In the preceding three months, 13 analysts have released ratings for Lam Research LRCX, presenting a wide array of perspectives from bullish to bearish.
The following table provides a quick overview of their recent ratings, highlighting the changing sentiments over the past 30 days and comparing them to the preceding months.
| Bullish | Somewhat Bullish | Indifferent | Somewhat Bearish | Bearish | |
|---|---|---|---|---|---|
| Total Ratings | 3 | 7 | 3 | 0 | 0 |
| Last 30D | 1 | 0 | 0 | 0 | 0 |
| 1M Ago | 0 | 0 | 0 | 0 | 0 |
| 2M Ago | 1 | 5 | 1 | 0 | 0 |
| 3M Ago | 1 | 2 | 2 | 0 | 0 |
The 12-month price targets assessed by analysts reveal further insights, featuring an average target of $94.38, a high estimate of $125.00, and a low estimate of $75.00. Observing a 3.71% increase, the current average has risen from the previous average price target of $91.00.
Diving into Analyst Ratings: An In-Depth Exploration
In examining recent analyst actions, we gain insights into how financial experts perceive Lam Research. The following summary outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
| Analyst | Analyst Firm | Action Taken | Rating | Current Price Target | Prior Price Target |
|---|---|---|---|---|---|
| Blayne Curtis | Jefferies | Raises | Buy | $100.00 | $95.00 |
| Mehdi Hosseini | Susquehanna | Raises | Positive | $125.00 | $75.00 |
| Vijay Rakesh | Mizuho | Raises | Outperform | $100.00 | $87.00 |
| Matthew Prisco | Cantor Fitzgerald | Maintains | Overweight | $100.00 | $100.00 |
| Matthew Prisco | Cantor Fitzgerald | Maintains | Overweight | $100.00 | $100.00 |
| Matthew Prisco | Cantor Fitzgerald | Raises | Overweight | $100.00 | $95.00 |
| Joseph Quatrochi | Wells Fargo | Raises | Equal-Weight | $85.00 | $82.00 |
| Charles Shi | Needham | Maintains | Buy | $90.00 | $90.00 |
| Steve Barger | Keybanc | Maintains | Overweight | $95.00 | $95.00 |
| Tom O'Malley | Barclays | Lowers | Equal-Weight | $75.00 | $90.00 |
| Joseph Quatrochi | Wells Fargo | Lowers | Equal-Weight | $82.00 | $83.00 |
| Vijay Rakesh | Mizuho | Lowers | Outperform | $90.00 | $95.00 |
| Toshiya Hari | Goldman Sachs | Lowers | Buy | $85.00 | $96.00 |
Key Insights:
- Action Taken: Analysts adapt their recommendations to changing market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their response to recent developments related to Lam Research. This information provides a snapshot of how analysts perceive the current state of the company.
- Rating: Unveiling insights, analysts deliver qualitative insights into stock performance, from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Lam Research compared to the broader market.
- Price Targets: Gaining insights, analysts provide estimates for the future value of Lam Research's stock. This comparison reveals trends in analysts' expectations over time.
Capture valuable insights into Lam Research's market standing by understanding these analyst evaluations alongside pertinent financial indicators. Stay informed and make strategic decisions with our Ratings Table.
Stay up to date on Lam Research analyst ratings.
Unveiling the Story Behind Lam Research
Lam Research is one of the largest semiconductor wafer fabrication equipment manufacturers in the world. It specializes in deposition and etch, which entail the buildup of layers on a semiconductor and the subsequent selective removal of patterns from each layer. Lam holds the top market share in etch and holds the clear second share in deposition. It is more exposed to memory chipmakers for DRAM and NAND chips. It counts as top customers the largest chipmakers in the world, including TSMC, Samsung, Intel, and Micron.
Lam Research's Economic Impact: An Analysis
Market Capitalization Analysis: The company's market capitalization surpasses industry averages, showcasing a dominant size relative to peers and suggesting a strong market position.
Revenue Growth: Lam Research's remarkable performance in 3 months is evident. As of 31 December, 2024, the company achieved an impressive revenue growth rate of 16.44%. This signifies a substantial increase in the company's top-line earnings. As compared to competitors, the company surpassed expectations with a growth rate higher than the average among peers in the Information Technology sector.
Net Margin: Lam Research's net margin surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 27.22% net margin, the company effectively manages costs and achieves strong profitability.
Return on Equity (ROE): The company's ROE is a standout performer, exceeding industry averages. With an impressive ROE of 13.79%, the company showcases effective utilization of equity capital.
Return on Assets (ROA): Lam Research's ROA stands out, surpassing industry averages. With an impressive ROA of 6.05%, the company demonstrates effective utilization of assets and strong financial performance.
Debt Management: Lam Research's debt-to-equity ratio surpasses industry norms, standing at 0.57. This suggests the company carries a substantial amount of debt, posing potential financial challenges.
Understanding the Relevance of Analyst Ratings
Within the domain of banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their work involves attending company conference calls and meetings, researching company financial statements, and communicating with insiders to publish "analyst ratings" for stocks. Analysts typically assess and rate each stock once per quarter.
Beyond their standard evaluations, some analysts contribute predictions for metrics like growth estimates, earnings, and revenue, furnishing investors with additional guidance. Users of analyst ratings should be mindful that this specialized advice is shaped by human perspectives and may be subject to variability.
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This article was generated by Benzinga's automated content engine and reviewed by an editor.
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