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.
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 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) 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.
Lam Research reports tonight after the bell. Earnings should drop shortly after 4 p.m.
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.
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) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.