Revenue segments as reported by the company.

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Customer support-related revenue and other

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Gross Profit, Operating Income, and Net Income as a percentage of Revenue

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An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Research and development

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Year over year growth in Revenue and Operating Expenses.

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Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Lam Research

Lam Research Corp. engages in manufacturing and servicing of wafer processing semiconductor manufacturing equipment. It operates through the following geographical segments: the United States, China, Europe, Japan, Korea, Southeast Asia, and Taiwan. It offers thin film deposition, plasma etch, photoresist strip, and wafer cleaning. The company was founded by David K. Lam on January 21, 1980, and is headquartered in Fremont, CA.

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

Earnings data Q2 2025

Lam Research reports record 2022 performance amidst 2023 challenges

Lam Research's strong financial performance in 2022 was supported by strategic investments and operational efficiency.
Challenges in 2023 include workforce reductions, restructuring charges, and inflationary pressures, but the company remains focused on innovation.
Opportunities lie in capitalizing on future demand trends, enhancing operational efficiency, and staying competitive in the market.

Lam Research reports decline in revenue but focuses on shareholder value and future growth

Lam Research's Q3 performance reflects a decline in revenue but strong operational execution, with a focus on returning value to shareholders. Despite challenges in the memory market, the company remains optimistic about its technology leadership and growth opportunities.

Lam Research surpasses Q4 expectations, eyes growth in WFE spending

Lam Research's Q4 performance exceeded expectations, with strong revenue and gross margin figures.
The company's strategic strengths lie in its market position in advanced packaging and ongoing investments in product portfolio expansion.
Challenges include potential revenue impact from export controls and inventory management, while opportunities exist in gate all around technologies and WFE growth drivers.
Overall, Lam Research remains well-positioned in the semiconductor industry, poised for growth amidst evolving market dynamics.

Lam Research surpasses Q1 revenue targets, eyes semiconductor growth

Lam Research delivered strong financial results in Q1 2024, exceeding revenue guidance and showcasing robust margins.
The company's strategic focus on innovation and productivity positions it well to capitalize on semiconductor industry growth.
While facing challenges such as potential margin headwinds, Lam remains optimistic about future opportunities and growth prospects.
Investors can expect continued performance and technology leadership from Lam Research in the upcoming quarters.

Lam Research surpasses Q2 expectations, eyes NAND growth opportunities

Lam Research's Q2 2024 performance exceeded expectations with strong financial metrics and strategic focus on growth areas.
The company anticipates outperforming in NAND growth, focusing on technology upgrades and incremental revenue opportunities.
Challenges include dependency on customer decisions for NAND WFE growth and managing deferred revenue from new customers.
Opportunities lie in capturing incremental revenue in non-NAND markets and enhancing operational resilience through R&D investments.

Lam Research beats Q1 expectations, eyes AI and China growth

Lam Research's strong Q1 performance, particularly in DRAM and NAND sectors, showcases resilience. Investments in technology and customer collaboration position the company for future growth. Challenges in mature nodes and China market dynamics require strategic focus for sustained success.

Lam Research exceeds Q4 expectations, eyes growth in advanced technologies

Lam Research's strong financial performance, focus on innovation, and shareholder-friendly initiatives underscore its resilience.
While facing challenges in maintaining margins and addressing analyst inquiries, the company remains optimistic about growth prospects.
Opportunities in advanced technologies and strategic investments position Lam Research for sustained success in the semiconductor industry.

Lam Research exceeds Q1 expectations, eyes technology upgrades for 2025

Lam Research's strong Q1 performance, focus on technology upgrades, and investments in key areas position it for outperformance in 2025. Challenges include revenue normalization in China and declining nonvolatile memory. However, opportunities in advanced technologies and AI present avenues for growth.

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Lam Research Corp. engages in the design, manufacture, marketing, refurbishment, and provision of semiconductor processing equipment used in the fabrication of integrated circuits. It operates through the following geographical segments: United States, China, Europe, Japan, Korea, Southeast Asia and Taiwan. The company was founded by David K. Lam in 1980 and is headquartered in Fremont, CA.

Lam Research (LRCX) came out with quarterly earnings of $7.79 per share, beating the Zacks Consensus Estimate of $7.26 per share. This compares to earnings of $6.99 per share a year ago.

Lam Research (LRCX) Beats Q3 Earnings and Revenue Estimates

The semiconductor equipment company reported revenue of $3.8 billion, up 0.9% from a year earlier.

Lam Research Stock Slips Despite Solid Earnings

Lam Research reported quarterly revenue above Wall Street expectations on Wednesday, as chipmakers ordered more of its equipment used to manufacture semiconductors for artificial intelligence applications.

Lam Research forecasts quarterly revenue above estimates on AI chip boom

Lam Research handily beat expectations for its fiscal third quarter and guided higher than views for the current period.

Chip Gear Maker Lam Research Returns To Earnings Growth, Ups Outlook

FREMONT, Calif. , April 24, 2024 /PRNewswire/ -- Lam Research Corporation (the "Company," "Lam," "Lam Research") today announced financial results for the quarter ended March 31, 2024 (the "March 2024 quarter").

Lam Research Corporation Reports Financial Results for the Quarter Ended March 31, 2024

MaxLinear

Impinj

Silicon Laboratories

Here we take a sneak peek into how these semiconductor stocks - LRCX, SLAB, MXL and PI - are poised ahead of their earnings releases.

Will These 4 Semiconductor Stocks Beat Forecasts This Earnings?

Lam Research (LRCX) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Lam Research (LRCX) Upgraded to Buy: What Does It Mean for the Stock?

First Trust Nasdaq Semiconductor ETF

VanEck Vectors Semiconductor ETF

Invesco PHLX Semiconductor ETF

iShares PHLX Semiconductor ETF

Texas Instruments

Strive US Semiconductor ETF

In a noteworthy market shift, the semiconductor sector, led by Nvidia NVDA, has been struggling in recent months, with the broader Philadelphia Stock Exchange Semiconductor Index entering a correction phase, declining more than 10% from its record high in March. The index is down nearly 8.5% in a week.

Can Q1 Earnings Results Recharge Semiconductor ETFs?

Lam Research is the exclusive supplier of TSV etching equipment for HBM products, which are experiencing significant growth in demand. Samsung Electronics and SK Hynix are expanding their manufacturing capacities for HBM products, indicating a strong market potential. Lam Research is well-positioned to benefit from the growth in HBM products and is expected to experience strong revenue growth in the near future.

Lam Research: Benefiting From HBM-Driven DRAM; Initiate With 'Strong Buy'

That price would mean a new all-time high for the semiconductor equipment manufacturer. Almost needless to say, the prognosticator's recommendation on the shares is a buy.

Is Lam Research Stock Going to $1,050? 1 Wall Street Analyst Thinks So.

Applied Materials

Advanced Micro Devices

Sales and earnings for semiconductor manufacturing equipment maker ASML tumbled in Q1. The South China Morning Post reveals why: China is ready to build its own semiconductor chips now.

Why AMD, Applied Materials, and Lam Research Stocks All Tumbled Today

Adobe

Symbotic Inc

Jamie Dimon, the CEO of JPMorgan Chase (NYSE: JPM ), made headlines not long ago when he said that artificial intelligence (AI) could be as transformative as electricity or the internet. Dimon's comments underscore the high hopes and big aspirations that Wall Street has for AI stocks.

Undiscovered AI Gems: Don't Sleep on These 3 Cutting-Edge Stocks

Lam Research (LRCX) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Lam Research (LRCX) Reports Next Week: Wall Street Expects Earnings Growth

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?

Wall Street Bulls Look Optimistic About Lam Research (LRCX): Should You Buy?

Lam Research is a market leader in the semiconductor industry, providing essential wafer fabrication capital equipment.

Lam Research: The Backbone Of The Semiconductor Industry

ASML Hld

ASML is the world's only supplier of top-tier lithography systems. Lam Research is a top producer of wafer fabrication equipment.

Better Chip Stock: ASML vs. Lam Research

Lam Research's position in the semi-cap during a memory rebound cycle should support outperformance in 2024, in my opinion. Memory makes up a noteworthy portion of Lam's total revenue, at 48% in its December quarter. Lam's stock has already outperformed the S&P 500 in the first quarter, up around 30%.

Lam Research: A Favorite In The Semis - Initiating With A Buy

ACM Research

Micron Technology

NVIDIA

Investing in stocks like NVIDIA Corporation (NVDA), Lam Research Corporation (LRCX), Applied Materials, Inc. (AMAT), Micron Technology, Inc. (MU) and ACM Research, Inc. (ACMR) is a wise decision as semiconductor sales continue to soar.

5 Solid Semiconductor Stocks to Buy on Rebounding Sales

FREMONT, Calif. , April 3, 2024 /PRNewswire/ -- Lam Research Corp. (NASDAQ: LRCX) today announced that the company will host its quarterly financial conference call and webcast on Wednesday, April 24, 2024, beginning at 2:00 p.m.

Lam Research Corporation Announces March 2024 Quarter Financial Conference Call

Automatic Data Processing

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Lowe's

Landstar System

Mastercard

Masco

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Old Dominion Freight Line

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Schwab US Dividend Equity ETF

SPDR S&P 500 ETF Trust

Sociedad Quimica Y Minera De Chile

Skyworks Solutions

The 4-factor dividend growth portfolio is a strategy that leverages the stock selection process of Schwab U.S. Dividend Equity ETF with a few minor twists.

4 Factor Dividend Growth Portfolio - A Strong Finish To Quarter 1

The strong growth outlook for the Semiconductor - WFE industry and its relative stability in uncertain times have led investors to pile into the shares.

Strong Growth Outlook, Rich Valuation Tell Semi Equipment Story

Lam Research's revenue and earnings growth are expected to accelerate thanks to a turnaround in the memory market. Micron and other memory manufacturers are likely to place orders for Lam's equipment to ramp up the production of memory chips.

1 Semiconductor Stock to Buy Hand Over Fist After Micron Technology's Stellar Report

Lam Research (LRCX) unveils a new pulsed laser deposition (PLD) system, namely Pulsus, in a bid to expand its overall portfolio.

Lam Research (LRCX) Expands Portfolio With New PLD System

Microsoft

Chip stocks have continued to heat up for investors seeking to benefit from the early stages of the AI race. Undoubtedly, generative AI hit many of us like a tsunami last year, with many of the top semiconductor innovators experiencing a surge in demand for their offerings as many firms looked to jump aboard the accelerated computing bandwagon.

3 Chip Stocks to Buy for the AI Tsunami

FREMONT, Calif. , March 26, 2024 /PRNewswire/ -- Lam Research Corp. (Nasdaq: LRCX) today introduced the world's first production-oriented pulsed laser deposition (PLD) tool to enable next-generation MEMS-based microphones and radio frequency (RF) filters.

News for Lam Research Stock (LRCX)