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WA
Based on Analyst Price Targets
Advanced Technology And AI Innovation Propel NAND Leader To Breakthrough Growth In 2025
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$93.85
FV
22.5% undervalued intrinsic discount12.07%
Revenue growth p.a.
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6 days ago author updated this narrative