Market closed · After hours · 4:20 PM ET
Last update: Jul 1, 2026, 3:44 PM ET
LRCX
Lam Research Corporation$391.26▼ 9.71% today
After Hours
What happened
Earnings Beat
Lam Research (LRCX) rose 8.1% after reporting EPS of $1.47, beating consensus es
  • LRCX surged 8.60% to $411.68 on strong earnings results and topped tar
  • Lam Research Corporation (LRCX) moved +5.46% from $410.91 to $433.33 o
  • Lam Research moved +7.21% from $374.80 to $401.82 on 2026-06-25. We ch
Material / EarningsCompany-Specific MoveWeak confidence
Rel. volume
1.7×
Above Avg
Vs peers
Top 2 of 6 peers
Outperforming
Market cap
$489.3B
NASDAQ Global Select
Earnings in
28d
2026-07-29
Price chart
Jun 1 – Jul 1
VVVVV$303$368$434Jun 1Jun 8Jun 16Jun 24Jul 1
E earnings
F filing
A analyst
V/N other
click a marker to highlight
Change events — click to highlight on chart
Valuationtoday
LRCX fell 11.20% intraday to $384.78, erasing recent gains despite analyst commentary from July 1 highlighting the company's history of earnings beats and potential for margin expansion above 50% in Q4 driven by AI infrastructure demand.
reaction: -11.0%
Activity2d ago
LRCX surged 8.60% to $411.68 on strong earnings results and topped targets as a chip-equipment maker. The rally reflects analyst optimism around AI and semiconductor demand.
reaction: +8.4%
Risk5d ago
LRCX fell 5.66% intraday to $379.09 on June 26, continuing a broader semiconductor sector sell-off with 19.5M shares traded. The decline reflects investor concerns over capital commitments alongside the wider sector weakness.
reaction: -5.7%
Activity1d ago
Lam Research Corporation (LRCX) moved +5.46% from $410.91 to $433.33 on 2026-06-30. We checked news, earnings, analyst updates, filings, and corporate actions — no company-specific catalyst was found.
reaction: +5.5%
Activity6d ago
Lam Research moved +7.21% from $374.80 to $401.82 on 2026-06-25. We checked news, earnings, analyst updates, SEC filings, and corporate actions — no company-specific catalyst was found. The move appears to be part of a sector-wide rally in semiconductor equipment stocks, with peers AMD, TXN, KLAC, and MU all moving higher the same day, though LRCX outperformed its peer group by 4.1 percentage points.
reaction: +7.2%
Filings69d ago
Lam Research filed its 10-Q on 2026-04-23, with no price change recorded on that date.
reaction: -2.6%
Material / Earnings70d ago
Lam Research (LRCX) rose 8.1% after reporting EPS of $1.47, beating consensus estimates of $1.36 by 8.1%.
reaction: +2.8%
Material / Earnings92d ago
Lam Research (LRCX) reported Q earnings of $1.47 per share, beating consensus expectations of $1.36 by 8.1%. The company delivered stronger profitability than anticipated by analysts.
reaction: +6.9%
Valuation · 2026-07-01
LRCX fell 11.20% intraday to $384.78, erasing recent gains despite analyst commentary from July 1 highlighting the company's history of earnings beats and potential for margin expansion above 50% in Q4 driven by AI infrastructure demand.
Lam Research's next quarterly earnings report and gross margin guidance, particularly whether management confirms the potential 50%+ gross margin target cited in analyst commentary.
via fmp_intraday
Analyst expectations
Consensus target: $361-7.7%
↑ 1 upgrades= 24 maintains
Morgan Stanley → Overweight · 2026-05-18
SEC filings watch
10-Q2026-04-23
Quarterly financial results
medium
8-K2026-04-22
Material event — review for impact
high
Peer context
LRCX-9.7%
NVDA-0.7%
AMD-5.4%
INTC-8.6%
MU-9.9%
QCOM+1.9%
LRCX outperformed peers by more than expected sector variance — move appears company-specific.
Upcoming catalysts & outlook
Next earnings
2026-07-29
in 28 days
Earnings Release
2026-07-29
High impact
Thesis shift
Neutral / Mixed
bearish signal
Risk level
Medium
from change events
Educational research tool — not personalized investment advice. Data may be delayed.