Lam Research: Fundamentals Remain Solid And I Remain Bullish [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
LRCX's increased reliance on China presents some geopolitical risk, but recent improvements in U.S.-China relations mitigate immediate concerns. Despite a slightly softer December quarter outlook and less attractive valuation, fundamentals remain solid with continued demand and operational efficiency. Given the somewhat lowered near-term risk/reward, I am downgrading LRCX from strong buy to buy while maintaining a bullish long-term stance. hapabapa/iStock Editorial via Getty Images In late June, I reiterated my strong buy rating on Lam Research Corporation ( LRCX ) on the basis of robust March quarter results, strong guidance, and undervaluation. As you can see in the rating history 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 my own opinions. I am not receiving
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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