Shares have soared 197% over the past year, so investors needed perfection from Lam's fiscal second-quarter earnings. ...

| LRCX 泛林集团 | | | | --- | --- | --- | | 239 580 ↑ +1.120 +0.47% | | 收盘价 01/28 16:00 美东 | | 253.400↑ 13.820 +5.77% | | 盘前价 01/29 04:21 美东 | | 一 7 四 图 图 图 图 中 中 | | ● 快捷交易 | | 最高价 243.990 | 开盘价 241.270 | 成交量 1563.06万 | | 最低价 237.140 | 昨收价 238.460 | 成交额 37.52亿 | | 平均价 240.030 | 市零率 M 52.89 | 总市值 3009.2亿 (--) | | 振 幅 2.87% | 市盈率(静) 57.73 | 总股本 12.56亿 | | 换手率 1.25% | 市净率 29.523 | 流通值 2998.14亿 | | 52周最高 243.990 | 委 比 90.48% | 流通股 12.51亿 | | 52周最低 55.977 | 量 比 1.32 | 每 手 1股 | | 历史最高 243.990 | 股息TTM 0.980 | | | 历史最 ...

Group 1 - Lam Research Corporation (NASDAQ:LRCX) is recognized as a top semiconductor stock pick by Goldman Sachs, with Stifel raising its price target from $160 to $250 while maintaining a Buy rating due to strong performance in 2025 [1] - In 2025, Lam Research's system sales grew by over 40% year over year, significantly outpacing the overall wafer fabrication equipment (WFE) growth in the industry [1] - Stifel anticipates that Lam Research will likely exceed WFE growth again in 2026, indicating sustained demand for semiconductor manufacturing equipment [2] Group 2 - RBC Capital initiated coverage on Lam Research with an Outperform rating and set a price target of $260, citing strong results in 2025 driven by NAND technology upgrades and increased foundry market share [3] - RBC remains optimistic about spending on wafer fabrication equipment and expects Lam Research to continue outgrowing the market [3] - The Advanced Foundry/Logic segments are projected to be significant contributors to WFE spending in 2026, marking a shift from previous growth drivers [2]

Core Viewpoint - Lam Research Corporation has demonstrated strong financial performance, leading to a stock upgrade from Hold to Buy by Summit Insights Group Financial Performance - Lam Research reported earnings of $1.27 per share, exceeding the Zacks Consensus Estimate of $1.17 per share, resulting in a positive earnings surprise of 8.99% [2] - The company's revenue for the quarter ending December 2025 was $5.34 billion, surpassing the Zacks Consensus Estimate by 2.11% and showing a significant increase from $4.38 billion in the same period the previous year [3] - Over the last four quarters, Lam Research has consistently outperformed consensus estimates for both earnings per share and revenue [3] Stock Performance - The current stock price of LRCX is $239.58, reflecting a 0.47% increase or $1.12 [4] - The stock has fluctuated between a low of $237.14 and a high of $243.99 today, with the latter being its highest price in the past year [4] - Lam Research's market capitalization stands at approximately $300.92 billion, with a trading volume of 15.13 million shares today [4]

Group 1 - The article does not provide any relevant content regarding the company or industry [1]

Group 1 - The article does not provide any relevant content regarding company or industry insights [1]

Group 1 - Lee & Man Paper Manufacturing (02314) rose nearly 6% after Nine Dragons Paper announced a profit forecast of approximately 2.15 billion to 2.25 billion yuan for the six months ending December 31, 2025, representing a year-on-year increase of 216.0% to 230.7% [1] - New Oriental Education (09901) increased nearly 4% following the release of its financial results for the second quarter of fiscal year 2026, showing a 14.7% year-on-year increase in net revenue and a 244.4% rise in operating profit [1] - Jolywood (06680) surged nearly 7% as rare earth prices continued to rise, with neodymium and praseodymium oxide prices increasing by over 120,000 yuan per ton [1] Group 2 - Chinese property management stocks saw a significant rise, with Sunac Services (01516) up 5.67% and Greentown Services (02869) up 5.81%, as a report predicted an average revenue growth of 6% for property management companies by 2025 [2] - Valiant Pharmaceuticals (09887) gained nearly 4% after receiving FDA fast track designation for its dual-specific antibody LBL-034 for treating relapsed/refractory multiple myeloma [2] - The commercial aerospace sector showed signs of recovery, with Junda Co. (02865) rising 12.1% as the China Aerospace Science and Technology Corporation emphasized the importance of the next decade for developing a strong aerospace industry [2] Group 3 - Aigo Group (00328) experienced a dramatic drop, falling over 88% at one point, with a total market value dropping below 35 million HKD [3] - China Overseas Development (00688) rose over 4.2% as Citigroup's report indicated that the Chinese real estate sector would face significant impairment and margin decline challenges in fiscal year 2025 [3] - Yuegangwan Holdings (01396) increased by 8% after announcing a share placement to raise 108 million yuan, with about 70% allocated for AI computing power cloud service projects [3] Group 4 - Junda Co. (02865) saw a rise of 11.99% as the China Aerospace Science and Technology Corporation held a meeting emphasizing the need to overcome challenges in commercial rocket launches and reusable technology [4] Group 5 - In the US market, New Oriental (EDU.US) rose 5.32% after reporting a net revenue of 1.191 billion USD for the second quarter of fiscal year 2026, a 14.7% year-on-year increase [5][6] - Semiconductor equipment and materials sector saw gains, with Texas Instruments (TXN.US) up 9.94% as it projected first-quarter revenue between 4.32 billion and 4.68 billion USD, slightly above analyst expectations [5] - Storage sector stocks surged, with Seagate Technology (STX.US) up 19.14% as it projected third-quarter revenue of 2.9 billion USD, significantly higher than analyst estimates [5]

Archer described the “AI transformation” as pushing industry spending higher, estimating wafer fab equipment (WFE) spending was close to $110 billion in 2025, with an initial view for 2026 WFE at around $135 billion . Both Archer and Bettinger repeatedly emphasized that growth is being constrained by shortages of available clean room space, and they expect WFE and Lam’s business to be “weighted to the second half” of 2026.For the December quarter, Bettinger said revenue reached a quarterly record of $5.34 b ...

按地区划分，来自中国大陆的收入占35%，中国台湾省占20%，韩国占20%，日本占10%。 展望未来，泛林集团预计第三季度营收将在54亿美元至60亿美元之间，远超此前53亿美元的预期。预计 每股收益将在1.25美元至1.45美元之间，高于市场普遍预期的1.20美元。 泛林集团首席执行官Tim Archer表示，"进入2026年，我们不断扩展的产品和服务组合正推动市场向更 小巧、更复杂的三维设备和封装转型，""随着人工智能的加速发展，我们正在全公司范围内提升执行速 度，以支持客户的增长，并实现我们多年超越预期业绩的愿景。" 智通财经APP获悉，半导体制造设备商泛林集团(LRCX.US)公布了超预期的2026财年第二季度财报和业 绩指引。财报显示，该公司二季度营收达 53.4 亿美元，同比增长22%，超出预期 1 亿美元；非公认会 计准则下每股收益为 1.27 美元，超出预期 0.10 美元。 业绩公布后，泛林集团盘后涨超5%，截至发稿，涨6.23%，报254.33美元。 这家半导体制造设备公司还公布，调整后的毛利率为 49.7%，高于此前预期的 48.6%；调整后的营业利 润率为 34.3%，高于此前预期的 32 ...

分组1 - Lam Research reported quarterly earnings of $1.27 per share, exceeding the Zacks Consensus Estimate of $1.17 per share, and showing an increase from $0.91 per share a year ago, resulting in an earnings surprise of +8.99% [1] - The company achieved revenues of $5.34 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 2.11%, and up from $4.38 billion year-over-year [2] - Lam Research has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2] 分组2 - The stock has gained approximately 39.3% since the beginning of the year, significantly outperforming the S&P 500's gain of 1.9% [3] - The company's earnings outlook is crucial for future stock performance, with current consensus EPS estimates at $1.20 for the coming quarter and $4.85 for the current fiscal year [4][7] - Lam Research holds a Zacks Rank 1 (Strong Buy), indicating expectations for the stock to outperform the market in the near future [6] 分组3 - The Electronics - Semiconductors industry, to which Lam Research belongs, is currently ranked in the top 23% of over 250 Zacks industries, suggesting a favorable environment for stock performance [8] - Another company in the same industry, nLight, is expected to report quarterly earnings of $0.11 per share, reflecting a year-over-year increase of +136.7% [9]