Added to YB: 2025-10-28
Pitch date: 2025-10-22
LRCX [neutral]
Lam Research Corporation
+16.51%
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
$137.77
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
Columbia Seligman Global Technology Fund Portfolio Holding: Lam Research Corporation
LRCX (holding update): AI beneficiary as advanced chip demand drives growth for deposition/etch solutions. Rebounding NAND flash market boosting molybdenum/carbon gap fill adoption. Record-high profits & revenues reported. Stock performed exceptionally well with significant portfolio overweight vs benchmark.
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