Lam Research Corporation (LRCX)
Lam Research: 30% Growth And Expanding Margins Make It A Solid Buy
Lam Research (LRCX) receives a Buy rating, driven by its technological moat in plasma dry etching for advanced memory manufacturing. AI infrastructure buildout and hyperscaler CapEx are fueling a memory super cycle, directly supporting LRCX's revenue growth and margin stability. Q3 revenues reached $5.84B (+24% YoY) with ~30% net margins; customer support segment hit a record $2B, enhancing recurring revenue visibility.
Lam Research (LRCX) Recently Broke Out Above the 20-Day Moving Average
After reaching an important support level, Lam Research (LRCX) could be a good stock pick from a technical perspective. LRCX surpassed resistance at the 20-day moving average, suggesting a short-term bullish trend.
Lam Research Corporation (LRCX) Is a Trending Stock: Facts to Know Before Betting on It
Lam Research (LRCX) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Lam Research (LRCX) is a Great Momentum Stock: Should You Buy?
Does Lam Research (LRCX) have what it takes to be a top stock pick for momentum investors? Let's find out.
Earnings Growth & Price Strength Make Lam Research (LRCX) a Stock to Watch
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Can DRAM Business Momentum Further Boost LRCX's Systems Revenues?
LRCX's record DRAM revenues and rising memory mix could further lift Systems sales as HBM, DDR5 and LPDDR5 capacity ramp-up continues.
Lam Research: The AI Upcycle Is Real, But The Price Is Too Expensive
Lam Research Corporation delivered record Q3 results, driven by robust demand in AI, advanced packaging, and memory markets. LRCX raised its 2026 wafer fabrication equipment outlook to $140B, reflecting accelerating AI-driven demand and improved supply chain constraints. Valuation multiples have expanded significantly, positioning LRCX stock at a premium versus peers, with a current risk-reward profile deemed neutral.
Here's What Key Metrics Tell Us About Lam Research (LRCX) Q3 Earnings
Although the revenue and EPS for Lam Research (LRCX) give a sense of how its business performed in the quarter ended March 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Lam Research Q3 Earnings Surpass Expectations, Revenues Rise Y/Y
LRCX beats Q3 FY26 estimates as revenues rise 24%, fueled by AI chip demand and record support sales, while Q4 guidance topped expectations.
Lam Research Corp (LRCX) Q3 2026 Earnings Call Highlights: Record Revenue and Strategic Growth Amid Industry Demand
Revenue: $5.84 billion, up 9% sequentially and 24% year-over-year.Gross Margin: 49.9%, at the high end of the guidance range.Operating Margin: 35%, at the high
Lam Research Corporation (LRCX) Q3 2026 Earnings Call Transcript
Lam Research Corporation (LRCX) Q3 2026 Earnings Call Transcript
Lam Research (LRCX) Q3 Earnings and Revenues Beat Estimates
Lam Research (LRCX) came out with quarterly earnings of $1.47 per share, beating the Zacks Consensus Estimate of $1.36 per share. This compares to earnings of $1.04 per share a year ago.
