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 ...

Group 1 - Lam Research Corporation (NASDAQ:LRCX) is recognized as a top semiconductor stock pick by Goldman Sachs, with Stifel raising its price target from $160 to $250 while maintaining a Buy rating due to strong performance in 2025 [1] - In 2025, Lam Research's system sales grew by over 40% year over year, significantly outpacing the overall wafer fabrication equipment (WFE) growth in the industry [1] - Stifel anticipates that Lam Research will likely exceed WFE growth again in 2026, indicating sustained demand for semiconductor manufacturing equipment [2] Group 2 - RBC Capital initiated coverage on Lam Research with an Outperform rating and set a price target of $260, citing strong results in 2025 driven by NAND technology upgrades and increased foundry market share [3] - RBC remains optimistic about spending on wafer fabrication equipment and expects Lam Research to continue outgrowing the market [3] - The Advanced Foundry/Logic segments are projected to be significant contributors to WFE spending in 2026, marking a shift from previous growth drivers [2]

Core Viewpoint - Lam Research Corporation has demonstrated strong financial performance, leading to a stock upgrade from Hold to Buy by Summit Insights Group Financial Performance - Lam Research reported earnings of $1.27 per share, exceeding the Zacks Consensus Estimate of $1.17 per share, resulting in a positive earnings surprise of 8.99% [2] - The company's revenue for the quarter ending December 2025 was $5.34 billion, surpassing the Zacks Consensus Estimate by 2.11% and showing a significant increase from $4.38 billion in the same period the previous year [3] - Over the last four quarters, Lam Research has consistently outperformed consensus estimates for both earnings per share and revenue [3] Stock Performance - The current stock price of LRCX is $239.58, reflecting a 0.47% increase or $1.12 [4] - The stock has fluctuated between a low of $237.14 and a high of $243.99 today, with the latter being its highest price in the past year [4] - Lam Research's market capitalization stands at approximately $300.92 billion, with a trading volume of 15.13 million shares today [4]

Group 1 - The article does not provide any relevant content regarding the company or industry [1]

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Archer described the “AI transformation” as pushing industry spending higher, estimating wafer fab equipment (WFE) spending was close to $110 billion in 2025, with an initial view for 2026 WFE at around $135 billion . Both Archer and Bettinger repeatedly emphasized that growth is being constrained by shortages of available clean room space, and they expect WFE and Lam’s business to be “weighted to the second half” of 2026.For the December quarter, Bettinger said revenue reached a quarterly record of $5.34 b ...