Lam Research Corporation
LRCX · Technology
$290.20
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Lam Research (LRCX) Rises Higher Than Market: Key Facts
Lam Research (LRCX) closed at $292.66, up 1.51%, outperforming the S&P 500's 1.06% gain. The semiconductor equipment maker is expected to report strong earnings with EPS forecasted at $2.15 (up 70.63% YoY) and quarterly revenue of $8.1 billion (up 52.1% YoY). The stock holds a Zacks Rank #2 (Buy) rating with a Forward P/E of 30.91, trading at a discount to its industry average of 33.57.
PANW Q4 Earnings Beat Estimates on Platformization Strength
Palo Alto Networks (PANW) reported Q4 fiscal 2026 revenues of $3.41B, up 34% YoY, beating consensus estimates. The company achieved record platformization with 220 net new platform additions (up 44%) and net new NGS ARR of $970M (up 98%). For fiscal 2027, PANW guides revenues of $14.10-$14.20B (23-24% growth) and NGS ARR of $11.075-$11.175B. Strong momentum across Network & AI Security, Cortex, and Idira platforms drove results.
If You Only Buy One Chip Stock This September, History Points to This One
Lam Research is recommended as a top semiconductor stock pick for September, backed by a strong 20-year seasonal pattern showing 7.46% average outperformance versus the S&P 500. The company benefits from robust demand across NAND flash memory, high bandwidth memory, and advanced chipmaking equipment driven by AI data center buildouts. Record fiscal 2026 results with 52% gross margin and raised long-term profitability targets provide fundamental momentum beyond seasonal trends.
Does ASML's Dominant Position in EUV Signal Further Upside?
ASML maintains its dominant position in EUV lithography systems and is well-positioned to capitalize on rising AI-driven semiconductor investment. The company is leveraging AI internally for efficiency while benefiting from increased demand for advanced chips. Competitors Applied Materials and Lam Research are also gaining from AI infrastructure investments through advanced packaging and etch technologies respectively.
2 Stocks to Buy That Stanley Druckenmiller Added While Exiting 5 Chip and Photonics Stocks
Stanley Druckenmiller's Duquesne Family Office exited five semiconductor and photonics companies (Micron, Intel, Broadcom, Lattice Semiconductor, Coherent) in Q2 2026 while significantly increasing positions in Amazon and Alphabet. The shift reflects a strategic pivot toward companies funding AI infrastructure buildout rather than component suppliers competing for orders. Druckenmiller maintained and added to positions in Taiwan Semiconductor Manufacturing and STMicroelectronics, suggesting selective semiconductor exposure focused on AI-centric players.