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Opinions Darren Sissons
Lam Research CorpLRCXDON'T BUYMay 11, 2018
$201.55
Stock price when the opinion was issued
$389.30
As of Jun 18, 2026. Market Open.
Technology
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TOP PICK
Will benefit from the US chips act. He targets $680; can buy at $570 and $540.
(Analysts’ price target is $710.17)
Kim BoltonOwned
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BUY
It has free cash flow geneation given revenues without heavy leverage exposure. A quality name.
Joe TerranovaOwned
Technology
BUY
Shares have bottomed and the balance sheet is strong. The worst has passed and is now an opportunity.
Joe TerranovaOwned
Technology
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BUY
LRCX vs. AMAT Semis are in a structural, secular bull market. Most economically sensitive part of tech. Both are attractive. He owns LRCX, but he could own either. LRCX has pulled back 10% off the highs but is making a turn. Expects demand to continue to be pretty robust, especially as the size is moving down and we need more capacity.
David BurrowsOwned
Technology
The Chinese are attempting to build their own semi-conductor facility and they need to buy the equipment – this company is who they would buy from. This new demand has caused sales to sky-rocket. The question is, will this sales growth continue. He expects some increased competition in prices so these valuations are at their stretch point. He would prefer to buy at the bottom of the cycle rather than at the peak.