Is Lam Research ready for rally after bull income for Q1? News ad

Lam Research today

Lam Research Co. Promotive logo
$ 71.42 +0.52 (+0.73%)

As of 04.25.2025 21:00

52-week range
$ 56.32

$ 113.00

Dividend yield
1.29%

P/e ratio.
21.70

Value is valuable
$ 92.70

It is known that it is a cyclic industry from the very beginning, many semiconductor shares have significantly decreased since the summer of 2024. And as soon as some investors returned to technological actions, Deepseek and tariffs came to Put the ceiling on chips sharesPole but if a recent income report from Lam Research Corp. NASDAQ: LRCX Something means that this ceiling can be a floor that launches LRCX reserves, as well as the entire sector.

Lam Research introduced a strong income report, beating the assessment of analysts on the upper line and results. Revenue in the amount of 4.72 billion dollars. The United States was higher than an estimate of $ 4.64 billion. USA, 7% higher than in the previous quarter, and 24.5% higher than the annual year (per year). The main points included record income for the company’s foundry and Taiwan.

The news was equally positive in the end. Profit per share (EPS) in the amount of $ 1.04 according to estimates for $ 1. This number was 14% higher than in the previous quarter, and 35% higher than a year.

Lam Research is on the tip of a technical spear

Lam Research does not produce semiconductor chipsBut this does equipment that is invaluable for chips manufacturers. That is why there was so much interest in the income of the company – not only the results from the quarter that had just ended, but also what this will mean for the company’s results in the future.

At the moment, the leadership has reported at the conference that it expects the June quarter to continue a strong impulse. Some of the main points include:

  • Revenue of $ 5 billion at the middle point (plus or minus 300 million dollars).

  • $ 1.20 EPS at the middle point (plus or minus 10 cents).

  • The gross margin is 49.5% (plus or minus 1%).

  • The operating margin is 33.5% (plus or minus 1%).

It is worth noting that these targets read the record level of profitability and the highest operational profit of the company since the 1990s.

One of the reasons to believe that this growth is achievable is that the company’s income report did not show a significant rollback from China, which is 31% of the company’s income. Nevertheless, the leadership confirmed its expectations that its concentration in China would be lower in the annual calculus in 2025. This may mean a fall in income of about 700 million dollars.

Is the lamp is isolated from tariffs?

Lam Research Focate Today Today

Price forecast for 12 months:
$ 92.70
Moderate purchase
Based on 24 analysts ratings
The current price $ 71.42
High forecast $ 125.00
Average forecast $ 92.70
Low forecast $ 70.00

Lam Research Foducate Details Details

This is a question that almost every company will have to answer this season of income. Particular anxiety, since this is due to LAM research is the volume of production that the company does in Malaysia and Taiwan. In particular, whether there is a company in the United States in the United States in the United States to maintain a growing production area in the United States.

The company commented that it has “a long -standing strategy to put our opportunities close to our customers.” It also noted that “already“ has already shown the ability to be flexible and supply chain ”, our performance makes it clear that such a switch will not be a problem.

Technical data indicate the possibility of a breakthrough

Lam Research Co. (LRCX) Private diagram on Saturday, April 26, 2025

In 2025, the LRCX campaign decreased by about 7.7%, continuing the slide, which began in the summer of 2024. However, the recent rebound of the action is approaching the level reached in early April. At that time, this marked the ceiling, which is also closely connected with the price of the promotion at the beginning of the year and 50-day SMA. If the impulse of the shares extends it above this level, shares can have a new floor and a higher ceiling.

Analysts reduce their price target indicators from the moment of calling income, and the price range reflects constant uncertainty in the market. However Promotions remain moderate purchase With a consensus target price of $ 93.23, which will be 31%.

Before considering the LAM study, you will want to hear it.

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