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Stockreport

Will Molybdenum Make Lam Research The Next ASML? [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
LRCX's ALTUS Halo enables high-volume molybdenum deposition, supporting surging demand in 3D NAND and advancing DRAM applications. Despite a clarified growth trajectory for 2026, the company faces near-term caution due to significant revenue exposure to China. Given high valuations after a recent rally in manufacturing stocks, I maintain a 'Hold' rating on LRCX. AlexLMX/iStock via Getty Images Lam Research ( LRCX ) remains an important part of the AI supply chain, supplying deposition machines like their ALTUS Halo , which enables atomic layer deposition (ALD) machines to volume produce molybdenum, moving on from tungsten. The use case of This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of LRCX either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship [Read more]
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Stockreport

Will Molybdenum Make Lam Research The Next ASML? [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
LRCX's ALTUS Halo enables high-volume molybdenum deposition, supporting surging demand in 3D NAND and advancing DRAM applications. Despite a clarified growth trajectory for 2026, the company faces near-term caution due to significant revenue exposure to China. Given high valuations after a recent rally in manufacturing stocks, I maintain a 'Hold' rating on LRCX. AlexLMX/iStock via Getty Images Lam Research ( LRCX ) remains an important part of the AI supply chain, supplying deposition machines like their ALTUS Halo , which enables atomic layer deposition (ALD) machines to volume produce molybdenum, moving on from tungsten. The use case of This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of LRCX either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship [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