Lam Research Positioned For Growth Amid NAND Recovery And Advanced Packaging Strength, Analysts Highlight China Risks [Yahoo! Finance]
Lam Research Corporation (LRCX)
Last lam research corporation earnings: 4/22 04:05 pm
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Source: Yahoo! Finance
Arya expresses confidence in Lam Research's leverage to key tech trends, its strong exposure to a NAND recovery, and solid free cash flow generation. However, the analyst notes that while China is expected to normalize to 30% of the mix in December, ongoing risks from export controls remain, and gains in gross and operating margins appear limited. The analyst raises the earnings estimates for 2025 and 2026 by 4% and 7%, respectively. The analyst writes that the company's unique portfolio will help it outperform its competitors in 2025, despite concerns about ASML Holding N.V outlook. Also Read: ASML Stock Plunges Further On Lower 2025 Sales Outlook: Analysts Break Down Semiconductor Challenges Arya notes that recent high shipments of lithography tools to China might lead to a bigger correction there, but Lam Research is less affected by this due to its strengths in advanced technologies like NAND and packaging. Overall, Lam Research has several growth opportunities in 202
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LRCX
News
- Franklin DynaTech SMA Q3 2024 Commentary [Seeking Alpha]Seeking Alpha
- Should You Think About Buying Lam Research Corporation (NASDAQ:LRCX) Now? [Yahoo! Finance]Yahoo! Finance
- Why Lam Research (LRCX) is a Top Stock for the Long-Term [Yahoo! Finance]Yahoo! Finance
- ZMC Acquires Pure Wafer, America's Leading Semiconductor Silicon Solutions and Services Company [Yahoo! Finance]Yahoo! Finance
- Pure Wafer Acquired by Top Private Equity Group, ZMC [Yahoo! Finance]Yahoo! Finance
LRCX
Earnings
- 10/23/24 - Beat
LRCX
Sec Filings
- 11/12/24 - Form 4
- 11/12/24 - Form 4
- 11/12/24 - Form 4
- LRCX's page on the SEC website