In the latest market close, Lam Research (LRCX) reached $938.25, with a +1.69% movement compared to the previous day. The stock outperformed the S&P 500, which registered a daily gain of 0.52%. On the other hand, the Dow registered a gain of 0.12%, and the technology-centric Nasdaq increased by 0.9%.Heading into today, shares of the semiconductor equipment maker had gained 11.82% over the past month, outpacing the Computer and Technology sector's gain of 1.9% and the S&P 500's gain of 3.85% in that time.The ...

shih-wei/E+ via Getty Images Lam Research Corporation (NASDAQ:LRCX) revealed strong financial performance in Q4 2023 which shows significant improvement in quarterly revenue. The yearly revenue trend has also shown strong improvement over the past years. Despite the increase in operating expenses, the strong growth in net income indicates the company's potential to profit from rising costs. This article presents the financial and technical analysis of Lam Research and provides investment opportunities for l ...

Lam Research财务表现 - Lam Research Corporation（NASDAQ：LRCX）在2022年第四季度发布的财报显示，公司股价飙升了176%[1] - 公司2022年（FY2023）的收入增长相对平稳，但在2023年第四季度的TTM基础上下降了17.85%[2] - 公司的P/S比率在过去一段时间内有所增加，股价上涨幅度超过了收入增长，表明股价上涨并不完全由收入增长支撑[3] - Lam Research的当前P/S比率为6.42x，明显高于公司的平均值（5.42x），暗示公司被高估[4] Lam Research与竞争对手比较 - ASML、KLA、Tokyo Electron和Applied Materials的P/FCF比率和增长率显示出不同的趋势[18] - Lam Research过去5年的自由现金流边际表现良好，尽管在2021年有所下降，但在随后的年份有所反弹[19] - 根据2025年的自由现金流预测，Lam Research的P/FCF比率显示未来股价上涨空间有限[20] 市场竞争和估值 - 2023年，竞争对手Tokyo Electron宣布在NAND蚀刻领域挑战Lam Research，可能影响后者的市场竞争力和收入增长[21] - 基于更新的DCF，Khaveen Investments对公司进行了估值，认为股价上涨空间有限[22] - 尽管公司股价自上次报道以来上涨了176%，但综合考虑P/S、P/E和P/FCF比较，公司当前股价的上涨空间有限，Khaveen Investments认为应持有该股[23]

A month has gone by since the last earnings report for Lam Research (LRCX) . Shares have added about 9.1% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Lam Research due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important catalysts. Lam Research Q2 Earnings & Revenues Beat, Decline ...

经纪推荐 - 投资者在决定是否买入、卖出或持有股票时，通常会依赖分析师的推荐[1] - Lam Research目前的平均经纪推荐（ABR）为1.80，介于1到5之间（强烈买入到强烈卖出），由25家经纪公司的实际推荐计算得出[2] - 经纪推荐趋势显示应该买入Lam Research，但仅凭此信息做出投资决策可能不明智[4] - 经纪公司对所覆盖股票存在强烈的正面偏见，通常会给予“强烈买入”推荐，而“强烈卖出”推荐较少[5] - 经纪公司的利益并不总是与零售投资者的利益一致，因此应该将经纪推荐用于验证自己的分析或其他有效预测股价走势的工具[6] Zacks Rank - Zacks Rank是一种可靠的股票评级工具，将股票分为五组，从Zacks Rank 1（强烈买入）到Zacks Rank 5（强烈卖出），是股票短期价格表现的可靠指标[7] - ABR和Zacks Rank虽然都在1到5的范围内，但它们是两种完全不同的衡量标准[8] - Zacks Rank是由盈利预期修订驱动的量化模型，而ABR是基于经纪推荐计算的[9] - Zacks Rank受盈利预期修订的影响，而短期股价走势与盈利预期修订的趋势强相关[11] - Zacks Rank的不同等级会在所有经纪分析师为当年度提供盈利预期的股票中按比例分配[12] - ABR和Zacks Rank在新鲜度方面存在关键差异，Zacks Rank会更及时地反映经纪分析师对盈利预期的修订[13] - 对于Lam Research的盈利预期修订，当前年度的Zacks Consensus Estimate在过去一个月内增长了4.3%至28.88美元[14] - 分析师对公司盈利前景的乐观态度，以及他们在修订盈利预期方面的强烈一致性，可能是股票在短期内飙升的合理原因[15] - 最近对共识预期的变化规模，以及与盈利预期相关的其他三个因素，导致Lam Research获得了Zacks Rank 2（买入）[16]

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even ...

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.Over the past month, shares of this semiconductor equipment maker have returned +8.4%, compared to the Zacks S&P 500 composite's +3% change. During this period, the Zacks Semiconductor Equipment - Wafer Fabrication industry, which Lam Research falls in, has gained 15.9%. The key question now is: What could be the stock ...

公司表现 - Lam Research (LRCX) 最近被列入 Zacks.com 最受关注股票名单[1] - 公司股价在过去一个月中表现出色，较标普500指数的6.5%上涨高出13.2%[2] - 公司所属的半导体设备 - 晶圆制造行业在此期间上涨了24%[2] 盈利预期 - 公司的盈利预期修订对股价走势至关重要[3] - 分析师对公司盈利预期的修订会影响股价，预期盈利上升会推动股价上涨[4] - Lam Research 预计本季度每股盈利为7.13美元，同比增长2%[5] - 当前财年的一致盈利预期为28.68美元，同比下降16.1%[6] - 下一个财年的一致盈利预期为34美元，同比增长18.6%[7] 公司评级与估值 - 公司的 Zacks Rank 评级为 2 (买入)，显示股价表现可能较好[8] - 公司的估值显示其相对同行存在溢价，Zacks Value Style Score 评级为 D[17] 财务数据 - 公司上一季度营收为37.6亿美元，同比下降28.8%[11] - 公司上一季度每股盈利为7.52美元，同比下降10.71美元[11] - 公司连续四个季度超过一致盈利预期，每次营收也超过预期[13]

The Computer and Technology group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Has Lam Research (LRCX) been one of those stocks this year? Let's take a closer look at the stock's year-to-date performance to find out.Lam Research is one of 621 individual stocks in the Computer and Technology sector. Collectively, these companies sit at #11 in the Zacks Sector Rank. The Zacks Sector Rank includes 16 different groups and is listed in order ...

Lam Research (LRCX) reported $3.76 billion in revenue for the quarter ended December 2023, representing a year-over-year decline of 28.8%. EPS of $7.52 for the same period compares to $10.71 a year ago.The reported revenue represents a surprise of +1.30% over the Zacks Consensus Estimate of $3.71 billion. With the consensus EPS estimate being $7.06, the EPS surprise was +6.52%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Str ...