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LRCX

Lam Research

$297.79

-2.24 (-0.75%)

06:05
01/10/20
01/10
06:05
01/10/20
06:05

Lam Research upgraded to Buy from Neutral at BofA

BofA upgraded Lam Research to Buy from Neutral.

  • 29

    Jan

LRCX Lam Research
$297.79

-2.24 (-0.75%)

11/21/19
11/21/19
DOWNGRADE

Fly Intel: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. KLA-Tencor (KLAC), Applied Materials (AMAT), and Lam Research (LRCX) were downgraded to Sell from Neutral at UBS. 2. AMD (AMD) downgraded to Market Perform from Outperform at Northland with analyst Gus Richard saying AMD shares are now ahead of the company's fundamentals. 3. Cubic (CUB) downgraded to Neutral from Overweight at JPMorgan with analyst Mark Strouse saying the company reported "mixed" fiscal Q4 results with disappointing EBITDA on stronger than expected revenue. 4. Carnival (CCL) downgraded to Hold from Buy at SunTrust with analyst Charles Scholes citing his analysis of booking trends data, noting that while volumes have improved over the past 8 weeks, the demand is driven by pricing cuts and is targeting mainly the sailings which had been impacted by the September hurricane. 5. MacroGenics (MGNX) downgraded to Underweight from Equal Weight at Morgan Stanley with analyst David Lebowitz saying based on recent data, he believes that margetuximab might be approvable, but that the drug probably has a limited market opportunity. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
11/25/19
KEYB
11/25/19
NO CHANGE
Target $313
KEYB
Overweight
Lam Research price target raised to $313 from $261 at KeyBanc
KeyBanc analyst Weston Twigg raised his price target for Lam Research to $313 from $261. In a research note to investors, Twigg says that he maintains high conviction regarding Lam's outperformance as tailwinds accelerate based on fundamental drivers, strong execution and recent conversations with the company's CFO. He keeps an Overweight rating on the shares.
12/11/19
12/11/19
NO CHANGE

Citi remains long Semiconductor Capital Equipment stocks into 2020
Citi analyst Atif Malik remain long Semiconductor Capital Equipment stocks into 2020. The analyst says a cycle recovery is half way through his expected peak in 2021 based on year-over-year monthly equipment billings projected through the year-end. Further, his wafer fabrication equipment model for 2020 and 2021 remains above consensus. Despite a strong run this year, the group's valuation on 2021 peak earnings power looks attractive, Malik tells investors in a research note. His top large cap and SMID buy-rated equipment picks are Lam Research (LRCX) and MKS Instruments (MKSI).
12/17/19
NOMU
12/17/19
NO CHANGE
NOMU
Buy
Nomura Instinet optimistic about semiconductor growth heading into 2020
2020 could be a year of recovery for semiconductors and semiconductor equipment, Nomura Instinet analyst David Wong tells investors in a research note. The analyst is projecting semiconductor industry sales growth of 8% and he thinks that wafer processing equipment sales could rise 11% in 2020. Wong continues to be selective in his stock picks, however. The analyst reiterates Buy ratings on AMD (AMD), Intel (INTC), Applied Materials (AMAT) and KLA-Tencor (KLAC). He maintains Neutral ratings on Texas Instruments (TXN), Analog Devices (ADI), Micron (MU), Nvidia (NVDA) and Lam Research (LRCX).

TODAY'S FREE FLY STORIES

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MSFT

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SFTBY

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, SFTBF

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  • 12

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EGLE

Eagle Bulk Shipping

$4.25

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  • 16

    Feb

SMUUY

Siam Commercial Bank

$0.00

(0.00%)

13:39
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Downgrade
Siam Commercial Bank rating change  »

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SMUUY

Siam Commercial Bank

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SMUUY

Siam Commercial Bank

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SMUUY

Siam Commercial Bank

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CNVVY

ConvaTec

$0.00

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Downgrade
ConvaTec rating change  »

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KSU

Kansas City Southern

$166.57

4.77 (2.95%)

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CRM

Salesforce

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  • 16

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ATDRY

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$0.00

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AIOSF

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LGDDF

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WPP

WPP

$66.38

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Downgrade
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WTKWY

Wolters Kluwer

$0.00

(0.00%)

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Downgrade
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CIOXY

Cielo

$0.00

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12:43
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Downgrade
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  • 28

    Jan

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