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Lam Research(LRCX) - 2026 Q2 - Earnings Call Presentation
2026-01-28 22:00
Cautionary statement regarding forward- looking statements This presentation and the accompanying discussion contain "forward-looking statements" under U.S. securities laws. Forward-looking statements include any statements that are not statements of historical fact. Examples of forward-looking statements include, but are not limited to: (1) anticipated business, balance sheet, cash flow and financial measures and results and related drivers, including guidance, whether on a GAAP or non-GAAP basis; (2) econ ...
Lam Research Stock Rises As Chip-Gear Firm Tops Targets
Investors· 2026-01-28 21:58
LRCX Stock Rises As Lam Research Tops Targets | Investor's Business DailyBREAKING: [Trump Says He'll Name Fed Chief Pick On Friday]---Semiconductor equipment supplier Lam Research (LRCX) late Wednesday beat Wall Street's targets for its fiscal second quarter and guided much higher than views for the current period. LRCX stock rose in extended trading. The Fremont, Calif.-based company earned an adjusted $1.27 a share on sales of $5.34 billion in the quarter ended Dec. 28. Analysts surveyed by FactSet had ex ...
Lam Research Beats Q2 Estimates, Strong Q3 Guidance
Benzinga· 2026-01-28 21:46
Lam Research Corp. (NASDAQ:LRCX) shares climbed in Wednesday's extended trading after the company released its second-quarter earnings report, beating analyst estimates. Here's a look at the key figures from the quarter. LRCX stock is moving. Watch the price action here.The Details: 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 ...
Amazon Cutting 16,000 Jobs, ASML Reports Record Bookings | Bloomberg Tech 1/28/2026
Youtube· 2026-01-28 21:32
Group 1: Amazon - Amazon is cutting 16,000 corporate jobs to streamline operations and eliminate middle management, aiming to increase ownership among employees [3][23][24] - This job cut is part of a larger trend, with a total of 30,000 jobs eliminated recently, marking one of the largest layoffs in Amazon's history [26][27] - The company's stock has shown volatility, recently down by 0.7% following the announcement of these layoffs [3][23] Group 2: ASML - ASML plans to cut 1,700 roles as part of a strategy to streamline its organization, despite reporting record bookings driven by AI demand [4][6] - The company reported earnings of $13 billion in a single quarter, indicating strong growth and demand from clients like Micron and SK Hynix [6][10] - Analysts predict that 2026 will be a significant year for ASML, with expectations of continued strong revenue growth [6][8] Group 3: SoftBank and OpenAI - SoftBank is in discussions to invest up to $30 billion more into OpenAI, reinforcing its position as a major backer in the AI sector [37][39] - OpenAI is reportedly targeting a valuation between $750 billion and $850 billion in its current funding round [41][42] - The investment landscape for OpenAI includes potential contributions from sovereign wealth funds in the Middle East [41] Group 4: Texas Instruments - Texas Instruments has provided a robust forecast for the first quarter, indicating that customers are returning to purchase analog chips after working through inventory [17][19] - The company is viewed as a bellwether for the economy, with its performance reflecting broader trends in industrial and automotive sectors [18][20] - Despite some concerns about consumer electronics, Texas Instruments is seeing improvements in orders and overall business conditions [21][19] Group 5: Market Trends and Economic Indicators - The S&P 500 briefly surpassed the 7,000 mark, reflecting momentum in AI and technology sectors, but there is nervousness surrounding upcoming Federal Reserve meetings [2][46] - Capital expenditures in the tech sector are expected to remain stable or increase, with significant investments anticipated in AI and related technologies [58][60] - Analysts are closely monitoring the impact of geopolitical tensions and trade relationships, particularly between the U.S. and South Korea, on the tech industry [30][31]
Lam Research Corporation Reports Financial Results for the Quarter Ended December 28, 2025
Prnewswire· 2026-01-28 21:05
FREMONT, Calif., Jan. 28, 2026 /PRNewswire/ -- Lam Research Corporation (the "Company," "Lam," "Lam Research") today announced financial results for the quarter ended December 28, 2025 (the "December 2025 quarter"). Highlights for the December 2025 quarter were as follows: | December 2025 | September 2025 | Change Q/Q | | | | --- | --- | --- | --- | --- | | Revenue | $ | $ | — | | | | 5,344,791 | 5,324,173 | | | | Gross margin as percentage of revenue | 49.6 % | 50.4 % | - 80 | | | | | | bps | | | Operating ...
ASML Stock Falls Despite Strong Sales Forecast For 2026
Investors· 2026-01-28 21:00
ASML Stock Falls Despite Strong Sales Forecast For 2026 | Investor's Business DailyBREAKING: [Trump Says He'll Name Fed Chief Pick On Friday]---Semiconductor equipment giant ASML (ASML) on Wednesday posted mixed results for the fourth quarter but provided a strong outlook for the current quarter and full year ahead. ASML stock wavered on the news. The Dutch maker of advanced photolithography gear earned the equivalent of $8.78 a share on sales of $11.62 billion in the December quarter. Analysts polled by Fa ...
ASML Orders Double Estimates at €13.2B: Why the AI Chip Boom Has Legs
Investing· 2026-01-28 20:17
Market Analysis by covering: Intel Corporation, Applied Materials Inc, Lam Research Corp, KLA Corporation. Read 's Market Analysis on Investing.com ...
BofA Sees Limited China Risk for ASML Holding N.V. (ASML), Maintains Top Pick Rating
Yahoo Finance· 2026-01-28 19:53
ASML Holding N.V. (NASDAQ:ASML) is one of the AI Stocks in Focus on Wall Street. On January 27, BofA Securities analyst Didier Scemama reiterated a Buy rating on the stock with a $1,672.00 price target. The firm maintains its “Top Pick” stance on ASML, seeing limited China threat and highlighting inflection in edge AI. Bofa highlighted that it hosted Erik Hosler, former Chief Technology Officer and Founder at xLight Inc. The discussions between them have led the firm to believe that China is a limited com ...
ASML Investors Press Executives on Outlook Despite Bookings Beat
MINT· 2026-01-28 18:45
(Bloomberg) -- ASML Holding NV failed to satisfy investors with record orders in the fourth quarter as analysts continued to question whether the Dutch semiconductor equipment maker can sustain its artificial intelligence-fueled momentum. The company’s bookings in the fourth quarter hit €13.2 billion ($15.8 billion) as AI infrastructure needs raised demand for its most sophisticated equipment, far exceeding the average analyst estimate of €6.85 billion, the Veldhoven, Netherlands-based company said in a st ...
Why Record Highs For LRCX Stock May Face A Reality Check In 2026
Forbes· 2026-01-28 18:25
KIEV, UKRAINE - 2018/11/10: In this photo illustration, the Lam Research Corporation logo seen displayed on a smartphone. Lam Research Corporation is an American corporation that engages in the design, manufacture, marketing, and service of semiconductor processing equipment used in the fabrication of integrated circuits. (Photo Illustration by Igor Golovniov/SOPA Images/LightRocket via Getty Images)LightRocket via Getty ImagesLam Research (LRCX) has faced setbacks in the past. Its stock has experienced dro ...