Added to YB: 2025-10-14
Pitch date: 2025-10-11
LRCX [neutral]
Lam Research Corporation
+125.83%
current return
Author Info
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Company Info
Lam Research Corporation designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of integrated circuits in the United States, China, Korea, Taiwan, Japan, Southeast Asia, and Europe.
Market Cap
$368.6B
Pitch Price
$137.54
Price Target
155.00 (-50%)
Dividend
0.35%
EV/EBITDA
42.45
P/E
51.15
EV/Sales
15.79
Sector
Semiconductors and Semiconductor Equipment
Category
growth
5 Under-Discussed Stocks Worth Owning for the Next 10 Years! - Lam Research Corporation
LRCX (hold): World's 3rd largest semiconductor equipment provider with 14% revenue CAGR, 24% EPS CAGR over 10 years. Dominates critical etch/deposition for AI chips. 35%+ ROIC, 29% FCF margin, $5B annual FCF. Target $155 vs $131 current (~6% IRR). Hold - accumulate below $110.
Read full article (3 min)