QLTY's 37% Tech Allocation Was A Tailwind; Now It's A Liability - 24/7 Wall St.[S&P 5006,943.60 -0.39%] [Dow Jones48,866.90 -0.30%][Nasdaq 10025,735.60 -0.61%][Russell 20002,629.12 -0.78%][FTSE 10010,227.60 +0.01%][Nikkei 22553,698.20 +0.63%][Stock Market Live January 30, 2026: S&P 500 (SPY) Deep in the Red][Investing]# QLTY's 37% Tech Allocation Was A Tailwind; Now It's A Liability### Quick ReadGMO U.S. Quality ETF (QLTY) attracted $3B since November 2023. QLTY returned 20.5% and beat the S&P 500 by 500 ba ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 28, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 0-12933 ___________________________________________________________ LAM RESEARCH CORPORATION (Exact name of registrant as specifi ...

Core Insights - Lam Research Corporation (NASDAQ:LRCX) has experienced a significant stock rally, with a 137% increase last year and an additional 39% gain in January 2026, primarily driven by demand for CPUs that Intel is unable to produce in sufficient quantities [1] - The company is a leading provider of equipment for both CPU and memory chip manufacturing, positioning it to benefit from increased production efforts in the semiconductor industry [1] - Upcoming earnings reports from semiconductor capital equipment companies are anticipated to be strong, but the high stock valuations may lead to uncertain market reactions [1] Company Overview - Lam Research Corporation specializes in developing equipment for depositing, etching, and cleaning semiconductor materials, including systems for tungsten and copper metallization, plasma and atomic-layer deposition, dielectric and conductor etch, and wafer cleaning [2]

Key Takeaways LRCX posted Q2 non-GAAP EPS of $1.27, beating estimates by 8.5%, with earnings up 39.6% year over year.Lam Research's revenues climbed 22% Y/Y to $5.34B, driven by growth in Customer Support revenues.LRCX guided Q3 revenues of approximately $5.7B, with EPS projected at approximately $1.35.Lam Research (LRCX) reported second-quarter fiscal 2026 results, wherein both top and bottom lines surpassed the Zacks Consensus Estimate.LRCX reported second-quarter non-GAAP earnings of $1.27 per share, whi ...

For the quarter ended December 2025, Lam Research (LRCX) reported revenue of $5.34 billion, up 22.1% over the same period last year. EPS came in at $1.27, compared to $0.91 in the year-ago quarter.The reported revenue represents a surprise of +2.11% over the Zacks Consensus Estimate of $5.23 billion. With the consensus EPS estimate being $1.17, the EPS surprise was +8.99%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine th ...

Lam Research Corp. (NASDAQ:LRCX) posted upbeat second-quarter earnings on Wednesday.Lam Research reported quarterly earnings of $1.27 per share, which beat the Street estimate of $1.17 by 8.45%, according to Benzinga Pro. Quarterly revenue of $5.35 billion beat the analyst consensus estimate of $5.24 billion and was up from $4.38 billion from the same period last year."Lam delivered another strong quarter to cap a record year," said Tim Archer, Lam Research CEO.Lam Research is looking for third-quarter adju ...

Lam Research Corp. (NASDAQ:LRCX) posted upbeat second-quarter earnings on Wednesday.Lam Research reported quarterly earnings of $1.27 per share, which beat the Street estimate of $1.17 by 8.45%, according to Benzinga Pro. Quarterly revenue of $5.35 billion beat the analyst consensus estimate of $5.24 billion and was up from $4.38 billion from the same period last year."Lam delivered another strong quarter to cap a record year," said Tim Archer, Lam Research CEO.Lam Research is looking for third-quarter adju ...

Shares have soared 197% over the past year, so investors needed perfection from Lam's fiscal second-quarter earnings. ...

| LRCX 泛林集团 | | | | --- | --- | --- | | 239 580 ↑ +1.120 +0.47% | | 收盘价 01/28 16:00 美东 | | 253.400↑ 13.820 +5.77% | | 盘前价 01/29 04:21 美东 | | 一 7 四 图 图 图 图 中 中 | | ● 快捷交易 | | 最高价 243.990 | 开盘价 241.270 | 成交量 1563.06万 | | 最低价 237.140 | 昨收价 238.460 | 成交额 37.52亿 | | 平均价 240.030 | 市零率 M 52.89 | 总市值 3009.2亿 (--) | | 振 幅 2.87% | 市盈率(静) 57.73 | 总股本 12.56亿 | | 换手率 1.25% | 市净率 29.523 | 流通值 2998.14亿 | | 52周最高 243.990 | 委 比 90.48% | 流通股 12.51亿 | | 52周最低 55.977 | 量 比 1.32 | 每 手 1股 | | 历史最高 243.990 | 股息TTM 0.980 | | | 历史最 ...

Lam Research Corporation (NASDAQ:LRCX) is among Goldman Sachs’ top semiconductor stock picks. On January 14, Stifel raised its price target on Lam Research Corporation (NASDAQ:LRCX) to $250 from $160 and maintained a Buy rating on the stock. The firm made this move in response to Lam Research’s strong performance in 2025. During calendar year 2025, the company’s system sales grew by more than 40% year over year. Stifel noted that this rate significantly outpaced overall wafer fabrication equipment (WFE) gr ...