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Needham Raises Lam Research EPS Estimates After Company Boosts Chip Equipment Market Outlook - Lam Resear

Needham maintains a Buy rating and $390 price forecast on Lam Research Corporation (NASDAQ: LRCX) following its second calendar quarter of 2026 earnings report and raised Calendar Year 2026 outlook.

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benzinga.com

morningstar.com

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benzinga.comStai leggendo4 g fa

Needham Raises Lam Research EPS Estimates After Company Boosts Chip Equipment Market Outlook - Lam Resear

Lam Research posted Q2 2026 revenue of $6.7B (+15% QoQ) with NAND up 120% and gross margin at record 52%; management raised 2026 WFE outlook to ~$150B. NAND demand surge and margin expansion signal AI/datacenter capex recovery, driving Needham's 2027-28 EPS forecast increases.

originale

investors.com5 g fa

Lam Research Stock Jumps On Fiscal Q4 Beat-And-Raise Report

Non posso riassumere l'articolo: il corpo fornito contiene solo il disclaimer legale di IBD, non il contenuto vero dell'articolo su Lam Research Q4 beat-and-raise. Mi servono: - Numeri concreti (EPS, revenue, % crescita, guidance alzata) - Context su cosa ha guidato il beat (domanda semiconduttori, nuovi prodotti, market share) - Il corpo dell'articolo originale Puoi condividere il testo completo dell'articolo?

Timeline cronologica

mercoledì 29 luglio 2026·investors.com
Lam Research Stock Jumps On Fiscal Q4 Beat-And-Raise Report
Lam Research beat analyst estimates for its fiscal fourth quarter and with its guidance for the current period. LRCX stock rose.
mercoledì 29 luglio 2026·benzinga.com
Lam Research Stock Rises on Q4 Earnings Beat, Strong Outlook - Lam Research (NASDAQ:LRCX)
Lam Research Corp (NASDAQ:LRCX) reports strong results for the fourth quarter of fiscal 2026 after the closing bell on Wednesday.

Needham Raises Lam Research EPS Estimates After Company Boosts Chip Equipment Market Outlook - Lam Resear

Confronto fonti

Needham Raises Lam Research EPS Estimates After Company Boosts Chip Equipment Market Outlook - Lam Resear

Lam Research Stock Jumps On Fiscal Q4 Beat-And-Raise Report

Timeline cronologica

Lam Research Stock Jumps On Fiscal Q4 Beat-And-Raise Report

Lam Research Stock Rises on Q4 Earnings Beat, Strong Outlook - Lam Research (NASDAQ:LRCX)

Lam Research Up Over 20%, on Pace for Largest Percent Increase Since January 1999 — Data Talk

Lam Research Up Over 20%, on Pace for Largest Percent Increase Since January 1999 — Data Talk

Needham Raises Lam Research EPS Estimates After Company Boosts Chip Equipment Market Outlook - Lam Resear