Lam Research reported a historic 40% operating margin and record revenue of $8.22 billion for the September quarter, beating earnings expectations. Despite this strong performance, shares fell nearly 8% in after-hours trading due to a cautious December-quarter outlook that only met consensus, with revenue guidance ranging widely and concerns over supply chain constraints and reduced exposure to China. The company expects 2027 growth driven by memory chip demand but warns of supply limits and a weaker China market. Investors will watch the January update for clearer 2027 guidance.
Lam Research's shares dropped nearly 8% in after-hours trading following its earnings report, aligning closely with the 8.39% decline on Pluang as of Oct 22, 2026, 19:21 WIB. Despite this, the stock price at USD 238.93 remains well above its 52-week low of USD 139.59 but significantly below its 52-week high of USD 433.33. This contrast highlights the stock's volatility and investor caution despite record revenue and operating margin achievements.
Lam Research reported better-than-expected earnings, but the positive news failed to ease investor concerns about potential cuts in semiconductor spending. This triggered a broad sell-off in major chip stocks, especially those linked to AI technology...
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 operati...
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...
