Lam Research Corporation (LRCX)
Lam Research Corporation (LRCX) Q4 2025 Earnings Call Transcript
Lam Research Corporation (NASDAQ:LRCX ) Q4 2025 Earnings Conference Call July 30, 2025 5:00 PM ET Company Participants Douglas R. Bettinger - Executive VP & CFO Ram Ganesh - Vice President of Investor Relations Timothy M.
Lam Research's Atomic‑Level Moat Powers The AI Chip Boom
Lam Research has a wide moat due to advanced technology, patents, scale, and integration with top chipmakers, making it difficult to replace. The company benefits from secular growth in some sectors of semiconductors, driven by AI, smart devices, and demand for more powerful, efficient chips. Recurring revenue streams from post-sales services and spare parts add stability and higher margins, rare for hardware companies.
Lam Research (LRCX) Q4 Earnings and Revenues Top Estimates
Lam Research (LRCX) came out with quarterly earnings of $1.33 per share, beating the Zacks Consensus Estimate of $1.2 per share. This compares to earnings of $0.81 per share a year ago.
Live Analysis: Lam Research (LRCX) Earnings Drop After the Bell
Lam Research reports tonight after the bell. Earnings should drop shortly after 4 p.m.
Lam Research (LRCX) Q4 Earnings Preview: What You Should Know Beyond the Headline Estimates
Besides Wall Street's top-and-bottom-line estimates for Lam Research (LRCX), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended June 2025.
LRCX Likely to Beat Q4 Earnings Estimates: How to Play the Stock?
Lam Research's Q4 results are likely to gain from a rebound in the semiconductor industry, driven by the surging demand for memory and advanced AI applications.
Lam Research (LRCX) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
Lam Research (LRCX) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Why Lam Research (LRCX) is a Top Stock for the Long-Term
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LRCX Soars 59% in Three Months: Is the Stock Still Worth Buying?
Lam Research jumps 59% in three months as AI chip demand surges, while strong earnings and innovation keep it in buy territory.
Is It Worth Investing in Lam Research (LRCX) Based on Wall Street's Bullish Views?
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
Lam Research (LRCX) Stock Sinks As Market Gains: Here's Why
In the most recent trading session, Lam Research (LRCX) closed at $99.62, indicating a -2.07% shift from the previous trading day.
Will ALD and Etch Deal Wins Anchor LRCX's Systems Revenue Growth?
Lam Research posts strong systems growth fueled by wins for Halo, Striker, and Akara in NAND and DRAM markets.
