LRCX Stock Recent News

LRCX's Q4 results surpass estimates with 34% revenue growth and rising margins, driven by strength in systems and customer support.

Lam Research (LRCX) Q2 Revenue Jumps 34%

A couple of weeks ago, I highlighted bad sales and booking news from Dutch semiconductor equipment manufacturer ASML (ASML -2.38%), and pointed out how this might make investors in American peer Lam Research (LRCX -4.27%) want to sell their stock ahead of earnings.

Lam Research delivered explosive growth to round off FY2025 with solid guidance for Q1-2026 (September). The company has beaten the market on both 3Y, 5Y, 10Y horizon and I expect it to continue delivering outsized returns but is trading at upper range of historical valuation. China worries dampened investor enthusiasm in the after hours trading originally up 5% and then down 5% with worry for growth normalization.

Lam Research (LRCX) came out with quarterly earnings of $1.33 per share, beating the Zacks Consensus Estimate of $1.2 per share. This compares to earnings of $0.81 per share a year ago.

Lam Research forecast first-quarter revenue above Wall Street expectations on Wednesday, driven by strong demand for its specialized chip-making equipment used in developing advanced artificial intelligence processors, sending its shares up over 4% in extended trading.

Lam Research reports tonight after the bell. Earnings should drop shortly after 4 p.m.

Besides Wall Street's top-and-bottom-line estimates for Lam Research (LRCX), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended June 2025.

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Here, we have picked four technology stocks, META, LRCX, FLEX and STX, which are likely to pull off earnings surprises in second-quarter 2025.