US EditionLam Research Corporation Reports Financial Results for the Quarter Ended December 28, 2025
Lam Research posted $5.34 billion revenue with gross margins near 50%, reflecting steady demand from AI and memory sectors, analysts note sustained growth potential.
- On Jan. 28, 2026, Lam Research Corporation reported revenue of $5.34 billion for the December 2025 quarter and provided guidance for the quarter ending March 29, 2026 at $5.70 Billion +/- $300.
- Rising AI and memory demand is boosting equipment needs as TSMC and Micron Technology ramp advanced transistors and HBM4 memory, management says.
- Lam Research reports $5.34 billion in revenue, with a gross margin of 49.6% and diluted EPS of $1.26, for the December 2025 quarter.
- The stock jumped in premarket trading to $249, surpassing its prior 52‑week high, while Evercore ISI, Deutsche Bank, and Bank of America raised targets; CFO Douglas Bettinger recently sold shares despite Tim Archer calling it a "strong quarter."
- Looking ahead, guidance and commentary will be pivotal, as deferred revenue fell to $2.25 billion and shipments to Japan are classified as inventory until acceptance, amid China risks.
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Helena Independent Record
Lam Research Corporation Reports Financial Results for the Quarter Ended December 28, 2025
FREMONT, Calif., Jan. 28, 2026 /PRNewswire/ -- Lam Research Corporation (the "Company," "Lam," "Lam Research") today announced financial results for the quarter ended December 28, 2025 (the "December 2025 quarter").
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