Lam Research: Wait For Cooldown Before Getting In [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 strong exposure to DRAM, HBM, and 3D NAND capex, along with increasing chip complexity, supports above-market growth and margin expansion. Despite growth prospects, LRCX's current valuation leaves limited upside, and China export controls pose significant ongoing risks to revenue and margins. I rate LRCX as a hold, preferring to wait for a better entry point given valuation concerns and geopolitical uncertainties. rattanavan Baunoi/iStock via Getty Images Investment Thesis Lam Research ( LRCX ) is one of the five wafer fabrication equipment (WFE) manufacturers with a leading position in the etch process and a decent presence in the deposition market. The core thesis is that AI-driven demand for complex 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 o
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LRCX
News
- Lam Research Corporation (LRCX): A Bull Case Theory [Yahoo! Finance]Yahoo! Finance
- 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
- Lam Research (NASDAQ:LRCX) had its price target raised by analysts at Morgan Stanley from $137.00 to $158.00. They now have an "equal weight" rating on the stock.MarketBeat
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