In the last three months, 11 analysts have published ratings on Lam Research LRCX, offering a diverse range 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 | 4 | 1 | 6 | 0 | 0 |
| Last 30D | 1 | 1 | 0 | 0 | 0 |
| 1M Ago | 0 | 0 | 0 | 0 | 0 |
| 2M Ago | 0 | 0 | 3 | 0 | 0 |
| 3M Ago | 3 | 0 | 3 | 0 | 0 |
The 12-month price targets assessed by analysts reveal further insights, featuring an average target of $90.18, a high estimate of $110.00, and a low estimate of $76.00. Experiencing a 2.94% decline, the current average is now lower than the previous average price target of $92.91.
Breaking Down Analyst Ratings: A Detailed Examination
The perception of Lam Research by financial experts is analyzed through recent analyst actions. The following summary presents key analysts, their recent evaluations, and adjustments to ratings and price targets.
| Analyst | Analyst Firm | Action Taken | Rating | Current Price Target | Prior Price Target |
|---|---|---|---|---|---|
| Vijay Rakesh | Mizuho | Lowers | Outperform | $90.00 | $95.00 |
| Toshiya Hari | Goldman Sachs | Lowers | Buy | $85.00 | $96.00 |
| Joseph Quatrochi | Wells Fargo | Lowers | Equal-Weight | $83.00 | $85.00 |
| Joseph Moore | Morgan Stanley | Raises | Equal-Weight | $78.00 | $76.00 |
| Stacy Rasgon | Bernstein | Lowers | Market Perform | $85.00 | $95.00 |
| C J Muse | Cantor Fitzgerald | Maintains | Neutral | $100.00 | $100.00 |
| Joseph Moore | Morgan Stanley | Lowers | Equal-Weight | $76.00 | $77.00 |
| Brian Chin | Stifel | Lowers | Buy | $100.00 | $105.00 |
| Joseph Quatrochi | Wells Fargo | Lowers | Equal-Weight | $85.00 | $88.00 |
| Craig Ellis | B. Riley Securities | Raises | Buy | $110.00 | $105.00 |
| Charles Shi | Needham | Maintains | Buy | $100.00 | $100.00 |
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: Delving into assessments, analysts assign qualitative values, from 'Outperform' to 'Underperform'. These ratings communicate expectations for the relative performance of Lam Research compared to the broader market.
- Price Targets: Understanding forecasts, analysts offer estimates for Lam Research's future value. Examining the current and prior targets provides insight into analysts' changing expectations.
Considering these analyst evaluations in conjunction with other financial indicators can offer a comprehensive understanding of Lam Research's market position. Stay informed and make well-informed decisions with our Ratings Table.
Stay up to date on Lam Research analyst ratings.
Delving into Lam Research's Background
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: Delving into Financials
Market Capitalization Analysis: With a profound presence, the company's market capitalization is above industry averages. This reflects substantial size and strong market recognition.
Revenue Growth: Lam Research displayed positive results in 3 months. As of 30 September, 2024, the company achieved a solid revenue growth rate of approximately 19.7%. This indicates a notable increase in the company's top-line earnings. When compared to others in the Information Technology sector, the company excelled with a growth rate higher than the average among peers.
Net Margin: Lam Research's net margin excels beyond industry benchmarks, reaching 26.79%. This signifies efficient cost management and strong financial health.
Return on Equity (ROE): Lam Research's ROE excels beyond industry benchmarks, reaching 13.13%. This signifies robust financial management and efficient use of shareholder equity capital.
Return on Assets (ROA): Lam Research's ROA excels beyond industry benchmarks, reaching 5.83%. This signifies efficient management of assets and strong financial health.
Debt Management: With a high debt-to-equity ratio of 0.59, Lam Research faces challenges in effectively managing its debt levels, indicating potential financial strain.
The Core of Analyst Ratings: What Every Investor Should Know
Analyst ratings serve as essential indicators of stock performance, provided by experts in banking and financial systems. These specialists diligently analyze company financial statements, participate in conference calls, and engage with insiders to generate quarterly ratings for individual stocks.
Some analysts will also offer forecasts for metrics like growth estimates, earnings, and revenue to provide further guidance on stocks. Investors who use analyst ratings should note that this specialized advice comes from humans and may be subject to error.
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This article was generated by Benzinga's automated content engine and reviewed by an editor.
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