Lam Research Stock News

Lam Research is poised to benefit significantly from the AI infrastructure boom, driven by increasing demand for high-bandwidth memory and advanced logic chips. The company holds dominant market shares in essential semiconductor manufacturing processes: etch (35%), deposition (29%), and cleaning (25%). LRCX's revenue could grow at a CAGR of 15–20% through 2026, supported by booming HBM demand a...

Nvidia (NVDA -2.84%) and Lam Research (LRCX -1.06%) play important roles in the artificial intelligence (AI) supply chain. Both stocks outperformed the S&P 500 during the last five years, and both companies reset their soaring share prices with stock splits in 2024.

The SPDR S&P 500 ETF Trust starts 2025 on a positive note gaining 2.67% in January. The Top 15 dividend growth stocks for February 2025 offer an average dividend yield of 1.64% and appear to be about 25% undervalued based on dividend yield theory. Since its inception in September 2020, the watch list has achieved a 11.03% compound annual growth rate.

Lam Research's Q2-2025 earnings beat expectations, with strong revenue and EPS growth, and positive Q3 guidance, boosting the stock by over 7%. Growth catalysts include high-bandwidth memory, gate-all-around transistors, and advanced packaging, positioning Lam to outgrow the wafer fab equipment market. Despite strong performance and growth potential, the stock's valuation is elevated; a more at...

The technicals are overwhelmingly bullish for Lam Research as the stock is now in an uptrend, has strengthening moving averages, and has green flags from the indicators. Most recent earnings show that the fundamentals are rock solid. Guidance indicates that growth in revenue and EPS is expected to accelerate. The stock is currently undervalued as the P/S and P/E ratios fail to reflect the curre...

Shares of semiconductor manufacturing equipment company Lam Research (LRCX 8.85%) jumped on Thursday after the company reported financial results for its fiscal quarter that ended Dec. 29, 2024. As of 12:20 p.m.

The semiconductor equipment maker posted earnings of 91 cents a share on revenue of $4.38 billion for the quarter, beating analysts' expectations.

Lam Research Corporation (NASDAQ:LRCX ) Q2 2025 Earnings Conference Call January 29, 2025 5:00 PM ET Company Participants Ram Ganesh - VP, IR Tim Archer - President and CEO Doug Bettinger - EVP and CFO Conference Call Participants Tim Arcuri - UBS Krish Sankar - TD Cowen C.J. Muse - Cantor Fitzgerald Harlan Sur - JPMorgan Toshiya Hari - Goldman Sachs Srinivas Pajjuri - Raymond James Vivek Arya ...