Added to YB: 2025-08-15
Pitch date: 2025-06-30
LRCX [bullish]
Lam Research Corporation
+66.79%
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
$96.24
Price Target
N/A
Dividend
0.63%
EV/EBITDA
29.29
P/E
36.59
EV/Sales
10.52
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Artisan Global Opportunities Strategy Added On Position: Lam Research Corporation
LRCX added position: Lam dominates etch/deposition market for semiconductor equipment. Poised to gain share in GAA transistors, backside power, adv packaging & EUV. NAND memory spending recovery imminent. Indirect AI play via HBM enablement. Position added after April selloff improved valuation.
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