MF3d Lam Research (NASDAQ:LRCX) is the stalwart backbone of the semiconductor industry producing the wafer fabrication equipment required to produce semiconductors worldwide. While it doesn't have the monopoly status of ASML Holdings (ASML) with its advanced EUV lithography machines, it is an integral and essential part of the semiconductor food chain, without which most of the industry would not survive. I own it and had planned to recommend it several times but often baulked at the cyclical, commodity ...

Lam Research公司概况 - Lam Research (NASDAQ:LRCX) 预计将在本季度超过预期，并在回应中交易更高[1] - Lam 是一家半导体公司，主要从事半导体制造设备，专注于蚀刻和沉积[2] Lam Research公司的市场前景 - Lam 的价值主张在于其对2024年的记忆市场复苏的重要性[3] - Lam 预计WFE市场在2024年将从820亿美元增长至850-890亿美元，主要归功于更好的记忆支出[5] - Lam 的估值在2024年基于相对估值方法认为股票便宜[6] Lam Research公司的业绩表现 - Lam 在过去六个月中表现优于标普500指数和半导体资本同行[7] - 公司预计下一季度的收入约为37亿美元，与市场预期基本一致[12] Lam Research公司的风险和机会 - Lam 面临的最大风险是来自中国的销售占比过高[8] - Lam 预计在第二季度将出现上升趋势，由于记忆市场的复苏推动了半导体行业更健康的WFE支出[11] - Lam 在2024年有更多上涨空间，特别是在记忆市场复苏的背景下[10]

Lam Research (LRCX) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.Shares of this semiconductor equipment maker have returned +0.4% over the past month versus the Zacks S&P 500 composite's +2.2% change. The Zacks Semiconductor Equipment - Wafer Fabrication industry, to which Lam Research belongs, has lost 0.1% over this period. Now the key question is: Where could the stock be ...

Lam Research (LRCX) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.Shares of this semiconductor equipment maker have returned +3.4% over the past month versus the Zacks S&P 500 composite's +3.6% change. The Zacks Semiconductor Equipment - Wafer Fabrication industry, to which Lam Research belongs, has gained 1.7% over this period. Now the key question is: Where could the stock be heade ...

Lam Research股价表现 - Lam Research (LRCX) 最近的股价为 $910.09，较前一个交易日下跌了 -1.68% [1] - Lam Research 的股价在过去一个月中上涨了 1.3%，落后于计算机和科技行业的 2.19% 和标普500指数的 3.27% [2] Lam Research财务预测 - 分析师预计 Lam Research 将公布每股收益为 $7.23，较去年同期增长了 3.43%，营收预计为 $3.71 亿美元，较去年同期下降了 4.22% [3] - Zacks Consensus Estimates 显示，分析师预计 Lam Research 全年每股收益为 $28.88，营收为 $147.2 亿美元，较去年分别下降了 15.48% 和 15.54% [4] Lam Research市场评级 - Lam Research 目前的 Zacks Rank 为 2 (买入)，过去一个月的 Zacks Consensus EPS 估计上调了 0.44% [7] Lam Research估值比较 - Lam Research 目前的前瞻市盈率为 32.05，高于行业平均值 29.55 [8] - LRCX 的 PEG 比率为 3.29，高于行业平均值 2.89 [9] Semiconductor Equipment行业评级 - Semiconductor Equipment - Wafer Fabrication 行业的 Zacks Industry Rank 为 92，在所有行业中排名前 37% [10] - Zacks Industry Rank 评估特定行业群体的活力，研究表明排名前50%的行业胜过后50%的行业两倍 [11] 信息获取途径 - 利用 Zacks.com 来及时了解这些影响股价的指标，以及其他在未来交易中的变化 [12]

文章核心观点 - Lam Research (LRCX)股价最近突破了20日移动平均线,显示短期内呈现上升趋势 [1][2][3] - LRCX最近4周上涨了6.5%,并且目前为Zacks Rank 2(买入)评级,这表明LRCX可能即将出现进一步上涨 [3] - LRCX的盈利预测值已经有9次上调,没有下调,这进一步增强了看涨的理由 [4] 公司情况总结 - LRCX是一家投资银行,专注于行业和公司研究,擅长解读各种新闻、事件、财报等,发现潜在的投资机会和风险 [1] - LRCX最近4周股价上涨6.5%,达到了关键的支撑位 [3] - LRCX当前为Zacks Rank 2(买入)评级 [3] - LRCX的当前财年盈利预测值有9次上调,没有下调 [4] 行业情况总结 - 无相关内容

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though?Let's take a look at what these Wall Street heavyweights have to say about Lam Research (LRCX) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.Lam Research currently has an ...

业绩总结 - 公司上一年WP评估为低于800亿美元，今年预计在中高800亿美元之间[5] - 公司过去一年创下有史以来最高的自由现金流[115] - 公司计划继续增加股息，以满足投资者需求[118] 先进制造和逻辑领域 - 公司在先进制造和逻辑领域表现强劲，取得新的地位[6] DRAM和NAND市场 - DRAM和NAND市场有所增长，但并非复苏[7] - NAND市场预计会超过之前的投资水平，随着数据存储需求的增长[43] 中国市场 - 中国市场在去年下半年表现强劲，今年预计会有所减缓[11] - 中国客户在投资老技术和特殊节点技术方面表现积极[13] 先进封装业务 - 先进封装业务预计将在几年内达到10亿美元的规模[35] AI服务器 - AI服务器对DRAM和NAND需求增加，为公司带来机会[47] 竞争环境 - 公司在竞争环境中面临东京电子等竞争对手的挑战[49] 服务业务 - 公司在服务业务方面表现稳健，每年安装基数的设备数量持续增长[92] - 公司的Reliant产品线在去年增长迅速，但由于WFE的影响，今年可能会有所下降[94] - 公司看好在安装基数中提高每台设备的收入机会，通过提供备件、服务和升级来保持设备的高效运转[93] - 公司强调服务业务的长尾机会，认为在安装基数中仍存在大量机会，这将有助于公司提高每台设备的收入[93] 新技术领域 - 公司看好在新技术领域的机会，如gate all around、backside power和dry photoresist，预计这些领域将为公司带来约10亿美元的增量机会[79] - 公司在新技术领域的投资和发展，如gate all around、backside power和dry photoresist，被认为是未来增长的重要驱动力[79] 资金运用 - 公司首要用途是投资于业务，其次是回购股票[116] - 公司打算每年将75%至100%的自由现金流用于股息[117] - 公司通过股票回购计划成功减少股数[120] - 公司在客户大量消耗现金的情况下依然成功产生大量现金流[121]

公司表现 - Lam Research (LRCX) 是近期 Zacks.com 访问者最关注的股票之一[1] - 公司股价在过去一个月内上涨了 +14.8%，而 Zacks S&P 500 综合指数上涨了 +3.6%。Lam Research 所属的半导体设备 - 晶圆制造行业在此期间上涨了 15.8%[2] - 公司预计本季度每股收益为 $7.23，同比增长 +3.4%。当前财年的共识盈利预期为 $28.88，同比下降 -15.5%。明年的共识盈利预期为 $34.62，同比增长 +19.9%[5][6][7] 评级和预期 - Zacks Rank 工具给予 Lam Research 评级为 2 (买入)，显示出公司近期股价表现良好[8] - 公司在过去四个季度中均超过共识每股收益预期，同时也每次超过共识营收预期[13] 估值 - Lam Research 在估值方面被评为 D，表明公司的股价相对同行公司有溢价[17]

FREMONT, Calif., March 4, 2024   /PRNewswire/ -- Lam Research Corp. (NASDAQ: LRCX) today announced that it has received the 2024 World's Most Ethical Companies® recognition from Ethisphere, a global leader in defining and advancing the standards of ethical business practices. Lam is the only wafer fabrication equipment provider on this year's global list. Ethisphere names semiconductor equipment leader Lam Research one of the World's Most Ethical Companies® for second time. Post this Ethisphere logo. La ...