Lam Research Corporation (LRCX) – Raising TP based on robust demand in foundry and growth in memory segment

in , on February 28, 2021

On the foundry segment side spending remains robust. LRCX concluded 2020 with a record level of revenue dollars in this segment. The majority of the investments in the December quarter were concentrated  at the leading edge 7 and 5 nanometer nodes.

Highlights 

Valuation

– Enterprise Value
– CrispIdea Forecast
– Economic Value Added Analysis
– Discounted Cash Flow Analysis
– P/E Analysis
– Peer Valuation
– CrispIdea Forecast Relative to Consensus
– Consensus History and Surprise
– Consensus Momentum

Actual & Historical Performance

– Income Statement
– Balance Sheet
– Cash Flow
– 10 Year Historical Performance
– Ratio Analysis
– Du Pont Analysis
– ROIC & ROCE Analysis
– Segment Performance
– Key Metrics
– M&A Deals

Peer Performance

– Summary
– Profitability
– Growth
– Price Performance

Ownership 

Stock Price Performance 

CrispIdea Coverage 

No of Pages : 36

Release Information

  • Price
    :

    $99.00

  • Released
    :

    February 28, 2021

  • Last Updated
    :

    March 1, 2021