Lam Research Stock News

Lam Research (LRCX) Q2 Revenue Jumps 34%

A couple of weeks ago, I highlighted bad sales and booking news from Dutch semiconductor equipment manufacturer ASML (ASML -2.38%), and pointed out how this might make investors in American peer Lam Research (LRCX -4.27%) want to sell their stock ahead of earnings.

Lam Research delivered explosive growth to round off FY2025 with solid guidance for Q1-2026 (September). The company has beaten the market on both 3Y, 5Y, 10Y horizon and I expect it to continue delivering outsized returns but is trading at upper range of historical valuation. China worries dampened investor enthusiasm in the after hours trading originally up 5% and then down 5% with worry for ...

Lam Research Corporation (NASDAQ:LRCX ) Q4 2025 Earnings Conference Call July 30, 2025 5:00 PM ET Company Participants Douglas R. Bettinger - Executive VP & CFO Ram Ganesh - Vice President of Investor Relations Timothy M.

Lam Research has a wide moat due to advanced technology, patents, scale, and integration with top chipmakers, making it difficult to replace. The company benefits from secular growth in some sectors of semiconductors, driven by AI, smart devices, and demand for more powerful, efficient chips. Recurring revenue streams from post-sales services and spare parts add stability and higher margins, ra...

Lam Research forecast first-quarter revenue above Wall Street expectations on Wednesday, driven by strong demand for its specialized chip-making equipment used in developing advanced artificial intelligence processors, sending its shares up over 4% in extended trading.

FREMONT, Calif. , July 30, 2025 /PRNewswire/ -- Lam Research Corporation (the "Company," "Lam," "Lam Research") today announced financial results for the quarter ended June 29, 2025 (the "June 2025 quarter").

Lam Research reports tonight after the bell. Earnings should drop shortly after 4 p.m.