Story perspectives

Lam Research and McKesson: Strong Earnings Drive Stock Surges

2/23/2025

39 6

Summary

Story summary

Lam Research Corporation (LRCX) specializes in semiconductor manufacturing equipment, holding a market cap of $114.3 billion.
Despite a 1.1% decline over the past year, LRCX's Q2 earnings surpassed estimates, leading to a 7.4% share increase.
Analysts forecast a 24.1% EPS growth for fiscal 2025, with a consensus rating of "Moderate Buy."
McKesson Corporation (MCK), a healthcare distribution leader, has a market cap of $75.6 billion.
MCK shares rose 19.1% over the past year, despite a weaker Q3 EPS of $8.03, with a projected 19.4% EPS growth for fiscal 2025 and a "Strong Buy" rating.

1 of 1

Story summary

Lam Research Corporation (LRCX) specializes in semiconductor manufacturing equipment, holding a market cap of $114.3 billion.
Despite a 1.1% decline over the past year, LRCX's Q2 earnings surpassed estimates, leading to a 7.4% share increase.
Analysts forecast a 24.1% EPS growth for fiscal 2025, with a consensus rating of "Moderate Buy."
McKesson Corporation (MCK), a healthcare distribution leader, has a market cap of $75.6 billion.
MCK shares rose 19.1% over the past year, despite a weaker Q3 EPS of $8.03, with a projected 19.4% EPS growth for fiscal 2025 and a "Strong Buy" rating.