LRCX Tshuag: Lam Tshawb Nrhiav Ze Yuav Point

Lam Tshawb Nrhiav

LRCX

$14.87

2.99%

26%

IBD Kev Tshawb Xyuas Txog Tshuag

Shares tau tsim lub hauv paus hauv qab ntawm ib qho kev sib koom ua ke
Yuav taw tes yog 504.65, tab sis thaum ntxov nkag rau aggressive investor ntawm 498.94
Composite Rating yog qhov zoo tshaj plaws-ua tau 99; Tus txheeb ze lub zog ntsuas yog 79

Puas Ntsuam Xyuas

Kev Lag Luam Pawg Pawg

Hnub Txawv txawv

consolidation

* Tsis muaj cov ntaub ntawv tiag tiag-lub sijhawm. Txhua cov ntaub ntawv qhia tau raug ntes ntawm
12:34 PM EST rau
01 / 27 / 2023.

Lam Tshawb Nrhiav (LRCX) yog tus IBD Tshuag Ntawm Hnub Raws li cov tub ua lag luam saib dhau nws qhov tsis muaj zog nyob ze rau lub sijhawm ze rau kev txhim kho cov khoom siv semiconductor muag hauv ib nrab xyoo 2023. LRCX Tshuag poob rau hnub Friday.

Lub tuam txhab Fremont, Calif.-raws li lub tuam txhab lig Wednesday yeej Wall Street lub hom phiaj rau nws cov nyiaj txiag lub quarter thib ob tab sis tau coj cov kev xav hauv qab no rau lub sijhawm tam sim no. Tseem, LRCX cov khoom lag luam tau nce 1.9% hauv kev sib tham niaj hnub ua lag luam rau hnub Thursday.

Lam Kev Tshawb Fawb tau txais kev hloov kho $ 10.71 ib feem ntawm kev muag khoom ntawm $ 5.28 nphom hauv lub Kaum Ob Hlis. Wall Street tab tom nrhiav nyiaj khwv tau los ntawm $ 10.03 ib feem ntawm kev muag khoom ntawm $ 5.1 nphom. Raws li ib xyoos dhau ib xyoos, Lam khwv tau nce 26% thaum muag khoom nce 25%.

Rau lub Peb Hlis Lub Peb Hlis, Lam kwv yees kho cov nyiaj tau los ntawm $ 6.50 ib feem ntawm kev muag khoom ntawm $ 3.8 nphom. Qhov kev pom zoo ntawd tau qis dua Wall Street lub hom phiaj ntawm $ 7.78 ib feem ntawm cov nyiaj tau los hloov kho thiab $ 4.35 nphom hauv kev muag khoom. Lam txoj kev xav yuav txhais mus rau xyoo dhau ib xyoo poob ntawm 12% hauv cov nyiaj tau los thiab 6% hauv kev muag khoom.

LRCX Stock Nears Buy Point

Nyob rau hauv nruab nrab trading ntawm lub Tshuag lag luam hnub no, LRCX Tshuag poob 3% rau 482.88.

Lam tshawb fawb shares tau tsim lub hauv paus hauv qab nrog a muas point ua 504.65. Txawm li cas los xij, qhov kev txav siab tshaj nws hnub Thursday siab ntawm 498.66 tuaj yeem muab kev nkag mus rau cov tub ua lag luam nruj heev.

Cov kws tshuaj ntsuam tau hais tias Lam daim ntawv tshaj tawm nyiaj tau los kawg yog lub sijhawm los tshem tawm cov decks thiab rov ua dua qhov kev cia siab.

Ntawm lub rooj sib tham hu xov tooj nrog cov kws tshuaj ntsuam hnub Wednesday, Lam cov thawj coj tau hais tias cov neeg siv khoom, tshwj xeeb tshaj yog cov neeg tsim khoom nco-chip, tau ceev faj txog kev siv nyiaj. Hauv kev teb, Lam tshaj tawm cov phiaj xwm txiav 1,300 txoj haujlwm, lossis kwv yees li 7% ntawm nws cov neeg ua haujlwm. Nws kuj tau tshem tawm txog 700 txoj haujlwm ib nrab hnub thiab kev cog lus.

"Vim tias qhov kev poob qis hauv cov khoom siv wafer fabrication kev siv nyiaj xav tau nyob rau xyoo 2023, peb tab tom ua cov kauj ruam kom txo qis peb cov qauv nqi thiab ua kom muaj txiaj ntsig zoo thoob plaws peb lub ntiaj teb hneev taw, thaum khaws cia R&D tseem ceeb," Tus Thawj Coj Tim Archer tau hais hauv ib tsab ntawv. xov xwm tso tawm.

Phab ntsa Street Optimistic Txog Lam Tshawb Fawb

Tsis muaj zog hauv wafer fabrication khoom siv yog tam sim no luv nqi rau hauv LRCX Tshuag, Mizuho Securities tus kws tshuaj ntsuam Vijay Rakesh tau hais hauv tsab ntawv rau cov neeg siv khoom. Lam yog qhov chaw zoo rau qhov muaj peev xwm thim rov qab hauv kev lag luam nti iav hauv ib nrab xyoo, nws hais.

Kev txhim kho hauv lub cim xeeb thiab cov khoom lag luam chips nyob rau tom qab ib nrab ntawm lub xyoo tuaj yeem yog qhov sib tw rau LRCX Tshuag, nws hais ntxiv.

Rakesh rov hais dua nws qhov kev yuav khoom ntawm Lam Tshawb Fawb Tshuag thiab tsa nws lub hom phiaj rau 525 los ntawm 500.

Jefferies kws tshuaj ntsuam Mark Lipacis khaws nws qhov kev yuav khoom ntawm LRCX Tshuag thiab nce nws lub hom phiaj rau 565 los ntawm 525.

"Feem ntau lub sijhawm zoo tshaj plaws los ua kom tau nyiaj muaj cov khoom lag luam ib nrab yog thaum cov khoom lag luam thib ob cuam tshuam - hais tias lwm txoj hauv kev, thaum txhua yam mus los ntawm 'tsis zoo' mus rau 'phem," Lipacis tau hais hauv daim ntawv. "Qhov no yog qhov peb ntseeg tias LRCX yog tam sim no."

LRCX Tshuag yog nyob ntawm IBD Tech Leaders stock list thiab IBD Big Cap 20 sau.

Ua raws li Patrick Seitz ntawm Twitter ntawm @IBD_PSeitz rau cov dab neeg ntxiv ntawm cov neeg siv khoom thev naus laus zis, software thiab cov khoom lag luam semiconductor.