L1RC34 news sentiment

Intel Just Increased Its Stock Offering to $20B. Why That’s Good News for ASML.

Intel stock was down after it said it plans to issue 210.5 million shares at a price of $95 a share but ASML was gaining. Continue Reading

5 Insightful Analyst Questions From Lam Research’s Q2 Earnings Call

5 Insightful Analyst Questions From Lam Research's Q2 Earnings Call Is now the time to buy LRCX? Find out in our full research report (it's free). Lam Research (LRCX) Q2 CY2026 Highlights: Revenue: $6.72 billion vs analyst estimates of $6.69 billion (30% year-on-year growth, in line) Adjusted EPS: $1.82 vs analyst estimates of $1.68 (8.1% beat) Adjusted Operating Income: $2.58 billion vs analyst estimates of $2.44 billion (38.4% margin, 5.8% beat) Revenue Guidance for Q3 CY2026 is $8.1 billion at the midpoint, above analyst estimates of $7.13 billion Adjusted EPS guidance for Q3 CY2026 is $2.15 at the midpoint, above analyst estimates of $1.84 Operating Margin: 37.4%, up from 33.7% in the same quarter last year Inventory Days Outstanding: 120, down from 124 in the previous quarter Market Capitalization: $389.6 billion High-Quality Stocks for All Market Conditions ALSO WORTH WATCHING: Top 5 Momentum Stocks. The best time to own a great stock is when the market is finally noticing it. These aren't just high-quality businesses. Something is happening with them right now. Elite fundamentals meet near-term momentum — both boxes checked at the same time. Find out which stocks our AI platform is flagging this week. See this week's Strong Momentum stocks — FREE. Get Our Strong Momentum Stocks for Free HERE. Stocks that have made our list include now familiar names such as Nvidia (+1,460% between June 2020 and June 2025) as well as under-the-radar businesses like the once-micro-cap company Kadant (+214% between June 2020 and June 2025). Find your next big winner with StockStory today. View Comments

Bernstein raises WFE growth estimates, boosts price targets

Investing.com -- In a note on Tuesday, Bernstein lifted its forecasts for wafer fabrication equipment (WFE) spending, raising price targets across its semiconductor equipment coverage on growing conviction that the current upcycle "has legs." Analyst David Dai lifted the firm's 2026 WFE estimate to $148 billion, up 26.3% year over year, its 2027 figure to $204 billion, up 32.6%, and its 2028 estimate to $259 billion, up 27%. The two-year growth of 75%, Dai said, "strengthens our WFE upcycle call," with the uplift spread across all applications but skewed slightly more toward non-China memory and China foundry and logic. Bernstein now forecasts global ex-China WFE to grow 36% in 2026 and 37% in 2027, driven largely by DRAM and foundry revisions. It sees China WFE demand reaching $57 billion, $73 billion and $101 billion across 2026 to 2028, with memory leading the surge. The firm raised targets on the three U.S. names, all rated Outperform, taking Lam Research to $385 from $365, KLA to $250 from $225, and Applied Materials to $675 from $525. Bernstein prefers AMAT first, given "most exposure to leading edge logic, DRAM, and packaging," followed by Lam and then KLA. In Japan, Bernstein continues to prefer Kokusai and Tokyo Electron to benefit from stronger memory capex, while ASML "stands out as our top pick" in Europe, with dollar revenue seen growing at a 34% compound annual rate through 2028. The firm maintained Outperform ratings on Chinese names AMEC, NAURA and Piotech. Related articles Bernstein raises WFE growth estimates, boosts price targets These 2 stocks are best positioned to benefit from higher uranium prices: analyst Goldman expects lower but still attractive stock market returns in 2026 View Comments

Buy and Hold These 2 Top-Ranked AI-Led Semiconductor Equipment Stocks

The global semiconductor manufacturing equipment and materials industry is growing by leaps and bounds, buoyed by AI-driven capital expenditure in leading-edge logic, high-bandwidth memory ("HBM") and Test and Packaging components. On July 14, SEMI reported in its Mid-Year Total Semiconductor Equipment Forecast – OEM Perspective that the market size of this industry is expected to reach a record high globally at $165.9 billion in 2026, up 23.2% year over year. The momentum is set to continue in the near term, reaching an estimated $229.5 billion globally in 2028. Here, we recommend two stocks from this space for investment and long-term holding to significantly strengthen one's portfolio. These companies are: Lam Research Corp. LRCX and Amkor Technology Inc. AMKR. Each of our picks currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today's Zacks #1 Rank stocks here. The chart below shows the price performance of our two picks year to date. Zacks Investment Research Image Source: Zacks Investment Research Lam Research Corp. Lam Research has been benefiting from accelerating semiconductor demand as AI infrastructure spending reshapes wafer fabrication requirements. LRCX entered the second half of 2026 emphasizing technology transitions across memory, logic and packaging. Rising process complexity is increasing demand for etch and deposition tools, while NAND conversions, advanced DRAM and larger packages expand LRCX's served market. Customer Support is scaling through upgrades, high utilization and early adoption of Equipment Intelligence and Dextro services. Strong Earnings Results LRCX delivered strong fourth-quarter fiscal 2026 earnings results with adjusted EPS and revenues easily beating the respective Zacks Consensus Estimate. NAND revenues more than doubled sequentially. DRAM contributed 23% of Systems revenues, with spending focused on wafer additions and upgrades across 1-alpha, 1-beta and 1-gamma nodes. Non-GAAP gross margin reached 52%, up 210 basis points sequentially. Likewise, non-GAAP operating margin expanded 340 basis points sequentially to 38.4%. Cash, cash equivalents and restricted cash increased to $5.60 billion at the end of fourth-quarter 2026 from $4.77 billion in the previous quarter. AI-Driven Growth Management said AI demand is driving new capacity investments and more complex semiconductor architectures. LRCX expects calendar 2026 wafer fab equipment spending to reach the low $150 billion range, up from the prior $140 billion outlook. AI workloads are increasing demand for HBM, chiplets and larger packages. LRCX is a leader in TSV etch and electroplating and has shipped 510-by-515-millimeter panel systems into development programs across multiple geographies. It also plans to ship its first 310-by-310-millimeter panel tool in 2026. Story Continues Lam Research is extending production-proven foundry and logic capabilities into advanced DRAM as customers adopt smaller pitches and more complex wiring. Akara has secured strategic tool-of-record positions for difficult gate etch applications, and its installed base has doubled annually since launch. VECTOR hard mask systems can improve transistor performance and yield while lowering customer costs by more than 20% versus traditional approaches. Solid Guidance For the first quarter of fiscal 2027, RCX projects revenues of $8.10 billion, plus or minus $400 million. The midpoint implies growth of more than 20% from the June quarter. The company expects non-GAAP gross margin of 52%, +/- 1%, and operating margin of 39.5%, +/- one point. Non-GAAP earnings are expected to be $2.15 per share, +/- $0.15. Robust Estimate Revisions Lam Research has an expected revenue and earnings growth rate of 45.9% and 59%, respectively, for the current year (ending June 2027). The Zacks Consensus Estimate for the current year's earnings has improved 17.1% over the last 30 days. LRCX has an expected revenue and earnings growth rate of 19.4% and 22.8%,

AMAT to Post Q3 Earnings: Time to Buy, Sell or Hold the Stock?

Applied Materials AMAT is scheduled to report third-quarter fiscal 2026 results on Aug. 13. For the fiscal third quarter, AMAT expects revenues to be $8.95 billion (+/- $500 million). The Zacks Consensus Estimate for revenues is pegged at $9 billion, suggesting an increase of 23.3% from the year-ago quarter. Applied Materials projects non-GAAP earnings per share of $3.36 (+/- $0.20) per share. The Zacks Consensus Estimate for earnings is pegged at $3.36 per share, indicating an increase of 35.5% from the year-ago quarter's reported figure. The figure has been revised upward in the past 30 days.Zacks Investment Research Image Source: Zacks Investment Research AMAT has an impressive earnings surprise history. AMAT beat the Zacks Consensus Estimate in each of the past four quarters, with an average earnings surprise of 6%. Applied Materials, Inc. Price and EPS Surprise Applied Materials, Inc. price-eps-surprise | Applied Materials, Inc. Quote Earnings Whispers for AMAT Stock Our proven model predicts an earnings beat for AMAT this earnings season. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat, which is the case here. Earnings ESP: Earnings ESP, which represents the difference between the Most Accurate Estimate ($3.41 per share) and the Zacks Consensus Estimate ($3.36 per share), is +1.52%. Zacks Rank: AMAT carries a Zacks Rank #2. You can see the complete list of today's Zacks #1 Rank stocks here. Factors to Note for AMAT's Q3 FY26 Applied Materials' third quarter of fiscal 2026 results are expected to benefit from the acceleration of AI infrastructure spending and the growing complexity of semiconductor manufacturing. The company's exposure to leading-edge foundry-logic, DRAM and advanced packaging is likely to have remained a key driver of momentum in the to-be-reported quarter. Demand for wafer fabrication equipment is expected to have remained strong as cloud service providers continue to expand AI infrastructure and chipmakers increase capacity. Applied Materials is also seeing customers find ways to expand cleanroom capacity, creating opportunities for equipment deliveries. This trend is likely to have supported growth in the third quarter. The transition toward gate-all-around architectures should have remained another important catalyst. Applied Materials' broad portfolio of deposition, etch, inspection and materials engineering solutions positions it well as chipmakers adopt increasingly complex transistor structures. Its recently launched GAA products could further strengthen its position as these technologies move toward broader adoption. Story Continues DRAM is also likely to remain a strong contributor as AI workloads drive demand for memory and customers invest in architectures. At the same time, advanced packaging is gaining importance as chipmakers increasingly rely on 3D stacking and high-bandwidth memory to improve AI system performance and efficiency. Applied Materials' positioning in these areas should support momentum. Applied Global Services is expected to have benefited from higher fab utilization, a growing installed base and demand for advanced services that improve production, yield and efficiency. Overall, the third quarter should reflect strength across Applied Materials' AI-related markets, with customer visibility and technology transitions supporting the growth trajectory. Applied Materials' Price Performance & Valuation Applied Materials shares have gained 109.8% year to date, outperforming the Zacks Electronics – Semiconductors industry's growth of 32.8%. AMAT YTD Performance ChartZacks Investment Research Image Source: Zacks Investment Research Let us now look at the value Applied Materials offers to its investors at current levels. AMAT is currently trading at a premium with a forward 12-month price-to-sales (P/S) of 10.54X compared with the industry's 5.35X. A Value score of D substantiates its premium

The Zacks Analyst Blog Highlights SpaceX, Tesla KLA Corp, Onto Innovation, Applied Materials and Lam Research

For Immediate Release Chicago, IL – August 10, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: SpaceX SPCX, Tesla TSLA, KLA Corp KLAC, Onto Innovation ONTO, Applied Materials AMAT and Lam Research LRCX. Here are highlights from Friday's Analyst Blog: Tesla-SpaceX Terafab Bet: 4 Chip Equipment Stocks That Could Benefit Elon Musk is betting big on chips. SpaceX and Tesla have committed an initial $16.8 billion to build Terafab, an AI semiconductor complex spanning more than 100 million square feet in Grimes County, TX. The vertically integrated facility is designed to handle chip manufacturing, packaging, and testing all under one roof. A buildout of this scale could create opportunities for chip equipment makers like KLA Corp, Onto Innovation, Applied Materials and Lam Research. Musk has pegged Tesla and SpaceX's future AI compute needs at over 1 terawatt annually— a figure that dwarfs current global chip output— and Terafab is meant to help close that gap. The chips from the Terafab plant will be engineered for edge computing and inference, purpose-built to power Tesla's Optimus robots and Cybercabs, alongside high-performance processors for SpaceX's space-based data centers. As Tesla and SpaceX lean further into AI-dependent products, including autonomous robots, self-driving vehicles and orbital computing, owning manufacturing capacity in-house could mean fewer bottlenecks, less reliance on external suppliers and faster execution on projects central to Musk's roadmap. To pull it off, Intel has also stepped in as a manufacturing partner, lending its process technology and high-volume production expertise to the facility. Beyond Intel, Terafab's buildout will require enormous amounts of specialized equipment— the tools that actually construct, inspect, and calibrate a fab of this size. No vendors have been named publicly yet, but a handful of companies dominate that space, and they stand to benefit as Terafab's plans unfold. 4 Top-Ranked Chip Equipment Stocks KLA helps chipmakers detect defects and measure chip quality during the manufacturing process. It's like the quality-control specialist of a semiconductor factory. Since Terafab plans to manufacture logic chips, memory chips, and package them all in one facility, maintaining high production quality will be critical. As chips become more advanced, manufacturers need even more inspection and testing, which should support demand for KLA's tools. The stock sports a Zacks Rank #1 (Strong Buy). The Zacks Consensus Estimate for KLA's fiscal 2027 and 2028 EPS implies year-over-year growth of 44% and 21%, respectively. Story Continues You can see the complete list of today's Zacks #1 Rank stocks here. Onto provides inspection and measurement tools, with a strong focus on advanced chip packaging, including tools that help align and connect chip components as they are assembled. Terafab plans to handle packaging in-house, and since Musk's roadmap spans different chip types, that likely means a mix of packaging methods too. As AI chips grow more complex, demand for advanced packaging keeps rising, and Onto has been benefiting from that trend. The stock sports a Zacks Rank #1. The Zacks Consensus Estimate for Onto's 2026 and 2027 EPS implies year-over-year growth of 45% and 40%, respectively. Applied Materials sells a broad range of chipmaking equipment along with the installation and support services that go with them. That breadth matters for Terafab, which plans to produce advanced logic and memory chips in a single facility. AI-driven demand is pushing more equipment spending toward this kind of advanced chipmaking, where Applied Materials already has an established presence. The stock carries a Zacks Rank #2 (Buy). The Zacks Consensus Estimate for AMAT's fiscal 2026 and 2027 EPS implie

Chip equipment stocks rise after Taiwan Semiconductor revenue surges 45%

What happened: Shares of chip equipment makers rose on Monday, withASML (ASML) leading Applied Materials (AMAT) and Lam Research (LRCX) higher. What's behind the move: The companies, which provide advanced semiconductor-making equipment to Taiwan Semiconductor Manufacturing Company (TSM), moved higher after TSMC said its revenue jumped 5.6% in July to around $14.51 billion from the prior month and 44.7% from a year earlier. On an annualized basis, TSMC's revenue for January through July 2026 totaled roughly $89.11 billion, up 37% from the same period in 2025. (ASML ) Go deeper with AlphaSpace 1,767.16 +26.17 (+1.50%) As of 10:15:18 AM EDT. Market Open. ASMLLRCX AMAT What else you need to know: TSMC is the world's largest chipmaker, and its business has boomed, driven by demand for semiconductors used in artificial intelligence. Last month, the company reported record second quarter revenue of $40.2 billion, up 36% from a year earlier, and raised its 2026 revenue growth forecast to more than 40%. Ines Ferre is a senior business reporter for Yahoo Finance. Follow her on X at @ines_ferre. Click here for in-depth analysis of the latest stock market news and events moving stock prices Read the latest financial and business news from Yahoo Finance View Comments

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