LRCX
Lam Research Corporation · Technology · Semiconductor Equipment & Materials
TECHBuyZACKSBuy
R500#55 today
$347.49
+2.17% today · +10.24% 1W
Oct 2 close or latest
PreviewWhy it's moving
Outperforming without a clear catalyst yet
- LRCX +2.17% on the last session vs SPY +0.74%: +1.4 pts of stock-specific move.
- Market backdrop (Fri): Average Hourly Earnings m/m 0.1% vs 0.3% expected (cooler); Non-Farm Employment Change 29K vs 89K expected (weaker); S&P futures +0.41%, 10-year yield -5bp in the 30 minutes after.
Assembled from Wallsti's own signals.
Next report
Oct 21
After the close · in 17 days
EPS estimate
$2.18
$2.09 to $2.28 · 25 analysts
Revenue estimate
$8.1B
$7.9B to $8.4B
Track record
8/8 beats
last 8 reports · moved ±6.5% on average
Reports
| Reported | Quarter | EPS est. | EPS | EPS surprise | Revenue | Reaction | Gap | 5 days |
|---|---|---|---|---|---|---|---|---|
| Jul 29, 2026 AMC | 4Q2026 | $1.68 | $1.82 | +$0.14 (+8.1%) beat | $6.7B | +18.0% +16.3 vs SPY | +26.1% | +21.8% |
| Apr 22, 2026 AMC | 3Q2026 | $1.36 | $1.47 | +$0.11 (+7.9%) beat | $5.8B | -2.6% -2.2 vs SPY | -0.2% | -6.3% |
| Jan 28, 2026 AMC | 2Q2026 | $1.17 | $1.27 | +$0.10 (+8.7%) beat | $5.3B | +3.6% +3.8 vs SPY | +2.5% | -12.4% |
| Oct 22, 2025 AMC | 1Q2026 | $1.22 | $1.26 | +$0.04 (+3.3%) beat | $5.3B | +4.5% +3.9 vs SPY | -2.3% | +13.8% |
| Jul 30, 2025 AMC | $1.21 | $1.33 | +$0.12 (+9.9%) beat | — | -4.3% -3.9 vs SPY | -8.1% | -3.2% | |
| Apr 23, 2025 AMC | $1.00 | $1.04 | +$0.04 (+4.0%) beat | — | +6.2% +4.2 vs SPY | +4.4% | +7.4% | |
| Jan 29, 2025 AMC | $0.88 | $0.91 | +$0.03 (+3.4%) beat | — | +7.4% +6.9 vs SPY | +6.1% | +9.0% | |
| Oct 23, 2024 AMC | $0.81 | $0.86 | +$0.05 (+6.2%) beat | — | +5.1% +4.9 vs SPY | +4.6% | +4.9% | |
| Jul 31, 2024 AMC | $0.76 | $0.81 | +$0.05 (+6.6%) beat | — | -9.9% -8.4 vs SPY | -7.2% | -18.8% | |
| Apr 24, 2024 AMC | $0.73 | $0.78 | +$0.05 (+6.8%) beat | — | +1.9% +2.2 vs SPY | +2.8% | -1.9% | |
| Jan 24, 2024 AMC | $0.71 | $0.75 | +$0.04 (+5.6%) beat | — | +2.1% +1.5 vs SPY | +3.4% | -2.7% | |
| Oct 18, 2023 AMC | $0.61 | $0.69 | +$0.08 (+13.1%) beat | — | -6.3% -5.4 vs SPY | -2.4% | -9.2% | |
| Jul 26, 2023 AMC | $0.51 | $0.60 | +$0.09 (+17.6%) beat | — | +9.3% +9.9 vs SPY | +5.1% | +6.8% | |
| Apr 19, 2023 AMC | $0.65 | $0.70 | +$0.05 (+7.7%) beat | — | +7.2% +7.8 vs SPY | +4.1% | +1.3% | |
| Jan 25, 2023 AMC | $1.00 | $1.07 | +$0.07 (+7.0%) beat | — | +1.9% +0.8 vs SPY | -0.8% | +8.6% | |
| Oct 19, 2022 AMC | $0.95 | $1.04 | +$0.09 (+9.5%) beat | — | +7.8% +8.7 vs SPY | +3.2% | +16.8% | |
| Jul 27, 2022 AMC | $0.73 | $0.88 | +$0.15 (+20.5%) beat | — | +3.7% +2.4 vs SPY | -0.7% | +12.2% | |
| Apr 20, 2022 AMC | $0.75 | $0.74 | −$0.01 (−1.3%) miss | — | -2.5% -1.0 vs SPY | +1.5% | -5.1% | |
| Jan 26, 2022 AMC | $0.85 | $0.85 | $0.00 (0.0%) in line | — | -6.9% -6.4 vs SPY | -0.3% | +2.5% | |
| Oct 20, 2021 AMC | $0.82 | $0.84 | +$0.02 (+2.4%) beat | — | -1.8% -2.0 vs SPY | -3.6% | -2.1% | |
| Jul 28, 2021 AMC | $0.76 | $0.81 | +$0.05 (+6.6%) beat | — | — | — | — | |
| Apr 21, 2021 AMC | $0.66 | $0.75 | +$0.09 (+13.6%) beat | — | — | — | — | |
| Jan 27, 2021 AMC | $0.57 | $0.60 | +$0.03 (+5.3%) beat | — | — | — | — | |
| Oct 21, 2020 AMC | $0.52 | $0.57 | +$0.05 (+9.6%) beat | — | — | — | — |
BMO = before the open, AMC = after the close. Reaction: the first session that could trade on the report (the same day for BMO, the next session for AMC) against the close before it; "vs SPY" subtracts the S&P 500 over the same session. EPS surprise is in dollars, with the percentage only when the estimate is at least $0.10 (near zero, a small beat would show as hundreds of percent). Revenue surprise needs the estimate from before the report, so it starts with the reports Wallsti saw coming.
Analyst estimates
| Period | EPS | Range | vs year ago | 90-day trend | Revisions 30d | Revenue | vs year ago |
|---|---|---|---|---|---|---|---|
| Current quarter · Sep 30, 2026 | $2.18 (25) | $2.09 – $2.28 | +73% | +20.2% | ▲22 ▼0 | $8.1B | +53% |
| Next quarter · Dec 31, 2026 | $2.31 (25) | $2.11 – $2.55 | +82% | +17.2% | ▲22 ▼0 | $8.5B | +59% |
| Current year · Jun 30, 2027 | $9.47 (30) | $8.44 – $10.82 | +63% | +17.5% | ▲3 ▼0 | $34.8B | +50% |
| Next year · Jun 30, 2028 | $11.74 (26) | $8.96 – $15.12 | +24% | +19.2% | ▲3 ▼0 | $41.2B | +18% |
Consensus as of Oct 4, 2026. Source: Yahoo Finance analyst estimates; schedule and timing also from Nasdaq's earnings calendar.