Lam Research: Supply-Constrained WFE Cycle Sets Up A Multi-Year Runway [Seeking Alpha]
Lam Research Corporation (LRCX)
Last lam research corporation earnings: 4/22 04:05 pm
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US:NASDAQ Investor Relations:
investor.lamresearch.com
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Source: Seeking Alpha
LRCX delivered strong FY2Q26 results: revenue up 22% Y/Y to $5.34B, gross margin 49.7%, and guided above-consensus for the next quarter. The company's expanding SAM is driven by GAA transistor adoption, advanced packaging growth, and HBM4/NAND scaling, supporting multi-year outperformance. CSBG segment provides earnings stability, while LRCX returns ~85% of FCF to shareholders, trading at 31–40x forward P/E with 20%+ revenue growth. hapabapa/iStock Editorial via Getty Images Lam Research Corporation ( LRCX ) has benefited strongly from the AI-driven capital expenditure cycle on memory. It has gained 194% in the past year, outperforming the broader semiconductor index, which grew 86%. This rally has drawn skepticism as investors This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it
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LRCX
News
- Lam Research Corp. (LRCX) Targets Growth in Foundry and Logic Markets [Yahoo! Finance]Yahoo! Finance
- Lam Research BESI Talks Highlight Push Into Advanced Packaging Content [Yahoo! Finance]Yahoo! Finance
- HP Enterprise confirms memory shortage will last longer than expected [Yahoo! Finance]Yahoo! Finance
- Exclusive-BESI attracts takeover interest as advanced chip packaging demand surges, sources say [Yahoo! Finance]Yahoo! Finance
- Eleven U.S. semiconductor stocks showing strength [Globe and Mail, The (Toronto, Canada)]Globe and Mail, The
LRCX
Earnings
- 1/28/26 - Beat
LRCX
Sec Filings
- 3/11/26 - Form 4
- 3/10/26 - Form 3
- 3/5/26 - Form 4
- LRCX's page on the SEC website