Lam Research(LRCX)

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30多家半导体大厂Q1财报:谁开始好起来了?
芯世相· 2025-05-07 05:36
Core Viewpoint - The global semiconductor sales continue to grow in Q1 2025, but there is a significant performance divergence among major chip manufacturers, influenced by market and product differences, particularly in AI and storage sectors, while automotive chip manufacturers are struggling [1]. Chip Design (Including IDM) - Texas Instruments (TI) reported Q1 revenue of $4.07 billion, a year-over-year increase of 11% and a sequential increase of 2%. The company expects Q2 revenue between $4.17 billion and $4.53 billion [3]. - STMicroelectronics (ST) reported Q1 revenue of $2.52 billion, a year-over-year decline of 27.3%, with a net profit of $56 million, down 89.1% [5]. - NXP's Q1 revenue was $2.84 billion, down 9% year-over-year, with a significant decline in automotive market revenue [6]. - Qualcomm's Q1 revenue reached $10.98 billion, a year-over-year increase of 16.9%, driven by growth in mobile, automotive, and IoT sectors [8]. - MediaTek's Q1 revenue was NT$153.31 billion, up 14.9% year-over-year, exceeding operational targets due to increased market demand [9]. Semiconductor Manufacturing - TSMC's Q1 revenue was $25.53 billion, a year-over-year increase of 35.3%, with a gross margin of 58.8% [42]. - UMC reported Q1 revenue of NT$57.86 billion, a year-over-year increase of 5.9%, with a focus on 22/28nm process technology [46]. - World Advanced's Q1 revenue was NT$11.949 billion, a year-over-year increase of 24%, achieving a net profit of NT$2.414 billion [48]. Chip Distribution - WPG Holdings reported Q1 revenue of NT$248.83 billion, a year-over-year increase of 36.8%, driven by demand from AI and related sectors [58]. - Winstek Technology's Q1 revenue was NT$247.4 billion, a year-over-year increase of 28% [60]. - Arrow Electronics reported a 6% year-over-year decline in sales, totaling $5.3 billion [64]. Domestic Semiconductor Companies - Over 70% of semiconductor companies listed in A-shares reported year-over-year revenue growth in Q1 2025, with 60.63% of companies showing profit increases [35]. - Weir Shares reported a 14.68% year-over-year revenue increase in Q1, with a net profit increase of 55.25% [38]. - Zhaoyi Innovation's Q1 revenue was 1.909 billion yuan, a year-over-year increase of 17.32% [40].
Is Lam Research (LRCX) Stock Outpacing Its Computer and Technology Peers This Year?
ZACKS· 2025-05-06 14:46
Investors interested in Computer and Technology stocks should always be looking to find the best-performing companies in the group. Is Lam Research (LRCX) one of those stocks right now? Let's take a closer look at the stock's year-to-date performance to find out.Lam Research is a member of the Computer and Technology sector. This group includes 608 individual stocks and currently holds a Zacks Sector Rank of #8. The Zacks Sector Rank considers 16 different groups, measuring the average Zacks Rank of the ind ...
3 Stocks to Buy for Earnings Acceleration in May: LRCX, U, GPOR
ZACKS· 2025-05-05 20:00
Top executives and analysts are interested in consistent earnings growth, which signifies a company’s profitability. However, earnings acceleration has an even greater effect on increasing stock prices. Studies indicate that successful stocks experience an acceleration in earnings before a rise in stock value. To that end, Lam Research Corporation (LRCX) , Unity Software Inc. (U) and Gulfport Energy Corporation (GPOR) are exhibiting strong earnings acceleration this month. What is Earnings Acceleration? Ear ...
Lam Research (LRCX) Just Reclaimed the 50-Day Moving Average
ZACKS· 2025-05-05 14:30
After reaching an important support level, Lam Research (LRCX) could be a good stock pick from a technical perspective. LRCX surpassed resistance at the 50-day moving average, suggesting a short-term bullish trend.The 50-day simple moving average is a widely used technical indicator that helps determine support or resistance levels for different types of securities. It's one of three major moving averages, but takes precedent because it's the first sign of an up or down trend.Shares of LRCX have been moving ...
Does Lam Research (LRCX) Have the Potential to Rally 26.77% as Wall Street Analysts Expect?
ZACKS· 2025-05-02 15:00
Shares of Lam Research (LRCX) have gained 10% over the past four weeks to close the last trading session at $71.73, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $90.93 indicates a potential upside of 26.8%.The mean estimate comprises 27 short-term price targets with a standard deviation of $12.03. While the lowest estimate of $70 indicates a 2.4% decline from the current pric ...
Here's Why Lam Research (LRCX) is a Strong Momentum Stock
ZACKS· 2025-05-02 14:55
Core Insights - The Zacks Style Scores provide a framework for evaluating stocks based on value, growth, and momentum characteristics, aiding investors in selecting securities with high potential for market outperformance over the next 30 days [2][3][4][5][6] Zacks Style Scores Overview - Each stock is rated from A to F based on its value, growth, and momentum, with A being the highest score indicating a better chance of outperforming the market [3] - The Value Score focuses on identifying undervalued stocks using financial ratios such as P/E, PEG, and Price/Cash Flow [3] - The Growth Score assesses a company's financial health and future outlook through projected and historical earnings, sales, and cash flow [4] - The Momentum Score identifies stocks with favorable price trends and earnings outlooks, utilizing recent price changes and earnings estimate revisions [5] - The VGM Score combines the three Style Scores to highlight stocks with attractive value, strong growth forecasts, and promising momentum [6] Zacks Rank Integration - The Zacks Rank is a proprietary model that uses earnings estimate revisions to simplify portfolio building, with 1 (Strong Buy) stocks achieving an average annual return of +25.41% since 1988, significantly outperforming the S&P 500 [7][8] - Investors are encouraged to select stocks with a Zacks Rank of 1 or 2 that also possess Style Scores of A or B for optimal investment potential [9][10] Company Spotlight: Lam Research Corporation - Lam Research Corporation, based in Fremont, CA, provides wafer fabrication equipment and services to the semiconductor industry and related markets [11] - The company holds a Zacks Rank of 2 (Buy) and has a VGM Score of B, indicating strong investment potential [11] - Lam Research has a Momentum Style Score of A, with shares increasing by 10% over the past four weeks, and analysts have revised earnings estimates upwards for fiscal 2025 [12]
This Incredibly Cheap Semiconductor Stock Is About to Go on a Terrific Bull Run
The Motley Fool· 2025-05-01 08:50
Share prices of Lam Research (LRCX 1.23%) shot up more than 6% following the April 23 release of its fiscal 2025 third-quarter earnings (for the three months ended March 30), driven by the company's stronger-than-expected results and guidance that point toward strong demand for its semiconductor manufacturing equipment.So far this year, the stock has been under pressure due to its reliance on China for a large chunk of sales and the turmoil caused by the ongoing tariff war. However, Lam's results and outloo ...
Is Lam Research Stock a Buy Post Upbeat Q3 Earnings Performance?
ZACKS· 2025-04-28 20:00
Lam Research Corporation (LRCX) recently posted strong third-quarter fiscal 2025 results, helping its shares rise 7% since the April 23 release. Lam Research, a leader in semiconductor fabrication equipment, reported solid financials, surpassing market expectations and reaffirming its position in the industry amid ongoing fluctuations in the semiconductor cycle.The stock has declined 1.1% year to date (YTD) in a highly volatile 2025 market scenario, with positive momentum post earnings showing signs of stab ...
不确定性升级,Lam Research三季报难解疑虑
美股研究社· 2025-04-27 10:03
编译 | 华尔街大事件 基于对NAND市场复苏的预期,分析师于2024年10月给予 Lam Research ( NASDAQ: LRCX ) "强力买入" 评级。相信技术升级周期将继续推动 该公司未来的增长。然而,由于 风险逐渐上升,分析师将其评级下调至"持有",其合理价值为73美元。 4月23日,Lam Research公布了其 2025财年第三季度 业绩,如下图所示,营收增长24.2%,营业利润增长34.7%。强劲增长的动力源于市场对 其系统(包括用于沉积、蚀刻、清洗和其他晶圆制造的设备)的强劲需求。整体系统收入同比增长26.7%,值得关注。 强劲的系统增长反映了市场对NAND技术驱动的系统升级的强劲需求。正如 财报电话会议 中所强调的,DRAM和代工逻辑客户正在积极升级其 现有系统,以适应更先进的NAND技术,并满足对AI计算和GPU的强劲需求。管理层指出,鉴于Lam Research在先进NAND技术领域的强大市 场地位,系统升级可能会推动其未来的增长。 本季度的另一大亮点是管理层对全球晶圆厂设备 (WFE) 支出充满信心,预计2025财年支出约为1000亿美元。尽管地缘政治风险和关税战不断升 级, ...
Lam Research Q3: NAND Upgrade Cycle Drives Growth; Downgrade To 'Hold'
Seeking Alpha· 2025-04-27 04:05
Group 1 - The analyst had a 'Strong Buy' rating on Lam Research (NASDAQ: LRCX) in October 2024, anticipating a recovery in the NAND market driven by a technology upgrade cycle [1] - The investment strategy focuses on companies in niche markets with strong growth potential, solid management, sound capital allocation, and reasonable valuation [1] - The target annual return for the portfolio is set at 15%, with a diversified holding of 15-20 stocks emphasizing risk management and disciplined trading [1]