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Key Ratios

New Key Statistics Module, Z-Score and F-Score
Market Cap $M12,868Revenue $M4,607Net Margin (%)14.7Z-Score4.7
Enterprise Value $M10,805EPS $3.6Operating Margin %15.7F-Score8
P/E(ttm))20.7Cash Flow Per Share $3.2Pre-tax Margin (%)16.7Higher ROA y-yY
Price/Book2.610-y EBITDA Growth Rate %0Quick Ratio2.4Cash flow > EarningsY
Price/Sales3.05-y EBITDA Growth Rate %0Current Ratio2.9Lower Leverage y-yY
Price/Cash Flow11.0y-y EBITDA Growth Rate %114ROA % (ttm)9.1Higher Current Ratio y-yY
Dividend Yield %0.7Insider Buy (3m)0ROE % (ttm)14.7Less Shares Outstanding y-yN
Payout Ratio %13.0Shares Outstanding M159ROI % (ttm)1.2Gross Margin Increase y-yY

Gurus Latest Trades with LRCX

Number of guru portfolios checked: 85. (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
LRCXAndreas Halvorsen 2014-12-31 Buy 0.13%$65.91 - $84.3
($77.7)
$ 80.774%New holding, 356700 sh.356,700
LRCXRay Dalio 2014-12-31 Buy 0.04%$65.91 - $84.3
($77.57)
$ 80.774%New holding, 59620 sh.59,620
LRCXKen Heebner 2014-12-31 Sold Out -1.6%$65.91 - $84.3
($77.57)
$ 80.774%Sold Out0
LRCXScott Black 2014-12-31 Reduce-0.34%$65.91 - $84.3
($77.57)
$ 80.774%Reduce -22.68%109,970
LRCXMariko Gordon 2014-12-31 Sold Out -0.27%$65.91 - $84.3
($77.7)
$ 80.774%Sold Out0
LRCXDavid Einhorn 2014-12-31 Reduce-0.17%$65.91 - $84.3
($77.57)
$ 80.774%Reduce -6.06%2,480,000
LRCXJean-Marie Eveillard 2014-12-31 Sold Out -0.12%$65.91 - $84.3
($77.57)
$ 80.774%Sold Out0
LRCXMario Gabelli 2014-12-31 Sold Out -0.01%$65.91 - $84.3
($77.57)
$ 80.774%Sold Out0
LRCXJean-Marie Eveillard 2014-09-30 Buy 0.12%$67.69 - $76.77
($71.32)
$ 80.7713%New holding, 644215 sh.644,215
LRCXMario Gabelli 2014-09-30 Reduce$67.69 - $76.77
($71.32)
$ 80.7713%Reduce -25%15,000
LRCXKen Heebner 2014-09-30 Reduce-0.64%$67.69 - $76.77
($71.32)
$ 80.7713%Reduce -31.82%750,000
LRCXScott Black 2014-09-30 Reduce-0.14%$67.69 - $76.77
($71.32)
$ 80.7713%Reduce -9.41%142,226
LRCXRay Dalio 2014-09-30 Sold Out -0.05%$67.69 - $76.77
($71.32)
$ 80.7713%Sold Out0
LRCXJoel Greenblatt 2014-09-30 Reduce-0.02%$67.69 - $76.77
($71.32)
$ 80.7713%Reduce -75.51%6,852
LRCXKen Heebner 2014-06-30 Buy 2%$52.11 - $67.57
($59.6)
$ 80.7736%New holding, 1100000 sh.1,100,000
LRCXDavid Einhorn 2014-06-30 Add1.34%$52.11 - $67.57
($59.6)
$ 80.7736%Add 115.49%2,640,000
LRCXJoel Greenblatt 2014-06-30 Buy 0.02%$52.11 - $67.57
($59.6)
$ 80.7736%New holding, 27982 sh.27,982
LRCXRay Dalio 2014-06-30 Add0.01%$52.11 - $67.57
($59.6)
$ 80.7736%Add 32.29%101,620
LRCXScott Black 2014-06-30 Reduce-0.49%$52.11 - $67.57
($59.6)
$ 80.7736%Reduce -35.23%156,995
LRCXDavid Einhorn 2014-03-31 Buy 1%$48.58 - $56.59
($53.12)
$ 80.7752%New holding, 1225100 sh.1,225,100
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 Ray Dalio 2014-12-3159,6200.040.04New Buy
LRCX Andreas Halvorsen 2014-12-31356,7000.220.13New Buy
LRCX David Einhorn 2014-12-312,480,0001.562.6-6.06%
LRCX Joel Greenblatt 2014-12-315,61100-18.11%
LRCX Scott Black 2014-12-31109,9700.071.2-22.68%
LRCX Mariko Gordon 2014-12-31000Sold Out
LRCX Ken Heebner 2014-12-31000Sold Out
LRCX Jean-Marie Eveillard 2014-12-31000Sold Out
LRCX Mario Gabelli 2014-12-31000Sold 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
Bettinger Douglas REVP, CFO 2015-02-20Sell10,043$82.23-0.54view
Bettinger Douglas REVP, CFO 2015-02-18Sell27,162$81.82-0.04view
Anstice Martin BPresident and CEO 2015-02-18Sell100,562$81.84-0.06view
Bettinger Douglas REVP, CFO 2015-02-12Sell544$80.751.29view
Bettinger Douglas REVP, CFO 2015-02-10Sell3,662$79.92.37view
O'Dowd Sarah ASVP, Chief Legal Officer 2015-02-10Sell5,000$79.512.87view
Bettinger Douglas REVP, CFO 2015-02-10Sell7,402$79.92.37view
ARCHER TIMOTHYCOO 2015-01-09Sell15,000$802.24view
Heckart ChristineDirector 2014-12-02Sell180$81.590.25view
Heckart ChristineDirector 2014-11-10Sell1,436$793.53view

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 

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