Added to YB: 2024-09-26
Pitch date: 2024-09-24
LRCX [bullish]
Lam Research Corporation
+105.94%
current return
Author Info
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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
$77.94
Price Target
886.50 (+452%)
Dividend
0.63%
EV/EBITDA
29.29
P/E
36.59
EV/Sales
10.52
Sector
Semiconductors and Semiconductor Equipment
Category
value
Lam Research: Essential Partner For Chip Manufacturing
LRCX: Leader in wafer fab equipment, 33% etch market share, 20% deposition. Wide moat from intangibles & high switching costs. Strong financials, regular buybacks & dividends. Risks: cyclical downturns, geopolitics. 11.68% undervalued. Analysts bullish: 34.63% upside. 15% growth rate. $886.50 price target.
Read full article (8 min)