Semi Equipment Analysis Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi Equipment Analysis

SOXX 283.58

+0.3%

Nov 25 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Return to Sender who wrote (82347)	1/23/2019 5:04:00 PM
From: Sam	2 Recommendations Recommended By Donald Wennerstrom Return to Sender Read Replies (2) of 95471

Lam is up $10 AH at the moment. Lam Resarch +7% on Q2 beats, $5B buyback Jan. 23, 2019 4:28 PM ET\|By: Brandy Betz, SA News Editor Lam Research (NASDAQ: LRCX) gains 6.6% after reporting Q2 results that beat EPS and revenue estimates with a 2% Y/Y revenue decline. In-line Q3 guidance has revenue of $2.25B to $2.55B (consensus: $2.45B) and EPS of $3.20 to $3.60 (consensus: $3.38). Gross margin was 46.3% (consensus: 46%) and operating margin was 28.8% (consensus: 27.5%). Ending deferred revenue was $493M compared to the $626M in Q1. Buyback: Lam's board approves a $5B share repurchase program that will be funded from a combination of cash on hand, cash generation, and borrowings. Suppliers getting a boost from Lam's earnings: Ichor (NASDAQ: ICHR) +5.9%, MKS Instruments (NASDAQ: MKSI) +0.2%, Advanced Energy (NASDAQ: AEIS) +0.5%. Press release. Previously: Lam Research beats by $0.21, beats on revenue (Jan. 23) seekingalpha.com

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next