Lam Research Revenue Jumps as AI Demand Drives Growth

Dow Jones

Jul 30

Lam Research reported higher fourth-quarter revenue, boosted by AI-driven demand.

The company, which makes and services equipment used for semiconductors, posted net income of $2.28 billion, or $1.81 a share, up from $1.72 billion, or $1.35 a share, the year prior.

Adjusted earnings were $1.82 a share. Analysts polled by FactSet expected $1.69 a share.

Revenue rose to $6.72 billion from $5.17 billion. Wall Street expected $6.66 billion.

The company guided for first-quarter revenue of $8.1 billion, plus or minus $400 million and adjusted earnings of $2.15 a share, plus or minus 15 cents. Analysts see first-quarter revenue of $7.11 billion and adjusted earnings of $1.84 a share.

"Lam delivered record revenue, operating margin and earnings per share in the June quarter as AI-driven demand continues to reshape the semiconductor industry," said Chief Executive Tim Archer.

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

{"basename":"","ssrTDKData":{"titleTemplate":"%s - Tiger Brokers","title":"Tiger Brokers HK | Online Trading in stocks, bonds & ETFS","description":"Discover Tiger Brokers HK, an online trading platform for stocks&ETFs, options&futures, bonds and crypto. Open an account to enjoy low commission trading today!","keywords":"tiger trading,tiger security,tiger broker hk,tigers co ltd,tiger trade hk,tiger brokers hk,stock broker,securities broker,online brokerage,hong kong broker,hk broker,online stock trading,online trading platform,stock trading platforms,trading application,stock trading,stock trading hong kong,buying stocks in hong kong,tiger brokers","social":{"ogDescription":"Discover Tiger Brokers HK, an online trading platform for stocks&ETFs, options&futures, bonds and crypto. Open an account to enjoy low commission trading today!","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.0a0bd8dc.png","ogUrl":"https://www.gotigerhk.com/news/2655819245"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"HKG","license":"TBHK","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2655819245\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2655819245?lang=en_US&edition=fundamental","thumbnail":"https://static.tigerbbs.com/62df7fa563e423b513600a842a6669e3","is_english":true,"pubTime":"2026-07-30 04:27","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2655819245","market":"other","top_or_hot":-1,"title":"Lam Research Revenue Jumps as AI Demand Drives Growth","media":"Dow Jones","content":"<html><head></head><body><font class=\"NormalMinus1\" face=\"Arial\">\n<pre style=\"white-space: pre\"> \n</pre>\n<p>\n  <a href=\"https://laohu8.com/S/LRCX\">Lam</a> Research reported higher fourth-quarter revenue, boosted by AI-driven demand. \n</p>\n<p>\n  The company, which makes and services equipment used for semiconductors, posted net income of $2.28 billion, or $1.81 a share, up from $1.72 billion, or $1.35 a share, the year prior. \n</p>\n<p>\n  Adjusted earnings were $1.82 a share. Analysts polled by FactSet expected $1.69 a share. \n</p>\n<p>\n  Revenue rose to $6.72 billion from $5.17 billion. Wall Street expected $6.66 billion. \n</p>\n<p>\n  The company guided for first-quarter revenue of $8.1 billion, plus or minus $400 million and adjusted earnings of $2.15 a share, plus or minus 15 cents. Analysts see first-quarter revenue of $7.11 billion and adjusted earnings of $1.84 a share. \n</p>\n<p>\n  &#34;Lam delivered record revenue, operating margin and earnings per share in the June quarter as AI-driven demand continues to reshape the semiconductor industry,&#34; said Chief Executive Tim Archer. \n</p>\n<pre style=\"white-space: pre\"> \n</pre>\n<pre style=\"white-space: pre\"> \n</pre>\n</font></body></html>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Lam Research Revenue Jumps as AI Demand Drives Growth</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLam Research Revenue Jumps as AI Demand Drives Growth\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-07-30 04:27</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><font class=\"NormalMinus1\" face=\"Arial\">\n<pre style=\"white-space: pre\"> \n</pre>\n<p>\n  <a href=\"https://laohu8.com/S/LRCX\">Lam</a> Research reported higher fourth-quarter revenue, boosted by AI-driven demand. \n</p>\n<p>\n  The company, which makes and services equipment used for semiconductors, posted net income of $2.28 billion, or $1.81 a share, up from $1.72 billion, or $1.35 a share, the year prior. \n</p>\n<p>\n  Adjusted earnings were $1.82 a share. Analysts polled by FactSet expected $1.69 a share. \n</p>\n<p>\n  Revenue rose to $6.72 billion from $5.17 billion. Wall Street expected $6.66 billion. \n</p>\n<p>\n  The company guided for first-quarter revenue of $8.1 billion, plus or minus $400 million and adjusted earnings of $2.15 a share, plus or minus 15 cents. Analysts see first-quarter revenue of $7.11 billion and adjusted earnings of $1.84 a share. \n</p>\n<p>\n  &#34;Lam delivered record revenue, operating margin and earnings per share in the June quarter as AI-driven demand continues to reshape the semiconductor industry,&#34; said Chief Executive Tim Archer. \n</p>\n<pre style=\"white-space: pre\"> \n</pre>\n<pre style=\"white-space: pre\"> \n</pre>\n</font></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"AIPO","symbol_name":"Defiance AI and Power Infrastructure ETF","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2655819245","we_media_id":"106","thumbnails":["https://static.tigerbbs.com/62df7fa563e423b513600a842a6669e3"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2655819245","pubTimestamp":1785356820,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"       $Lam(LRCX)$ Research reported higher fourth-quarter revenue, boosted by AI-driven demand.      The company, which makes and services equipment used for semiconductors, posted net income of...","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"AIPO":"Defiance AI and Power Infrastructure ETF","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","VTHR":"Vanguard Russell 3000 ETF","ARTY":"ISHARES FUTURE AI & TECH ETF","QTOC":"Innovator Growth Accelerated Plus ETF - October","AGIX":"通用人工智能 ETF-AGIX","LRCX":"拉姆研究"},"translate_title":"人工智能需求推动增长，Lam Research 收入猛增","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/26bbe7450667ab10bb9afb0f9b0565f7","symbols_score_info":{"CHAT":1.5,"AGIX":1.5,"ARTY":1.5,"AIPO":1.5,"VTHR":1.5,"QTOC":1.5,"LRCX":1.5},"content_text":"Lam Research reported higher fourth-quarter revenue, boosted by AI-driven demand. \n\n\n  The company, which makes and services equipment used for semiconductors, posted net income of $2.28 billion, or $1.81 a share, up from $1.72 billion, or $1.35 a share, the year prior. \n\n\n  Adjusted earnings were $1.82 a share. Analysts polled by FactSet expected $1.69 a share. \n\n\n  Revenue rose to $6.72 billion from $5.17 billion. Wall Street expected $6.66 billion. \n\n\n  The company guided for first-quarter revenue of $8.1 billion, plus or minus $400 million and adjusted earnings of $2.15 a share, plus or minus 15 cents. Analysts see first-quarter revenue of $7.11 billion and adjusted earnings of $1.84 a share. \n\n\n  \"Lam delivered record revenue, operating margin and earnings per share in the June quarter as AI-driven demand continues to reshape the semiconductor industry,\" said Chief Executive Tim Archer.","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}