Lam Research received a Buy rating due to its strong technological advantage in plasma dry etching for advanced memory chip manufacturing. The ongoing buildout of AI infrastructure and increased spending by hyperscalers are fueling a memory supercycle, which supports Lam Research's revenue growth and margin stability. In Q3, the company reported revenues of $5.84 billion, up 24% year-over-year, with net margins around 30%. Its customer support segment reached a record $2 billion, improving recurring revenue visibility. The stock trades at a price-to-earnings ratio of 48 times trailing twelve months GAAP earnings, with a fair value estimated between 45 and 60 times PE, suggesting potential upside of -6% to +25%.
Alphabet announced the nationwide rollout of its Enhanced Local Services Ads for Home Listings across all 50 U.S. states, signaling a major expansion in its advertising services. On CNBC's 'Final Trades,' Lam Research was recommended by CEO Rob Secha...
Lam Research's stock jumped 20.95% recently after reporting Q3 FY26 revenue of $5.84 billion, up 23.76% year-over-year, and EPS beating estimates. The company benefits from rising AI-related semiconductor demand and an upgraded $140 billion wafer-fab...
Following SpaceX's historic $75 billion IPO, Lynx Equity suggests Nvidia could be the biggest winner due to increased demand for AI infrastructure. SpaceX's valuation is closely linked to Elon Musk's AI venture xAI, which relies heavily on Nvidia GPU...
The semiconductor sector jumped 8.8% in one week, driven by strong AI-related demand and impressive earnings from key players like Kulicke & Soffa, Lam Research, ASML, Arm Holdings, and Marvell Technology. These companies are benefiting from increase...
