Lam Research Corp

  • Is There Any Value Left In This Semiconductor Equipment Stock?

    By Timothy Green - August 12, 2013 | Tickers: AMAT, LRCX

    One group of stocks which have done well so far this year have been the semiconductor equipment stocks, led by market leader Applied Materials (NASDAQ: AMAT). In a recent report Goldman Sachs has included Applied in a list of the 40 most undervalued stocks relative to the firm's price target, but after a significant rise in the stock price year-to-date it seems questionable whether the stock is still a more »

  • Buy the Nasdaq-100 Index Removals - Part II

    By Mark Holder - December 26, 2012 | Tickers: APOL, EA, LRCX, MRVL

    This article is the second part of a series focused on the stocks being removed from the Nasdaq-100 Index. The first part highlighted the stocks being removed and the research behind the benefits of investing in these stocks. This one will focus on analyzing which stock might provide the best investment opportunity.

    Valuation Metrics

    One way to ascertain the stock that provides the best value at the current levels is more »

  • Despite Challenges, Semiconductor Producers Still Running Hot

    By David Gould - November 16, 2012 | Tickers: AMAT, LRCX, NVLS

    Although the semiconductor market has been in a trough, companies are valued based on future potential. Several factors have caused market-wide undervaluation. First, investors have overreacted to a slowdown in demand--mistaking the effects of isolated natural disasters as a structural issue. Second, rising emerging market growth and rising interest in smartphone and tablets provide promising returns. However, some companies are better equipped for growth than others. Below, I consider the more »

  • Jim Cramer Likes These Growth Stocks

    By Meena Krishnamsetty - November 8, 2012 | Tickers: BMY, BRCM, HD, LRCX, NKE

    If a stock has a high trailing price-to-earnings multiple, that generally indicates that it is a growth stock, or that the market expects its earnings to grow quickly enough over the next several years to justify buying the stock at its current price. We’ve looked at the disclosure from television host and former hedge fund manager Jim Cramer’s charitable trust to see which high-P/E stocks it owns more »

  • 3 Tech Stocks With Bullish Momentum to Buy

    By Shweta Dubey - November 2, 2012 | Tickers: ARMH, LRCX, LPL

    Significant outperformance or underperformance with respect to the broader markets is often a sign that something interesting is happening in a company. Analyzing fundamentals of such a company is often the first step in identifying potential investment targets. I discussed two tech stocks which have become attractive buys after recent underperformance in a previous article. In addition it is also interesting to look at tech stocks which are seeing significant more »

  • Why Is This Company Jim Cramer’s Favorite Tech Stock?

    By Meena Krishnamsetty - October 24, 2012 | Tickers: ASX, AMAT, KLAC, LRCX, UMC

    Recently, we looked at the largest technology stock positions owned by Jim Cramer’s charitable trust (read our quick take on Jim Cramer's tech stock picks). The largest position by market value was the fairly obscure Lam Research Corporation (NASDAQ: LRCX), which is a semiconductor equipment company- it designs and manufactures precision machines which are then used to produce semiconductors. Lam is down 3% year to date.

    Lam Research more »

  • Apple and Jim Cramer’s Other Tech Picks

    By Meena Krishnamsetty - October 23, 2012 | Tickers: AAPL, BRCM, EBAY, EMC, LRCX

    Former hedge fund manager and television host Jim Cramer operates a charitable trust which tends to invest in a diversified portfolio of stocks. The portfolio includes growth, value, and income stocks across a range of sectors. We have gone through the most recent disclosed positions and here are Jim Cramer’s five favorite technology stocks:

    The trust owned 3,200 shares of Lam Research (NASDAQ: LRCX), a $6.5 billion more »

  • 3 Undervalued Semiconductor Stocks to Consider Buying

    By David Gould - October 19, 2012 | Tickers: AMAT, INTC, LRCX

    As the technology market heats up, investors should strongly consider backing semiconductors. These producers are naturally well diversified in the sector and have been overly discounted from isolated past supply chain problems. Below, I highlight three producers that are worthy of a possible buy.

    Intel (NASDAQ: INTC) Undervalued Despite Weak Outlook

    At a respective 9.2x and 10.1x past and forward earnings, Intel is very cheap for such a more »

  • 2 Risky Semiconductors, 1 Defensive Stock

    By David Gould - September 28, 2012 | Tickers: AMAT, LRCX, TXN

    Semiconductors constitute some of my favorite stocks on the Street. Lam Research (NASDAQ: LRCX), for example, is well positioned following its merger with NVLS. The integration will help unlock meaningful cost synergies while enabling Lam to gain market share on Intel. Management has stated that the company will see $100 million worth of cost synergies by Q4 2013, but I believe revenue synergies will be significant given minimal product overlap more »

  • Jim Cramer's Favorite High Growth Stocks

    By Meena Krishnamsetty - September 21, 2012 | Tickers: BRCM, EMC, HD, LRCX, NKE

    CNBC anchor and former hedge fund manager Jim Cramer has a large following because of his past success as an investor and for his media personality. Cramer’s charitable trust occasionally reports its stock positions, which includes a mix of value, growth, and income investments. We have gone through the most recent data on the trust’s holdings and here are five stocks it owns with trailing P/E multiples more »

  • Is the Semiconductor Industry Cycle About to Turn?

    By Lee Samaha - August 28, 2012 | Tickers: AMAT, ASML, INTC, KLAC, LRCX

    I confess that I’ve long been fascinated by the semiconductor industry cycle. It seems to be so early cyclical that it is almost counter cyclical! This year has proved rather frustrating for the industry. Many forecasters were predicting an upturn that hasn’t quite happened yet. I want to take a look and see what the chances are of a recovery. I’ll do this by focusing on industry more »

  • Attractive Valuation for this Industry Leader

    By Andrés Cardenal - June 29, 2012 | Tickers: AMAT, KLAC, LRCX

    Applied Materials (NASDAQ: AMAT) is the undisputed leader in the semiconductor equipment industry, with a market cap of $14.3 billion versus $8 billion and $4.4 billion in market cap for its closest competitors KLA-Tencor (NASDAQ: KLAC) Lam Research (NASDAQ: LRCX), respectively. In terms of revenue, Applied Materials is almost three times bigger than its competition.

    This bigger size implies a strong competitive advantage in its business. Semiconductor fabrication more »

  • What's it worth? PAYX NFLX NTAP NVLS

    By Glen Bradford - February 15, 2012 | Tickers: LRCX, NTAP, NFLX, NVLS, PAYX

    Hi, my name is Glen Bradford. I am having a blast pricing companies that are a part of the S&P500. Let's take a look at your company.

    372. Paychex (NASDAQ: PAYX) is perhaps a play on the private sector job recovery that I expect across America in the coming couple years. They are kicking off an amazing 4%+ yield or 1% a quarter. I think that this yield more »

  • Stock Upgrades And Downgrades From 2011/12/15

    By DividendYields - December 16, 2011 | Tickers: ANIP, BWA, CTAS, CCNE, FSLR, ITC, KIOR, LRCX, LEAP, LUFK.DL, LAVA, NYCB, NVLS, SWKS, TMUS, TE, VPHM

    Upgrades and downgrades are positive (negative) changes in the rating of a security. An upgrade is usually triggered by a steady improvement in the fundamentals and financials of the entity that has issued the security. Downgrade ratings are vice versa. Changes in the analyst rating could hit the company’s stock price significantly. Watch out the current rating decisions. Here is a current list of recent company upgrades and downgrades more »