2026年初,在AI和记忆需求驱动下,Lam研究超过了对收入的预期,增长强劲,预测不断提高。 Lam Research beat earnings expectations in early 2026, driven by AI and memory demand, with strong growth and upgraded forecasts.

2026年初,Lam Research报告Q4成果强劲,每年收入增长1.27美元、22.1%,超过了预期。 In early 2026, Lam Research reported strong Q4 results with $1.27 EPS and 22.1% year-over-year revenue growth, exceeding expectations. 尽管科维茨投资集团减少了股份,但Trivest Advisors增加了1040万美元的股份,主要银行升级了股票,理由是AI和内存需求. Despite Kovitz Investment Group reducing its stake, Trivest Advisors added a $10.04 million position, and major banks upgraded the stock, citing AI and memory demand. 该公司提出了 " Q3 2026 " 指南,保持了62.81%的股本回报率,并宣布季度红利。 The company raised Q3 2026 guidance, maintained a 62.81% return on equity, and declared a quarterly dividend. 分析员预测平均价格目标为244.88美元,存货接近244.92美元,市场上限为3 058.5亿美元。 Analysts project a $244.88 average price target, with the stock near $244.92 and a market cap of $305.85 billion.