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Lam Research

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ASML released Q4 2025 results before the U.S. market open on Jan 28, 2026 (Beijing time). The quarter ended Dec 2025; key takeaways follow.1) Revenue &amp; GPM: Revenue was €9.72bn (+5% YoY), beating the Street (€9.56bn). Growth was primarily driven by stronger demand from Mainland China customers.GPM was 52.2%, in line with company guidance (51–53%). A higher mix of higher-priced EUV systems supported the margin.

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ASML: Memory orders surge; litho supercycle arrives

IBM and Lam Research Collaborate on 1-Nanometer and Below Logic Chip Technology

IBM and Lam Research Collaborate on Advancing Sub-1 Nanometer Logic Scaling

Lam Research and CEA-Leti Sign Multi-Year Agreement to Enhance Semiconductor Technology Collaboration

Lam Research released FY2026 Q2 earnings on January 28 After-Market (EST), actual revenue USD 5.345 B (forecast USD 5.239 B), actual EPS USD 1.26 (forecast USD 1.1607)

Lam Research released FY2026 Semi-Annual earnings on January 28 After-Market EST, actual revenue USD 10.67 B, actual EPS USD 2.5

Lam Research Announces Q2 2026 Earnings: Revenue Misses Expectations, Earnings Per Share Exceeds

Lam Research to Release FY2026 Q2 Earnings on January 28 After-Market EST, Forecast Revenue USD 5.232 B, EPS USD 1.1597

Wells Fargo Upgrades KLA and Lam Research Due to Accelerating WFE

RBC Capital initiates coverage of Lam Research stock, price rises

Nisa Investment Advisors Reduces Stake in Lam Research

Palouse Capital Management Inc. Reduced Holdings in Lam Research Corp.

WD Rutherford LLC Acquires New Shares of Lam Research in Q3

Lam Research Stock Dips With Insider Sales

SkyOak Wealth LLC Invests in Lam Research Corporation in Q3

Glass Wealth Management Increased Holdings in Lam Research in Q3

McGuire Investment Group Sells Lam Research Stock

Lam Research Stock Grew 316% in the Last Three Years

Encompass More Asset Management Increased Holdings of Lam Research Corporation in Q3

B. Riley Raises Lam Research Target Price to $195

Blue Trust Inc. Reduced Holdings in Lam Research in Q3

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Lam Research Corporation (LRCX.US) Q2 2025 Earnings Conference Call

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Onto Innovation

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Lam Research(LRCX.US)

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