Lam Research: Don't Chase The Stock (Rating Downgrade) [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
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Source: Seeking Alpha
Reliance on China has grown to 35% of revenues, heightening geopolitical and regulatory risks that could impact future performance. Profitability metrics are impressive: gross margin rose to 49.7% and operating margin to 34.3% YoY, with significant EPS growth and increased shareholder returns. I downgrade Lam Research to hold, as the P/E ratio has surged to 49.85, far above its 3-year median, leaving little room for further upside. xiao zhou/iStock via Getty Images In late November 2025, I provided an update for Lam Research Corporation ( LRCX ), and in that article, I downgraded the stock from a strong buy to just a buy. Despite strong results, guidance was slightly soft, China risks were present, and the valuation This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses m
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LRCX
News
- Assessing Lam Research (LRCX) Valuation After Strong Recent Share Price Momentum [Yahoo! Finance]Yahoo! Finance
- Lam Research (LRCX) Expands Footprint Amid Industry Momentum [Yahoo! Finance]Yahoo! Finance
- If You Invested $1000 in Lam Research a Decade Ago, This is How Much It'd Be Worth Now [Yahoo! Finance]Yahoo! Finance
- Is Lam Research (LRCX) One of the Best Growth Stocks to Buy for the Next 20 Years? [Yahoo! Finance]Yahoo! Finance
- Artisan Select Equity Fund Q4 2025 Portfolio Activity [Seeking Alpha]Seeking Alpha
LRCX
Earnings
- 1/28/26 - Beat
LRCX
Sec Filings
- 2/9/26 - Form 4
- 2/9/26 - Form 4
- 2/9/26 - Form 3/A
- LRCX's page on the SEC website