Lam Research Corporation (LRCX) Earnings

Lam Research Corporation

LRCX · NASDAQ-GS

Sep 2026upcoming

Next quarter

Consensus is $2.15 EPS for Sep 2026 across 8 estimates, ranging $2.09 to $2.19.

LRCX Jun 2026

Reported Jul 29, 2026

Beat 7.69%

EPS estimate: $1.69
EPS actual: $1.82
Revenue estimate: —
Revenue actual: —
1-day move: +17.98%

Call highlights have not been generated for this quarter.

Symbol: LRCX
Type: Stock
Sector: Technology
Industry: Industrial Machinery/Components
Country: North America
Exchange: NASDAQ-GS

Lam Research Corporation (NASDAQ: LRCX) is a global supplier of innovative wafer fabrication equipment and services to the semiconductor industry. Lam's equipment and services allow customers to build smaller and better performing devices. In fact, today, nearly every advanced chip is built with Lam technology. We combine superior systems engineering, technology leadership, and a strong values-based culture, with an unwavering commitment to our customers. Lam Research is a FORTUNE 500® company headquartered in Fremont, California, with operations around the globe. Learn more at www.lamresearch.com (LRCX).

Key Issues

Bullish view

Zacks cited record revenues, strong AI equipment demand and rising earnings, supporting the view that Lam is benefiting from a durable semiconductor investment cycle.

Bearish view

The stock had still fallen 16% over the prior month before this rebound, showing that investors remain willing to question whether anticipated AI demand is already reflected in the shares.

Analyst Consensus

See all

Buy

26 analysts

$313

Current

—

Low

$364

Average

—

High

Average target implies +16.15% versus the current price.

Earnings History

BeatMissNo estimate

Peers

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