Added to YB: 2025-04-02
Pitch date: 2025-03-29
LRCX [bullish]
Lam Research Corporation
+125.56%
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
$208.3B
Pitch Price
$71.16
Price Target
111.00 (-31%)
Dividend
0.63%
EV/EBITDA
29.29
P/E
36.59
EV/Sales
10.52
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Lam Research Corp. – I have just tripled my position in this brilliant compounder
LRCX: Semiconductor equipment leader w/ 14% rev CAGR since 2013. Expanding margins, 24% EPS CAGR. Poised for 12.5% rev CAGR, 18% EPS CAGR thru 2028. AI driving demand. 50%+ ROIC, 99% FCF to shareholders. At 19.5x P/E, PEG 0.9x, undervalued. $111 PT, 16% annual return potential.
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