Piper Jaffray Remains Bullish on Lam Research (LRCX) Following Investor Meetings
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Lam Research (LRCX) Raises Model Yet Again at Analyst Meeting; Cowen Reaffirms at 'Outperform'
July 14, 2015 4:35 PM EDTCowen and Company affirms Lam Research (Nasdaq: LRCX) with an Outperform rating and $98 price target following today's 2015 Analyst and Investor day.
Analyst Tim Arcuri offered the following key takeaway from the event: In keeping w/LRCXs well-laid track record, the company showed that it again achieved prior targets and raised its model yet again, essentially giving us ANOTHER $1/share in EPS relative to last year. For any company besides LRCX, these increases should be met with... More
Lam Research (LRCX) Guides FY17, FY18 adj.-EPS; Guides FY15/16 EPS, Revs with WFE
July 14, 2015 2:39 PM EDTLam Research (NASDAQ: LRCX) sees FY17 adjusted EPS of $7 - $7.75 and FY18 adjusted EPS of $8 - $8.75, according to Bloomberg headlines.
UPDATE - The company also sees FY17/18 revenue of about $6.5 - $7 billion with WFE at about $35 billion and $7 - $7.5 billion with WFE... More
Logic, Analog Semiconductor Consolidation Seen Continuing by Moody's (KLAC) (LRCX)
July 13, 2015 11:21 AM EDTMerger and acquisition activity in the global semiconductor industry is set to continue, with deals centered around the logic and analog subsectors, Moody's Investors Service says in a new report.
"We expect further acquisitions in the semiconductor industry as companies seek to enter or improve their positions in faster-growing end markets such as automotive, datacenters, mobile devices and products with embedded Internet connectivity," says Senior Vice President, Richard Lane. "But most acquisitions will be valued at less than $1... More
