COMPANY
Lam Research
LRCX:US
Primary coverage by Pierre Ferragu
Research
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AI capex & replatforming; semicap into 2026; Apple, Arm & more.August 4, 2025 — Pierre Ferragu
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TEL 1FQ26: Miss and guide down; cautious tone on 2026. Neutral, ¥25,200.August 1, 2025 — Rolf Bulk and Pierre Ferragu
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LAM 4FQ25: China drives beat. We are cautious. Neutral, $105 Target PriceJuly 31, 2025 — Pierre Ferragu
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America’s AI Action Plan. Our 5 quick takes.July 24, 2025 — Pierre Ferragu
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ASML: best positioned for 2026 in the Semicap pack. Upgrade to Buy, €790.July 24, 2025 — Pierre Ferragu
Events
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Nov
13TechnologyNovember 13, 2024Hosted by Pierre FerraguWatch Replay -
Mar
15TechnologyMarch 15, 2024Hosted by Pierre FerraguWatch Replay -
Jan
16TechnologyJanuary 16, 2024Hosted by Rolf BulkWatch Replay -
Dec
19TechnologyDecember 19, 2023Hosted by Pierre FerraguWatch Replay
