Análisis Argos
LRCX
LRCXCara
Lam Research Corporation · Technology
US$ 351.41
precio al 2026-07-04
Valor justo Argos*
Sin estimar
vs. su valor justo
Sin estimar
Score Argos
63/100
LA RESPUESTA
El mercado le pide crezca 47.6% al año — más de lo que ha demostrado (11.7%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
✓Las ganancias crecieron 40% el último año.
✓Retorno sobre el capital alto (65%).
✓Tiene más caja que deuda: balance fuerte.
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
!Venta significativa de insiders en el último trimestre.
VALOR1/6FUTURO5/6PASADO6/6SALUD6/6DIVIDENDO2/6
El Iris de calidad
VALOR1/6FUTURO5/6PASADO6/6SALUD6/6DIVIDENDO2/6
ValorCotiza por encima de su valor justo
FuturoIngresos creciendo con fuerza
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoRetorno al accionista moderado
Score Argos63de 100Cara
Ingresos▲24%
US$ 18.4 B
Margen operativo▲12%
32%
Flujo de caja libre▲27%
US$ 5.4 B
Deuda neta
US$ -1.6 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 439.5B
P/E82x
EV/EBITDA69.6x
FCF yield1.2%
ROIC64.5%
Margen operativo32%
Crecim. ingresos+23.7%/año
Piotroski F8/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

zacks.com · 2 jul
3 Reasons Why Growth Investors Shouldn't Overlook Lam Research (LRCX)
Lam Research (LRCX) is well positioned to outperform the market, as it exhibits above-average growth in financials.
fool.com · 2 jul
Micron Technology Has Fantastic News for This Artificial Intelligence (AI) Infrastructure Stock That Has More Than Doubled in 2026
Micron Technology is on track to significantly raise its capex this year, followed by another substantial jump in the next fiscal year. Lam Research derives a significant portion of its revenue from selling memory manufacturing equipment, which explains why its growth has been robust in recent quarters.
zacks.com · 1 jul
Lam Research (LRCX) Registers a Bigger Fall Than the Market: Important Facts to Note
The latest trading day saw Lam Research (LRCX) settling at $391.17, representing a -9.73% change from its previous close.
247wallst.com · 1 jul
Up 72%, This Millionaire Congresswoman Is Breathing Down Nancy Pelosi’s Neck With AI Stock Picks
Nancy Pelosi's husband is a venture capitalist who has been highly successful in the stock market for nearly four decades, and all his trades (attributed to Pelosi due to their marriage) have performed incredibly well for investors. Copying their portfolio would've let you trounce the broader market's gains again and again. But what if I... Up 72%, This Millionaire Congresswoman Is Breathing Down Nancy Pelosi's Neck With AI Stock Picks
zacks.com · 1 jul
Will Lam Research (LRCX) Beat Estimates Again in Its Next Earnings Report?
Lam Research (LRCX) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
zacks.com · 1 jul
Lam Research Stock Surges 154% in H1'26: Should You Buy More or Exit?
LRCX soars 153.9% in H1'26, and AI infrastructure demand, margin gains and advanced packaging growth may keep the stock's rally alive.
zacks.com · 1 jul
Can AI Demand Help Lam Research Hit New Highs for Gross Margin in Q4?
LRCX's AI-fueled demand for advanced memory, foundry and packaging tools could push Q4 gross margin above 50% for the first time.
youtube.com · 1 jul
3 ‘Bubbly' Stocks to Avoid
We think these stocks have gotten ahead of themselves.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.