Our community narratives are driven by numbers and valuation.
Value any stock for free in seconds
Get alerts and valuation updates
Participate in discussions
WA
Consensus Narrative from 31 Analysts
AI-Driven Advances Will Shape Future NAND And Semiconductor Technologies
Key Takeaways Lam Research's lead in critical NAND processes and new material use will drive significant growth opportunities and improved margins. AI-driven demands in advanced packaging and logic nodes position Lam to capture high market share, enhancing revenue and earnings.
View narrativeUS$92.82
FV
20.3% undervalued intrinsic discount11.94%
Revenue growth p.a.
3users have liked this narrative
0users have commented on this narrative
46users have followed this narrative
2 days ago author updated this narrative