Lam Research Overtakes 50-Day Moving Average: How to Play the Stock?

Zacks12-17

Lam Research Corporation LRCX has recently overtaken its 50-day moving average. This upward movement indicates a potential shift in sentiment as buyers step in, reflecting optimism about the company’s...

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This upward movement indicates a potential shift in sentiment as buyers step in, reflecting optimism about the company’s...</p>\n\n<a href=\"https://finance.yahoo.com/news/lam-research-overtakes-50-day-124300274.html\">Source Link</a>\n\n</div>\n","source":"yahoofinance","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Lam Research Overtakes 50-Day Moving Average: How to Play the Stock?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLam Research Overtakes 50-Day Moving Average: How to Play the Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-17 20:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/lam-research-overtakes-50-day-124300274.html><strong>Zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Lam Research Corporation LRCX has recently overtaken its 50-day moving average. This upward movement indicates a potential shift in sentiment as buyers step in, reflecting optimism about the company’s...</p>\n\n<a href=\"https://finance.yahoo.com/news/lam-research-overtakes-50-day-124300274.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE0005OL40V9.USD","symbol_name":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","start_time":0,"source_url":"https://finance.yahoo.com/news/lam-research-overtakes-50-day-124300274.html","article_id":"2492396800","we_media_id":null,"thumbnails":["https://s.yimg.com/uu/api/res/1.2/mYQcKrBErD723LN8P5V9xQ--~B/aD00MDA7dz02MzU7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/zacks.com/d87cc8e5693753ce8e232e0a527e4885"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2492396800","pubTimestamp":1734439380,"columns":[],"sourceInfo":{"source_id":"yahoofinance","name":"雅虎金融"},"weMediaInfo":null,"summary":"Lam Research Corporation LRCX has recently overtaken its 50-day moving average. This upward movement indicates a potential shift in sentiment as buyers step in, reflecting optimism about the company’s positioning within the semiconductor recovery cycle. The 50-day breakout often signals strength in the stock’s short-term momentum, making it a significant development for investors monitoring Lam Research’s performance.The latest breakout follows the recent upward momentum in LRCX stock. Shares of Lam Research have risen 10.3% over the past month, outperforming the Zacks Computer and Technology sector’s gain of 6% and the S&P 500 index’s return of 3.1% over the same time frame.The Zacks Consensus Estimate projects continued growth, with Lam’s revenues expected to rise 15.6% in fiscal 2025 and an additional 8.5% in fiscal 2026. Non-GAAP EPS is also anticipated to grow by double digits, signaling a solid recovery for the company’s top and bottom lines.In the logic segment, Lam’s tools are ","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","BK4581":"高盛持仓","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","BK4519":"光伏太阳能","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","HBM":"HudBay Minerals Inc","03165":"华夏欧优股对冲","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","BK4567":"ESG概念","AEIS":"先进能源工业公司","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4588":"碎股","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","LRCX":"拉姆研究","BK4585":"ETF&股票定投概念","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","GAA":"Cambria Global Asset Allocation ETF","IE00B7SZL793.SGD":"Legg Mason Royce - US Small Cap Opportunity A Acc SGD-H","LU0082616367.USD":"摩根大通美国科技A（dist）","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU1917777945.USD":"安联专题基金Cl AT Acc","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","ASML":"阿斯麦","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU0444971666.USD":"天利全球科技基金","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","BK4168":"多种金属与采矿","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00B19Z4B17.USD":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY \"A\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU1069347547.HKD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (HKD) INC","KLAC":"科磊","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC"},"translate_title":"Lam Research超越50日均线：该股如何玩？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AEIS":1,"ASML":1,"LRCX":1,"KLAC":1,"GAA":1,"HBM":1,"03165":0.6},"content_text":"Lam Research Corporation LRCX has recently overtaken its 50-day moving average. This upward movement indicates a potential shift in sentiment as buyers step in, reflecting optimism about the company’s positioning within the semiconductor recovery cycle. The 50-day breakout often signals strength in the stock’s short-term momentum, making it a significant development for investors monitoring Lam Research’s performance.\n50-Day Moving Average Signals Upward Momentum\nImage Source: Zacks Investment Research\nThe latest breakout follows the recent upward momentum in LRCX stock. Shares of Lam Research have risen 10.3% over the past month, outperforming the Zacks Computer and Technology sector’s gain of 6% and the S&P 500 index’s return of 3.1% over the same time frame.\n1-Month Price Return Performance\nImage Source: Zacks Investment Research\nDespite broader market volatility, Lam Research’s technical recovery highlights renewed confidence, driven by its robust financials and long-term growth catalysts in memory, logic and high-performance computing (HPC) markets. For investors wondering how to approach the stock, holding it appears to be the most prudent strategy at this juncture.\nStrong Financial Results Underpin LRCX’s Long-Term Stability\nLam Research’s recent earnings results reinforce its financial resilience. In the first quarter of fiscal 2025, the company reported revenue growth of 19.7% year over year to $4.17 billion. Non-GAAP earnings per (EPS) share surged by 28.4% to 86 cents, surpassing analyst expectations. This robust start to fiscal 2025 reflects Lam Research’s ability to navigate a challenging macroeconomic landscape while maintaining profitability through cost management and operational efficiency.\nThe Zacks Consensus Estimate projects continued growth, with Lam’s revenues expected to rise 15.6% in fiscal 2025 and an additional 8.5% in fiscal 2026. Non-GAAP EPS is also anticipated to grow by double digits, signaling a solid recovery for the company’s top and bottom lines.\nImage Source: Zacks Investment Research\nLRCX’s Key Growth Drivers: Memory and Logic Markets\nLam Research remains well-positioned to capitalize on the anticipated rebound in the memory and logic markets, two critical drivers for the semiconductor industry. Memory spending, particularly in DRAM and NAND technologies, is expected to pick up by late 2025, which will be a tailwind for Lam Research’s specialized etch and deposition tools. These technologies are vital for enabling higher-density memory chips, which are in increasing demand for artificial intelligence (AI), HPC and data center applications.\nThe company’s leadership in gate-all-around (GAA) transistors and high-bandwidth memory (HBM) solutions aligns well with the semiconductor industry’s evolving needs. As demand for advanced chips grows, Lam Research stands to benefit from rising capital expenditures by semiconductor manufacturers.\nIn the logic segment, Lam’s tools are essential for producing advanced logic chips used in 5G infrastructure, autonomous vehicles and AI platforms. The logic market’s sustained growth ensures a steady stream of opportunities for Lam Research in the years ahead.\nInnovation Anchors Competitive Advantage for LRCX\nLam Research’s technological innovation continues to differentiate it from competitors. Its Semiverse platform, which enables virtual simulations for semiconductor manufacturers, accelerates production cycles while reducing costs — a critical advantage in the highly competitive chipmaking landscape. This innovation enhances Lam’s market positioning as customers seek tools that improve efficiency and performance.\nLam Research’s advancements in HBM and etch technologies position it as a critical partner for chipmakers developing next-generation memory and logic solutions. As AI adoption accelerates, Lam’s portfolio will remain essential for enabling higher chip performance and energy efficiency.\nLam Research’s Attractive Valuation\nCurrently, Lam Research trades at a forward 12-month price-to-earnings (P/E) ratio of 20.81, significantly lower than the Zacks Electronics – Semiconductors industry average of 34.32. LRCX stock’s P/E multiple is also lower than its peers in the semiconductor space, including ASML Holding ASML, Advanced Energy Industries AEIS and KLA Corporation KLAC.\nImage Source: Zacks Investment Research\nAt present, ASML Holding, Advanced Energy Industries and KLA Corporation have a forward 12-month P/E ratio of 28.33, 25.2 and 21.01, respectively. This relatively lower valuation suggests that Lam stock could be undervalued, particularly considering its growth potential in AI and HPC markets.\nNear-Term Challenges Persist for Lam Research\nWhile Lam Research’s long-term prospects are strong, some near-term challenges warrant caution. One of the primary concerns is the potential for escalating U.S.-China trade tensions, which could impact its sales in China, a market that represents a significant portion of its revenues.\nIn the first quarter of fiscal 2025, approximately 37% of Lam Research’s revenues were generated in China. Given the ongoing restrictions on technology exports to China, Lam faces heightened risk should additional measures be imposed.\nThe semiconductor market’s cyclical nature poses a risk to Lam Research’s revenue consistency. NAND pricing pressures and the cautious capital spending among memory and logic clients could limit growth in the near term. Lam Research’s extensive reliance on these segments makes it vulnerable to cyclical downturns. However, as memory spending is projected to rebound by late 2025, the company may weather this period of reduced spending, but the short-term outlook remains uncertain.\nConclusion: Hold Lam Research Stock for Now\nLam Research’s breakout above its 50-day moving average signals improving momentum, backed by solid financial performance, innovation and positioning in high-growth markets like AI, memory and logic. While near-term headwinds such as trade tensions and cyclical pressures persist, the company’s discounted valuation and strong technological foundation provide a compelling reason to hold the stock.\nFor long-term investors, retaining Lam Research stock allows participation in the semiconductor industry’s recovery and future growth. As spending rebounds in the memory market and demand for advanced chips accelerates, Lam Research remains well-poised to capitalize on these trends, making it a stock worth holding for now. LRCX carries a Zacks Rank #3 (Hold) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.\nWant the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report\nKLA Corporation (KLAC) : Free Stock Analysis Report\nASML Holding N.V. (ASML) : Free Stock Analysis Report\nLam Research Corporation (LRCX) : Free Stock Analysis Report\nAdvanced Energy Industries, Inc. (AEIS) : Free Stock Analysis Report\nTo read this article on Zacks.com click here.\nZacks Investment Research","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2492396800"}