Added to YB: 2026-08-03
Pitch date: 2026-07-30
LRCX [neutral]
Lam Research Corporation
-7.09%
current return
Author Info
No bio for this author
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
$366.8B
Pitch Price
$315.37
Price Target
N/A
Dividend
0.35%
EV/EBITDA
42.24
P/E
50.89
EV/Sales
15.71
Sector
Semiconductors and Semiconductor Equipment
Category
growth
New Purchase Alert! - Lam Research Corporation
LRCX (holding update): Top holding +720%, ~2.66% of portfolio; rated hold post-Q. Rev $6.72B (+30% YoY), in line, EPS beat. Geographic diversification win: Taiwan 27%, China 26%, Korea offsetting sharp China declines from new export rules. Guides Q rev $8.1B (+/-$400M), 52% GM, EPS $2.15.
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