Lam Research stock trades 2.17% above prior Xetra close
Published on 10/29/2026 at 17:55 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSErgebnisse, Ausblick und Kurskontext
- Lam Research erzielte im September-Quartal Rekordumsatz und eine GAAP-Betriebsmarge von 40,0 Prozent.
- Für das Dezember-Quartal stellte das Unternehmen Umsatz von 8,60 Milliarden US-Dollar und eine GAAP-Betriebsmarge von 40,5 Prozent in Aussicht.
- Lieferengpässe und ein erwarteter Rückgang des China-Anteils bleiben wichtige Beobachtungspunkte für Anleger.
Lam Research reported a record September quarter on October 21, 2026, and its latest German-market quote remained above the previous Xetra session's close. The results were published by PR Newswire.
What has changed since our last report
The additional market information is the move from EUR 216.08 in the previous report published on October 27 to EUR 233.05 at Lang & Schwarz on October 29, 2026, at 16:45:14 Berlin time. That is a 7.85 percent increase against the earlier report's quote and is separate from the Xetra day comparison.
Lam's September 27 quarter produced USD 8.22 billion in revenue, GAAP diluted earnings per share of USD 2.19 and a 40.0 percent operating margin. Non-GAAP diluted earnings per share was USD 2.20 and non-GAAP operating margin was 40.2 percent, according to the company release.
Guidance and semiconductor demand
For the quarter ending December 27, Lam guided to USD 8.60 billion in revenue, with a plus-or-minus USD 400 million range. GAAP gross margin guidance was 52.5 percent plus or minus 1 percentage point, while GAAP operating margin guidance was 40.5 percent plus or minus 1 percentage point.
XTB Research described the revenue, earnings and guidance beats as solid but relatively narrow. The analysis also highlighted component availability, a possible delay in some deliveries and an expected decline in China's share of revenue in the December quarter.
The same analysis said Lam expects the global wafer-fabrication-equipment market to reach approximately USD 150 billion in 2026 and more than USD 200 billion in 2027. Those are industry figures rather than Lam's own revenue forecast, so they should be treated as market context rather than company guidance.
Quote and investor context
The EUR 233.05 Lang & Schwarz quote was 2.17 percent above the verified Xetra close of EUR 228.10 from October 28, 2026. Yahoo Finance's historical table identifies the instrument as LAR0.DE in euros and records that prior Xetra close.
Investors therefore have to weigh strong reported execution and a higher forward revenue base against supply-chain execution and geographic-mix risks. The available information supports an analytical assessment of the setup, not a conclusion that the share-price move was caused by any single factor.
Lam Research Corporation stock facts
- Company: Lam Research Corporation
- ISIN: US5128073062
- Ticker: LRCX on Nasdaq
- Xetra symbol: LAR0
- Sector: Technology
- Industry: Semiconductors
- Lang & Schwarz quote: EUR 233.05 on October 29, 2026 at 16:45:14 Berlin time
- Change versus Xetra close: plus 2.17 percent versus EUR 228.10 on October 28, 2026
- Change since previous report: plus 7.85 percent from EUR 216.08 on October 27, 2026
For broader market developments, see current S&P 500 market coverage.
