Lam Research: Strong Secular Tailwinds, Cheap Investment Opportunity [Seeking Alpha]
Lam Research Corporation (LRCX)
Last lam research corporation earnings: 4/22 04:05 pm
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US:NASDAQ Investor Relations:
investor.lamresearch.com
Company Research
Source: Seeking Alpha
SummaryLam Research has been executing remarkably despite memory spending declining significantly year-over-year in 2019.More recently, even if the semiconductor industry recovery takes slightly longer than previous expectations, the recovery has to be just around the corner.Investors should expect at least 5% returned via dividends and share repurchases.This stock is very cheaply priced, and is very worthwhile considering.Investment ThesisLam Research (LRCXThe bull thesis here is that by calendar 2023, Lam Research's guidance points to its free cash flow growing at more than 15% CAGR (slide 92This is an investment opportunity well worth considering. Here's why:Why Lam Research?Lam Research is one of the top companies making components for semi manufacturers. And despite the illusion of cyclicality to its operations, I contend that narrative is outdated. Yes, historically that was the case, butthis time it's different.You can see in the graph above from Lam Research's recent investor
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LRCX
News
- Lam Research Corporation (LRCX): A Bull Case Theory [Yahoo! Finance]Yahoo! Finance
- Lam Research: Wait For Cooldown Before Getting In [Seeking Alpha]Seeking Alpha
- Lam Research: AI Foundry Growth Keeps The Upside Case Alive [Seeking Alpha]Seeking Alpha
- Lam Research Corporation (LRCX) Presents at UBS Global Technology and AI Conference 2025 Transcript [Seeking Alpha]Seeking Alpha
- Lam Research (LRCX) Stock Is Up, What You Need To Know [Yahoo! Finance]Yahoo! Finance
LRCX
Earnings
- 10/22/25 - Beat
LRCX
Sec Filings
- 11/17/25 - Form 4
- 11/14/25 - Form 144
- 11/10/25 - Form 4
- LRCX's page on the SEC website