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Technology Stocks : Semi Equipment Analysis

SOXX 314.52

-0.6%

Dec 11 4:00 PM EST

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From: Sam	1/27/2021 5:17:47 PM
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Lam Research reports FQ2 beats with upside forecast, driving semi equipment names higher Jan. 27, 2021 5:07 PM ET Lam Research Corporation (LRCX) By: Brandy Betz, SA News Editor Semiconductor equipment company Lam Research (NASDAQ: LRCX) is trading up 1.6% after hours on fiscal Q2 results that topped estimates with $3.46B in revenue (+34% Y/Y) and $6.03 EPS, which was $0.18 above estimates. Peer Applied Material (NASDAQ: AMAT) is up nearly 1% after the report. U.S.-listed shares of ASML (NASDAQ: ASML) are up 0.6%. KLA (NASDAQ: KLAC) is slightly in the red. Adjusted gross margin was 46.6% vs. the 46.1% estimate. Operating margin was 30.3%. Capex was up 48% on the year to $92.1M. For FQ3, Lam guides for revenue of $3.5-3.9B (consensus: $3.31B) and EPS of $6.15-6.95 (consensus: $4.46). The company also expects gross margin of 30-30.2%. Press release. Semi equipment stocks had ended today deep in the red as the market digested yesterday's Texas Instruments print, which topped estimates but raised concerns about demand. seekingalpha.com

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