CANADA - 2025/02/10: In this photo illustration, the Lam Research Corporation logo is seen displayed ... More on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty Images Lam Research (NASDAQ:LRCX) stock has experienced a notable increase this year, rising by 22% and significantly outperforming the S&P 500’s modest gain of 2%. This remarkable performance can be attributed primarily to the company’s solid quarterly results, fue ...

The Computer and Technology group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Has Lam Research (LRCX) been one of those stocks this year? A quick glance at the company's year-to-date performance in comparison to the rest of the Computer and Technology sector should help us answer this question.Lam Research is one of 608 individual stocks in the Computer and Technology sector. Collectively, these companies sit at #7 in the Zacks Sector ...

Key Takeaways ORLA, SentinelOne and LRCX show strong earnings acceleration based on recent quarter-over-quarter growth. Analysts see acceleration as a key signal, often preceding stock price gains and revealing early momentum. ORLA projects 184% EPS growth, SentinelOne 280% and LRCX 33.8% for the current year. Top executives and analysts value consistent earnings growth for a company’s profitability. However, earnings acceleration has a greater impact on increasing stock prices. Studies suggest that succe ...

Key Takeaways Micron's AI-fueled growth is strong, but margin compression signals pressure from pricing and costs. Lam Research posted stronger Q3 margins, with the non-GAAP gross margin rising 150 bps to 49%. LRCX's stable margins and less exposure to memory pricing swings make it a stronger AI-era contender.Micron Technology (MU) and Lam Research (LRCX) are both big names in the semiconductor industry, but they operate in very different areas. Micron focuses on making memory chips like DRAM and NAND, wh ...

Investors in Lam Research Corporation (LRCX) need to pay close attention to the stock based on moves in the options market lately. That is because the June 20, 2025 $160.00 Put had some of the highest implied volatility of all equity options today.What is Implied Volatility?Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It c ...

The most recent trading session ended with Lam Research (LRCX) standing at $84.87, reflecting a +0.12% shift from the previouse trading day's closing. The stock outperformed the S&P 500, which registered a daily loss of 0.53%. Elsewhere, the Dow saw a downswing of 0.26%, while the tech-heavy Nasdaq depreciated by 0.83%.Prior to today's trading, shares of the semiconductor equipment maker had gained 12.94% over the past month. This has outpaced the Computer and Technology sector's gain of 8.67% and the S&P 5 ...

Lam Research Corporation (NASDAQ:LRCX) Bank of America Global Technology Conference June 3, 2025 ET Company Participants Doug Bettinger - CFO Conference Call Participants Vivek Arya - Bank of America Vivek Arya Welcome, everyone to this session, Vivek Arya from BofA semiconductor team and really delighted in order to have the team from Lam Research join us this morning; and Doug Bettinger, the CFO of Lam Research. And we will start with a quick safe harbor statement from Doug, and then we'll get into the Q& ...

Lam Research (LRCX) 2025 Conference June 03, 2025 12:20 PM ET Speaker0 From BFA Semiconductor team and really delighted and honored to have the team from Lyme Research join us this morning and Doug Bettinger, the CFO of Lyme Research. And we will start with a quick safe harbor statement from Doug, and then we'll get into the q and a. But please feel free to raise your hand during the session if you would like to bring something up. But with that, back over to you. Speaker1 Hey. Listen. I encourage you to ta ...

After reaching an important support level, Lam Research (LRCX) could be a good stock pick from a technical perspective. LRCX surpassed resistance at the 20-day moving average, suggesting a short-term bullish trend.The 20-day simple moving average is a popular trading tool. It provides a look back at a stock's price over a 20-day period, and is beneficial to short-term traders since it smooths out price fluctuations and provides more trend reversal signals than longer-term moving averages.Like other SMAs, if ...

Group 1: Nvidia - Nvidia is the leading supplier of GPUs, essential for AI workloads in data centers, and has seen strong growth despite earlier concerns about data center spending [3][4] - Revenue reached $44 billion, a 69% increase year over year and a 12% increase from the previous quarter, surpassing Wall Street's estimates [4] - AI spending is projected to boost the global economy by $20 trillion by 2030, positioning Nvidia at the center of this transformation [5] - Demand from cloud service providers contributed to nearly half of Nvidia's data center sales, which grew 73% year over year to $39 billion [6] - Analysts expect Nvidia's earnings to grow 29% annually, which could double the share price in five years if the stock maintains a forward price-to-earnings multiple of 33 [8] Group 2: Lam Research - Lam Research specializes in etch and deposition equipment crucial for chip manufacturing, with its stock rising over 200% in the last five years [10] - The company reported a 24% year-over-year revenue increase, and shares are currently about 25% off previous highs, presenting a buying opportunity [11] - CEO Tim Archer expressed optimism about long-term prospects, highlighting the company's compelling portfolio and growth opportunities in advanced semiconductor production [12] - The semiconductor industry has shown long-term growth, with AI expected to be a significant catalyst over the next decade [12] - Analysts project Lam Research's earnings to grow at an annualized rate of 15%, with a reasonable forward earnings multiple of 21, indicating potential for the stock to double in five years [14]