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Lam Research (LRCX) Could Be 9% Undervalued After Record AI Driven Earnings

Bank of America Corp DE Has $2.28 Billion Holdings in Lam Research Corporation $LRCX

Bank of America Corp DE reduced its stake in Lam Research Corporation (NASDAQ:LRCX) by 5.3% in the first quarter, though its remaining holding is valued at over $2.28 billion. Other institutional investors like Brighton Jones LLC and Osterweis Capital Management Inc. significantly increased their …

Lam Research (LRCX) Stock Trades Up, Here Is Why

Lam Research (LRCX) Stock Trades Up, Here Is Why What Happened? Shares of semiconductor equipment maker Lam Research (NASDAQ:LRCX) jumped 18% in the afternoon session after the company reported strong second-quarter results and provided an outstanding forecast for the upcoming quarter that significantly surpassed …

Has Lam Research (LRCX) Fallen Far Enough To Look Like A Bargain?

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Lam Research has delivered a very strong share price return of about 3.9x over …

Lam Research (NASDAQ:LRCX) Price Target Lowered to $350.00 at B. Riley Financial

B. Riley Financial has lowered Lam Research's (NASDAQ:LRCX) price target to $350.00 from $385.00 while maintaining a "buy" rating, indicating a potential upside of 17.51% from its current price. Despite this adjustment, other analysts have recently raised their price targets for the semiconductor company. …

Lam Research Corp Stock (LRCX) Moved Up by 18.26% on Jul 30: Drivers Behind the Movement

Lam Research Corp (LRCX) stock surged 18.26% following better-than-expected quarterly financial results and optimistic forward guidance driven by AI infrastructure and semiconductor demand. The company's strong position in the etch and deposition segments and expanding gross margins helped it outperform the industry. However, the …

Why Lam Research Stock Is Having Its Best Day Since 1999

FEATURE Lam Research stock was pacing toward its best day in 27 years on Thursday, drawing a stark contrast to an industry peer’s post-earnings slide. Lam shares spiked 23% to $310.69, putting them on track for their largest same-day percentage increase since January 1999, …

LRCX Q4 Earnings Beat on NAND and Customer Support Strength

Lam Research Corporation LRCX delivered fourth-quarter fiscal 2026 non-GAAP earnings of $1.82 per share, which beat the Zacks Consensus Estimate by 7.69%. Non-GAAP earnings per share jumped nearly 37% year over year and 24% sequentially, primarily driven by strong pricing, scale efficiencies and better …

B. Riley Adjusts Lam Research Price Target to $350 From $385, Maintains Buy Rating

B. Riley has revised its price target for Lam Research to $350, down from the previous $385. Despite this adjustment, the firm has decided to maintain its Buy rating on the stock. This update reflects a change in outlook while still recommending investment in …

LRCX Q4 Earnings Call Highlights AI-Driven Expansion

Lam Research Corporation LRCX highlighted accelerating semiconductor demand as AI infrastructure spending reshapes wafer fabrication requirements. Management pointed to stronger memory demand, expanding technology complexity and rising opportunities across etch, deposition and advanced packaging. The company raised its near-term outlook with expectations for higher …

Lam Research (NASDAQ:LRCX) Given "Buy" Rating at Needham & Company LLC

Needham & Company LLC has reissued a "Buy" rating for Lam Research (NASDAQ:LRCX), setting a price target of $390.00, suggesting a potential upside of 54.55%. This comes as Lam Research exceeded quarterly revenue and EPS expectations, reporting $6.72 billion in revenue and $1.82 adjusted …

Lam Research Surges After Record Quarter and Stronger Outlook

Lam Research (NASDAQ:LRCX) reported record quarterly revenue and earnings, driven by strong demand for semiconductor manufacturing equipment fueled by AI investments. The company also provided an upbeat outlook for the current quarter, leading to a significant surge in its stock price. Analysts noted that …

Apertura de Mercado en EE.UU.: ¡El Nasdaq rebota! Los resultados de Microsoft y Lam Research reactivan la apuesta por la IA

What Lam Research’s Q4 Earnings Call Reveals About the 2027 Setup

Lam Research Stock (LRCX) Opinions on Strong Earnings Report

Lam Research (LRCX) Stock Price Jumps On Record Margins And AI Demand

Lam Research Corp (LRCX) (Q4 2026) Earnings Call Highlights: Record Revenue and EPS Fueled by ...

This article first appeared on GuruFocus. Revenue: Record revenue of $6.72 billion for the June quarter, up 15% sequentially and 30% year-over-year. Full fiscal year 2026 revenue was a record $23.2 billion. Gross Margin: 52% for the June quarter, the highest quarterly gross margin …

Lam Research Earnings: Buy in Now, the Results Are Getting Even Better

Lam Research recently announced impressive June-quarter results and even stronger guidance, with sales experiencing a 30% year-over-year increase and September guidance projecting 52% growth. The company also significantly raised its long-term margin targets, indicating a very positive outlook. This strong performance, combined with its …

Lam Research Q4 Earnings Call Highlights

This article first appeared on GuruFocus. Revenue: Record revenue of $6.72 billion for the June quarter, up 15% sequentially and 30% year-over-year. Full fiscal year 2026 revenue was a record $23.2 billion. Gross Margin: 52% for the June quarter, the highest quarterly gross margin …

Lam Research (LRCX) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

Lam Research (LRCX) reported $6.72 billion in revenue for the quarter ended June 2026, representing a year-over-year increase of 30%. EPS of $1.82 for the same period compares to $1.33 a year ago. The reported revenue compares to the Zacks Consensus Estimate of $6.67 …

Why is Lam Research stock surging today?

Lam Research Corp stock surged 6.0% in after-hours trading after the semiconductor equipment giant reported record quarterly results and issued guidance that significantly exceeded analyst expectations. The company posted fiscal Q4 2026 revenue of $6.72 billion and non-GAAP diluted EPS of $1.82, beating consensus …

Lam Research Corp (LRCX) Stock Down 6.4% but Still Overvalued -- GF Score: 85/100

Lam Research Corp (LRCX) shares dropped 6.4% on July 29, 2026, and are down 21.0% for the week, trading at $252.35. Despite this decline, GuruFocus's GF Value assesses the stock as significantly overvalued by 87.5%, with an estimated fair value of $134.59. The company's …

Lam Research posts record quarterly revenue, boosts outlook on AI chip demand

Investing.com -- Lam Research reported record quarterly revenue and earnings on Wednesday, helped by robust demand for semiconductor manufacturing equipment as artificial intelligence investment continued to drive advanced chip production. The wafer fabrication equipment maker posted revenue of $6.72 billion for the quarter ended …

Lam Research (LRCX) Surpasses Q4 Earnings and Revenue Estimates

Lam Research (LRCX) came out with quarterly earnings of $1.82 per share, beating the Zacks Consensus Estimate of $1.69 per share. This compares to earnings of $1.33 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an …

Lam Research Stock Jumps On Fiscal Q4 Beat-And-Raise Report

Lam Research beat analyst estimates for its fiscal fourth quarter and with its guidance for the current period. LRCX stock rose. Continue Reading

Lam Research Stock Rises on Q4 Earnings Beat, Strong Outlook

Lam Research (NASDAQ:LRCX) reported an earnings beat in its fourth quarter, with revenue of $6.72 billion against estimates of $6.67 billion, and adjusted earnings of $1.82 per share against estimates of $1.68 per share. The company also provided strong guidance for the fiscal first …

Lam Research (NASDAQ:LRCX) Releases Earnings Results, Beats Expectations By $0.13 EPS

Lam Research (NASDAQ:LRCX) announced Q2 earnings of $1.82 per share, surpassing consensus estimates by $0.13, with revenue of $6.72 billion also exceeding expectations. Despite beating quarterly estimates, the stock fell 6.4% to $252.35 due to broader semiconductor market weakness and high investor expectations. Analysts …

Lam Research: Fiscal Q4 Earnings Snapshot

This article provides a fiscal Q4 earnings snapshot for Lam Research. The content appears to be minimal or an incomplete capture, indicating that detailed financial figures and analysis are not present.

Lam Research (NASDAQ:LRCX) Beats Earnings Estimates, Shares Surge 5.4%

Lam Research (NASDAQ:LRCX) reported a mixed fiscal fourth-quarter, with revenue of $6.72 billion slightly below estimates, but an earnings per share beat of $1.82 against an estimated $1.72. The semiconductor equipment maker's shares surged 5.4% in after-hours trading, driven by the strong EPS beat …

Lam Research (NASDAQ:LRCX) Reports Q2 In Line With Expectations, Stock Soars

Lam Research (NASDAQ:LRCX) Reports Q2 In Line With Expectations, Stock Soars Semiconductor equipment maker Lam Research (NASDAQ:LRCX) met Wall Street's revenue expectations in Q2 CY2026, with sales up 30% year on year to $6.72 billion. The company expects next quarter's revenue to be around …

Lam Research Corporation Reports Financial Results for the Quarter Ended June 28, 2026

Lam Research Corporation announced strong financial results for the quarter ended June 28, 2026, driven by AI-fueled demand in the semiconductor industry. The company reported record revenue of $6.72 billion, a U.S. GAAP diluted EPS of $1.81, and a non-GAAP diluted EPS of $1.82. …

Lam Research (LRCX) Is Down 16.3% After China Lithography Jitters Hit Chip-Equipment Sentiment

In recent days, Lam Research has been caught in a broad semiconductor pullback as investors weigh upcoming earnings, tighter Federal Reserve expectations, and escalating Middle East tensions alongside sector-specific worries about new Chinese lithography capabilities. This mix of macro uncertainty and potential shifts in …

Lam Research Corporation presenta sus previsiones de resultados para el trimestre que finaliza el 27 de septiembre de 2026

GUIDANCE: (LRCX) Lam Research Corporation Expects Q3 Revenue Range $7.70B - $8.50B

Lam Research Corporation (LRCX) has provided its guidance for the third quarter, projecting revenue to be in the range of $7.70 billion to $8.50 billion. This financial outlook offers insight into the company's anticipated performance in the upcoming quarter.

Lam Research (Nasdaq: LRCX) lifts EPS to $1.81 and guides revenue near $8.10B

Lam Research reported strong results for the June 2026 quarter, with revenue reaching $6.72 billion

Lam Research Guidance Blows Past Analysts by $1 Billion as AI Chip Demand Surges