Seeking Alpha
13 Oct 2026, 04:51 UTC · 1h ago
Lam Research Corporation: Strong FY27 Setup Makes It A Solid Bet Ahead Of Q1
Impact · against what's priced in
The article provides no catalyst for LRCX as it merely reiterates the record Q4 FY26 results and AI-driven growth expectations already baked into the current valuation. The market continues to discount the sustained FY27 momentum described by the author, treating such projections as speculative rather than priced-in facts.
- LRCX+0.00
Already priced in
- The price assumes
Record fiscal 2026 revenue of $23.23 billion and 30% year-over-year growth in the June quarter
The article's report of record Q4 FY26 revenue of $6.72 billion and nearly 30% year-on-year growth confirms figures the market has already absorbed.
What LRCX's price assumes · Sep 4
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