Core Insights - Lam Research Corporation (NASDAQ: LRCX) stock has remained neutral as the tech industry faces a temporary rough patch [1] Company Overview - The stock was previously analyzed in December, where it was described as "stuck in the mud" [1] - As of March, the stock continues to show neutral performance amidst ongoing challenges in the tech sector [1] Analyst Background - The analysis is provided by a financial journalist and market analyst with over five years of experience in stock and cryptocurrency markets [1] - The analyst has a strong educational background, being a Chartered Certified Accountant and holding a Bachelor of Science in Applied Accounting and Finance from Oxford Brookes University, UK [1]

Core Insights - The article highlights the author's extensive experience in both equity and real estate markets, focusing on identifying long-only investment opportunities that provide safe and growing dividends [1] - The author has successfully sourced over $100 million in commercial real estate investments while serving as an Analyst and Acquisitions Director at a private equity real estate investment firm [1] - The emphasis on correlation across asset classes and sectors, along with a background in economics, enables the author to provide timely analyses and strategies for investors [1] Company and Industry Summary - The author has a beneficial long position in the shares of LRCX, indicating a positive outlook on the company's performance [1] - The author's educational background includes a degree in Economics and a minor in Applied Mathematics, which supports their analytical capabilities in the investment field [1] - The decision to contribute to Seeking Alpha reflects a commitment to sharing insights and strategies for wealth creation in evolving market conditions [1]

FREMONT, Calif., March 11, 2025 /PRNewswire/ -- Lam Research Corp. (Nasdaq: LRCX) today announced that it has received the 2025 World's Most Ethical Companies® recognition by Ethisphere, a global leader in defining and advancing the standards of ethical business practices. Lam is the only wafer fabrication equipment provider included on this year's list of honorees. “World’s Most Ethical Companies” and “Ethisphere” names and marks are registered trademarks of Ethisphere LLC. "We are proud to be recogni ...

Today I want to explain why I rate Lam Research ( LRCX ) as a BUY, based on my belief that they will be one of the main players in the coming technological boom, thanks to their leading position asI am a value dividend investor with an eye for heavy long term compounding. Whenever I see a company that is heavily undervalued with large upside, I always jump in to take my share of the riches. I have been investing since I can remember, specialising in long term growth dividend companies, so that one day I wou ...

The latest trading session saw Lam Research (LRCX) ending at $76.77, denoting a +0.79% adjustment from its last day's close. This change lagged the S&P 500's 1.59% gain on the day. Meanwhile, the Dow experienced a rise of 1.39%, and the technology-dominated Nasdaq saw an increase of 1.63%.Prior to today's trading, shares of the semiconductor equipment maker had lost 5.65% over the past month. This has lagged the Computer and Technology sector's loss of 3.43% and the S&P 500's loss of 2.42% in that time.The ...

Core Viewpoint - Lam Research reported strong second-quarter fiscal 2025 results, with both earnings and revenues exceeding estimates, driven by robust demand in DRAM and Foundry Logic, alongside disciplined cost management [2][3]. Financial Performance - Non-GAAP earnings for Q2 fiscal 2025 were 91 cents per share, beating the Zacks Consensus Estimate by 4.6% and reflecting a 7% year-over-year increase [2]. - Revenues for the quarter reached $4.38 billion, surpassing the consensus mark by 1.6% and increasing 5% from $4.17 billion in the same quarter last year [3]. Segment Analysis - System revenues accounted for $2.63 billion (60% of total revenues), up 9.7% from the previous quarter and 14.2% year-over-year, although it missed the consensus estimate of $2.69 billion [4]. - Customer Support Business Group revenues were $1.75 billion (40% of total revenues), down 1.4% from the previous quarter but up 20% year-over-year, beating the consensus estimate of $1.61 billion [4]. Geographic Revenue Breakdown - In Q2 fiscal 2025, China, Korea, and Taiwan contributed 31%, 25%, and 17% of total revenues, respectively, while Japan, Southeast Asia, the United States, and Europe accounted for 8%, 7%, 9%, and 3% [5]. Operating Metrics - The non-GAAP gross margin was 47.5%, a contraction of 70 basis points from the previous quarter, while non-GAAP operating expenses rose to $735 million, up 1.8% [6]. - The non-GAAP operating margin was 30.7%, down 20 basis points from the previous quarter [6]. Balance Sheet and Cash Flow - As of December 29, 2024, cash and cash equivalents were $5.67 billion, down from $6.08 billion as of September 29, 2024 [7]. - Cash flow from operating activities was $742 million for the quarter, a decrease from $1.57 billion in the previous quarter [7]. - The company paid dividends of $297.6 million and repurchased shares worth $650 million during the reported quarter [7]. Future Guidance - For Q3 fiscal 2025, Lam Research expects revenues to be approximately $4.65 billion (+/- $300 million), with a projected non-GAAP gross margin of 48% (+/-1%) and an operating margin of 32% [8][9]. Estimate Trends - There has been an upward trend in estimates, with the consensus estimate shifting by 14.58% recently [10]. VGM Scores - Lam Research currently holds an average Growth Score of C, a Momentum Score of B, and a Value Score of C, resulting in an aggregate VGM Score of C [11]. Overall Outlook - Estimates for Lam Research have been trending upward, indicating a promising outlook, with a Zacks Rank of 3 (Hold), suggesting an expectation of in-line returns in the coming months [12].

A great way to find promising growth stocks is checking what the smartest investors are buying. Billionaires are interested in preserving and growing their wealth, and they have the resources to conduct exhaustive research in companies that might be out of reach for the average investor.Here are two recent billionaire picks that could be smart buys for 2025 and beyond.1. Lam ResearchArtificial intelligence (AI) is transforming business operations and driving significant growth for the semiconductor industry ...

After a rough 2024 that saw Lam Research Corporation (LRCX) decline 7.8%, the stock has staged an impressive comeback in 2025, rising 15.5% year to date. This rebound has placed Lam ahead of key semiconductor peers like Marvell Technology, Inc. (MRVL) , Broadcom Inc. (AVGO) and Cirrus Logic, Inc. (CRUS) , all of which have struggled to match its momentum.YTD Price Return PerformanceImage Source: Zacks Investment ResearchWhile the broader Zacks Electronics – Semiconductors industry has declined 6% this year, ...

Company Overview - Lam Research Corporation held its Investor Day 2025 Conference on February 19, 2025, at 9:00 AM ET, featuring key executives including the President and CEO Timothy Archer and CFO Douglas Bettinger [1]. Event Highlights - The event had a strong turnout despite concerns about attendance due to competing events like the Super Bowl and ski weekend in New York, indicating significant interest in Lam Research's updates [2]. Financial Disclosures - The company will present forward-looking statements that are subject to risks and uncertainties, as outlined in their SEC public filings, emphasizing the importance of understanding these disclosures [3]. - Financial disclosures will include non-GAAP statements, with reconciliations provided between GAAP and non-GAAP figures [4].

wm TWO CRITICAL ENABLERS. ONE PROVEN LEADER. INVESTOR DAY 2025 NEW YORK CITY Cautionary statement regarding forward-looking statements This presentation and the accompanying discussion contain "forward-looking statements" under U.S. securities laws. Forward- looking statements include any statements that are not statements of historical fact. Examples of forward-looking statements include, but are not limited to: (1) anticipated business, balance sheet, cash flow and financial measures and results and relat ...