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Stockreport

KLA Corporation - Sticky MOAT Is The Best Type [Yahoo! Finance]

Lam Research Corporation (LRCX)  More Company Research Source: Yahoo! Finance
Last lam research corporation earnings: 4/22 04:05 pm Check Earnings Report
US:NASDAQ Investor Relations: investor.lamresearch.com
The company just recently posted strong earnings and raised guidance at the same time. I see no headwinds in the short or medium term for semiconductors and with the "sticky" MOAT KLA is bound to be a long-term winner. Bears are calling the stock overvalued, and they're right on current multiplesbut for a premium compounder with KLA's moat, the valuation works if you're buying durability, not cheapness. Is KLAC fairly valued? Test your thesis with our free DCF calculator. Management remains confident about outperforming the overall WFE (Wafer Fab Equipment) market. KLAC fits into the AI boom as a manufacturer of the chips (think sort of like a pick and shovel play). I believe momentum will continue to build and have a price target of $1555 in 2029, implying a CAGR of 12.2% until then. What keeps KLAC from losing its MOAT is the incredibly high switching costs that would come if customers wanted to change. The packaging tools that KLAC has are deeply integrated with the semicondu [Read more]
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Stockreport

KLA Corporation - Sticky MOAT Is The Best Type [Yahoo! Finance]

Lam Research Corporation  (LRCX) 
More Company Research Source: Yahoo! Finance
Last lam research corporation earnings: 4/22 04:05 pm Check Earnings Report
US:NASDAQ Investor Relations: investor.lamresearch.com
The company just recently posted strong earnings and raised guidance at the same time. I see no headwinds in the short or medium term for semiconductors and with the "sticky" MOAT KLA is bound to be a long-term winner. Bears are calling the stock overvalued, and they're right on current multiplesbut for a premium compounder with KLA's moat, the valuation works if you're buying durability, not cheapness. Is KLAC fairly valued? Test your thesis with our free DCF calculator. Management remains confident about outperforming the overall WFE (Wafer Fab Equipment) market. KLAC fits into the AI boom as a manufacturer of the chips (think sort of like a pick and shovel play). I believe momentum will continue to build and have a price target of $1555 in 2029, implying a CAGR of 12.2% until then. What keeps KLAC from losing its MOAT is the incredibly high switching costs that would come if customers wanted to change. The packaging tools that KLAC has are deeply integrated with the semicondu [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