Lam Research CorpExpected to beat Q4 earnings estimates with positive Earnings ESP and upward estimate revisions.

Lam Research Corporation is poised to beat earnings estimates when it reports fourth-quarter fiscal 2026 results on July 29. The company expects revenues of $6.6 billion, plus or minus $400 million, while the Zacks Consensus Estimate is $6.67 billion, indicating 29% year-over-year growth. Earnings are expected at $1.65 per share, plus or minus 15 cents, and the consensus has been revised upward by a penny to $1.69 per share over the past 30 days, implying a 27% increase. A positive Earnings ESP of 1.38% and a Zacks Rank of 2 support the likelihood of an earnings beat. Lam Research shares have surged 90.1% year-to-date, outperforming the Zacks Electronics – Semiconductors industry's 35.2% rise, though the stock trades at a forward 12-month price-to-earnings ratio of 39.78, above the industry's 30.20.
Lam Research CorpExpected to beat Q4 earnings estimates with positive Earnings ESP and upward estimate revisions.
Applied Materials Inc
ASML Holding N.V.
KLA Corporation