Should Lam Research Stock Be in Your Portfolio Post Solid Q1 Earnings?
LRCX's strong Q1 earnings, AI-driven demand and attractive valuation make it a standout in the semiconductor space.
Lam Research: Dual Engines Of Growth Make It Worth Buying On Pullbacks
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.
Bull of the Day: Lam Research (LRCX)
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.
Lam Research Q1 Earnings Surpass Expectations, Revenues Rise Y/Y
LRCX's Q1 earnings and revenues surpass forecasts, boosted by strong systems sales and rising demand across key Asian markets.
Lam Research Corporation (LRCX) Q1 2026 Earnings Call Transcript
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) Q1 Earnings and Revenues Top Estimates
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.
What Is Occurring With Lam Research Stock?
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
Buy or Sell LRCX Stock Ahead of Its Earnings?
Lam Research (NASDAQ: LRCX), a prominent provider of chip fabrication equipment, is set to announce its earnings on Wednesday, October 22, 2025.
Should You Buy Lam Research Stock Before Q1 Earnings Release?
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.
Lam Research (LRCX) Just Overtook the 20-Day Moving Average
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.
Why Lam Research (LRCX) is a Top Stock for the Long-Term
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Lam Research: A Key Enabler Of AI And HPC Growth With More Upside Ahead
Lam Research delivered its 13th consecutive double-beat quarter, with 34% YoY revenue and 65% EPS growth in the report, driven by strong AI demand and leadership in the etch market. The company trades at a forward P/E of 31, a justified premium given double-digit top and bottom-line growth, expanding margins, and consistent execution by management. Balance sheet strength remains solid with $6.4 billion in cash versus $4.8 billion in obligations and positive net interest income, positioning it to perform well in varying rate environments.
