Technology · Semiconductor Equipment & Materials · United States
Lam Research Corporation designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of integrated circuits in the United States, China, Korea, Taiwan, Japan, Southeast Asia, and...
Trade ideas
LRCX isn't in any strategy's Top Picks or Good Opportunities today.
Analysts
Value vs sector peers
- Fwd P/E23.547
- P/B27.418
- Yield0.4%23
- P/E47.543
- Rev growth+30.0%46
Fundamentals
Performance
AI Infrastructure · Semiconductor equipment
The AI tradeIn the briefing and the feed
Briefing for 11 SeptA broad, sharp sell-off hit AI infrastructure names across every subsector despite the group's underlying breadth still improving on the week.
Servers, semicap, compute, dc-infrastructure, networking, memory and neocloud names all posted single-day declines of 4-6% simultaneously (HPE, CRWV, LRCX, VRT, INTC, ORCL, DELL, ALAB, NBIS, MU, CRDO, WDC), suggesting a broad de-risking event across the trade rather than a stock-specific issue, even though several of these same names carry bullish fundamental news (Oracle backlog, Dell orders).
Compute · Semiconductor equipment · Memory · Networking · Servers · Data-centre infrastructure · Hyperscalers · Neoclouds· HPE, CRWV, LRCX, VRT, INTC, ORCL, DELL, ALAB, NBIS, MU, CRDO, WDC
Catalysts
Next earnings: 21 Oct
Trade idea history
- 14 SeptLong273.497Dpending2Wpending1Mpending
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The board LRCX sits on, in one five-minute email every weekday before the New York open and on Saturdays: market strength, the biggest movers, earnings coming up and the names sitting at their 200-day EMA.