Professional
Added to YB: 2026-07-21
Pitch date: 2026-07-13
LRCX [neutral]
Lam Research Corporation
-9.21%
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
$391.8B
Pitch Price
$354.66
Price Target
N/A
Dividend
0.33%
EV/EBITDA
48.70
P/E
59.18
EV/Sales
18.02
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Blue Whale Growth Fund Portfolio Holding: Lam Research Corporation
LRCX (holding update): Dominant supplier of critical semiconductor manufacturing equipment enabling atomic-scale engineering. $542bn tech co positioned to benefit from rising device complexity & secular demand growth from AI, high-performance computing & 5G proliferation.
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