The Motley Fool
02 Aug 2026, 22:41 UTC · 2h ago
What a $10,000 Investment in Lam Research 10 Years Ago Would Be Worth Today
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
The Motley Fool
02 Aug 2026, 22:41 UTC · 2h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
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Lam Research provided guidance for the September quarter projecting revenue of $8.1 billion, a 21% increase over its record fiscal Q4. — Forward guidance is a primary driver of stock price, and a 21% sequential increase suggests massive acceleration in AI-driven demand.
+0.80Lam Research reported record fiscal fourth-quarter revenue of $6.72 billion, representing a 30% year-over-year increase. — Strong realized growth confirms the company is successfully capturing the semiconductor equipment upcycle.
+0.60The company's non-GAAP gross margin expanded to 52% in fiscal Q4, up from 49.9% in the previous quarter. — Margin expansion indicates improved pricing power or operational efficiency alongside revenue growth.
+0.40Continue reading
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Fiscal 2026 net income rose 36% to approximately $7.3 billion, with earnings per share growing 39%. — Strong bottom-line growth demonstrates that the company is converting its high revenue growth into actual profit.
+0.40Which stocks this story touches
The company reported record fiscal fourth quarter results, significant revenue and earnings growth, and provided strong positive guidance for the next quarter.
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