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 quarters. Investors are particularly watching demand for Lam Research's AI-related chipmaking equipment, which signals trends in the semiconductor industry. The results will be important for assessing the company's valuation and future market expectations.
As Lam Research prepares to release its Q1 earnings, its stock shows positive momentum on Pluang, trading at USD 267.92 with a 1-day gain of 1.70% as of Oct 21, 2026 21:33 WIB. The company holds a significant market cap of $329.69 billion, and investor interest remains strong with 87% of orders on Pluang being buys. This activity highlights the market's keen attention to Lam Research's performance and semiconductor industry trends.
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...
