Lam Research Nasdak: LRCX At a hot start in 2025, about half of the share gain came by 15 % throughout the year the day following the issuance of the entire 2024 profits. Below, I will provide detailed details of the important financial standards in the technology company report. I will also analyze the main growth driver prospects: Nand memory. I will conclude by giving my total shares to Lam Research.
It exceeds Lam’s expectations
Lam’s research today
As of 02/7/2025 04:00 pm
- 52 weeks
- 68.87 dollars
▼
113.00 dollars
- Profit
- 1.12 %
- P/E ratio.
- 25.01
- The target price
- 95.72 dollars
In its latest reportLam Research won both profits at the top and bottom. In the fourth quarter, revenues grew by 16 % to about $ 4.4 billion. The equivalent profits of the arrow (EPS) increased by 21 %, overlooking the estimates of analysts in a moderate manner.
Dive also showed deeper into the main basic standards of the report great improvements on several fronts. The average total margin of the company and the modified operating margin outweigh the directives it identified in September. He did it by 50 basis points and 70 basis points from the center point of the guidance, respectively. The company’s total revenues from China decreased significantly, even with the growth of total revenues. The percentage of its revenues from China decreased by 6 % to 31 % in general. Korea revenue increased by 7 % to 25 % of the total. It is important for the company to move away from China. Export restrictions on semiconductors and a trade war with the United States are a risk.
In the current quarter, LAM expects revenue to increase by approximately 6 % of the second quarter of 2024. At the center point, you also see an increase in the total rate by 50 basis points and the amended operating margin of 130 basis points.
Decoding Lam Nand’s ambitions: a deep diving in growth drivers
LAM builds equipment for deposit and digging the semiconductor making stages. Upgrading these steps in the manufacture of semiconductors is vital to increasing the performance of the chip. One of the important engines that Lam Research sees growth in 2025 and beyond is a Nand memory chips. The company makes the main equipment used to make Nand chips. It is also at the forefront of building the next generation of the equipment to make the best Nand chips. The company and analysts Nand 43 times mentioned the profit call. This was much more than mentioning any other product category, highlighting its strategic importance.
Lam argues that two -thirds of the industry has ranged from Nand memory makers in its installed base. To build higher performance chips, the equipment must be upgraded. In general, the company said that Nand spending was “silent levels.” However, he mentioned that the momentum was strong for its new product.
Looking at some NAND manufacturers’ comments can provide an insightful look at what will come to Lam’s research in this field. For example, Samsung Electronics Otcmkts: ssnlf He said it reduces the percentage “” “Old products in Nand amid limited bit growth“However, it does this to improve its advanced QLC SSD Nand.
Another Nand, Sk Hynix, says he sees Nand The demand for low teenagers for 2025. However, in the first quarter of 2025, he sees “a decrease in the high percentage of Nand shipments.” She still sees “delayed demand for demand.”
Wise patience: evaluation of Lam’s value and its capabilities
Lam Research Marketrank ™
- In general, Marketrank ™
- Celsius 95
- Analyst classification
- Moderate purchase
- The upward trend/negative side
- 16.3 % up
- The level of short attention
- correct
- Profit power
- moderate
- Environmental result
- -64
- Feelings of news
- 1.31
- Trading from the inside
- us
- Bruges. Profit growth
- 2.71 %
See full analysis
Lam Research is now trading in the price (P/E) from 22x. This is moderately moderate over the past five years. The average price of four goals followed by Marketbeat that was released after the company’s profit report means only 10 % climbing in stocks. This assumption use a trading price in mid -7 February, slightly less than $ 83.
In general, the company’s results were impressive, and some comments from NAND makers add health to the company’s demand that the promotion course is coming.
However, it seems that it can happen closer to the second half of 2025. At this stage, I want to see more information to support the arrival of this upgrade cycle. I think it is wise to wait until the following profit reports come out of Lam and Nand makers before buying.
Before you think about Ram Research, you will want to hear this.
Marketbeat follows the best research analyst at Wall Street, the best performance in Wall Street and the stocks they recommend to their customers on a daily basis. Marketbeat has selected the five shares whom the top analysts quietly whispered to their customers to buy now before wiping the broader market … Lam Research was not on the list.
While Lam Research currently has a “moderate purchase” classification among analysts, higher -rated analysts believe that these five stocks buy better.
View the five stocks here
Discover the next wave of investment opportunities through our report, 7 shares will be great in 2025. Explore companies that are preparing to repeat growth and innovation and create the value of technology giants that dominate today’s markets.
