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

To: Return to Sender who wrote (95787)	1/28/2026 4:14:56 PM
From: Return to Sender	1 Recommendation Recommended By Kirk © Read Replies (1) \| Respond to of 95916

Lam Research beats by $0.10, beats on revs; guides Q3 EPS above consensus, revs above consensus +0.47% Reports Q2 (Dec) earnings of $1.27 per share, excluding non-recurring items, $0.10 better than the FactSet Consensus of $1.17; revenues rose 22.1% year/year to $5.34 bln vs the $5.23 bln FactSet Consensus.U.S. GAAP gross margin of 49.6%. Non-GAAP gross margin of 49.7%.Co issues upside guidance for Q3, sees EPS of $1.25-1.45, excluding non-recurring items, vs. $1.20 FactSet Consensus; sees Q3 revs of $5.4-6.0 bln vs. $5.33 bln FactSet Consensus.