LRCX News | Roxom Stocks

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LR

Mkt Cap

$378.25B

Volume

6.39M

Next Earnings

October 28th

Chart Financials Earnings News About Dividends Insider Filings

LRCX Eyes Mid-40s Operating Margin: Is the Long-Term Goal Achievable?Lam Research targets mid-40% operating margins over the next several years, up from current 38.4%. Q1'27 guidance shows continued margin expansion with expected revenues of $8.1B and 39.5% non-GAAP operating margin. AI demand, advanced packaging, and higher-margin services are expected to support growth, though the goal requires sustained execution and disciplined cost management amid planned $3B R&D investments.Zacks Investment Research · Sep 22, 2026

AMAT vs. LRCX: Which WFE Stock is a Safer Bet Right Now?Applied Materials (AMAT) and Lam Research (LRCX) are compared as investment picks in the wafer fabrication equipment market. AMAT benefits from AI-driven demand across foundry-logic, DRAM, and advanced packaging, with strong revenue growth and a broader portfolio. LRCX also benefits from AI investment but faces material risks from China trade restrictions, which accounted for 26% of recent revenues. Both stocks carry Zacks Rank #2 (Buy) ratings, though AMAT is positioned as the safer pick due to its diversified portfolio.Zacks Investment Research · Sep 16, 2026

ACLS Invests $35M in Korea To Expand Its Manufacturing InfrastructureAxcelis Technologies plans to invest $35 million in a new 200,000-square-foot ion implantation facility in South Korea to expand manufacturing capacity and improve customer responsiveness. The investment comes as South Korea now represents 26% of quarterly revenues and bookings increased 36.1% year-over-year. However, the company faces challenges with declining backlog (down 21.6% YoY) and compressed margins, with management expecting only slight improvement ahead.Zacks Investment Research · Sep 16, 2026

KLA Stock Jumps 40% Year to Date: 4 Reasons You Should Still Buy ItKLA Corporation (KLAC) has gained 40% year-to-date, driven by AI-related process-control intensity and advanced packaging expansion. The company expects advanced-packaging revenues to reach $1.1 billion in 2026 (70% growth) with a strong $12.6 billion backlog providing visibility through 2027. Despite premium valuation and near-term margin pressure from memory costs and tariffs, KLA's technology leadership and long-term growth outlook support a Zacks Rank #2 (Buy) rating.Zacks Investment Research · Sep 15, 2026

Should Investors Buy ASML as AI Growth Meets a Premium Valuation?ASML raised 2026 sales guidance to €43-45 billion driven by strong AI-related demand in Logic, Memory, and EUV segments. The company has secured strong order visibility through 2028 and demonstrated improved cash generation. However, the stock trades at a premium 31.5X forward earnings with execution risks from capacity expansion and China export controls, warranting a selective approach.Zacks Investment Research · Sep 10, 2026

AXT Stock Falls 22% in Three Months: 3 Reasons the Dip Looks AttractiveAXT Inc. shares have declined 22% over three months but remain up 322.4% year-to-date. Despite the pullback, strong demand for indium phosphide (InP) substrates for AI data-center optical applications, aggressive capacity expansion plans, and long-term customer supply agreements support a bullish outlook. The stock is rated Zacks Rank #1 (Strong Buy), though it trades at a premium valuation of 34.85X P/S ratio.Zacks Investment Research · Sep 10, 2026

Wall Street Analysts Think Lam Research (LRCX) Is a Good Investment: Is It?Lam Research (LRCX) has an average brokerage recommendation of 1.51 (Strong Buy/Buy) from 34 firms, with 67.7% Strong Buy ratings. However, the article cautions that brokerage recommendations often have positive bias due to institutional vested interests. The company's Zacks Rank #2 (Buy) rating is based on a 0.1% increase in consensus earnings estimates over the past month to $9.33, suggesting modest analyst optimism about near-term price movements.Zacks Investment Research · Sep 9, 2026

Why Lam Research (LRCX) is a Top Stock for the Long-TermZacks presents its Focus List investment strategy, a curated portfolio of 50 stocks designed to outperform the market over 12 months. The strategy relies on earnings estimate revisions and the proprietary Zacks Rank system. Historical performance shows the Focus List returned 2,519.23% cumulatively since February 1996, compared to the S&P 500's 854.95%. Lam Research is highlighted as a Focus List success story, with shares increasing 2,961.19% since being added to the list in December 2016.Zacks Investment Research · Sep 8, 2026

Lam Research (LRCX) Rises Higher Than Market: Key FactsLam 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.Zacks Investment Research · Sep 3, 2026

PANW Q4 Earnings Beat Estimates on Platformization StrengthPalo 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.Zacks Investment Research · Sep 2, 2026

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Earnings

Dividends

Ex Sep 23

Amount$0.33

PaysOct 14

Last · Jun 17Quarterly

Amount$0.26

Yield0.42%

Annual$1.32