$308.00 $2.05 (0.7%)

08:00 PM EST on 01/17/20

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.

Current Price $308.00 Mkt Cap $44.7B
Open $0.00 P/E Ratio 21.71
Prev. Close $308.00 Div. (Yield) $4.50 (1.5%)
Daily Range $0.00 - $0.00 Volume 1,929,917
52-Wk Range $287.54 - $308.49 Avg. Daily Vol. 1,395,791

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All Players

440 Outperform
33 Underperform
 

All-Star Players

105 Outperform
5 Underperform
 

Wall Street

5 Outperform
0 Underperform
 

Top NASDAQ:LRCX Bull/Bear Pitches

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

Automata (63.00)
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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Recent Community Commentary

Read the most recent pitches from players about LRCX.

Recs

0
Member Avatar SmoothHughes (93.49) Submitted: 8/28/2019 8:46:38 AM : Outperform Start Price: $201.55 NASDAQ:LRCX Score: +36.80

One of three members of an oligopoly on wafer fab equipment for deposition, etch, and polish. They will trade market share among these three but all will continue to grow with the semiconductor market.

Recs

0
Member Avatar DeanDZ23 (< 20) Submitted: 11/27/2018 3:14:25 AM : Outperform Start Price: $142.27 NASDAQ:LRCX Score: +91.85

Current risk's include the following: Trade War risk, competition, possible tariff casualty. Stock is also cyclical in nature. However, with this kind of Earnings growth and pristine balance sheet, this company is positioned to be a real winner.

Recs

0
Member Avatar XMFRendezvous (92.49) Submitted: 7/2/2018 9:24:41 PM : Outperform Start Price: $168.26 NASDAQ:LRCX Score: +61.40


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 (71.80) Score: +1,546.68

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 71.80 11/17/2008 Outperform 3Y $15.90 +1,836.96% +290.28% +1,546.68 0 Comment
DustinCody 90.77 10/24/2008 Outperform NS $16.82 +1,731.26% +295.35% +1,435.91 0 Comment
bryan5star < 20 12/3/2008 Outperform NS $17.15 +1,695.96% +308.36% +1,387.60 0 Comment
ckonetwo 88.09 12/1/2008 Outperform 3Y $18.21 +1,590.94% +289.41% +1,301.53 0 Comment
SOdiorne 73.23 12/23/2008 Outperform NS $19.06 +1,515.99% +292.28% +1,223.71 0 Comment
fraulik 92.89 12/11/2008 Outperform 1Y $19.64 +1,468.41% +280.33% +1,188.08 0 Comment
iimcm 41.27 1/5/2009 Outperform 5Y $19.85 +1,451.73% +264.96% +1,186.77 0 Comment
Lightstrider 66.51 10/10/2008 Outperform NS $19.62 +1,469.87% +292.54% +1,177.33 0 Comment
vilen 86.54 2/9/2009 Outperform 1Y $19.89 +1,448.14% +288.46% +1,159.67 0 Comment
DoubleAughtNine 89.52 1/26/2009 Outperform 3W $20.06 +1,435.39% +304.12% +1,131.27 0 Comment

Wall Street

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