Lam Research Corp

LRCX-Q

NASDAQ:LRCX

353.76
4.25 (1.19%)
Lam Research Corporation is an American corporation that engages in the design, manufacture, marketing, and service of semiconductor processing equipment used in the fabrication of integrated circuits.
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Analysis and Opinions about LRCX-Q

Signal
Opinion
Expert
BUY
BUY
October 19, 2020
The best of breed. It's not impervious to a weak earning report, but you rarely go wrong buying the best.
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Lam Research Corp (LRCX-Q)
October 19, 2020
The best of breed. It's not impervious to a weak earning report, but you rarely go wrong buying the best.
HOLD
HOLD
August 19, 2020
Equipment supplier to the fabricators of chips. Specialize in plasma etching. Done tremendously well. Carved out a nice niche, and a leader. He has a target price of $395. He has a 2% position.
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Equipment supplier to the fabricators of chips. Specialize in plasma etching. Done tremendously well. Carved out a nice niche, and a leader. He has a target price of $395. He has a 2% position.
BUY
BUY
July 27, 2020
Is the US cold war with China effecting the semi space (i.e. moving semi factories from China to US and Taiwan)? Trade relations continue to chill, yes. He'd own Lam or Taiwan Semi. The latter has seen huge lift in recent days. Lam broke out last week above previous highs and pulled back slightly, so it's a good time to add, and consistently beat estimates.
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Is the US cold war with China effecting the semi space (i.e. moving semi factories from China to US and Taiwan)? Trade relations continue to chill, yes. He'd own Lam or Taiwan Semi. The latter has seen huge lift in recent days. Lam broke out last week above previous highs and pulled back slightly, so it's a good time to add, and consistently beat estimates.
SELL
SELL
January 28, 2019
He expects a good pullback with heavy volume before bouncing back up. He thinks this will go lower.
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Lam Research Corp (LRCX-Q)
January 28, 2019
He expects a good pullback with heavy volume before bouncing back up. He thinks this will go lower.
DON'T BUY
DON'T BUY
May 11, 2018

The Chinese are attempting to build their own semi-conductor facility and they need to buy the equipment – this company is who they would buy from. This new demand has caused sales to sky-rocket. The question is, will this sales growth continue. He expects some increased competition in prices so these valuations are at their stretch point. He would prefer to buy at the bottom of the cycle rather than at the peak.

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The Chinese are attempting to build their own semi-conductor facility and they need to buy the equipment – this company is who they would buy from. This new demand has caused sales to sky-rocket. The question is, will this sales growth continue. He expects some increased competition in prices so these valuations are at their stretch point. He would prefer to buy at the bottom of the cycle rather than at the peak.

COMMENT
COMMENT
April 18, 2018

Lam or Micron? Semi-conductors have been a good neighbourhood to be in. LAM is much more focused on equipment that makes semis while Micron is focussed on memory chips. With the proliferation of handsets, the demand for memory has been shooting through the roof, so Micron is benefitting big. He prefers Micron, though it's more cyclical than other stocks. Given consolidation in this space, the pricing power has gotten better. It trades at 6x PE like a cyclical. Great job of growing its business.

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Lam or Micron? Semi-conductors have been a good neighbourhood to be in. LAM is much more focused on equipment that makes semis while Micron is focussed on memory chips. With the proliferation of handsets, the demand for memory has been shooting through the roof, so Micron is benefitting big. He prefers Micron, though it's more cyclical than other stocks. Given consolidation in this space, the pricing power has gotten better. It trades at 6x PE like a cyclical. Great job of growing its business.

WATCH
WATCH
April 2, 2018

You want to see positive money flow. If we are seeing positive money flow this is a good thing. A lot of these stocks from the no volatility zone have suddenly become volatile. This is okay. You had a higher high on this chart. At worst the stock is consolidating. If it breaks away to the upside you are away to the races.

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You want to see positive money flow. If we are seeing positive money flow this is a good thing. A lot of these stocks from the no volatility zone have suddenly become volatile. This is okay. You had a higher high on this chart. At worst the stock is consolidating. If it breaks away to the upside you are away to the races.

DON'T BUY
DON'T BUY
January 31, 2018

Semiconductor equipment guys, who provide equipment for semiconductor companies to make chips. Something that is sort of interrupting the equipment market is that China is building out a semiconductor industry and are making gobs of money. The stock hit new highs and continues moving higher. Feels it is a very elevated stock. China moving into the market will cause semiconductor prices to come down longer-term, so he would stay away.

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Lam Research Corp (LRCX-Q)
January 31, 2018

Semiconductor equipment guys, who provide equipment for semiconductor companies to make chips. Something that is sort of interrupting the equipment market is that China is building out a semiconductor industry and are making gobs of money. The stock hit new highs and continues moving higher. Feels it is a very elevated stock. China moving into the market will cause semiconductor prices to come down longer-term, so he would stay away.

COMMENT
COMMENT
December 1, 2017

He doesn’t know this company. The stock had fairly low volatility and is moving up, and it’s now moving into a pattern of regular sell-off and that's usually healthy. He doesn’t know how much lower it could go. He would suggest that as the stock gets around 5% off of his 200-day moving average, would be when you get into the time when you can see if the stock is going to maintain an up trend. If you get to a point where the stock stops falling and starts to reverse, then it might be a good point to buy it.

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Lam Research Corp (LRCX-Q)
December 1, 2017

He doesn’t know this company. The stock had fairly low volatility and is moving up, and it’s now moving into a pattern of regular sell-off and that's usually healthy. He doesn’t know how much lower it could go. He would suggest that as the stock gets around 5% off of his 200-day moving average, would be when you get into the time when you can see if the stock is going to maintain an up trend. If you get to a point where the stock stops falling and starts to reverse, then it might be a good point to buy it.

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Lam Research Corp(LRCX-Q) Rating

Ranking : 3 out of 5

Bullish - Buy Signals / Votes : 2

Neutral - Hold Signals / Votes : 1

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 3

Stockchase rating for Lam Research Corp is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Lam Research Corp(LRCX-Q) Frequently Asked Questions

What is Lam Research Corp stock symbol?

Lam Research Corp is a American stock, trading under the symbol LRCX-Q on the NASDAQ (LRCX). It is usually referred to as NASDAQ:LRCX or LRCX-Q

Is Lam Research Corp a buy or a sell?

In the last year, 3 stock analysts published opinions about LRCX-Q. 2 analysts recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is BUY. Read the latest stock experts' ratings for Lam Research Corp.

Is Lam Research Corp a good investment or a top pick?

Lam Research Corp was never recommended as a Top Pick on Stockchase. Read the latest stock experts ratings for Lam Research Corp.

Why is Lam Research Corp stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Lam Research Corp worth watching?

3 stock analysts on Stockchase covered Lam Research Corp In the last year. It is a trending stock that is worth watching.

What is Lam Research Corp stock price?

On 2020-10-23, Lam Research Corp (LRCX-Q) stock closed at a price of $353.76.