Lam Research

China Exposure And Export Limits Will Compress Semiconductor Margins

AnalystLowTarget

Not Invested

Community Contributor

Published

22 Jun 25

AnalystLowTarget's Fair Value

US$81.24

80.9% overvalued

10 Sep

US$146.99

81.2%

14.7%

81.2%

14.7%

You can edit this narrative until Jun 22 10:05 PM. Then, changes will post as Updates.

Author's Valuation

US$81.2480.9% overvalued

AnalystLowTarget Fair Value

Narrative

Updates0

AnalystLowTarget Fair Value

US$81.24

80.9% overvalued

Future estimation in

% p.a.

Decrease

Increase

Current revenue growth rate

8.21%

Semiconductors revenue growth rate

0.79%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

10.19%

Calculation

US$5.71b

Earnings '28

22.87x

PE Ratio '28

US$130.57b

Market Cap '28

US$130.57b

Market Cap '28

1.20b

No. shares '28

US$108.41

Share Price '28

US$108.41 Share Price '28

Discounted to 2025 @ 10.11% p.a.

US$81.20

Fair Value '25