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Stockreport

Lam Research: Don't Chase The Stock (Rating Downgrade) [Seeking Alpha]

Lam Research Corporation (LRCX)  More Company Research Source: Seeking Alpha
Last lam research corporation earnings: 4/22 04:05 pm Check Earnings Report
US:NASDAQ Investor Relations: investor.lamresearch.com
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 [Read more]
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Don't Miss Out On The Next BIG Stock Move
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Stockreport

Lam Research: Don't Chase The Stock (Rating Downgrade) [Seeking Alpha]

Lam Research Corporation  (LRCX) 
More Company Research Source: Seeking Alpha
Last lam research corporation earnings: 4/22 04:05 pm Check Earnings Report
US:NASDAQ Investor Relations: investor.lamresearch.com
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 [Read more]
IMPACT SNAPSHOT
EVENT TIME:
LRCX
Last Price
Price Change
Price Change %
Volume Shares
Max Up
Max Down
Volume Ratio
%
Don't Miss Out On The Next BIG Stock Move
Performance comparison Updated
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
LAST PRICE AT
NEWS EVENT
SINCE EVENT
Multi-day stock performance from the time of the news release
LAST PRICE
VWAP
High:
MAX UP
High:
Low:
MAX DOWN
Low:
%
 POST NEWS RANGE
%
PRICE CHANGE
PRICE CHANGE PERCENTAGE
S&P 500 (SPX)
%
 VOLUME RATIO
%
VOLUME (SHARES)
TICKS
AVG SHARES PER TRADE
EVENT DAY
Event Day Chart will not be displayed beyond 90-day period of the event
PERFORMANCE SINCE EVENT
TIME AND VELOCITY ANALYSIS