Why Ichor's 2026 Recovery Is Underestimated [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
ICHR's new CEO is focused on operational discipline and margin expansion, leveraging proprietary products and a robust M&A strategy supported by prudent leverage. Revenue growth from key customers Lam Research and Applied Materials is projected to accelerate ICHR's production and gross margins toward historical levels. Valuation analysis indicates a +54% margin of safety, with blended peer multiples and DCF supporting a +37% upside from current levels. PhonlamaiPhoto/iStock via Getty Images Investment Thesis Multiple catalysts combined, provide evidence that Ichor Holding ( ICHR ) fundamentals will improve in 2026 and the share price is in the process of bottoming. I am inclined to assign a BUY rating because 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
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News
- Lam Research (LRCX) Is Up 7.4% After AI-Driven Equipment Demand Lifts Margins And Outlook Narrative [Yahoo! Finance]Yahoo! Finance
- Lam Research (NASDAQ:LRCX) had its "buy" rating reaffirmed by analysts at UBS Group AG.MarketBeat
- Lam Research (LRCX) Beats Stock Market Upswing: What Investors Need to Know [Yahoo! Finance]Yahoo! Finance
- Lam Research, IBD Stock Of The Day, Hits All-Time High On 2026 Prospects [Yahoo! Finance]Yahoo! Finance
- This 1 Lesser-Known Stock Is Set to Dominate with Nvidia and Broadcom in 2026 [Yahoo! Finance]Yahoo! Finance
LRCX
Earnings
- 10/22/25 - Beat
LRCX
Sec Filings
- 12/18/25 - Form 4
- 12/17/25 - Form 144
- 11/17/25 - Form 4
- LRCX's page on the SEC website