Lam Research record $8.22B quarter, stock -6%; run rate ~21% of $155B WFE implies ~$42B if 2027 WFE hits $200B
Lam Research (LRCX) posted its biggest quarter ever Wednesday: $8.22B revenue, up 54%. Shares fell ~6% after hours on a guide that just matched estimates.
That run rate is ~$32.9B a year, ~21% of the mid $150B chip equipment market Lam sees for 2026. Keep that share at the $200B+ it sees for 2027 and it's ~$42B, up ~29%.
https://x.com/wallstengine/status/2112998864508604631
Sources: @EricJhonsa: Lam sees 2026 WFE mid-$150B range, 2027 WFE $200B+; cleanroom and component shortages · @RealNickMugalli: biggest quarter in Lam history, $8.22B up 54% Y/Y, stock down 6% · X story: Lam Research hits record revenue but shares drop about 6% on outlook
Not financial advice. For informational and educational purposes only.
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