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Marketwire (May 15, 2013)
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Marketwire (Apr 24, 2013)
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Marketwire (Apr 24, 2013)
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Marketwire (Apr 3, 2013)
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Marketwire (Feb 26, 2013)
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Marketwire (Jan 28, 2013)
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Marketwire (Jan 23, 2013)
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Marketwire (Jan 23, 2013)
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Marketwire (Jan 2, 2013)
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8 High-Growth Technology Stocks With Bearish Short TrendsKapitall • Thu, Dec 27, 2012 -
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Can Novellus Reinvigorate Lam Research?Robert Castellano • Wed, May 2, 2012
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Lam Research Looks Attractive In A Weak Semiconductor EnvironmentEmmanuel Daugeras • Wed, Dec 14, 2011
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Time to Etch Lam Research Into Your Portfolio?MagicDiligence • Wed, Mar 2, 2011 -
Lam Research Attracts Heavy Put ActionoptionMONSTER • Tue, Feb 23, 2010 -
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Lam Research: First Insider Purchase in Many YearsKirk Lindstrom • Thu, Aug 7, 2008
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Earnings Preview: Lam Research Corp.Theflyonthewall • Tue, Jul 29, 2008 -
Lam to Buy SEZ for $568M for Wet Clean GrowthSA Editor Eli Hoffmann • Tue, Dec 11, 2007 -
Lam Research Higher on FQ1 Sales BeatSteven Towns • Thu, Oct 11, 2007 -
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Lam Research Jumps On Rumors Of Bid By Tokyo ElectronEric Savitz • Sun, May 27, 2007
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8 High-Growth Technology Stocks With Bearish Short TrendsKapitall • Thu, Dec 27, 2012
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Today's Market News To Trade On: 5 Stocks Moving On NewsMatthew Smith • Fri, Oct 19, 2012 -
Whisper Number Impact: Earnings Preview For eBay And Lam ResearchWhisperNumber • Wed, Oct 17, 2012
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6 Stocks That Could Rally In Year-End 2012Alpha Guru • Tue, Sep 25, 2012 -
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Lam Research's CEO Discusses Q3 2012 Results - Earnings Call TranscriptWed, Apr 18, 2012
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Lam Research's CEO Discusses Q2 2012 Results - Earnings Call TranscriptWed, Jan 25, 2012
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Lam Research's CEO Discusses Q1 2012 Results - Earnings Call TranscriptWed, Oct 19, 2011
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Lam Research's CEO Discusses Q4 2011 Results - Earnings Call TranscriptWed, Jul 27, 2011
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Lam Research's CEO Discusses Q3 2011 Results - Earnings Call TranscriptWed, Apr 20, 2011
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Lam Research CEO Discusses Q4 2010 Results - Earnings Call TranscriptWed, Jan 26, 2011
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LAM Research Corporation. Q1 2010 Earnings Call TranscriptWed, Apr 21, 2010
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LAM Research Corp. F2Q10 (Qtr End 12/27/09) Earnings Call TranscriptThu, Jan 28, 2010
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LAM Research F1Q10 (Qtr End 9/27/09) Earnings Call TranscriptWed, Oct 21, 2009
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Lam Research Q2 2009 Earnings TranscriptThu, Jul 30, 2009
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Lam Research Corporation, Q1 2009 Earnings Call TranscriptWed, Apr 22, 2009
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Lam Research Corporation Q4 2008 Earnings Call TranscriptWed, Jan 28, 2009
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Marketwire (May 15, 2013)
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at MarketWatch.com (Apr 25, 2013)
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at CNBC.com (Apr 24, 2013)
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Marketwire (Apr 24, 2013)
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Marketwire (Apr 24, 2013)
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Marketwire (Apr 3, 2013)
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at CNBC.com (Feb 27, 2013)
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at CNBC.com (Feb 26, 2013)
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Marketwire (Feb 26, 2013)
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Marketwire (Jan 28, 2013)
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at MarketWatch.com (Jan 25, 2013)
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at CNBC.com (Jan 23, 2013)
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Marketwire (Jan 23, 2013)
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Marketwire (Jan 23, 2013)
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at CNBC.com (Jan 18, 2013)
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at MarketWatch.com (Jan 3, 2013)
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at MarketWatch.com (Jan 2, 2013)
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Marketwire (Jan 2, 2013)
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at CNBC.com (Jan 2, 2013)
LRCX vs. ETF Alternatives
Company Description
Lam Research Corporation is a leading supplier of wafer fabrication equipment and services to the worldwide semiconductor industry. For more than twenty five years, our wafer fabrication equipment, services, and extensive technical expertise have contributed to advancing semiconductor... More
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- | Earnings
- | Dividends
- | M&A
- | On the move
- Thursday, April 25, 11:57 AM Lam Research (LRCX +6.2%) makes new 52-week highs after beating FQ3 estimates, issuing strong guidance, and announcing a $250M buyback plan (good for buying 3.4% of shares at current levels). On its earnings call, Lam guided for FQ4 revenue of $945M-$1.005B and EPS of of $0.63-$0.77, above a consensus of $914.1M and $0.61. Foundry clients (such as big-spending TSMC) made up 56% of shipments, up from 51% in FQ2, and memory makers 31%, up from 20%. Chip equipment peers are up, taking heart in the numbers posted by Lam (and to a lesser extent) Mattson (MTSN +5.8% - earnings). AMAT +3.6%. KLAC +2.2%. ASML +2.5% (previous). CYMI +2%. RTEC +2.4%. UTEK +1.4%. Comment! [Tech, Earnings, On the Move]
- Wednesday, April 24, 4:20 PM Lam Research (LRCX): Q1 EPS of $0.44 beats by $0.08. Revenue of $844.9M (-2% Y/Y) beats by $7.24M. Shares +2.3% AH. (PR) Comment! [Earnings, Breaking News, Tech, On the Move]
- Tuesday, April 16, 5:19 PM Chip equipment stocks slip a little in AH trading after Intel lowers its 2013 capex budget range by $1B to $11.5B-$12.5B. AMAT -1.2% AH. KLAC -0.8%. LRCX -0.7%. (previous) Comment! [Tech, On the Move]
- Thursday, April 11, 10:22 AM An upgrade to Outperform from Cowen puts Lam Research (LRCX +3%) within striking distance of its 52-week high. Some other chip equipment makers are also outperforming a bit, as investors continue to bet the industry will benefit from an arms race between Intel, TSMC, and Samsung. ASML +1.5%. CYMI +1.2%. KLAC +1.1%. MTSN +3%. Comment! [Tech, On the Move]
- Friday, February 22, 2:03 PM Chip stocks are outperforming (SOXX +2%) in the wake of Marvell's FQ4 beat and solid guidance, and Texas Instruments' dividend/buyback hike. Also norteworthy: 1) SEMI estimates the book-to-bill for North American chip equipment makers rose to 1.14 in January; that's up from 0.92 in December, and the first reading above 1 since May '12. 2) Taiwanese analog chipmakers posted strong January sales thanks to demand from LED and smartphone clients; the results could be a positive leading indicator. Comment! [Tech, On the Move]
- Friday, January 25, 11:39 AM Chip equipment stocks are rallying thanks to strong results and better-than-feared guidance from KLA-Tencor (KLAC +8.8%), and Samsung's forecast for 2013 capex to be similar to 2012 levels. AMAT +2.4%. LRCX +5.6%. ASML +3.2%. CYMI +2.8%. RTEC +1.7%. There had been a lot of speculation Samsung would aggressively slash its capex budget this year. Samsung foundry rival TSMC (TSM -1%) is lower. Comment! [Tech, On the Move]
- Thursday, January 17, 12:12 PM Down initially following its Q4 report, ASML (ASML +8%) is now rallying strongly. Though revenue was below estimates, EPS was above, and the lithography giant guided for 2013 sales to be "at a similar level to that of 2012" thanks to a 2H demand pickup. That's going over well in light of bleak industry forecasts. ASML sees investments in advanced 14-20nm processes driving demand, though it expects the memory industry to "continue investing at a minimum level" (a positive for SNDK and MU). CYMI +6.2%. KLAC +6.5%. LRCX +3.3%. AMAT +1.8%. (PR) Comment! [Tech, On the Move, Earnings]
- Monday, January 7, 9:57 AM Applied Materials (AMAT -2.5%) slides after receiving a downgrade to Underweight from JPMorgan's Chris Blansett: he considers AMAT's recent rally a selling opportunity, and predicts upcoming earnings and capex guidance for major chipmakers will be a negative for the chip equipment space. Blansett, who's also cutting estimates for KLA-Tencor (KLAC -1.7%), Lam Research (LRCX -1.3%), and Nanometrics (NANO -1.5%), sees chip equipment spending falling 10%-15% in 2013; Gartner has forecast a 9.7% drop, following a 17.4% decline in 2012. 1 Comment [Tech, On the Move, Quick Ideas]
- Wednesday, January 2, 11:00 AM Chip stocks are outperforming (SOXX +3.4%) after the SIA reports global chip sales rose 8.5% Y/Y in November, albeit while falling 1.3% M/M. Though year-ago figures were depressed by an inventory correction and some were expecting a M/M increase, the sector has already priced in quite a bit of bad news. Equipment maker Lam Research (LRCX +5.5%) is one of the standouts after D.A. Davidson starts coverage with a Buy and $56 PT. Comment! [Tech, On the Move]
- Friday, November 16, 2012, 12:36 PM Applied Materials (AMAT -1%) now expects the chip equipment industry to contract by 5%-15% in 2013, a forecast easily worse than a recent Gartner estimate for a 0.8% increase. Applied, which offered soft FQ1 guidance yesterday to go with its FQ4 beat, mentioned on its earnings call it expects chip wafer starts and utilization rates to drop again in FQ1. Its outlook for solar equipment demand is predictably bleak, though the company is a little more optimistic about a rebound in LCD equipment orders. 1 Comment [Tech, On the Move]
- Thursday, October 18, 2012, 10:07 AM Lam Research (LRCX +5.4%) pops following its FQ4 report. While results beat estimates, FQ1 guidance for revenue of $820M-$880M and EPS of $0.38-$0.52 is largely below a consensus of $927M and $0.49. But the Street has already priced in a very dour near-term outlook for chip equipment demand. During its earnings call, Lam said it has lowered its 2012 forecast for global chip equipment spending to $28B-$29B - that's below the $31.4B (-13% Y/Y) recently forecast by Gartner. Comment! [Tech, Earnings, On the Move]
- Wednesday, October 17, 2012, 4:18 PM Lam Research (LRCX): FQ4 EPS of $0.53 beats by $0.12. Revenue of $906.9M (+22.3% Y/Y) beats by $3M. Shares +2.1% AH. (PR) Comment! [Earnings, Tech, On the Move]
- Wednesday, October 17, 2012, 9:10 AM KLA-Tencor (KLAC) -1.7% and Lam Research (LRCX) -1.5% following Intel's capex guidance cut. Chip equipment industry forecasts for 2012 and 2013 are already quite pessimistic, and Intel's move won't help matters. (also: I, II) Comment! [Tech, On the Move]
- Wednesday, September 19, 2012, 11:49 AM More on chip equipment stocks: Also hurting their cause is a somewhat bearish note from Citi. The firm is downgrading Lam Research (LRCX), and cutting estimates for Applied Materials (AMAT) and KLA-Tencor (KLAC). However, Citi remains bullish on KLA on expectations the company will benefit from TSMC's (TSM) 20nm process investments, and a shift in Apple processor orders from Samsung to TSMC. TSMC is expected to boost its 2013 capex by 35%, partially offsetting Samsung's cutbacks. Comment! [Tech, On the Move, Quick Ideas]
- Wednesday, September 19, 2012, 11:30 AM Chip equipment stocks plunge following a report Samsung (SSNLF.PK) will cut its chip capex by half next year, following a major 2012 increase. AMAT -2%. KLAC -3.6%. LRCX -3.3%. UTEK -2.9%. ASML -2.6%. CYMI -3.1%. Barclays is "highly skeptical" of the report, but does think Samsung's capex could fall by a third. On the flip side, the report is giving a lift to SanDisk (SNDK +3.8%) and Micron (MU +3%), given it bodes well for next year's DRAM and NAND flash supply/demand balances. Comment! [Tech, On the Move]
- Monday, August 13, 2012, 11:49 AM Top Japanese chip equipment maker Tokyo Electron (TOELF.PK) is buying U.S. peer FSI International (FSII +52.4%) for $6.20/share, or $252.5M, in cash. The price represents a 53% premium to FSI's Friday close. The deal, which will strengthen TEL's wafer surface preparation offerings, could be weighing a little on Lam Research (LRCX -1.4%), which bought Novellus partly for its surface preparation tech. (PR) Comment! [Tech, On the Move, M&A]
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TipRanks: tryingt to send it to you. it's the analyst success rate image. can find it also by downloading us...but will try and send it again
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Perkins Cove: Many thanks. But the tweet image is not important. Please continue as before with the straight poop on the analyst. You're good....!
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WhisperNumber
$LRCX earnings $0.45, 1 cent ahead of whisper number. Expected price reaction: http://seekingalpha.com/a/o68d - View all 0 replies
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Michael Bryant
Lam Research (LRCX) might be on its way up after earnings beat. It is still about $34 off its high. http://yhoo.it/Wv7Dy5;c= - View all 0 replies
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The Wall Street Transcript
Lam Research ($LRCX) and Teradyne ($TER) Chosen as "Buy" Stocks by Deutsche Bank Senior Analyst for Value, Long-Term I - http://su.pr/1RXZ03 - View all 0 replies
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freefdawatchlist
http://stks.co/fBP2 Premarket loser $IDIX, $GTAT, $KLAC, $LRCX, Premarket gainer $ACHN, $CY, $DRYS, $CBRL - View all 0 replies
LATEST REPLIES
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TipRanks: tryingt to send it to you. it's the analyst success rate image. can find it also by downloading us...but will try and send it again
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Perkins Cove: Many thanks. But the tweet image is not important. Please continue as before with the straight poop on the analyst. You're good....!
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Maria Auziliadora: CIEN broug andteh market brougtht down JDSU yesterday Nw is time to buy it and addind DDD -
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vinyal: based on the volumes they are bad longer term trades. may work for a day or two for day trading -
JayWright: Maybe a screen shot would quiet the doubters. OptionsPundit posts his. Im not doubting Chine's word. No reason to fib to impress ppl.
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westcoastinvests: and hopefully you are smart enough to not be watching either of those shows, I promise you succesful traders are not watching them -
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John Rayhall: Ya KORS could get hit short term I believe that they will blow out earnings again guess we'll see -
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Chines33: I've been trading in and out of it on huge declines ahead of the takeover.