Added to YB: 2025-09-23
Pitch date: 2025-09-21
LRCX [bullish]
Lam Research Corporation
+26.23%
current return
Author Info
The Small Cap Strategist We specialize in unearthing undervalued companies largely overlooked by mainstream analysts. Our focus is on finding true bargains: businesses with strong fundamentals, limited downside, and significant upside potential. Sign up for the newsletter.
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
$206.4B
Pitch Price
$129.33
Price Target
N/A
Dividend
0.63%
EV/EBITDA
29.02
P/E
36.26
EV/Sales
10.42
Sector
Semiconductors and Semiconductor Equipment
Category
growth
50%+ Margins with 58% Segment Growth and Record Cash Flows - Lam Research Corporation
LRCX: FY2025 revenue +23.7% to $18.44B, Q2 record +33.6% YoY w/ >50% gross margins. AI/GAA driving etch/deposition intensity, expanding SAM to mid-30s% of WFE. Strong positioning in HBM, 3D NAND (200+ layers), molybdenum transitions. China risk at 35% revenue. Trades ~26-28x forward PE
Read full article (27 min)