Balanced Hold Rating for Lam Research Amid China Concerns and …

Oct 24, 2024 · Quatrochi also notes that while Lam Research is well-positioned for future growth due to enhancements in NAND technology and expectations of a 2025 memory upcycle, the …

7%
OFF

Is Lam Research Stock A Buy, Sell Or Hold At A P/E Multiple Of

2 weeks from now

Nov 21, 2024 · Lam Research’s first-quarter fiscal 2025 results, reported on Oct. 23, underscored its resilience amid challenging market conditions. Revenues grew 19.7% year over year to …

nasdaq.com

6%
OFF

Lam Research Q1 Results Impress Analysts, But Questions Over

2 weeks from now

While certain areas of the semiconductor market are strong, there are concerns about others, as well as the company's exposure to China. Lam shares rose 6% in premarket trading on …

msn.com

$76
OFF

Lam Research Stock Remains On Hold, Deutsche Bank Adjusts …

2 weeks from now

Dec 16, 2024 · On Monday, Deutsche Bank (ETR:DBKGn) adjusted its price target on Lam Research (NASDAQ:LRCX) shares, increasing it slightly to $76 from the previous $75, while …

investing.com

2%
OFF

Lam Research Faces Geopolitical Risks Amid Strong Asian Market …

2 weeks from now

Dec 3, 2024 · China stands as the most important market for Lam Research, accounting 42.2% of total company revenue, while the second most important is Korea 19.3%, Taiwan 11.2%, …

yahoo.com

5%
OFF

Should You Buy, Sell Or Hold Lam Research Stock Post Q1 Earnings?

2 weeks from now

Oct 30, 2024 · Lam Research Corporation LRCX recently posted strong first-quarter fiscal 2025 results, helping its shares rise 7.5% since the Oct. 23 release. Lam Research, a leader in …

nasdaq.com

5%
OFF

Should You Buy, Sell Or Hold Lam Research Stock Post Q1 Earnings?

2 weeks from now

Oct 30, 2024 · Lam Research Corporation LRCX recently posted strong first-quarter fiscal 2025 results, helping its shares rise 7.5% since the Oct. 23 release. Lam Research, a leader in …

tradingview.com

48%
OFF

Lam Research’s China Revenues Show That U.S. Export ... - Substack

2 weeks from now

Oct 26, 2023 · dvanced chip equipment to China without a license, the country remains Lam's largest revenue contributor, contributing 48% of the total in the three-month period, up from …

substack.com

FAQs about Balanced Hold Rating for Lam Research Amid China Concerns and … Coupon?

Is Lam Research positioned for future growth?

Quatrochi also notes that while Lam Research is well-positioned for future growth due to enhancements in NAND technology and expectations of a 2025 memory upcycle, the immediate impact of China demand fluctuations and upcoming U.S. export restrictions pose risks. ...

Is Lam Research a good stock to buy in 2025?

Overall, Lam Research has several growth opportunities in 2025, even with potential challenges in China and delays from Intel and Samsung. Meanwhile, Goldman Sachs analyst Toshiya Hari reiterated the Buy rating on Lam Research, lowering the price forecast to $96 from $102.50). ...

Does Lam Research (LRCX) have new customers in China?

Lam Research Corporation (NASDAQ:LRCX) markets semiconductor processing equipment. Doug Bettinger, the CFO of the firm, recently sought to ease investor concerns around China demand, saying that his firm had a large set of new customers in China that did not appear to be fading away any time soon, despite investor concerns over the region. ...

Does Lam Research Corporation have a China Business?

The interest around the China business of Lam Research Corporation (NASDAQ:LRCX) has grown since the firm reported last quarter that China sales accounted for 39% of total sales, amid increasing US curbs on chip business with Chinese entities. ...

Will Advanced Packaging boost Lam Research's performance?

Hari notes, Advanced Packaging, essential for AI technology, will boost Lam Research’s performance. Additionally, in the Systems business, China’s share of total revenue decreased to 37% in the September quarter from 42% in the March quarter and 39% in the June quarter. ...

Does Wolfe's downgrade imply a loss of market share for Lam?

The firm also flagged Lam's forecasted 16% year-over-year growth in 2025 as overly optimistic compared to Wolfe's 5% outlook for the wafer fabrication equipment market. The downgrade reflects market exposure concerns, though it does not imply a loss of market share for Lam. ...