Lam Research Corp
I · AI-analyse
In het kort
Lam Research builds the machines that make computer chips. Their equipment performs critical manufacturing steps like etching (carving microscopic patterns into silicon wafers), depositing thin films of materials, and cleaning wafers during production. Chipmakers around the world buy Lam's systems to produce the increasingly complex chips required for AI computing, 3D memory, and next-generation transistor designs [Yahoo Finance].
Lam Research designs and manufactures the specialized machinery that chipmakers like TSMC and Samsung use to fabricate advanced semiconductors [Yahoo Finance]. The company reported strong Q1 2026 sales of $5.84 billion (up 24% year-over-year) and raised its full-year industry equipment spending forecast to $140 billion, driven by surging demand for AI chip production equipment [Yahoo Finance]. With a market cap of $341.9 billion, revenue of $18.4 billion, and exceptional profitability metrics (29% net margin, 54% ROIC), Lam sits at the center of the global AI infrastructure buildout [Yahoo Finance] [Sentinellis calculation].
Lam Research is in exceptionally strong financial shape with outstanding profitability and zero net leverage.
Sentinellis-score
10/10
Financieel gezond
Marktkapitalisatie
$341,9B
Omzet (12 maanden)
$18,4B
Uitleg
Hoe wij deze cijfers lezen
Begrijpelijke gidsen · geen account nodig
ROIC vs WACC Explained: How to Tell If a Company Actually Creates Value
What ROIC and WACC are, how to compute both, and why the spread between them is the single most important number in fundamental investing.
LezenPiotroski F-Score Explained: A 9-Point Financial Health Check (with a Live Apple Example)
What the Piotroski F-Score is, how to calculate all 9 criteria, and how to read the result. Plain English, with a real Apple walkthrough.
LezenAltman Z-Score Explained: Predicting Bankruptcy in 5 Minutes (with Real Examples)
What the Altman Z-Score is, the exact formula, how to read the result, and which version to use for manufacturers vs tech vs private companies.
LezenII · Recent nieuws
Wat de koers bewoog
6 berichten · gesorteerd op relevantie
- Macro2026-05-20
Semiconductor Equipment Stocks Powering the AI Chip Manufacturing Boom: Etching
Yahoo Finance
- Macro2026-05-20
LRCX Ups WFE View Amid AI Demand: Can It Lift Systems Revenues?
Yahoo Finance
- Macro2026-05-20
Lam Research and KLA Corporation Stocks Trade Down, What You Need To Know
Yahoo Finance
- Macro2026-05-20
Lam Research vs. Applied Materials: Which AI Chip Stock Has the Edge?
Yahoo Finance
- Macro2026-05-19
If You Can Only Buy 1 AI Stock for the Rest of 2026, Make It This One
Nasdaq
- Macro2026-05-20
Lam Research Opens Austria Lab to Advance Panel-Level Chip Packaging
GuruFocus
Premium · gratis met elk account
Lam's business is highly cyclical and tied to semiconductor industry capital spending cycles — any slowdown in chipmaker investments would directly compress revenue [Yahoo Finance]
Risico's
5
Kansen
6
Waarschuwingssignalen
2
Leiding
10
Nog 12 bevindingen in het volledige rapport — gratis met elk account.
Ontgrendel de volledige analyse van Lam Research Corp
Maak een gratis account voor het volledige AI-rapport met bronvermelding in de tekst.
- 5 risico's, 6 kansen en 2 waarschuwingssignalen — elk met zijn bron
- Meer dan 100 financiële cijfers met grafieken en vergelijkingen
- Volledige nieuwssamenvattingen met bronlinks
- Directie en beloning
- PDF-export voor offline
III · Vergelijkbare bedrijven
Misschien ook interessant
Zelfde sector · Technologie — of vergelijkbare financiële gezondheid
Op je volglijst zetten?