Promotions of the manufacturer of semiconductor equipment LAM Research NASDAQ: LRCX In 2025 in 2025. Below I will provide a detailed breakdown of important financial indicators in the report of the technological company. I will also analyze the prospects of the key growth driver: Nand memory. I will complete that I will give my general view of the Lam Research promotions.
Lam finance overshadows expectations
Lam Research today
As of 02/7/2025 20:00 on the Eastern
- 52-week range
- $ 68.87
▼
$ 113.00
- Dividend yield
- 1.12%
- P/e ratio.
- 25.01
- Value is valuable
- $ 95.72
In his last report, Lam Research Beat Erenings Erenings, both in the upper and lower line. In the fourth quarter, revenue increased by 16% to almost 4.4 billion dollars. The adjusted profit per share (EPS) increased by 21%, beating analysts moderately.
Immersion is deeper into key main indicators of the report also showed impressive improvements on several fronts. The adjusted gross profit of the company and the adjusted operating margin were ahead of the leadership, which it was stated in September. This did this at 50 basic points and 70 basic points from the middle of the leadership, respectively. The total income of the company from China has decreased significantly, even as the general revenue grows. The percentage of China’s income decreased by 6% to 31% as a whole. Korea’s income increased by 7% to 25% of the total. It is very important for the company to get away from China. Limitations of export to semiconductors and a trade war with the United States represent a risk.
In the current quarter, LAM predicts income to increase by almost 6% from 4 quarters of 2024. At the middle point, he also sees how the adjusted gross profit increases by 50 basic points and the adjusted operating margin, which is growing by 130 basic points.
Decoding Lama’s ambitions: deep immersion in growth drivers
LAM builds equipment for the phases of precipitation and etching of the production of semiconductors. The update of these steps in the production of semiconductors is vital to increase the performance of the chip. One of the important factors that LAM Research sees for growth in 2025 and beyond is a cycle of updating for Nand memory chips. The company produces key equipment used for the manufacture of Nand chips. It is also located on the front edge of the construction of the next generation necessary for the best nand chips. The company and analysts mentioned Nand 43 times in the call of income. It was much more than a mention of any other category of products, emphasizing its strategic significance.
Lam claims that two -thirds of the industries withstood equipment for the manufacture of Nand memory in the established base. To build higher performance chips, the equipment must be updated. In general, the company said that NAND expenses “remained at muffled levels.” However, she mentioned that the impulse was strong for his new product to create Nand.
A look at some comments of Nand manufacturers can give an idea of what should be for LAM research in this space. For example, Samsung Electronics OTCMKTS: SSNLF He said that this reduces the share of “outdated products in Nanda against the background of limited bits growth.” However, he does this to optimize his portfolio on the advanced nodes of QLC SSD Nand. Triple level technology.
Another Nand, SK Hynix manufacturer, says that he sees an increase in demand in adolescence in adolescence in 2025. However, in the first quarter of 2025, he sees that “a high percentage of Nand supply.” Well, however, the PC and mobile applications are still a large share of Nand sales.
Reasonable patience: assessment of the value and potential of the Lama
Lam Research Marketrank ™ Analysis of Reserves
- General market ™
- 95th percentile
- Analyst rating
- Moderate purchase
- Breaking/disadvantage
- 16.3% growth
- Short level of interest
- Healthy
- The power of dividends
- Moderate
- Environmental assessment
- -0.64
- Mood news
- 1.31
- Insider trade
- N/a
- Professe Earnings growth
- 2.71%
See full analysis
Lam Research is currently trading with a forwarding price for profit (P/E) 22x. This moderately exceeds its average value over the past five years. On average, four prices tracked by Marketbeat published after the company’s income report implies growth during 10% of the shares. This assumption uses the sales price on February 7 in the middle of the day a little less than $ 83.
In general, the company’s results were impressive, and some comments from Nand manufacturers add the validity of the company’s statement that the update cycle was coming.
Nevertheless, it seems that this can happen closer to the second half of 2025. At the moment, I would like to see additional information to support the arrival of this renewal cycle. I believe that it is reasonable to wait until the following income reports for the works of Lam and Nanda appear before buying.
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