Lam Research Corp (NASDAQ:LRCX)

CAPS Rating: 4 out of 5

Design, manufacture, market, and service semiconductor processing equipment used in the fabrication of integrated circuits and are recognized as a major supplier of such equipment to the semiconductor industry.

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All Players

488 Outperform
32 Underperform
 

All-Star Players

119 Outperform
4 Underperform
 

Wall Street

24 Outperform
0 Underperform
 

Top LRCX Bull/Bear Pitches

The best Bull and Bear pitches based on recency and number of recommendations.

Automata (46.69)
Submitted October 22, 2017

Sales have grown at an annualized rate of 30% since 2009. Operating margins have widened each year since 2013. OCF and FCF have skyrocketed in the two most recent years. FCF grew 100% in 2016 and 59% in 2017.The stock is up 98% over the last 12… More

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LRCX VS S&P 500 (SPY)

Recent Community Commentary

Read the most recent pitches from players about LRCX.

Recs

0
Member Avatar AnsgarJohn (98.65) Submitted: 11/5/2018 5:36:57 PM : Outperform Start Price: $146.78 LRCX Score: -0.81

Lam Research PE 11

Recs

0
Member Avatar cibient (< 20) Submitted: 11/2/2018 1:45:17 PM : Outperform Start Price: $150.81 LRCX Score: -4.20

Magic Formula. EV/EBITDA 6.06, PEG 0.86, ROIC 26%, ROE 37%, 3% div

Recs

0
Member Avatar XMFRendezvous (86.28) Submitted: 7/2/2018 9:24:41 PM : Outperform Start Price: $171.97 LRCX Score: -15.51


I ran a Joel Greenblatt style "quality" (high ROIC) and "cheap" (low EV/EBIT) screen and was surprised to see Lam Research pop up.

It caught my attention that Lam was both cheap, efficient, and involved in an important and growing industry, a rare combination.

Lam seems to have carved out a niche in semiconductor production, particularly in processes that go by "etch, deposition and 3D NAND."

Through its fairly large size, being involved in a highly engineered process, and relationships with semiconductor producers like Samsung and Micron, Lam should command some competitive advantages.

The cyclical nature of demand, however, will create some lumpiness in Lam's results, which should benefit some investors (such as us) in identifying a good company's trading at bargain prices due to short-termism. It is akin the Munger quote that goes something like "it is better to have a lumpy 15% than a straight 12%.

Leaderboard

Find the members with the highest scoring picks in LRCX.

Score Leader

Ironbob

Ironbob (71.41) Score: +574.63

I would like to thank the members of the academy...

Top
Pick
Member Name Member
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
Index
Gain
Score Commentary
This player feels very strongly about this pick and has marked it a Top Pick. Top Picks do not affect a player’s score. Ironbob 71.41 11/17/2008 Outperform 3Y $16.25 +796.05% +221.43% +574.63 0 Comment
DustinCody 90.67 10/24/2008 Outperform NS $17.19 +747.15% +225.61% +521.55 0 Comment
bryan5star < 20 12/3/2008 Outperform NS $17.53 +730.82% +236.32% +494.51 0 Comment
ckonetwo 85.63 12/1/2008 Outperform 3Y $18.62 +682.24% +220.71% +461.53 0 Comment
SOdiorne 73.55 12/23/2008 Outperform NS $19.48 +647.57% +223.08% +424.50 0 Comment
iimcm < 20 1/5/2009 Outperform 5Y $20.29 +617.84% +200.58% +417.26 0 Comment
fraulik 90.78 12/11/2008 Outperform 1Y $20.07 +625.56% +213.23% +412.33 0 Comment
Lightstrider 75.38 10/10/2008 Outperform NS $20.05 +626.24% +223.29% +402.94 0 Comment
vilen 70.33 2/9/2009 Outperform 1Y $20.33 +616.18% +219.93% +396.25 0 Comment
johnreaganmoore 64.56 1/7/2009 Outperform NS $21.23 +586.10% +203.09% +383.01 0 Comment

Wall Street

See what the Wall Street professionals think, according to their public statements and filings.

Player Name Player
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
S&P
Gain
Score End Date Commentary
trackberenbergba 46.36 11/28/2014 Outperform NS $77.44 +88.04% +31.76% +56.28 0 Comment
TrackGoldmanSach 74.49 10/24/2013 Outperform NS $51.34 +183.65% +56.29% +127.35 0 Comment
TrackJPMorgan 86.69 10/14/2013 Outperform NS $49.60 +193.60% +61.57% +132.03 0 Comment
tracknorthlandca < 20 8/28/2013 Outperform NS $43.46 +235.05% +67.46% +167.60 0 Comment
TrackRBCCapMkts 84.86 7/23/2013 Outperform NS $47.24 +208.30% +61.01% +147.29 0 Comment
TrackCowenandCo 77.72 4/11/2013 Outperform NS $39.99 +264.14% +72.27% +191.87 0 Comment
TrackJimCramer 85.29 2/22/2013 Outperform 3W $39.44 +269.25% +79.99% +189.26 0 Comment
TrackDADavidson 87.26 1/2/2013 Outperform NS $34.74 +319.22% +88.40% +230.82 0 Comment
TrackSusquehanna 86.75 11/6/2012 Outperform NS $35.31 +312.43% +92.15% +220.28 0 Comment
TrackUltraLong < 20 9/26/2012 Outperform NS $29.93 +386.51% +89.77% +296.74 1 Comment
TrackJPMorgan 86.69 5/16/2012 Underperform NS $39.94 +33.00% +26.51% -6.49 10/14/2013 @ $53.12 0 Comment
TrackNeedham 90.08 12/15/2011 Outperform NS $36.06 +303.84% +122.21% +181.63 0 Comment
TrackDeutscheSec 86.02 11/29/2011 Outperform NS $35.46 +310.68% +127.73% +182.95 0 Comment
TrackGoldmanSach 74.49 5/24/2011 Outperform 5Y $45.55 -12.10% -8.24% -3.86 10/20/2011 @ $40.04 1 Comment
Anonymous331 35.37 5/4/2011 Outperform NS $48.19 -0.68% +23.78% -24.46 5/22/2013 @ $47.86 0 Comment
TrackDavidTepper 89.85 9/30/2010 Outperform NS $39.27 +270.84% +141.85% +128.99 0 Comment
TrackUBS 91.95 3/4/2010 Outperform NS $33.23 +338.29% +143.12% +195.17 0 Comment
TrackCarisandCo 92.10 10/22/2009 Outperform NS $34.59 +321.05% +152.69% +168.35 0 Comment
TrackBarclaysCap 87.29 10/14/2009 Outperform NS $36.13 +303.00% +154.58% +148.43 0 Comment
TrackCreditSuiss 88.67 10/10/2009 Outperform NS $33.06 +340.53% +156.37% +184.16 0 Comment
TrackOppenheimer 60.06 4/14/2009 Outperform NS $24.30 +499.22% +224.87% +274.35 0 Comment
TrackHillman 98.72 2/27/2009 Outperform 1Y $18.54 +685.41% +275.85% +409.56 2 Comments
TrackCreditSuiss 88.67 1/29/2009 Underperform NS $21.72 +25.09% +3.68% -21.41 7/6/2009 @ $27.17 0 Comment
TrackSoleil 96.03 9/19/2008 Outperform NS $31.32 +364.94% +120.42% +244.52 0 Comment
TrackCreditSuiss 88.67 7/1/2008 Outperform NS $36.72 -49.43% -29.35% -20.08 10/23/2008 @ $18.57 0 Comment
TrackBroadpointAmTech < 20 4/17/2008 Outperform NS $42.52 -0.66% +1.09% -1.75 4/17/2012 @ $42.24 0 Comment
TrackSchneider 82.99 3/31/2008 Outperform NS $38.22 +9.50% -13.42% +22.92 9/30/2010 @ $41.85 1 Comment
TrackLehmanBros < 20 1/7/2008 Outperform NS $40.42 +4.50% -2.64% +7.14 4/17/2012 @ $42.24 0 Comment
TrackDreman 48.04 12/31/2007 Outperform NS $40.56 +259.00% +94.87% +164.13 2 Comments
TrackHillman 98.72 12/31/2007 Outperform NS $43.23 -53.83% -40.31% -13.52 12/4/2008 @ $19.96 4 Comments
TrackSoros 85.20 9/30/2007 Outperform NS $49.98 +191.40% +87.73% +103.67 1 Comment
TrackCarisandCo 92.10 7/25/2007 Outperform NS $56.59 -61.62% -43.37% -18.25 1/29/2009 @ $21.72 0 Comment
TrackBearStearns < 20 4/16/2007 Outperform NS $52.35 -19.31% -5.32% -13.99 4/17/2012 @ $42.24 0 Comment
TrackHSBC 20.84 4/12/2007 Outperform NS $47.84 +204.43% +101.08% +103.35 0 Comment
TrackStifel 91.90 4/4/2007 Outperform NS $45.48 +220.19% +101.14% +119.05 0 Comment
TrackBroadpointAmTech < 20 2/6/2007 Outperform NS $46.21 -13.33% -1.71% -11.62 1/8/2008 @ $40.05 0 Comment
TrackMatrix < 20 1/22/2007 Outperform NS $47.68 -11.41% -3.49% -7.91 4/17/2012 @ $42.24 0 Comment
TrackNeedham 90.08 1/18/2007 Outperform NS $48.00 +18.02% -7.11% +25.13 3/31/2011 @ $56.65 0 Comment
TrackJimCramer 85.29 12/20/2006 Underperform 3W $50.55 -16.85% +6.90% +23.76 2/22/2013 @ $42.03 0 Comment
TrackHSBC 20.84 10/24/2006 Outperform NS $49.85 +3.49% +1.43% +2.06 12/3/2006 @ $51.59 0 Comment
TrackUBS 91.95 10/12/2006 Outperform NS $48.48 -37.11% -13.08% -24.03 9/16/2008 @ $30.49 0 Comment
TrackJimCramer 85.29 10/11/2006 Outperform 3W $48.12 +5.05% +5.45% -0.40 12/21/2006 @ $50.55 0 Comment

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