Analyst Consensus ?
ConsensusBuy47 ratings
Bullish3880.9%
Neutral817.0%
Bearish12.1%
1 unmapped firm rating excluded from the percentages.
Lam Research Corporation · LRCX · FY2025 Q4 · Calendar Q3 2025
Lam Research: Record Quarter, Raised Outlook, China Risks Remain
The evidence supports a constructive but qualified view: demand tied to gate-all-around, advanced packaging, NAND upgrades, and equipment intelligence remains strong, while China normalization, tariff exposure, and a decreasing capex outlook challenge the durability of growth and margins.
Reported After market closeNASDAQTechnology
$434.56B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$1.33
Consensus $1.21
EPS surprise
+9.9%
Reported versus consensus
Reported revenue
$5.17B
Consensus $5.00B
Revenue surprise
+3.3%
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
-4.3%
Event window
SPY move
-0.4%
Same window
Abnormal move
-3.9%
Stock minus SPY
Volume
3.0×
Versus trailing sessions
Subsequent drift
+9.8%
Up to 20 sessions
LRCXSPY benchmark
Ask FN2 about LRCX FY2025 Q4
Transcript, numbers and history already loaded
Why did LRCX fall 4.3% after beating EPS estimates in FY2025 Q4?What changed in LRCX's guidance and outlook in FY2025 Q4?Give me the bull and bear case for LRCX after FY2025 Q4 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Versus the prior analysis, the quarter showed a raised guidance sentiment and a record 50.3% gross margin, but the capex outlook shifted from increasing to decreasing. China represented 35% of revenue and is expected to normalize in the December quarter.
Guidance delta
Guidance sentiment was raised; management's September outlook called for $5.2 billion of revenue, approximately 50% gross margin, 34% operating margin, and $1.20 EPS.
Key takeaways
- The quarter delivered record revenue of $5.17 billion and EPS above the midpoint of guidance.
- Gross margin reached 50.3%, supported by product mix and operational efficiencies.
- Management cited demand for gate-all-around, ALD Moly, NAND upgrades, and advanced packaging, while expecting China revenue to normalize in the December quarter.
Management priorities
- Ramp Halo ALD Moly production for NAND and logic customers
- Expand Dextro cobots and SABRE 3D capabilities
- Advance Vantex and Akara systems while investing in R&D
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$347.49Current
$54.3Low
$241.07Average
$575High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 3, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| B. Riley Securities | Buy | Buy | Maintain | Oct 1, 2026 |
| UBS | Buy | Buy | Maintain | Sep 1, 2026 |
| Mizuho | Outperform | Outperform | Maintain | Aug 25, 2026 |
| Wells Fargo | Overweight | Overweight | Maintain | Jul 30, 2026 |
| Needham | Buy | Buy | Maintain | Jul 30, 2026 |
| Morgan Stanley | Overweight | Overweight | Maintain | Jul 30, 2026 |
| Jefferies | Buy | Buy | Maintain | Jul 30, 2026 |
| Evercore ISI Group | Outperform | Outperform | Maintain | Jul 20, 2026 |
| Stifel | Buy | Buy | Maintain | Jul 10, 2026 |
| TD Cowen | Buy | Buy | Maintain | Jul 9, 2026 |
| Susquehanna | Positive | Positive | Maintain | Jun 30, 2026 |
| Cantor Fitzgerald | Overweight | Overweight | Maintain | Jun 29, 2026 |
| B of A Securities | Buy | Buy | Maintain | Jun 23, 2026 |
| Citigroup | Buy | Buy | Maintain | Jun 17, 2026 |
| Oppenheimer | Outperform | Outperform | Maintain | Jun 15, 2026 |
| Barclays | Equal Weight | Equal Weight | Maintain | Jun 11, 2026 |
| RBC Capital | Outperform | Outperform | Maintain | Apr 23, 2026 |
| JP Morgan | Overweight | Overweight | Maintain | Apr 23, 2026 |
| Goldman Sachs | Buy | Buy | Maintain | Jan 29, 2026 |
| Deutsche Bank | Buy | Buy | Maintain | Jan 21, 2026 |
| Bernstein | Outperform | Outperform | Maintain | Jan 12, 2026 |
| Keybanc | Overweight | Downgrade | Sep 23, 2025 | |
| Argus Research | Buy | Buy | Maintain | Aug 1, 2025 |
| Raymond James | Outperform | Outperform | Maintain | Jul 31, 2025 |
| TD Securities | Buy | Buy | Maintain | Apr 24, 2025 |
| Wolfe Research | Peer Perform | Outperform | Downgrade | Jan 15, 2025 |
| Summit Insights Group | Buy | Hold | Upgrade | Oct 20, 2022 |
| DA Davidson | Neutral | Neutral | Maintain | Oct 20, 2022 |
| Berenberg | Buy | Buy | Maintain | Oct 14, 2022 |
| Piper Sandler | Neutral | Neutral | Maintain | May 26, 2022 |
| Exane BNP Paribas | Neutral | Outperform | Downgrade | Sep 7, 2021 |
| Credit Suisse | Outperform | Outperform | Maintain | Apr 16, 2021 |
| Cowen & Co. | Outperform | Outperform | Maintain | Apr 14, 2021 |
| B. Riley FBR | Buy | Neutral | Upgrade | Jul 21, 2020 |
| Nomura | Buy | Buy | Maintain | Apr 23, 2020 |
| CFRA | Hold | Hold | Maintain | Apr 23, 2020 |
| Stifel Nicolaus | Buy | Buy | Maintain | Jan 30, 2020 |
| B. Riley | Buy | Buy | Maintain | Jan 30, 2020 |
| Citi | Buy | Buy | Maintain | Oct 24, 2019 |
| Bank of America | Neutral | Buy | Downgrade | Aug 28, 2018 |
| Nomura Instinet | Buy | Neutral | Upgrade | Dec 7, 2017 |
| Instinet | Buy | Neutral | Upgrade | Dec 7, 2017 |
| Argus | Buy | Buy | Maintain | Oct 19, 2017 |
| Pacific Crest | Overweight | Sector Weight | Upgrade | Mar 16, 2017 |
| CLSA | Buy | Outperform | Maintain | Sep 25, 2015 |
| Standpoint Research | Hold | Buy | Downgrade | May 22, 2013 |
| PiperJaffray | Overweight | Overweight | Maintain | Jan 24, 2013 |
| Bank oferica | Underperform | Underperform | Maintain | Apr 19, 2012 |
Named analyst price targets
Upside is calculated against the persisted current price $347.49. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Fundamental Research | Analyst unavailable | $390 | $336.72 | +12.2% | Oct 1, 2026 |
| Berenberg Bank | Analyst unavailable | $420 | $320.42 | +20.9% | Sep 9, 2026 |
| UBS | Analyst unavailable | $425 | $301.49 | +22.3% | Sep 1, 2026 |
| Mizuho Securities | Analyst unavailable | $365 | $310.17 | +5.0% | Aug 25, 2026 |
| Deutsche Bank | Melissa Weathers | $320 | $303.82 | -7.9% | Jul 30, 2026 |
| Wells Fargo | Joe Quatrochi | $350 | $252.35 | +0.7% | Jul 30, 2026 |
| Jefferies | Analyst unavailable | $335 | $252.35 | -3.6% | Jul 30, 2026 |
| HSBC | Aditha Metuku | $333 | $305.21 | -4.2% | Jul 27, 2026 |
| Evercore ISI | Analyst unavailable | $355 | $315.12 | +2.2% | Jul 20, 2026 |
| Stifel Nicolaus | Analyst unavailable | $425 | $353.17 | +22.3% | Jul 10, 2026 |
| Morgan Stanley | Shane Brett | $404 | $362.28 | +16.3% | Jul 6, 2026 |
| Susquehanna | Mehdi Hosseini | $475 | $410.91 | +36.7% | Jun 30, 2026 |
| Cantor Fitzgerald | Analyst unavailable | $500 | $379.09 | +43.9% | Jun 29, 2026 |
| Stifel Nicolaus | Analyst unavailable | $500 | $379.09 | +43.9% | Jun 29, 2026 |
| Wells Fargo | Joe Quatrochi | $450 | $389.04 | +29.5% | Jun 22, 2026 |
| Oppenheimer | Analyst unavailable | $400 | $366.81 | +15.1% | Jun 15, 2026 |
| Barclays | Tom O'Malley | $335 | $321.8 | -3.6% | Jun 11, 2026 |
| Cantor Fitzgerald | Analyst unavailable | $425 | $327.16 | +22.3% | Jun 10, 2026 |
| Raymond James | Analyst unavailable | $425 | $327.16 | +22.3% | Jun 10, 2026 |
| UBS | Analyst unavailable | $375 | $324.45 | +7.9% | Jun 9, 2026 |
| Wells Fargo | Aaron Rakers | $575 | $318.18 | +65.5% | Jun 1, 2026 |
| Mizuho Securities | Analyst unavailable | $380 | $322.68 | +9.4% | May 27, 2026 |
| Morgan Stanley | Analyst unavailable | $331 | $284.72 | -4.7% | May 18, 2026 |
| Seaport Global | Jay Goldberg | $300 | $258.57 | -13.7% | May 4, 2026 |
| Oppenheimer | Edward Yang | $330 | $262.78 | -5.0% | Apr 23, 2026 |
| RBC Capital | Mitch Steves | $310 | $267.24 | -10.8% | Apr 23, 2026 |
| Stifel Nicolaus | Brian Chin | $325 | $266 | -6.5% | Apr 23, 2026 |
| Susquehanna | Analyst unavailable | $385 | $265.55 | +10.8% | Apr 23, 2026 |
| Goldman Sachs | Analyst unavailable | $290 | $265.55 | -16.5% | Apr 23, 2026 |
| Barclays | Tom O'Malley | $275 | $265.55 | -20.9% | Apr 23, 2026 |
| Deutsche Bank | Melissa Weathers | $300 | $265.87 | -13.7% | Apr 15, 2026 |
| Susquehanna | Mehdi Hosseini | $350 | $258.76 | +0.7% | Apr 9, 2026 |
| Barclays | Tom O'Malley | $255 | $215.23 | -26.6% | Mar 10, 2026 |
| Argus Research | Analyst unavailable | $280 | $235.55 | -19.4% | Feb 3, 2026 |
| UBS | Analyst unavailable | $320 | $244.92 | -7.9% | Jan 29, 2026 |
| UBS | Timothy Arcuri | $275 | $242.89 | -20.9% | Jan 29, 2026 |
| RBC Capital | Analyst unavailable | $290 | $237.22 | -16.5% | Jan 29, 2026 |
| Deutsche Bank | Analyst unavailable | $290 | $242.24 | -16.5% | Jan 29, 2026 |
| Stifel Nicolaus | Brian Chin | $280 | $244.24 | -19.4% | Jan 29, 2026 |
| Evercore ISI | Analyst unavailable | $275 | $243.5 | -20.9% | Jan 29, 2026 |
| Bernstein | Analyst unavailable | $275 | $239.58 | -20.9% | Jan 29, 2026 |
| Susquehanna | Mehdi Hosseini | $325 | $239.58 | -6.5% | Jan 29, 2026 |
| Needham | Analyst unavailable | $300 | $247.85 | -13.7% | Jan 29, 2026 |
| Cantor Fitzgerald | Analyst unavailable | $320 | $239.58 | -7.9% | Jan 29, 2026 |
| UBS | Analyst unavailable | $300 | $238.76 | -13.7% | Jan 29, 2026 |
| Mizuho Securities | Analyst unavailable | $295 | $239.58 | -15.1% | Jan 29, 2026 |
| Goldman Sachs | Analyst unavailable | $262 | $239.58 | -24.6% | Jan 29, 2026 |
| Barclays | Tom O'Malley | $250 | $239.58 | -28.1% | Jan 29, 2026 |
| Oppenheimer | Analyst unavailable | $265 | $239.58 | -23.7% | Jan 29, 2026 |
| Mizuho Securities | Analyst unavailable | $265 | $239.84 | -23.7% | Jan 28, 2026 |
| Deutsche Bank | Melissa Weathers | $260 | $222.41 | -25.2% | Jan 21, 2026 |
| UBS | Analyst unavailable | $255 | $222.96 | -26.6% | Jan 20, 2026 |
| Needham | Charles Shi | $250 | $222.96 | -28.1% | Jan 20, 2026 |
| Morgan Stanley | Analyst unavailable | $211 | $220.78 | -39.3% | Jan 15, 2026 |
| Barclays | Tom O'Malley | $195 | $208.79 | -43.9% | Jan 15, 2026 |
| Wells Fargo | Analyst unavailable | $250 | $208.79 | -28.1% | Jan 15, 2026 |
| RBC Capital | Analyst unavailable | $260 | $208.79 | -25.2% | Jan 14, 2026 |
| Stifel Nicolaus | Analyst unavailable | $250 | $209.03 | -28.1% | Jan 14, 2026 |
| Bernstein | Analyst unavailable | $225 | $220.08 | -35.2% | Jan 12, 2026 |
| Susquehanna | Mehdi Hosseini | $250 | $218.36 | -28.1% | Jan 12, 2026 |
| Goldman Sachs | Analyst unavailable | $180 | $209.78 | -48.2% | Jan 9, 2026 |
| Mizuho Securities | Analyst unavailable | $220 | $200.96 | -36.7% | Jan 9, 2026 |
| Cantor Fitzgerald | Analyst unavailable | $265 | $203.08 | -23.7% | Jan 8, 2026 |
| UBS | Analyst unavailable | $200 | $175.26 | -42.4% | Dec 23, 2025 |
| Mizuho Securities | Vijay Rakesh | $200 | $163.26 | -42.4% | Dec 17, 2025 |
| Cantor Fitzgerald | Analyst unavailable | $210 | $162.86 | -39.6% | Dec 16, 2025 |
| Jefferies | Analyst unavailable | $200 | $160.57 | -42.4% | Dec 15, 2025 |
| Morgan Stanley | Shane Brett | $158 | $158.98 | -54.5% | Dec 2, 2025 |
| UBS | Timothy Arcuri | $175 | $150.38 | -49.6% | Nov 25, 2025 |
| Cantor Fitzgerald | Analyst unavailable | $170 | $145.59 | -51.1% | Oct 23, 2025 |
| Needham | Analyst unavailable | $160 | $145.78 | -54.0% | Oct 23, 2025 |
| Oppenheimer | Edward Yang | $200 | $141.25 | -42.4% | Oct 23, 2025 |
| Stifel Nicolaus | Analyst unavailable | $160 | $141.25 | -54.0% | Oct 23, 2025 |
| Susquehanna | Analyst unavailable | $200 | $144.17 | -42.4% | Oct 23, 2025 |
| UBS | Analyst unavailable | $165 | $141.25 | -52.5% | Oct 23, 2025 |
| Mizuho Securities | Analyst unavailable | $170 | $144.17 | -51.1% | Oct 23, 2025 |
| Morgan Stanley | Analyst unavailable | $137 | $144.17 | -60.6% | Oct 23, 2025 |
| Barclays | Tom O'Malley | $142 | $141.51 | -59.1% | Oct 20, 2025 |
| Mizuho Securities | Analyst unavailable | $162 | $144.78 | -53.4% | Oct 16, 2025 |
| Stifel Nicolaus | Analyst unavailable | $135 | $131.37 | -61.1% | Oct 13, 2025 |
| HSBC | Analyst unavailable | $127 | $131.09 | -63.5% | Sep 30, 2025 |
| Deutsche Bank | Analyst unavailable | $150 | $128.33 | -56.8% | Sep 29, 2025 |
| Morgan Stanley | Shane Brett | $125 | $126.92 | -64.0% | Sep 22, 2025 |
| Morgan Stanley | Shane Brett | $92 | $97.03 | -73.5% | Sep 2, 2025 |
| Wells Fargo | Joe Quatrochi | $98 | $99.09 | -71.8% | Jul 31, 2025 |
| Barclays | Tom O'Malley | $83 | $96.96 | -76.1% | Jul 28, 2025 |
| Deutsche Bank | Melissa Weathers | $70 | $70.9 | -79.9% | Apr 24, 2025 |
| Mizuho Securities | Vijay Rakesh | $90 | $74.65 | -74.1% | Jan 10, 2025 |
| Deutsche Bank | Melissa Weathers | $75 | $72.86 | -78.4% | Oct 24, 2024 |
| B.Riley Financial | Craig Ellis | $105 | $72.84 | -69.8% | Oct 22, 2024 |
| Stifel Nicolaus | Brian Chin | $105 | $72.84 | -69.8% | Oct 22, 2024 |
| Raymond James | Srini Pajjuri | $100 | $85.7 | -71.2% | Oct 15, 2024 |
| Morgan Stanley | Joseph Moore | $77 | $80.81 | -77.8% | Oct 3, 2024 |
| Mizuho Securities | Vijay Rakesh | $95 | $78.91 | -72.7% | Sep 20, 2024 |
| UBS | Timothy Arcuri | $115 | $75.21 | -66.9% | Sep 12, 2024 |
| Mizuho Securities | Vijay Rakesh | $105 | $75.1 | -69.8% | Sep 12, 2024 |
| Barclays | Tom O'Malley | $90 | $92.27 | -74.1% | Jun 5, 2024 |
| Wells Fargo | Joseph Quatrochi | $98 | $96.4 | -71.8% | May 22, 2024 |
| Needham | Charles Shi | $95 | $89.82 | -72.7% | Apr 25, 2024 |
| B.Riley Financial | Craig Ellis | $113 | $88.49 | -67.5% | Apr 25, 2024 |
| Susquehanna | Mehdi Hosseini | $85 | $88.49 | -75.5% | Apr 25, 2024 |
| Mizuho Securities | Vijay Rakesh | $96 | $88.49 | -72.4% | Apr 25, 2024 |
| Barclays | Tom O'Malley | $86.5 | $88.49 | -75.1% | Apr 25, 2024 |
| B.Riley Financial | Craig Ellis | $110 | $88.89 | -68.3% | Apr 19, 2024 |
| Needham | Quinn Bolton | $103 | $89.61 | -70.4% | Apr 18, 2024 |
| Stifel Nicolaus | Brian Chin | $105 | $96.32 | -69.8% | Apr 16, 2024 |
| Deutsche Bank | Melissa Weathers | $100 | $96.16 | -71.2% | Apr 11, 2024 |
| UBS | Timothy Arcuri | $113 | $96.86 | -67.5% | Apr 8, 2024 |
| Needham | Charles Shi | $80 | $60.58 | -77.0% | Oct 19, 2023 |
| Deutsche Bank | Analyst unavailable | $52 | $45.02 | -85.0% | Dec 12, 2022 |
| UBS | Analyst unavailable | $53 | $44.36 | -84.7% | Nov 30, 2022 |
| Mizuho Securities | Vijay Rakesh | $40 | $35.18 | -88.5% | Oct 20, 2022 |
| Citigroup | Atif Malik | $56 | $33.01 | -83.9% | Oct 19, 2022 |
| Morgan Stanley | Joe Moore | $54.3 | $40.37 | -84.4% | Oct 5, 2022 |
| UBS | Timothy Arcuri | $51 | $41.51 | -85.3% | Jul 11, 2022 |
| Barclays | Blayne Curtis | $62.5 | $46.07 | -82.0% | Apr 26, 2022 |
| Piper Sandler | Analyst unavailable | $59.6 | $48.14 | -82.8% | Apr 21, 2022 |
| Goldman Sachs | Toshiya Hari | $61.2 | $46.95 | -82.4% | Apr 21, 2022 |
| Morgan Stanley | Joseph Moore | $62.5 | $46.95 | -82.0% | Apr 21, 2022 |
| Susquehanna | Mehdi Hosseini | $55 | $46.95 | -84.2% | Apr 21, 2022 |
| Mizuho Securities | Vijay Rakesh | $67.5 | $48.14 | -80.6% | Apr 20, 2022 |
| B.Riley Financial | Craig Ellis | $62.5 | $47.06 | -82.0% | Apr 18, 2022 |
| Wells Fargo | Joseph Quatrochi | $52.5 | $47.06 | -84.9% | Apr 18, 2022 |
| Deutsche Bank | Sidney Ho | $56 | $45.62 | -83.9% | Apr 17, 2022 |
| Stifel Nicolaus | Patrick Ho | $83.7 | $47.58 | -75.9% | Apr 11, 2022 |
| Citigroup | Atif Malik | $75 | $53.69 | -78.4% | Mar 21, 2022 |
| Evercore ISI | C J Muse | $80 | $55.35 | -77.0% | Jan 27, 2022 |
| Morgan Stanley | Joseph Moore | $73 | $55.35 | -79.0% | Jan 27, 2022 |
| Berenberg Bank | Tammy Qiu | $84 | $67.68 | -75.8% | Jan 18, 2022 |
| Jefferies | Mark Lipacis | $86.9 | $72.75 | -75.0% | Jan 14, 2022 |
| Bank of America Securities | Vivek Arya | $78.5 | $66.22 | -77.4% | Jan 10, 2022 |
| Wells Fargo | Joseph Quatrochi | $66 | $68.09 | -81.0% | Dec 21, 2021 |
| BNP Paribas | Jerome Ramel | $64 | $58.86 | -81.6% | Sep 7, 2021 |
| Cowen & Co. | Krish Sankar | $80 | $61.48 | -77.0% | Jul 29, 2021 |
| D.A. Davidson | Thomas Diffely | $72.5 | $62.13 | -79.1% | Apr 23, 2021 |
| Credit Suisse | John Pitzer | $75 | $63.74 | -78.4% | Apr 16, 2021 |
| Argus Research | Jim Kelleher | $72.5 | $64.31 | -79.1% | Apr 15, 2021 |
Track every rating change on LRCX the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationLam Research Corporation is a prominent supplier of equipment vital for semiconductor processing, encompassing its design, production, sales, repair, and ongoing maintenance. These sophisticated systems are fundamental for the creation of integrated circuits. The company's extensive product catalog features a variety of deposition technologies. For tungsten metallization, they provide ALTUS systems that deposit conformal films. SABRE products excel in electrochemical deposition, crucial for copper interconnect transitions and enabling copper damascene manufacturing. SOLA utilizes ultraviolet thermal processing for film treatments, while VECTOR delivers plasma-enhanced chemical vapor deposition (CVD) and atomic layer deposition (ALD) solutions. Furthermore, SPEED addresses gapfill applications with its high-density plasma CVD products, and Striker is engineered for single-wafer atomic layer deposition of dielectric films.…
Historical context
All LRCX earningsTechnology peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| ACN Accenture plc | FY2026 Q4 · Calendar Q4 2026 | +3.5% | +15.8% | Accenture: AI demand supports strong Q4, while pricing and geopolitics remain risks |
| JBL Jabil Inc. | FY2026 Q4 · Calendar Q3 2026 | +8.1% | -10.0% | Jabil enters FY2027 with AI-led growth and capacity risks |
| MU Micron Technology, Inc. | FY2026 Q4 · Calendar Q3 2026 | +5.4% | +0.0% | Micron: Strong AI Memory Demand, Higher Capex, and HBM4E Ahead |
| SNX TD Synnex Corp | FY2026 Q3 · Calendar Q3 2026 | +20.9% | -9.9% | TD SYNNEX: AI-led growth accelerates, but mix and cash flow matter |
| ADBE Adobe Inc. | FY2026 Q3 · Calendar Q3 2026 | +0.8% | +1.4% | Adobe raises FY26 outlook as AI strategy broadens |
| ORCL Oracle Corporation | FY2027 Q1 · Calendar Q3 2026 | +10.3% | -1.7% | Oracle raises FY27 outlook as AI demand accelerates cloud growth |
Latest beats and misses
Who reports nextBeat on EPS
- ACNFY2026 Q4 · October 1, 2026+3.5% EPS+15.8% move
- MKCFY2026 Q3 · October 1, 2026+13.9% EPS-4.9% move
- NKEFY2027 Q1 · October 1, 2026+10.0% EPS-0.7% move
- CAGFY2027 Q1 · September 30, 2026+44.4% EPS-4.9% move
- FDSFY2026 Q4 · September 30, 2026+3.9% EPS+3.8% move
- JBLFY2026 Q4 · September 30, 2026+8.1% EPS-10.0% move
Get the LRCX recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:22.444131+00:00
- Polygon adjusted daily market bars · 2026-10-03T12:26:04.455801+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-03T12:26:04.452562+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-03. For educational purposes only; not investment advice.