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LRCX

Lam Research

$191.11

-12.69 (-6.23%)

11:19
04/19/18
04/19
11:19
04/19/18
11:19

Lam Research CEO says guidance implies 'solid' year-over-year growth

Lam Research CEO Martin Anstice said overall secular and cyclical demand trends are strong, which is "getting lost in translation" amid the "ebbs and flows" of short-term trends. Anstice is being interviewed on CNBC.

  • 07

    Jun

LRCX Lam Research
$191.11

-12.69 (-6.23%)

04/18/18
STFL
04/18/18
NO CHANGE
Target $295
STFL
Buy
Lam Research post-earnings pullback a buying opportunity, says Stifel
Stifel analyst Patrick Ho recommends investors use the post-earnings pullback in Lam Research shares as an opportunity to buy as he noted that the company reported Q3 earnings that exceeded expectations and also provided an outlook ahead of his and consensus' forecasts, leading him to raise his estimates following the call. He attributes two reasons for the after-hours selloff: the stock's rally into the earnings call and some "sell the news" effect along with a shipment outlook and commentary that may have emboldened bears who think we are at the peak of the cycle, particularly on the memory front. However, he remains "steadfast" in the view that the market is not at or near an overcapacity situation, Ho tells investors. He raised his price target on Lam shares to $295 from $260 and keeps a Buy rating on the stock.
04/18/18
STFL
04/18/18
NO CHANGE
STFL
Lam reiteration of WFE view not a negative sign, says Stifel
Stifel analyst Patrick Ho acknowledged that Lam Research (LRCX) did not provide any significant "new" news related to 2018 wafer fab equipment spending and reiterated its previous guidance of low double-digit year-over-year growth with only a modest change in mix. However, this reiteration is not a negative sign on the current environment or 2018 as a whole, said Ho, who advises using any selloff in the group following Lam's report as a buying opportunity. He continues to prefer Applied Materials (AMAT) and MKS Instruments (MKSI) as his most preferred names in Semiconductor Capital Equipment, while also having Buy ratings on Lam Research and Entegris (ENTG).
04/18/18
EVER
04/18/18
NO CHANGE
EVER
Outperform
ASML share pullback will be short-lived, says Evercore ISI
Evercore ISI analyst C.J. Muse thinks the pullback in Semiconductor Equipment stocks following the earnings reports from ASML (ASML) and Lam Research will be short-lived. ASML posted an "excellent" quarter with an improved 2018 outlook on better demand driven by memory, Muse tells investors in a research note. The company remains favorite of the analyst's with an Outperform rating and EUR 200 price target.
04/19/18
ARGS
04/19/18
NO CHANGE
Target $235
ARGS
Buy
Lam Research stock weakness is a 'buying opportunity', says Argus
Argus analyst Jim Kelleher kept his Buy rating and $235 price target on Lam Research, saying yesterday's 5% decline in the stock price was less about the company's Q3 earnings and more about investors' concerns with memory pricing trends. The analyst contends however that while companies with exposure to memory have traded softly this year on concerns with cratering NAND prices, his analysis suggests "more of a mix shift toward high-capacity drives than a steep NAND price decline." Kelleher believes that yesterday's stock price decline presented a buying opportunity.

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OHGI

One Horizon Group

$0.18

-0.0088 (-4.63%)

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CYTX

Cytori Therapeutics

$0.41

-0.033 (-7.38%)

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NEM

Newmont Mining

$31.56

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  • 23

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CB

Chubb

$139.87

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VTVT

vTv Therapeutics

$0.80

0.0096 (1.21%)

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VYGR

Voyager Therapeutics

$18.21

-0.27 (-1.46%)

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GNRC

Generac

$57.99

-0.02 (-0.03%)

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GBNK

Guaranty Bancorp

$30.20

-0.5 (-1.63%)

, IBTX

Independent Bank

$67.60

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HRS

Harris

$164.33

1.685 (1.04%)

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PMBC

Pacific Mercantile Bancorp

$9.25

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  • 07

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WSC

WillScot

$17.10

-0.05 (-0.29%)

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DTEA

DAVIDsTEA

$2.50

-0.9 (-26.47%)

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NYT

New York Times

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, EXPE

Expedia

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$23.45

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EXPE

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IBTX

Independent Bank

$67.60

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, GBNK

Guaranty Bancorp

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MPC

Marathon Petroleum

$83.37

1.44 (1.76%)

, ANDV

Andeavor

$154.80

2.19 (1.44%)

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Conference/Events
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ANDV

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$154.80

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  • 24

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EPRT

Essential Properties Realty Trust

$14.49

-0.015 (-0.10%)

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BBSI

Barrett Business

$63.67

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SIGA

Siga Technologies

$7.25

0.5 (7.41%)

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  • 27

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SPY

SPDR S&P 500 ETF Trust

$292.03

-0.1774 (-0.06%)

, USO

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$14.95

0.145 (0.98%)

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SPDR S&P 500 ETF Trust

$292.03

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$14.95

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GLD

SPDR Gold Trust

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FXE

Euro Currency Trust

$112.55

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CurrencyShares Canadian Dollar Trust

$76.37

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