Analysts are getting more bullish on these names with strong earnings growth
CNBC: Investing
JULY 16, 2025
Mcf by 2028, enabling durable FCF generation and participation in upside gas volatility. "Despite Lam reporting revenue ~11% below prior peak levels in 3Q22, the company generated the highest gross margins realized post the Novellus merger, which we believe reflects Lam's strong operational execution."
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