Lam Research NASDAQ: LRCX reported record revenue, profitability and earnings per share for its September 2026 quarter, as demand tied to artificial intelligence, advanced semiconductor manufacturing and packaging continued to support spending on deposition and etch equipment.Revenue for the September quarter totaled $8.22 billion, up 22% sequentially and 54% from the same period in 2025, Chief Financial Officer Doug Bettinger said. The company recorded a gross margin of 52.4%, an operating margin of 40.2% ...

Lam Research (NasdaqGS:LRCX) Q1 2027 Earnings call October 21, 2026 05:00 PM ET Company Participants Ram Ganesh - VP of Investor Relations Tim Archer - President and CEO Doug Bettinger - EVP and CFO Timothy Arcuri - Managing Director Melissa Weathers - Director Equity Research Krish Sankar - Managing Director Harlan Sur - Executive Director of Equity Research Blayne Curtis - Managing Director Conference Call Participants Srini Pajjuri - Analyst Vivek Arya - Managing Director and Senior Analyst Atif Malik - ...

Speaker1 Thank you, and good afternoon, everyone. Welcome to the Lam Research quarterly earnings conference call. With me today are Tim Archer, President and Chief Executive Officer, and Doug Bettinger, Executive Vice President and Chief Financial Officer. During today's call, we will share our overview on the business environment, and we will review our financial results for the September 2026 quarter and our outlook for the December 2026 quarter. The press release detailing our financial results was distr ...

Lam Research Corporation Reports Financial Results for the Quarter Ended September 27, 2026 FREMONT, Calif., October 21, 2026 - Lam Research Corporation (the "Company," "Lam," "Lam Research") today announced financial results for the quarter ended September 27, 2026 (the "September 2026 quarter"). Highlights for the September 2026 quarter were as follows: Key Financial Data for the Quarters Ended September 27, 2026 and June 28, 2026 (in thousands, except per share data, percentages, and basis points) | | U. ...

Lam Research Corporation Reports Financial Results for the Quarter Ended September 27, 2026 Lam Research Corporation Reports Financial Results for the Quarter Ended September 27, 2026 Lam Research Corporation Oct 21, 2026, 16:05 ET FREMONT, Calif., Oct. 21, 2026 /PRNewswire/ -- Lam Research Corporation (the "Company," "Lam," "Lam Research") today announced financial results for the quarter ended September 27, 2026 (the "September 2026 quarter"). Highlights for the September 2026 quarter were as follows: Key ...

Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Stocks are moving solidly higher , putting the S & P 500 and Nasdaq on track for their third consecutive winning session. Wednesday's action marked a strong rebound in the AI infrastructure trade, with technology stocks and industrials tied to the data center buildout leading the market higher. Part of the move can be traced back to stron ...

From a stock valuation perspective, Lam Research currently has a trailing price-to-earnings (P/E) ratio of 45.5, indicating its share price is 45.5 times its earnings over the past year. Its price-to-sales ratio stands at 14.19. These key financial metrics provide insight into how much investors are willing to pay for past profit and sales, making the upcoming earnings results crucial for shaping future investor sentiment and stock assessment. Lam Research (NASDAQ: LRCX) is set to report Q1 earnings on Octo ...

8 22 September 2026 Global Semiconductor Capital Equipment China WFE Import Tracker (Aug 2026): Aug YTD YoY -4%, import growth stronger in 2H Qingyuan Lin, Ph.D. +852 2123 2654 qingyuan.lin@bernsteinsg.com Stacy A. Rasgon, Ph.D. +1 213 559 5917 stacy.rasgon@bernsteinsg.com David Dai, CFA +852 2918 5704 david.dai@bernsteinsg.com Kai Zhang +852 2123 2665 kai.zhang@bernsteinsg.com Francis Ma +852 2123 2626 francis.ma@bernsteinsg.com Eva Zhang +1 212 845 7839 eva.zhang@bernsteinsg.com Carmine Milano, CFA +44 20 ...

5 October 2026 | 12:01AM EDT Equity Research Americas Technology: Semiconductors: 3Q Preview: Expect stocks to work on better numbers following sector-wide pullback Most estimate upside for SemiCap/Compute/Storage - risk/reward more favorable We see upside to estimates across most sub-sectors of the semiconductor ecosystem heading into 3Q earnings. Following a significant pullback in the sector over the past two months driven by significant de-risking (SOX down 11% vs. SPX up 4%), we see a more constructive ...

Ac t i o n | 08 Oct 2026 04:00:00 ET │ 36 pages US Semiconductors and Semiconductor Equipment 3Q26 Earnings Preview – SOX Rebound, Getting More Selective CITI'S TAKE The SOX has rebounded 24% from its summer correction, in-line with our call ahead of the Citi TMT Conference. Fundamentally, the semiconductor industry remains firmly in Phase 2 of our playbook (see Fig 1), supported by robust data center demand, which now represents ~40% of the semis TAM, continuing recovery in auto/industrial markets ~20% of ...