Lam Research reported a record Q4 FY26 with revenue up nearly 30% year-on-year to $6.72 billion, fueled by strong demand for its semiconductor etch and deposition equipment, especially from AI-driven chip investments. The company expects continued robust demand and margin expansion through FY27 due to increasing process complexity and favorable pricing. Despite a recent stock price correction, Lam Research shares remain attractively valued compared to peers, supporting a Buy rating ahead of Q1 results.
Lam Research shares are trading at USD 303.60 on Pluang as of Oct 13, 2026, 11:51 WIB, down 4.78% in the past day. The stock's market cap stands at $399.00 billion, reflecting its significant position in the semiconductor sector. Despite recent selling pressure with 89% of Pluang orders being sell orders, the company’s strong fundamentals support ongoing investor interest.
Global semiconductor equipment spending is set to rise 23.1% to $143.9 billion in 2026, driven by AI and advanced chip tech. However, Applied Materials' market share fell from 20.0% in 2024 to 17.9% in 2025, with only 1.0% revenue growth in H1 2026, ...
A $1,000 investment in Lam Research made 10 years ago grew to about $37,462 by October 2026, with dividends reinvested. The stock experienced three significant drops over 40%, testing investor patience, but long-term holders benefited from the compan...
