Lam研究超越了收入预期, 提升了2026年的指导, 并提升了红利,尽管内幕出售。 Lam Research beat earnings expectations, raised 2026 guidance, and boosted dividends despite insider selling.

Lam Research(LRCX)于10月22日报告第三季度收入强劲, 收入为1.26 EPS和53.2亿美元, 超过预期, Lam Research (LRCX) reported strong third-quarter earnings on October 22, posting $1.26 EPS and $5.32 billion in revenue, surpassing expectations and marking a 27.7% year-over-year revenue increase. 该公司将其Q2 2026 EPS指南提高到1.05-1.25美元,并宣布季度股利为每股0.26美元,收益率为0.7%。 The company raised its Q2 2026 EPS guidance to $1.05–$1.25 and announced a quarterly dividend of $0.26 per share, yielding 0.7%. 尽管最近存货下降了1.8%,降至159.35美元,分析师仍保持“机动购买”共识评级,平均目标为148.54美元。 Despite a recent 1.8% stock decline to $159.35, analysts maintain a "Moderate Buy" consensus rating with an average target of $148.54. 机构投资者,包括Profund Advisors和Prospera Financial Service,增加了他们的股份,而内幕人士在过去三个月出售了62,498股股份,将其集体所有权减少到0.31%。 Institutional investors, including Profund Advisors and Prospera Financial Services, increased their stakes, while insiders sold 62,498 shares in the past three months, reducing their collective ownership to 0.31%. Lam研究设计和服务用于集成电路制造的半导体设备。 Lam Research designs and services semiconductor equipment for integrated circuit manufacturing.