Lam Research (LRCX) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.
LRCX's strong Q1 earnings, AI-driven demand and attractive valuation make it a standout in the semiconductor space.
Lam Research enters FY26 with strong foundry momentum and rising memory exposure. Foundry mix reached 60 percent, while NAND and HBM tools are set to drive 2026 growth. Valuation is rich, but memory upcycles historically benefit LRCX more than peers.
Lam Research Corp. LRCX recently beat again on earnings. This Zacks Rank #1 (Strong Buy) is expected to see double digit sales growth in Fiscal 2026 and Fiscal 2027.
LRCX's Q1 earnings and revenues surpass forecasts, boosted by strong systems sales and rising demand across key Asian markets.
Lam Research Corporation (NASDAQ:LRCX ) Q1 2026 Earnings Call October 22, 2025 5:00 PM EDT Company Participants Ram Ganesh - Vice President of Investor Relations Timothy Archer - President, CEO & Director Douglas Bettinger - Executive VP & CFO Conference Call Participants Christopher Muse - Cantor Fitzgerald & Co., Research Division Timothy Arcuri - UBS Investment Bank, Research Division Vivek Arya - BofA Securities, Research Division Harlan Sur - JPMorgan Chase & Co, Research Division James Schneider - Goldman Sachs Group, Inc., Research Division Sreekrishnan Sankarnarayanan - TD Cowen, Research Division Stacy Rasgon - Sanford C. Bernstein & Co., LLC.
Lam Research (LRCX) came out with quarterly earnings of $1.26 per share, beating the Zacks Consensus Estimate of $1.21 per share. This compares to earnings of $0.86 per share a year ago.
Lam Research (LRCX)'s stock has soared by more than 100%, driven by escalating revenue, improved margins, and a thriving valuation. The factors behind this upward trend include exceptional earnings, a surge in deman
Lam Research (NASDAQ: LRCX), a prominent provider of chip fabrication equipment, is set to announce its earnings on Wednesday, October 22, 2025.
AI-driven chip demand and rising DRAM spending are likely to help LRCX deliver another strong earnings beat in the first quarter of fiscal 2026.
From a technical perspective, Lam Research (LRCX) is looking like an interesting pick, as it just reached a key level of support. LRCX recently overtook the 20-day moving average, and this suggests a short-term bullish trend.
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