Professional
Added to YB: 2025-11-20
Pitch date: 2025-09-30
LRCX [neutral]
Lam Research Corporation
+21.43%
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
$132.19
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
turnaround
Heartland Mid Cap Value Fund Portfolio Holding: Lam Research Corporation
LRCX (holding update): SemiCap leader in Etch market w/ dominant Memory customer position. Industry consolidated (5 cos control 75% mkt), creating structural profitability gains. Mission-critical tech for leading-edge chips drives share gains. Bought at compelling valuation during downturn, strong performance on new upcycle.
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