Lam Research (LRCX) reported earnings 30 days ago. What's next for the stock?
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Despite robust growth in AI and HPC, LRCX faces near-term risks tied to China sales and chip cycle swings.
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Lam Research's early lead in ALD molybdenum tools positions it to gain share in advanced chipmaking for NAND and AI-driven logic.
Applied Materials' diversified portfolio, resilient growth and lower valuation give it the edge over Lam Research in the AI-driven chip boom.
Explore Lam Research's (LRCX) international revenue trends and how these numbers impact Wall Street's forecasts and what's ahead for the stock.
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The headline numbers for Lam Research (LRCX) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Lam Research delivered explosive growth to round off FY2025 with solid guidance for Q1-2026 (September). The company has beaten the market on both 3Y, 5Y, 10Y horizon and I expect it to continue delivering outsized returns but is trading at upper range of historical valuation. China worries dampened investor enthusiasm in the after hours trading originally up 5% and then down 5% with worry for growth normalization.