Switch to:

Key Ratios

New Key Statistics Module, Z-Score and F-Score
Market Cap $M11,007Revenue $M3,599Net Margin (%)3.2Z-Score4.1
Enterprise Value $M9,063EPS $0.7Operating Margin %3.3F-Score6
P/E(ttm))24.2Cash Flow Per Share $3.2Pre-tax Margin (%)1.9Higher ROA y-yY
Price/Book2.310-y EBITDA Growth Rate %0Quick Ratio2.4Cash flow > EarningsY
Price/Sales2.75-y EBITDA Growth Rate %0Current Ratio2.9Lower Leverage y-yY
Price/Cash Flow11.0y-y EBITDA Growth Rate %150ROA % (ttm)1.6Higher Current Ratio y-yN
Dividend Yield %0.3Insider Buy (3m)0ROE % (ttm)2.5Less Shares Outstanding y-yN
Payout Ratio %0Shares Outstanding M162ROI % (ttm)1.2Gross Margin Increase y-yY

Gurus Latest Trades with LRCX

Number of guru portfolios checked: 56. (List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)
TickerGuruDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
LRCXScott Black 2014-03-31 Add0.12%$48.58 - $56.59
($53.17)
$ 67.8928%Add 9.49%242,397
LRCXCharles Brandes 2014-03-31 Sold Out $48.58 - $56.59
($53.17)
$ 67.8928%Sold Out0
LRCXRay Dalio 2014-03-31 Reduce-0.02%$48.58 - $56.59
($53.12)
$ 67.8928%Reduce -34.36%76,817
LRCXJoel Greenblatt 2013-12-31 Sold Out -0.07%$49.75 - $54.94
($52.58)
$ 67.8929%Sold Out0
LRCXScott Black 2013-09-30 Add0.85%$44.72 - $51.99
($48.91)
$ 67.8939%Add 189.4%229,670
LRCXJoel Greenblatt 2013-09-30 Buy 0.07%$44.72 - $51.99
($48.91)
$ 67.8939%New holding, 39741 sh.39,741
LRCXLee Ainslie 2013-09-30 Sold Out -0.98%$44.72 - $51.99
($48.91)
$ 67.8939%Sold Out0
LRCXScott Black 2013-06-30 Buy 0.42%$40.42 - $48.53
($45.21)
$ 67.8950%New holding, 79361 sh.79,361
LRCXRay Dalio 2013-06-30 Add0.03%$40.42 - $48.53
($45.21)
$ 67.8950%Add 109.17%154,415
LRCXLee Ainslie 2013-06-30 Reduce-1.14%$40.42 - $48.53
($45.21)
$ 67.8950%Reduce -57.05%1,637,817
LRCXLee Ainslie 2013-03-31 Buy 2%$36.13 - $43.12
($41)
$ 67.8966%New holding, 3813691 sh.3,813,691
LRCXRay Dalio 2013-03-31 Add0.01%$36.13 - $43.12
($41)
$ 67.8966%Add 57.39%73,823
LRCXCharles Brandes 2013-03-31 Buy $36.13 - $43.12
($41)
$ 67.8966%New holding, 5355 sh.5,355
LRCXRay Dalio 2012-12-31 Reduce-0.03%$31.75 - $37.69
($35.11)
$ 67.8993%Reduce -62.89%46,904
LRCXJoel Greenblatt 2012-12-31 Sold Out -0.03%$31.75 - $37.69
($35.11)
$ 67.8993%Sold Out0
LRCXLeon Cooperman 2012-09-30 Sold Out -0.99%$31.3 - $37.82
($34.44)
$ 67.8997%Sold Out0
LRCXJoel Greenblatt 2012-09-30 Reduce-0.38%$31.3 - $37.82
($34.44)
$ 67.8997%Reduce -91.19%13,297
LRCXRay Dalio 2012-09-30 Reduce-0.12%$31.3 - $37.82
($34.44)
$ 67.8997%Reduce -62.48%126,386
LRCXLeon Cooperman 2012-06-30 Add0.86%$36.14 - $44.22
($39.58)
$ 67.8972%Add 685.69%1,163,600
LRCXRay Dalio 2012-06-30 Add0.08%$36.14 - $44.22
($39.58)
$ 67.8972%Add 78.2%336,883
Premium Real Time Picks are included for Premium Members only!!
*The price and date might not be the actual time and price at which the transactions were made. In the case of institutional owners, the date is stated as the last day of their fiscal quarter. The prices are estimates if no accurate information available. Foreign holdings may not be included.

LRCX is held by these Gurus:

Ticker Guru Name Portfolio Date* Current Shares % of Shares Outstanding % of Total Assets Managed Change from Last Holdings Holding History
LRCX Scott Black 2014-03-31242,3970.151.4+9.49%
LRCX Mariko Gordon 2014-03-31107,6580.070.24+1.36%
LRCX Mario Gabelli 2014-03-3120,0000.010.01-4.76%
LRCX Ray Dalio 2014-03-3176,8170.050.04-34.36%
LRCX Charles Brandes 2014-03-31000Sold Out
Premium Most recent portfolio changes are included for Premium Members only!


LRCX: Insider Buys/Sells

Click Here for All Insider Trades.
InsiderPosition Date Trades Shares Trade Price ($) Change (%) Details
Heckart ChristineDirector 2014-07-02Sell383$68.4-0.75view
Heckart ChristineDirector 2014-06-02Sell383$62.259.06view
ARCHER TIMOTHYCOO 2014-05-27Sell19,909$6111.3view
NEWBERRY STEPHEN GDirector 2014-05-23Sell25,000$6013.15view
Gottscho Richard AExecutive Vice President 2014-05-21Sell18,000$59.514.1view
Heckart ChristineDirector 2014-05-02Sell383$57.218.69view
Bettinger Douglas REVP, CFO 2014-04-03Sell7,360$58.915.26view
Anstice Martin BPresident and CEO 2014-04-03Sell13,350$57.917.25view
Heckart ChristineDirector 2014-04-02Sell383$55.7621.75view
ARCHER TIMOTHYCOO 2014-03-26Sell40,470$56.6419.86view

Press Releases about LRCX :

    Quarterly/Annual Reports about LRCX:

    News about LRCX:

    Articles On GuruFocus.com
    Weekly Top Insider Sells Jul 22 2013 
    Conservative Scott Black’s Delphi Management - Five New Buys Jul 14 2013 
    David Tepper’s 4 Stocks Trading at Discounts to His Purchase Prices Oct 10 2012 
    Stocks That Have Dropped the Most Since Ray Dalio Bought Them Sep 27 2012 
    David Tepper Buys 6 New Stocks Aug 15 2012 
    Applied Materials offers stability within the volatile tech sector Jul 15 2012 
    KLA-Tencor Will Rise This Year Mar 13 2012 
    Companies with Buybacks: AMAT Edition Nov 18 2011 
    Ken Fisher’s 5 Recommendations Jul 07 2011 
    Lam Research Corp. (LRCX) Executive Chairman James W Bagley sells 40,000 Shares Mar 09 2011 

    More From Our Partners
    Earnings Scheduled For July 30, 2014 Jul 30 2014 - BENZINGA

    More From Other Websites
    After-hours buzz: WFM, YELP, WTW & more Jul 30 2014
    4:22 pm Lam Research beats by $0.02, reports revs in-line; guides Q1 EPS below consensus, revs... Jul 30 2014
    Lam Research Corporation Reports Financial Results for the Quarter Ended June 29, 2014 Jul 30 2014
    LAM RESEARCH CORP Files SEC form 8-K, Results of Operations and Financial Condition, Financial... Jul 30 2014
    Q4 2014 Lam Research Earnings Release - After Market Close Jul 30 2014
    Is Lam Research (LRCX) Poised to Beat this Earnings Season? Jul 28 2014
    Takeover Boom Makes Life Tougher For Short Seller Einhorn Jul 25 2014
    Chip Manufacturing Equipment Demand Sees Order Uptick Jul 25 2014
    Hedge fund Greenlight details short bets, still likes Apple Jul 25 2014
    Einhorn bought Lam Research shares, sold Rite Aid last quarter Jul 25 2014
    ASML Stock Tumbles After Full-Year Guidance Cut Jul 17 2014
    Tech Q2 Earnings Outlook Strongest Industry In S&P Jul 11 2014
    Lam Research Corporation Announces June Quarter Financial Conference Call Jul 10 2014
    Lam Research Corporation Announces June Quarter Financial Conference Call Jul 10 2014
    Stocks Fade From Higher Open; Lam Hits New High Jul 09 2014
    Lam Research Bucks Weak Market; Cowen Likes the Outlook Jul 08 2014
    Lam Research sees 2014/15 average gross margin 45% with WFE about $32B Jul 08 2014
    Lam Research sees CY14 cash from operation about $1B Jul 08 2014
    Lam Research Expands Its Portfolio for Atomic-Scale Processing Jul 07 2014

    Add Notes, Comments or Ask Questions

    User Comments

    No comment yet
    Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
    GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
    Free 7-day Trial
    FEEDBACK
    Email Hide