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AnalystConsensusTarget
Consensus Narrative from 30 Analysts

Advanced Technologies To Strengthen Competitiveness Amid Rising WFE Spending In 2025

Key Takeaways Strategic R&D investments in advanced technologies enhance competitiveness, improve margins, and support Lam's revenue and earnings growth. Efficient ramp-up of Asia operations boosts responsiveness and margins, supporting profitability amidst rising demand.
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US$93.74
FV
32.0% undervalued intrinsic discount
9.29%
Revenue growth p.a.
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