LAM RESEARCH CORP — Form 8-K
Filed October 21, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 38/100
What the filing says
For Q1 FY2027 (ended September 27, 2026), Lam Research reported revenue of $8.22 billion (+22% QoQ from $6.72B), GAAP gross margin of 52.3% (+60 bps), operating margin of 40.0% (+260 bps), and diluted EPS of $2.19 (+21% QoQ). Cash increased to $7.45B from $5.60B. Q2 FY2027 guidance: $8.60B ±$400M revenue; 52.5% ±1% gross margin; 40.5% ±1% operating margin; $2.33 ±$0.15 EPS.
Why this rating
Record Q results show strong AI-driven demand and execution; ~4.6% revenue growth QoQ meaningful for $178B company. Guidance momentum positive but modest forward guidance growth suggests market saturation concerns.
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