<![CDATA[The Buyside Desk: Analyst Materials]]>https://buysidedesk.com/s/analyst-materialshttps://substackcdn.com/image/fetch/$s_!T_em!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa1c22aa4-2663-43a2-af1a-739b72208ad4_784x784.pngThe Buyside Desk: Analyst Materialshttps://buysidedesk.com/s/analyst-materialsSubstackMon, 19 Oct 2026 12:03:41 GMT<![CDATA[Lam Research (LRCX) Valuation Model]]>https://buysidedesk.com/p/lam-research-lrcx-valuation-modelhttps://buysidedesk.com/p/lam-research-lrcx-valuation-modelSat, 17 Oct 2026 06:17:33 GMT
Lam Research Lrcx Valuation Model Oct 2026
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Attached is the valuation model for Lam Research as of Oct 2026. Included is our full valuation, scenarios, price targets and valuation.

Some sample screenshots below:

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]]><![CDATA[Lam Research (LRCX) Deep Dive Deck]]>https://buysidedesk.com/p/lam-research-lrcx-deep-dive-deckhttps://buysidedesk.com/p/lam-research-lrcx-deep-dive-deckFri, 16 Oct 2026 09:07:34 GMT
Lam Research Lrcx Analyst Deep Dive Oct 2026
970KB ∙ PDF file
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Attached is the full 42 page deep dive deck for Lam Research as of Oct 2026. Included is our full valuation, scenarios, price targets and research on Lam’s market positioning, competitive positioning, revenue forecasts etc.

Some sample slides below:

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