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LRCX

Lam Research

$210.55

2.91 (1.40%)

06:05
09/03/19
09/03
06:05
09/03/19
06:05

Lam Research upgraded to Outperform from In Line at Evercore ISI

Evercore ISI analyst C.J. Muse upgraded Lam Research to Outperform from In Line and raised his price target for the shares to $250 from $195.

  • 10

    Sep

LRCX Lam Research
$210.55

2.91 (1.40%)

07/21/19
GSCO
07/21/19
UPGRADE
Target $231
GSCO
Buy
Lam Research upgraded to Buy on improved WFE spending view at Goldman Sachs
Goldman Sachs analyst Toshiya Hari upgraded Lam Research (LRCX) to Buy from Neutral, citing his belief that meaningful capex cuts and production adjustments from memory chip makers, coupled with recent supply-side disruptions, will result in an improvement in memory supply/demand sooner than previously expected and drive higher levels of Wafer Fab Equipment spending in 2020. The analyst, who now forecasts the WFE market to grow 7% -year-over-year in 2020 compared to his prior assumption of it being flat, still noted he sees downside to Street estimates for the second half and for calendar year 2020. Hari, who raised his 2020 WFE assumptions in both NAND and DRAM, increased his price target on Lam shares to $231 from $197. Hari also upgraded Applied Materials (AMAT) to Conviction Buy from Neutral and raised his rating on KLA-Tencor (KLAC) to Neutral from Sell, citing similar grounds.
08/01/19
KEYB
08/01/19
NO CHANGE
Target $252
KEYB
Overweight
Lam Research price target raised to $252 from $236 at KeyBanc
KeyBanc analyst Weston Twigg raised his price target for Lam Research to $252 from $236 after the company posted "good" Q4 results but issued soft Q1 guidance as near-term demand from memory customers remained weak. Still, the analyst notes that recent NAND trends are positive, and says his conviction in a 2020 demand recovery has increased. He reiterates an Overweight rating on the shares.
08/05/19
SBSH
08/05/19
NO CHANGE
Target $240
SBSH
Buy
Citi adds 'positive catalyst watch' on Lam Research into flash summit
Citi analyst Atif Malik added a "positive catalyst watch" on shares of Lam Research heading into Flash Memory Summit, which begins on August 6. The analyst expects memory data points to be "incrementally positive," particularly NAND, at the show. He believes the NAND price outlook is improving and keeps a Buy rating on Lam with a $240 price target.
08/08/19
GSCO
08/08/19
NO CHANGE
GSCO
Memory summit reinforces Goldman view that NAND pricing set to improve
After attending the Flash Memory Summit on August 6 and 7, Goldman Sachs analyst Mark Delaney said his meetings and talks with industry participants reinforced his view that NAND pricing is already showing signs of improvement and increased his confidence that blended NAND pricing will be up sequentially in the fourth quarter. Meanwhile, he still thinks DRAM pricing is likely to fall in the near-term, but said the rate of Q4 decline could be "somewhat less severe" than he previously expected. Delaney has a Buy rating on Micron (MU), a Neutral rating on Western Digital (WDC) and a Buy rating on Lam Research (LRCX), which he believes is well-positioned to benefit from continued scaling in NAND.

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MDR

McDermott

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STX

Seagate

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NLSN

Nielsen

$22.45

-0.13 (-0.58%)

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BX

Blackstone

$52.93

-0.57 (-1.07%)

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RUBI

Rubicon Project

$9.36

-0.05 (-0.53%)

, TLRA

Telaria

$8.03

-0.195 (-2.37%)

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Rubicon Project

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Telaria

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TTD

Trade Desk

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-3.72 (-1.75%)

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FDX

FedEx

$149.76

-23.77 (-13.70%)

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Conference/Events
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SOLO

ElectraMeccanica

$2.40

0.04 (1.69%)

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UN

Unilever; also tag UL

$60.45

0.01 (0.02%)

, PG

Procter & Gamble

$121.47

0.32 (0.26%)

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UN

Unilever; also tag UL

$60.45

0.01 (0.02%)

PG

Procter & Gamble

$121.47

0.32 (0.26%)

UL

Unilever; also tag UN

$61.51

0.05 (0.08%)

RBGLY

Reckitt Benckiser

$0.00

(0.00%)

HENKY

Henkel

$0.00

(0.00%)

LRLCY

L'Oreal

$0.00

(0.00%)

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NRC

National Research Corporation

$63.59

1.59 (2.56%)

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FB

Facebook

$188.14

0.01 (0.01%)

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Twitter

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Snap

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$NSD

NASDAQ Market Internals

$0.00

(0.00%)

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$NYE

NYSE Market Internals

$0.00

(0.00%)

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NYSE market internals summary »

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TYL

Tyler Technologies

$259.19

-0.47 (-0.18%)

13:15
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Conference/Events
Tyler Technologies management to meet with Needham »

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BRKR

Bruker

$43.21

0.34 (0.79%)

13:14
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Conference/Events
Bruker management to meet with Needham »

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  • 23

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RST

Rosetta Stone

$18.99

-0.22 (-1.15%)

13:13
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Conference/Events
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  • 24

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CYRX

Cryoport

$17.92

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CYRX

Cryoport

$17.92

0.17 (0.96%)

, GILD

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$86.46

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