Lam Research Corp LRCX

Lam Research Corporation es un proveedor global de equipos y servicios de fabricación de obleas para la industria de semiconductores. La empresa diseña, fabrica, comercializa, renueva y presta servicios de equipos de procesamiento de semiconductores utilizados en la fabricación de circuitos integrados. Sus productos y servicios están diseñados para ayudar a sus clientes a construir dispositivos que se utilizan en una variedad de productos electrónicos, incluidos teléfonos móviles, computadoras personales, servidores, dispositivos portátiles, vehículos automotrices y dispositivos de almacenamiento de datos. Sus familias de productos incluyen ALTUS, SABRE, SPEED, Striker, VECTOR, Flex, Vantex, Kiyo, Versys Metal, Syndion, Coronus y DV-Prime, Da Vinci, EOS y SP Series. Su base de clientes incluye memoria de semiconductores, fundiciones y fabricantes de dispositivos integrados que producen productos como memoria no volátil, memoria de acceso aleatorio dinámico y dispositivos lógicos. Ofrece servicios en áreas como habilitación de aplicaciones a escala nanométrica, química, plasma y fluidos, entre otros.

Con 3 acciones de LRCX (USD 1.039,17) habrías recibido USD 3,33 en dividendos en los últimos 12 meses.

LRCX hizo una división de acciones (split) de 10:1 el 3 de octubre de 2024: cada acción se convirtió en 10. Cambió la cantidad de acciones y su precio, pero no el valor total de la inversión.

• Zacks Investment Research 5 oct

  3 Stocks From AI & Energy to Buy Before Q3 Earnings Kick Off

  As Q3 earnings season approaches with strong tailwinds, the S&P 500 is expected to see 24.6% year-over-year earnings growth. Technology and Energy sectors are particularly strong, with semiconductor earnings projected to jump 85.5% driven by AI infrastructure investment, while Energy earnings expected to rise 114% due to elevated oil prices from Persian Gulf disruptions. Three stocks highlighted for potential outperformance are Lam Research, TSMC, and Marathon Petroleum.

  

• Zacks Investment Research 5 oct

  AI Drives Storage Demand: Will It Boost Lam Research's NAND Growth?

  Lam Research expects significant growth opportunities as AI workloads drive demand for high-capacity NAND storage. The company projects its served available market per wafer in NAND will double as layer counts increase from 128-layer to 500-plus-layer devices. NAND revenues doubled sequentially in Q4, contributing to record overall results. Competitors Applied Materials and KLA are also benefiting from AI-driven memory spending.

  

• Zacks Investment Research 2 oct

  Lam Research (LRCX) Outpaces Stock Market Gains: What You Should Know

  Lam Research (LRCX) closed at $347.49, up 2.17%, outperforming the S&P 500. The semiconductor equipment maker has gained 16.21% over the past month. The company is expected to report Q3 EPS of $2.17 (up 72.22% YoY) and revenue of $8.12 billion (up 52.42% YoY) on October 21, 2026. LRCX holds a Zacks Rank #2 (Buy) with a Forward P/E of 36.47, trading at a discount to its industry average.

  

• The Motley Fool 29 sept

  Better Semiconductor Equipment Stock: Applied Materials vs. Lam Research

  Applied Materials and Lam Research, both semiconductor equipment manufacturers, have experienced significant growth driven by AI chip demand. Despite recent pullbacks of 27-33% from 52-week highs, both companies show strong fundamentals with expected revenue growth of 51-52% and EPS growth of 71-85% in upcoming quarters. With nearly identical valuations and growth prospects, both stocks present attractive buying opportunities as semiconductor equipment spending is projected to reach $229.5 billion by 2028.

  

• Zacks Investment Research 22 sept

  LRCX Eyes Mid-40s Operating Margin: Is the Long-Term Goal Achievable?

  Lam Research targets mid-40% operating margins over the next several years, up from current 38.4%. Q1'27 guidance shows continued margin expansion with expected revenues of $8.1B and 39.5% non-GAAP operating margin. AI demand, advanced packaging, and higher-margin services are expected to support growth, though the goal requires sustained execution and disciplined cost management amid planned $3B R&D investments.