News

Lam Research (LRCX) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

The S&P 500 Index ($SPX ) (SPY ) is up by +0.59% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.33%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +1.03%. E-mini S&P futures (ESU26 ) are up +0.55%, and September E-mini...

Synopsys beats Q3 estimates as EDA and Ansys fuel strong growth, while higher margins and an upgraded fiscal 2026 outlook add momentum.

CrowdStrike beats Q2 estimates as record net new ARR, Falcon Flex adoption and AI-security demand drive growth and a higher fiscal 2027 outlook.

NVDA's Q2 results top expectations as Blackwell Ultra fuels record Data Center growth, while Vera Rubin is set to gain prominence in Q3.

The S&P 500 Index ($SPX ) (SPY ) is up by +0.39% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.08%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.84%. E-mini S&P futures (ESU26 ) are up +0.30%, and September E-mini...

SMTC's Q2 fiscal 2027 earnings and revenues beat estimates as data center demand, LoRa growth and stronger margins fuel year-over-year gains.

ADI's Q3 revenues surge 40% and earnings top estimates, while strong margins and upbeat Q4 guidance signal continued momentum.

Jack Henry's Q4 revenues rise 4.7% on processing, cloud hosting and faster payment growth, while higher personnel costs pressure margins.

While several analysts praised the results and long-term outlook, others said expectations had been higher, citing gross-margin commentary, near-term guidance, and the pace of systems growth.

Is now the time to buy LRCX? Find out in our full research report (it’s free).

Applied Materials' AI-driven semiconductor exposure, strong earnings outlook and broad technology portfolio support the case to accumulate the stock.

Record revenue and margins driven by NAND demand surge and strong customer support services.

Everyone racing to own AI chip stocks may be buying into the wrong part of the supply chain. The real toll booth sits one step behind the GPUs, and one company collects on every wafer that makes next-gen AI hardware possible.

Lam Research (LRCX) has drawn fresh attention after reporting quarterly and full year results on July 29, 2026, along with new guidance for the September quarter and commentary tied to AI driven semiconductor demand. See our latest analysis for Lam Research. At a share price of US$307.42, Lam Research has seen a sharp 7 day share price return of 21.82% after recent earnings and guidance, even though the 30 day share price return is down 12.22%. The 1 year total shareholder return of 222.20%...

This linchpin of the AI chipmaking market still has plenty of upside potential.

In this segment of the AI Investor Podcast from 24/7 Wall St., Eric Bleeker reviews Lam Research, a semiconductor equipment holding originally recommended to the million dollar AI portfolio he manages as part of a collection of memory-adjacent stocks. The quarter itself was solid: $1.82 in EPS against $1.70 expected, with the standout being guidance of $2.15 for next quarter versus a street estimate of $1.84. The stock jumped about 20% the next morning, though Bleeker attributes most of that to how far it had fallen during July's selloff rather than to the results, which he characterizes as good but not spectacular. His hesitation is valuation. Against a full-year estimate of $9.40, the shares trade a bit above 30 times forward earnings, which he considers the upper end of the historical range. He is not planning to add more with other opportunities across the market after a steep July sell-off. The broader read on semiconductor equipment is more bullish. Taiwan Semiconductor raised capex, Intel sounded optimistic on capex needs, and Bleeker guesses 2028 equipment spending could come in roughly 25% above where Wall Street currently models it. He is particularly interested in advanced packaging and testing, sub-verticals growing faster than the overall space. Lam remains a core long-term holding and, in his view, among the best operators in semi equipment.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.31%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +1.05%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.03%. September E-mini S&P futures (ESU26 ) are up +0.33%, and September E-mini Nasdaq futures...

(Bloomberg) -- Equity investors are learning a harsh lesson this corporate earnings season: Not all artificial intelligence trades are created equal.Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesMoonshot’s Kimi Uses 20,000 Nvidia Chip Cluster From AlibabaTrump Orders Iran Attack as Soon as This Weekend, WSJ SaysAnthropic AI Models Hacked Three Organizations During TestsVitol, Cargill Cut Ties With Radiant World Amid Fake Invoice ConcernsWhile profits at

Lam Research tops Q4 FY26 estimates as NAND revenues more than double sequentially and support sales hit a third straight record.

Lam Research's AI-driven expansion boosts semiconductor opportunities as memory, packaging and wafer fab demand accelerate.

Lam Research Corp (LRCX) reports record quarterly revenue of $6.72 billion and EPS of $1.82, with strong NAND growth and an optimistic outlook for 2027.

Lam Research (NASDAQ:LRCX) reported record revenue, operating margin and earnings per share for its June 2026 quarter, driven by a sharp increase in NAND-related revenue and continued growth in its Customer Support Business Group. Chief Executive Officer Tim Archer said the company’s June-quarter t

The headline numbers for Lam Research (LRCX) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Lam Research (LRCX) delivered earnings and revenue surprises of +7.69% and +0.73%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Semiconductor equipment maker Lam Research (NASDAQ:LRCX) met Wall Street’s revenue expectations in Q2 CY2026, with sales up 30% year on year to $6.72 billion. The company expects next quarter’s revenue to be around $8.1 billion, coming in 13.6% above analysts’ estimates. Its non-GAAP profit of $1.82 per share was 8.1% above analysts’ consensus estimates.

Susquehanna analyst Mehdi Hosseini believes the company’s growth is constrained even as KLA issues an upbeat forecast.

Semiconductor equipment maker Lam Research (NASDAQ:LRCX) will be reporting results this Wednesday after market hours. Here’s what to look for.

Lam Research reports Q4 earnings on July 29, and the setup heading into that print looks unlike anything its closest rivals can match right now. Three factors separate this semiconductor equipment name from the rest of the AI spending story.

Get a deeper insight into the potential performance of Lam Research (LRCX) for the quarter ended June 2026 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.