Lam Research Corp

LRCX: XNAS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Lam Earnings: The AI Growth Cycle Finds yet Another Gear

William Kerwin

Apr 23, 2026

Lam Research's March-quarter results hit the top ends of guidance, and it provided stellar June-quarter guidance. Compared with FactSet consensus estimates, June-quarter revenue is guided 10% higher (at the midpoint), and June-quarter earnings are guided 15% higher.

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Lam Research Corp

Lam Earnings: The AI Growth Cycle Finds yet Another Gear

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