Cramer's Lightning Round: Buy Lam Research over ASML
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 15 2025
0mins
Should l Buy FLR?
Source: CNBC
Investment Recommendations: Jim Cramer suggests buying Lam Research for those interested in the semiconductor industry, while recommending AutoZone over O'Reilly Automotive due to its stability against stock splits.
Company Preferences: Cramer prefers Agilent over Onto Innovation and Jacobs over Fluor in the engineering and construction sector.
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Analyst Views on FLR
Wall Street analysts forecast FLR stock price to rise
6 Analyst Rating
3 Buy
3 Hold
0 Sell
Moderate Buy
Current: 45.670
Low
40.00
Averages
49.25
High
57.00
Current: 45.670
Low
40.00
Averages
49.25
High
57.00
About FLR
Fluor Corporation is a holding company that provides engineering, procurement, construction (EPC), fabrication and modularization, and project management services. The Company's segments include Energy Solutions, Urban Solutions and Mission Solutions. The Energy Solutions segment provides EPC services for traditional oil and gas markets, including the production and fuels, chemicals, LNG and power markets. The segment serves these industries with comprehensive project life-cycle services. The Urban Solutions segment provides EPC and project management services to the advanced technologies and manufacturing, life sciences, mining and metals, infrastructure industries and professional staffing services. The Mission Solutions segment provides high-end technical solutions to the United States and other governments. These include, among others, the DOE, the Department of Defense, FEMA and intelligence agencies. The segment also provides services to commercial nuclear clients.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Fluor to Announce Q4 Earnings on February 17
- Earnings Announcement: Fluor is set to release its Q4 earnings on February 17 before market open, with a consensus EPS estimate of $0.34, reflecting a 29.2% year-over-year decline, which may negatively impact investor sentiment.
- Revenue Decline: The expected revenue of $4.27 billion represents a 0.7% year-over-year decrease, indicating challenges the company faces in the current economic environment, potentially affecting future project investments and expansion plans.
- Performance Prediction Changes: Over the past two years, Fluor has only beaten EPS estimates 50% of the time and has not surpassed revenue estimates, reflecting instability in its performance that may raise concerns among investors regarding future results.
- Revision Trends: In the last three months, there have been no upward revisions to EPS estimates, with 8 downward adjustments, while revenue estimates saw 2 upward and 4 downward revisions, suggesting a pessimistic outlook from the market on Fluor's future performance.
See More
Brightline Capital Management Acquires $19.95 Million Stake in Ecovyst
- New Investment Position: Brightline Capital Management initiated a new position in Ecovyst (NYSE: ECVT) by acquiring 2,050,000 shares valued at $19.95 million during Q4 2026, indicating strong confidence in the company's future growth potential and enhancing its portfolio's long-term returns.
- Asset Allocation Shift: This acquisition now represents 8.06% of Brightline's 13F reportable assets, placing Ecovyst alongside concentrated investments like CSTM and DAN, which signals management's focus on the company's profitability and strategic positioning.
- Significant Performance Growth: In Q3, Ecovyst reported $204.9 million in sales, a 33% year-over-year increase, with an adjusted EBITDA of $57.5 million and a 28.1% margin, showcasing its robust performance in specialty catalysts and sulfuric acid recycling services.
- Capital Structure Optimization: Ecovyst plans to divest its Advanced Materials and Catalysts segment for $556 million, with expected net proceeds of about $530 million, which will lower its leverage ratio to below 1.5x, enhancing financial stability and setting the stage for future growth.
See More
Centrus Energy Shares Plunge Over 11% Amid Earnings Miss
- Significant Stock Decline: Centrus Energy's shares fell over 11% on Thursday, marking a 20% loss in 2025 so far, reflecting investor concerns about its future performance after a staggering 500% increase earlier in the year, indicating a sharp shift in market sentiment.
- Earnings Miss Expectations: The company's February 11 earnings report revealed a 3.5% drop in fourth-quarter revenue and a 6.3% decline in net income for the year, coupled with flat revenue guidance for 2026, which raised doubts about its growth prospects and pressured the stock further.
- Backlog and Production Plans: Despite signing $2.1 billion in low-enriched uranium (LEU) sales contracts and plans to expand its Ohio facility for large-scale HALEU production, the failure to meet analyst expectations has led to skepticism about Centrus's execution capabilities, impacting investor confidence.
- Analysts Remain Optimistic: Even amidst short-term volatility, Roth Capital raised Centrus's price target from $125 to $137 post-earnings, reflecting analysts' confidence in its long-term growth potential, particularly given its dominant position in the HALEU market, which is expected to support future development.
See More
Fluor Corporation Secures Multi-Year Contract with Centrus Energy
- Large-Scale Contract: Fluor Corporation has signed a multi-year contract with Centrus Energy's subsidiary, American Centrifuge Operating, to expand the low-enriched uranium and high-assay low-enriched uranium facility in Piketon, Ohio, involving billions in public and private investments.
- Strengthened Market Position: This project secures Fluor's foundational role in the U.S. uranium enrichment market by supporting the re-establishment of domestic LEU and HALEU capabilities, aligning with national energy security strategies.
- Significant Economic Impact: The expansion is expected to create over 1,300 jobs in Ohio during construction and operation, contributing to local economic growth and serving as a critical asset in the nation's energy infrastructure.
- Technological Collaboration Advantage: Fluor will leverage its extensive experience in managing complex nuclear construction projects to oversee engineering design, supply chain management, and construction supervision, ensuring the project meets future carbon-free electricity demands.
See More
Centrus Energy Reports Disappointing Q4 Results
- Earnings Decline: Centrus Energy reported Q4 earnings of $0.79 per share, significantly missing Wall Street's expectation of $1.28 by 38.09%, indicating a notable decline in profitability.
- Revenue Miss: The company's quarterly revenue of $146.2 million fell short of the consensus estimate of $146.34 million and decreased from $151.6 million year-over-year, reflecting weakened market demand and intensified competition.
- Stock Volatility: Following the earnings release, Centrus Energy's stock initially dropped 9.05% in after-hours trading and fell 19.87% during Wednesday's session, signaling investor concerns about the company's outlook.
- Future Guidance: Centrus Energy anticipates fiscal 2026 revenue between $425 million and $475 million, suggesting potential long-term growth despite current pressures.
See More
Fluor Corporation Secures Major Contract with Centrus Energy
- Strategic Partnership: Fluor Corporation has secured a pivotal role as the lead EPC contractor for Centrus Energy's multi-billion-dollar uranium enrichment expansion in Ohio, significantly enhancing its position in the nuclear energy sector.
- Positive Market Reaction: Fluor's stock rose by 0.92% to $48.57 during Wednesday's premarket trading, reflecting market optimism regarding this collaboration, which aligns with the S&P 500's 0.08% gain.
- Strong Financial Performance: Fluor generated $16.3 billion in revenue in 2024, and while the EPS is projected to drop to 34 cents in 2026, its P/E ratio of 2.4x indicates potential investment value.
- Optimistic Analyst Ratings: The stock carries a
See More
Fluor to Announce Q4 Earnings on February 17
- Earnings Announcement: Fluor is set to release its Q4 earnings on February 17 before market open, with a consensus EPS estimate of $0.34, reflecting a 29.2% year-over-year decline, which may negatively impact investor sentiment.
- Revenue Decline: The expected revenue of $4.27 billion represents a 0.7% year-over-year decrease, indicating challenges the company faces in the current economic environment, potentially affecting future project investments and expansion plans.
- Performance Prediction Changes: Over the past two years, Fluor has only beaten EPS estimates 50% of the time and has not surpassed revenue estimates, reflecting instability in its performance that may raise concerns among investors regarding future results.
- Revision Trends: In the last three months, there have been no upward revisions to EPS estimates, with 8 downward adjustments, while revenue estimates saw 2 upward and 4 downward revisions, suggesting a pessimistic outlook from the market on Fluor's future performance.
See More
Brightline Capital Management Acquires $19.95 Million Stake in Ecovyst
- New Investment Position: Brightline Capital Management initiated a new position in Ecovyst (NYSE: ECVT) by acquiring 2,050,000 shares valued at $19.95 million during Q4 2026, indicating strong confidence in the company's future growth potential and enhancing its portfolio's long-term returns.
- Asset Allocation Shift: This acquisition now represents 8.06% of Brightline's 13F reportable assets, placing Ecovyst alongside concentrated investments like CSTM and DAN, which signals management's focus on the company's profitability and strategic positioning.
- Significant Performance Growth: In Q3, Ecovyst reported $204.9 million in sales, a 33% year-over-year increase, with an adjusted EBITDA of $57.5 million and a 28.1% margin, showcasing its robust performance in specialty catalysts and sulfuric acid recycling services.
- Capital Structure Optimization: Ecovyst plans to divest its Advanced Materials and Catalysts segment for $556 million, with expected net proceeds of about $530 million, which will lower its leverage ratio to below 1.5x, enhancing financial stability and setting the stage for future growth.
See More
Centrus Energy Shares Plunge Over 11% Amid Earnings Miss
- Significant Stock Decline: Centrus Energy's shares fell over 11% on Thursday, marking a 20% loss in 2025 so far, reflecting investor concerns about its future performance after a staggering 500% increase earlier in the year, indicating a sharp shift in market sentiment.
- Earnings Miss Expectations: The company's February 11 earnings report revealed a 3.5% drop in fourth-quarter revenue and a 6.3% decline in net income for the year, coupled with flat revenue guidance for 2026, which raised doubts about its growth prospects and pressured the stock further.
- Backlog and Production Plans: Despite signing $2.1 billion in low-enriched uranium (LEU) sales contracts and plans to expand its Ohio facility for large-scale HALEU production, the failure to meet analyst expectations has led to skepticism about Centrus's execution capabilities, impacting investor confidence.
- Analysts Remain Optimistic: Even amidst short-term volatility, Roth Capital raised Centrus's price target from $125 to $137 post-earnings, reflecting analysts' confidence in its long-term growth potential, particularly given its dominant position in the HALEU market, which is expected to support future development.
See More
Fluor Corporation Secures Multi-Year Contract with Centrus Energy
- Large-Scale Contract: Fluor Corporation has signed a multi-year contract with Centrus Energy's subsidiary, American Centrifuge Operating, to expand the low-enriched uranium and high-assay low-enriched uranium facility in Piketon, Ohio, involving billions in public and private investments.
- Strengthened Market Position: This project secures Fluor's foundational role in the U.S. uranium enrichment market by supporting the re-establishment of domestic LEU and HALEU capabilities, aligning with national energy security strategies.
- Significant Economic Impact: The expansion is expected to create over 1,300 jobs in Ohio during construction and operation, contributing to local economic growth and serving as a critical asset in the nation's energy infrastructure.
- Technological Collaboration Advantage: Fluor will leverage its extensive experience in managing complex nuclear construction projects to oversee engineering design, supply chain management, and construction supervision, ensuring the project meets future carbon-free electricity demands.
See More
Centrus Energy Reports Disappointing Q4 Results
- Earnings Decline: Centrus Energy reported Q4 earnings of $0.79 per share, significantly missing Wall Street's expectation of $1.28 by 38.09%, indicating a notable decline in profitability.
- Revenue Miss: The company's quarterly revenue of $146.2 million fell short of the consensus estimate of $146.34 million and decreased from $151.6 million year-over-year, reflecting weakened market demand and intensified competition.
- Stock Volatility: Following the earnings release, Centrus Energy's stock initially dropped 9.05% in after-hours trading and fell 19.87% during Wednesday's session, signaling investor concerns about the company's outlook.
- Future Guidance: Centrus Energy anticipates fiscal 2026 revenue between $425 million and $475 million, suggesting potential long-term growth despite current pressures.
See More
Fluor Corporation Secures Major Contract with Centrus Energy
- Strategic Partnership: Fluor Corporation has secured a pivotal role as the lead EPC contractor for Centrus Energy's multi-billion-dollar uranium enrichment expansion in Ohio, significantly enhancing its position in the nuclear energy sector.
- Positive Market Reaction: Fluor's stock rose by 0.92% to $48.57 during Wednesday's premarket trading, reflecting market optimism regarding this collaboration, which aligns with the S&P 500's 0.08% gain.
- Strong Financial Performance: Fluor generated $16.3 billion in revenue in 2024, and while the EPS is projected to drop to 34 cents in 2026, its P/E ratio of 2.4x indicates potential investment value.
- Optimistic Analyst Ratings: The stock carries a
See More
