Lam Research reported strong Q3 2026 results with $8.22 billion in revenue, a 22% increase from the previous quarter, and a diluted EPS of $2.19 under U.S. GAAP. The company achieved a 52.3% gross margin and 40.0% operating margin, reflecting operational efficiency amid rising AI-driven semiconductor demand. Cash reserves rose to $7.45 billion, supporting ongoing investments in technology and capacity. For Q4, Lam expects revenue around $8.6 billion and EPS of $2.33, signaling continued growth in the wafer fabrication equipment market.
Lam Research Corporation trades at USD 245.55 on Pluang as of Oct 22, 2026 03:23 WIB, down 6.79% in one day. The stock has a market cap of $329.69 billion and a dividend yield of 0.5%. Despite the recent price drop, Pluang investors show strong interest with 97% buy orders and a typical hold time of 60 days.
Lam Research will announce its Q1 earnings on October 21, 2026, with analysts expecting $2.18 EPS and $8.14 billion in revenue. The company has a strong history of beating earnings estimates, with an average surprise of nearly 8% in the last two quar...
The Corgi Lithography & Semiconductor Photonics ETF (EUV) is still recommended as a Buy due to strong demand for 2-nanometer technology, advanced lithography, and automation in semiconductor manufacturing. Key holdings like TSMC, ASML, and Lam Resear...
Texas Instruments and Lam Research are set to report earnings, highlighting different industry trends. Texas Instruments must demonstrate sustained growth in industrial and automotive sectors, driven by analog chips and embedded processors. Lam Resea...
Timothy Arcuri of UBS, a top Wall Street analyst, has upgraded price targets for eight companies, highlighting three semiconductor firms with potential gains over 60% in the next year. Lam Research is expected to rise 61%, Semtech 68%, and Micron the...
Lam Research's stock fell about 20% in three months due to a sector-wide selloff despite strong company fundamentals like 26% revenue growth and consistent earnings beats. Analysts see significant upside potential, with a consensus price target 42% a...
