Key insights
- Lam Research (LRCX) reported strong Q2 earnings and revenue, beating analyst estimates. Crucially, the company provided Q1 2026 guidance that significantly exceeded consensus expectations for both EPS and revenue. This positive outlook, coupled with a history of upward EPS revisions, suggests potential strength in the semiconductor equipment sector and could provide a bullish signal for related technology stocks.
Investing.com - Lam Research (NASDAQ: LRCX) reported second quarter EPS of $1.33, $0.13 better than the analyst estimate of $1.20. Revenue for the quarter came in at $5.17B versus the consensus estimate of $4.99B.
Lam Research sees Q1 2026 EPS of $1.10-$1.30 versus the analyst consensus of $1.00.
Lam Research sees Q1 2026 revenue of $4.90B-$5.50B versus the analyst consensus of $4.66B.
Lam Research’s stock price closed at $99.13. It is up 33.02% in the last 3 months and up 7.60% in the last 12 months.
Lam Research saw 25 positive EPS revisions and 0 negative EPS revisions in the last 90 days. See Lam Research’s stock price’s past reactions to earnings here.
According to InvestingPro, Lam Research’s Financial Health score is "good performance".
Check out Lam Research’s recent earnings performance, and Lam Research’s financials here.
Stay up-to-date on all of the upcoming earnings reports by visiting Investing.com’s earnings calendar
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