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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Return to Sender who wrote (94781)	7/30/2025 5:23:01 PM
From: Return to Sender	Read Replies (1) \| Respond to of 95378

Lam Research beats by $0.12, beats on revs; guides Q1 EPS above consensus, revs above consensus 4:10 PM ET 7/30/25 \| Briefing.com Reports Q4 (Jun) earnings of $1.33 per share, excluding non-recurring items, $0.12 better than the FactSet Consensus of $1.21; revenues rose 33.6% year/year to $5.17 bln vs the $5 bln FactSet Consensus. Co issues upside guidance for Q1, sees EPS of $1.10-$1.30, excluding non-recurring items, vs. $1.00 FactSet Consensus; sees Q1 revs of $4.9-$5.5 bln vs. $4.65 bln FactSet Consensus. 05:05 PM EDT, 07/30/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows: LRCX posted Jun-Q sales of $5.17B (+34% Y/Y) and non-GAAP EPS of $1.33 (+63%), beating consensus of $5.00B and $1.21, respectively. The Sep-Q sales guide of $5.2B also significantly exceeded Street expectations of $4.657B, as did its EPS projection of $1.20 (vs. consensus $1.00). Systems revenue (66% of Q2's total) drove impressive performance with 58% Y/Y growth, but the biggest surprise was China sales jumping to 35% of Q2's total (vs. Mar-Q's 31%). This continues a theme seen by peers of resilience in China this quarter amid temporarily reduced tariff rates, but we think some tariff-related pull-in is likely. Margin performance was excellent, with non-GAAP gross margin of 50.3% (+130 bps Q/Q, +180 bps Y/Y) and operating margin of 34.4% (+160 bps Q/Q, +370 bps Y/Y) both at guidance range highs. We expect the evolving tariff environment to impact LRCX's margin outlook given rising foreign manufacturing exposure, but recent efficiency initiatives and its Malaysia facility ramp demonstrate strong execution.