom Inc. (AVGO) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
23-06-2025
- Business
- Yahoo
B. Riley Securities Raises Lam Research (LRCX) PT to $115, Keeps Buy Rating
Lam Research Corporation (NASDAQ:LRCX) is one of the best QQQ stocks to buy according to hedge funds. On June 18, B. Riley Securities analyst Craig Ellis raised the price target for Lam Research from $95 to $115, while maintaining a Buy rating on the shares. The adjustment cited ample upside room ahead due to the company's strong financial targets and robust growth in new product revenue and market share. In FQ3 2025, the company achieved a revenue of $4.72 billion, which was an 8% increase from the prior quarter. Key revenue compositions for the quarter included Memory at 43%, Foundry at 48%, and Logic and Other at 9%. Regionally, China contributed 31% of the revenue, with Taiwan and Korea each accounting for 24%. A technician operating an automated semiconductor processing machine with laser accuracy. Lam Research demonstrated leadership in virtual fabrication with new licensing agreements for its SEMulator3D platform in the quarter. However, the company experienced a decrease in memory systems revenue, as well as logic and other systems revenue, due to reduced leading-edge spending. Lam Research Corporation (NASDAQ:LRCX) designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of integrated circuits. While we acknowledge the potential of LRCX as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the . READ NEXT: and . Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
17-06-2025
- Business
- Yahoo
TD Cowen Lowers Lam Research (LRCX) Price Target, Keeps Buy Rating
Lam Research Corporation (NASDAQ:LRCX) is one of the 10 Best American Semiconductor Stocks to Buy Now. On April 24, TD Cowen reduced the price target for Lam Research Corporation (NASDAQ:LRCX) from $110 to $100 but kept a 'Buy' rating. TD Cowen analysts noted that key catalysts for Lam Research Corporation's (NASDAQ:LRCX) future growth include higher deposition/etch intensity and a recovery in NAND Wafer Fabrication Equipment (WFE). The analysts also pointed out that the company's guidance for the June quarter was strong and it beat consensus revenue estimates by 9%. This was mainly supported by strong demand in the NAND and Foundry markets, including Chip on Wafer on Substrate (CoWoS) and Gate-All-Around (GAA) technologies. A technician operating an automated semiconductor processing machine with laser accuracy. The firm's analysts see these results as good news for Lam Research Corporation (NASDAQ:LRCX), which is focusing on growing its market share in the Foundry segment. Lam Research Corporation (NASDAQ:LRCX) is a global supplier of wafer fabrication equipment and services to the semiconductor industry. While we acknowledge the potential of LRCX as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 11 Stocks That Will Bounce Back According To Analysts and 11 Best Stocks Under $15 to Buy According to Hedge Funds. Disclosure: None.
Yahoo
16-06-2025
- Business
- Yahoo
Why Lam Research (LRCX) is a Top Stock for the Long-Term
If you're a beginner investor, the idea of creating a portfolio from the ground up can feel like an impossible goal to achieve. That's why you should start by looking at stocks that are set to beat the market over the next 12 months, a strategy that's been proven to generate strong returns. Let's now take a look at one standout stock that could be a perfect fit for your portfolio. Headquartered in Fremont, CA, Lam Research Corporation supplies wafer fabrication equipment and services to the semiconductor industry. In addition, it serves the related markets that rely on semiconductor processes and require production-proven manufacturing capabilities, such as complementary metal-oxide-semiconductor image sensors and micro-electromechanical systems (MEMS). Since being added to the Zacks Focus List on December 5, 2016 at $10.05 per share, shares of LRCX have increased 790.75% to $89.52. For fiscal 2025, 12 analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.27 to $4.00. LRCX boasts an average earnings surprise of 6.1%. Earnings for Lam Research's are forecasted to see growth of 33.8% for the current fiscal year as well. It can be very profitable to buy stocks with rising earnings estimates, as stock prices respond to revisions. By adding a Focus List stock like LRCX, there's a great chance you'll be getting into a company whose future earnings estimates will be raised, which can lead to price momentum. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Lam Research Corporation (LRCX) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Errore nel recupero dei dati Effettua l'accesso per consultare il tuo portafoglio Errore nel recupero dei dati Errore nel recupero dei dati Errore nel recupero dei dati Errore nel recupero dei dati
