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  • Change: -0.69%
$42.33 -0.78 (-1.81%)
2/10/2012 4:00 PM

Lam Research Corp (NASDAQ:LRCX)

CAPS Rating: 4 out of 5

Design, manufacture, market, and service semiconductor processing equipment used in the fabrication of integrated circuits and are recognized as a major supplier of such equipment to the semiconductor industry.

Current Price $42.33 Mkt Cap $5.24B
Open $42.60 P/E Ratio 7.30
Prev. Close $43.11 Div. (Yield) N/A (N/A)
Daily Range $42.09 - $42.71 Volume 1,801,487
52-Wk Range $34.81 - $59.10 Avg. Daily Vol. 0

Caps

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All Players

344 Outperform
26 Underperform
 

All-Star Players

138 Outperform
5 Underperform
 

Wall Street

19 Outperform
1 Underperform
 

Top LRCX Bull/Bear Pitches

The best Bull and Bear pitches based on recency and number of recommendations.

MagicDiligence (85.77)
Submitted March 02, 2011

Lam Research (LRCX) is a semiconductor equipment supplier, one of several currently on the Magic Formula Investing (MFI) screens. Lam focuses on two particular parts of the manufacturing process: etch and clean. The company uses a highly outsourced… More

Top Bear Pitch

There are no pitches that meet the Top Bear criteria. Explain

If this upsets you, start recommending pitches below!

LRCX VS S&P 500 (SPY)

Fools bullish on LRCX are also bullish on:

Recent Community Commentary

Read the most recent pitches from players about LRCX.

Recs

0
Member Avatar cibient (89.47) Submitted: 9/28/2011 1:08:04 PM : Outperform Start Price: $38.37 LRCX Score: -4.50

MFI top 50 screener match. The broad thinking is that semis are entering a cyclical downturn, so P/Es are extremely low across the board (as evidenced by Trailing P/E 6.6, Forward P/E 10). But LRCX has a ton of cash on hand to weather the downturn.

EV/EBITDA = 3.8, $2B of cash on hand with only $750M of LT debt.

Cons: 3.8% of the float is sold short, no insider buying.

Recs

0
Member Avatar ipsiety (26.59) Submitted: 7/12/2011 10:44:48 AM : Outperform Start Price: $43.10 LRCX Score: -3.65

Low P/E
545m cash and 17m LTdebt
Recovering sales
P/FCF=7.5
P/S=1.6
PEG=0.9

Recs

0
Member Avatar 2win (< 20) Submitted: 6/9/2011 8:19:25 PM : Outperform Start Price: $44.94 LRCX Score: -10.08

10 of 10 at moneycentral stockscouter.

Leaderboard

Find the members with the highest scoring picks in LRCX.

Score Leader

Ironbob

Ironbob (73.15) Score: +86.43

I would like to thank the members of the academy...

Top
Pick
Member Name Member
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
Index
Gain
Score Commentary
This player feels very strongly about this pick and has marked it a Top Pick. Top Picks do not affect a player’s score. Ironbob 73.15 11/17/2008 Outperform 3Y $17.32 +144.40% +57.97% +86.43 0 Comment
DustinCody 99.31 10/24/2008 Outperform NS $18.32 +131.06% +60.02% +71.03 0 Comment
bryan5star 97.17 12/3/2008 Outperform NS $18.68 +126.61% +65.29% +61.32 0 Comment
ckonetwo 95.16 12/1/2008 Outperform 3Y $19.84 +113.36% +57.62% +55.74 0 Comment
iimcm 66.02 1/5/2009 Outperform 5Y $21.62 +95.79% +47.72% +48.07 0 Comment
SOdiorne 72.77 12/23/2008 Outperform NS $20.76 +103.90% +58.78% +45.12 0 Comment
fraulik 95.31 12/11/2008 Outperform 1Y $21.39 +97.90% +53.94% +43.95 0 Comment
Lightstrider 96.06 10/10/2008 Outperform NS $21.37 +98.08% +58.89% +39.19 0 Comment
johnreaganmoore 98.30 1/7/2009 Outperform NS $22.62 +87.14% +48.96% +38.18 0 Comment
vilen 86.61 2/9/2009 Outperform 1Y $21.67 +95.34% +57.23% +38.10 0 Comment

Wall Street

See what the Wall Street professionals think, according to their public statements and filings.

Player Name Player
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
S&P
Gain
Score End Date Commentary
TrackNeedham 92.52 12/15/2011 Outperform NS $38.43 +10.15% +9.21% +0.94 0 Comment
TrackDeutscheSec 90.44 11/29/2011 Outperform NS $37.79 +12.01% +11.92% +0.09 0 Comment
TrackGoldmanSach 69.32 5/24/2011 Outperform 5Y $45.55 -12.10% -8.24% -3.86 10/20/2011 @ $40.04 1 Comment
TrackStandpoint 97.08 5/4/2011 Outperform NS $48.19 -12.16% -0.96% -11.20 0 Comment
TrackDavidTepper 73.19 9/30/2010 Outperform NS $41.85 +1.15% +18.86% -17.71 0 Comment
TrackUBS 93.35 3/4/2010 Outperform NS $35.41 +19.54% +19.49% +0.06 0 Comment
TrackCarisandCo 88.70 10/22/2009 Outperform NS $36.86 +14.84% +24.19% -9.35 0 Comment
TrackBarclaysCap 93.36 10/14/2009 Outperform NS $38.51 +9.92% +25.12% -15.20 0 Comment
TrackCreditSuiss 92.69 10/10/2009 Outperform NS $35.23 +20.15% +25.99% -5.84 0 Comment
TrackOppenheimer 79.13 4/14/2009 Outperform NS $25.90 +63.44% +59.66% +3.77 0 Comment
TrackHillman 90.41 2/27/2009 Outperform 1Y $19.76 +114.22% +84.72% +29.50 2 Comments
TrackCreditSuiss 92.69 1/29/2009 Underperform NS $21.72 +25.09% +3.68% -21.41 7/6/2009 @ $27.17 0 Comment
TrackSoleil 95.79 9/19/2008 Outperform NS $33.38 +26.81% +8.33% +18.48 0 Comment
TrackCreditSuiss 92.69 7/1/2008 Outperform NS $36.72 -49.43% -29.35% -20.08 10/23/2008 @ $18.57 0 Comment
TrackBroadpointAmTech 90.31 4/17/2008 Outperform NS $42.52 -0.45% +2.02% -2.46 0 Comment
TrackSchneider < 20 3/31/2008 Outperform NS $38.22 +9.50% -13.42% +22.92 9/30/2010 @ $41.85 1 Comment
TrackLehmanBros 86.48 1/7/2008 Outperform NS $40.42 +4.73% -1.26% +5.98 0 Comment
TrackDreman 90.16 12/31/2007 Outperform NS $43.23 -2.08% -4.23% +2.14 2 Comments
TrackHillman 90.41 12/31/2007 Outperform NS $43.23 -53.83% -40.31% -13.52 12/4/2008 @ $19.96 4 Comments
TrackSoros 92.67 9/30/2007 Outperform NS $53.26 -20.52% -7.74% -12.78 1 Comment
TrackCarisandCo 88.70 7/25/2007 Outperform NS $56.59 -61.62% -43.37% -18.25 1/29/2009 @ $21.72 0 Comment
TrackBearStearns 94.76 4/16/2007 Outperform NS $52.35 -19.14% -2.59% -16.55 0 Comment
TrackHSBC < 20 4/12/2007 Outperform NS $50.98 -16.97% -1.18% -15.79 0 Comment
TrackStifel 96.18 4/4/2007 Outperform NS $48.47 -12.67% -1.15% -11.52 0 Comment
TrackBroadpointAmTech 90.31 2/6/2007 Outperform NS $46.21 -13.33% -1.71% -11.62 1/8/2008 @ $40.05 0 Comment
TrackMatrix 92.79 1/22/2007 Outperform NS $47.68 -11.22% -0.32% -10.90 0 Comment
TrackNeedham 92.52 1/18/2007 Outperform NS $48.00 +18.02% -7.11% +25.13 3/31/2011 @ $56.65 0 Comment
TrackJimCramer 78.17 12/20/2006 Underperform 3W $50.55 -16.26% +0.37% +16.63 0 Comment
TrackHSBC < 20 10/24/2006 Outperform NS $49.85 +3.49% +1.43% +2.06 12/3/2006 @ $51.59 0 Comment
TrackUBS 93.35 10/12/2006 Outperform NS $48.48 -37.11% -13.08% -24.03 9/16/2008 @ $30.49 0 Comment
TrackJimCramer 78.17 10/11/2006 Outperform 3W $48.12 +5.05% +5.45% -0.40 12/21/2006 @ $50.55 0 Comment

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