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Polen Capital Management Llc released its "Polen Focus Growth Strategy" Q2 2026 investor letter. A copy of the letter can be downloaded here. Polen Focus Growth returned 6.33% (net of fees) in the second quarter of 2026, significantly underperforming the Russell 1000 Growth Index's 16.74% gain, as the market rally remained narrowly focused on AI infrastructure and semiconductor …
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FREMONT, Calif., Aug. 13, 2026 /PRNewswire/ -- Lam Research Corp. (NASDAQ: LRCX) today announced that it intends to invest more than $3 billion over the next five years to expand its global research and development (R&D) lab network. The planned multi-site expansion is expected …
Aug 13 (Reuters) - Lam Research said on Thursday it intends to invest more than $3 billion in the next five years to expand its global research and development lab network, as it seeks to increase experiment capacity and speed up product development. The …
Quick Read SanDisk's 80% gross margin targets and signed contracts covering two-thirds of FY2028 bits drove LRCX up 4%, the most direct equipment beneficiary. AMAT reports Q3 earnings after today's close, while KLAC has already surged 72% year-to-date as equipment stocks get re-rated on …
Lam's Semiverse®Solutions virtual fabrication platform expected to provide hands-on chip fabrication training for engineering students across NY Creates' workforce development network News Summary Lam Research and NY Creates will collaborate to advance semiconductor workforce development across the northeastern United States. The program is expected …
Lam Research Corporation LRCX is expanding its opportunity in advanced packaging as artificial intelligence (AI) chips become larger and more complex. The company seems to be now focusing on the Panel-Level Packaging ("PLP") method. In this connection, it established a Panel-Level Packaging Center of …
Cramer's Case for the Semiconductor Equipment "Troika" During the August 6 episode of CNBC's Mad Money, host Jim Cramer pointed to the bottleneck in data center memory production and urged investors to focus on the companies building the fabrication machinery. He highlighted Lam Research …
Investors might want to bet on Lam Research (LRCX), as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices. The …
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter? Let's …
For Immediate Release Chicago, IL – August 6, 2026 – Stocks in this week's article Lam Research LRCX, The Cheesecake Factory CAKE, Vertiv VRT and Fortinet FTNT 4 GARP Stocks Investors Can Scoop Up for Maximum Returns If you are looking for a profitable …
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Lam Research (LRCX) has drawn fresh attention after reporting quarterly and full year results on July 29, 2026, along with new guidance for the September quarter and …
If you are looking for a profitable portfolio of stocks offering the best of value and growth investing, you can try the growth at a reasonable price or GARP strategy. The strategy helps investors gain exposure to undervalued stocks with impressive prospects. Unlike a …
ASE Technology Holding ASX shares have rallied 82% in the past six months, outperforming the Zacks Electronics - Semiconductors industry's return of 28.8%. The stock also outperformed its industry peers, including FormFactor FORM, Lam Research LRCX and Applied Materials AMAT. Shares of FormFactor, Lam …
3 S&P 500 Stocks Worth Your Attention The biggest companies in the world call the S&P 500 (^GSPC) home, but only a handful are still growing rapidly. Some of these industry leaders are executing exceptionally well and rewarding shareholders. Even in the S&P 500, …
Here are three stocks with buy rank and strong momentum characteristics for investors to consider today, August 3: Lam Research Corporation LRCX: This company that manufactures and services semiconductor equipments has a Zacks Rank #1 and witnessed the Zacks Consensus Estimate for its current …
Here are five stocks added to the Zacks Rank #1 (Strong Buy) List today: FormFactor, Inc. FORM: This provider of semiconductor testing solutions, including probe cards, systems, and cryogenic technologies has seen the Zacks Consensus Estimate for its next year earnings increasing 7.3% over …
FREMONT, Calif., July 29, 2026 /PRNewswire/ -- Lam Research Corporation (the "Company," "Lam," "Lam Research") today announced financial results for the quarter ended June 28, 2026 (the "June 2026 quarter"). Highlights for the June 2026 quarter were as follows: Revenue of $6.72 billion. U.S. …
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 …
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 …
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, …
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 …
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 …
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) 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 …
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) 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 beat analyst estimates for its fiscal fourth quarter and with its guidance for the current period. LRCX stock rose. Continue Reading
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 …
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 …
Earnings To Watch: Lam Research (LRCX) Reports Q2 Results Tomorrow Semiconductor equipment maker Lam Research (NASDAQ:LRCX) will be reporting results this Wednesday after market hours. Here's what to look for. Lam Research beat analysts' revenue expectations last quarter, reporting revenues of $5.84 billion, up …
Columbia Threadneedle Investments, an investment management company, released its "Columbia Seligman Global Technology Fund" second quarter 2026 investor letter. A copy of the letter can be downloaded here. During the quarter, the Fund's Institutional Class shares returned 50.34%, outperforming the MSCI World Information Technology …
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the "Carillon Eagle Growth & Income Fund". A copy of the letter is available to download here. The second quarter of 2026 was driven by a sharp rally in AI-related …
It's been a tough trading day for the S&P 500, but if you take a look under the surface, the market was actually holding up alright. The S&P 500 was down 0.3% after trading more than 0.9% higher earlier in the session. Chip stocks …
The upcoming report from Lam Research (LRCX) is expected to reveal quarterly earnings of $1.69 per share, indicating an increase of 27.1% compared to the year-ago period. Analysts forecast revenues of $6.67 billion, representing an increase of 29% year over year. The consensus EPS …
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