Lam Research stock heads into AGM after record quarter
Published on 11/01/2026 at 17:34 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSWhat Lam Research Investors Face Next
- Lam Research will hold its annual shareholder meeting on Tuesday, November 3, 2026.
- Management is balancing strong semiconductor equipment demand against near-term supply constraints.
- The December quarter outlook keeps execution and delivery capacity at the center of investor attention.
Lam Research heads into the week with its annual shareholder meeting scheduled for Tuesday, November 3, 2026. The meeting is set for 9:30 a.m. Pacific Standard Time, according to EL7.AI.
The shareholder meeting follows a record September quarter. Lam Research reported revenue of 8.22 billion US dollars for the quarter ended September 27, 2026, while equipment revenue reached 5.73 billion US dollars. The company also reported GAAP net income of 2.75 billion US dollars.
Supply Capacity Shapes Outlook
For the quarter ending December 27, 2026, management expects revenue of 8.60 billion US dollars, plus or minus 400 million US dollars. The outlook includes adjusted diluted earnings per share of 2.33 US dollars, plus or minus 0.15 US dollars, and an adjusted operating margin target of 40.5 percent.
Near-term supply constraints remain an important investor issue. The combination of strong demand for semiconductor processing equipment and delayed shipments puts delivery execution in focus as Lam Research moves through the December quarter.
Lam Research stock traded at 214.45 euros on Lang & Schwarz at 17:33 Berlin time on Sunday, November 1, 2026. Investors can follow the real-time quote of Lam Research stock.
Lam Research Corporation
- ISIN: US5128073062
- Lang & Schwarz quote: 214.45 euros on Sunday, November 1, 2026, at 17:33 Berlin time
- December-quarter revenue outlook: 8.60 billion US dollars, plus or minus 400 million US dollars
- Annual shareholder meeting: Tuesday, November 3, 2026, at 9:30 a.m. Pacific Standard Time
Broader semiconductor and technology sentiment remains relevant for Lam Research as investors assess demand for equipment and the ability of suppliers to meet delivery schedules. See current market reports.
