| LRCX |
Report |
Fiscal Q4 2026 revenue |
BEAT |
pred ~$6.82B vs. cons $6.67B |
MEDIUM |
| LRCX |
Report |
Fiscal Q4 2026 non-GAAP EPS |
BEAT |
pred ~$1.76 vs. cons $1.69 |
MEDIUM |
| LRCX |
Report |
Fiscal Q4 2026 non-GAAP gross margin |
IN-LINE |
pred ~50.8% vs. cons 50.5% |
MEDIUM |
| LRCX |
Guide |
Fiscal Q1 2027 revenue guidance |
BETTER |
guide ~$7.20B vs. cons $7.09B (fiscal Q1 2027) |
MEDIUM |
| LRCX |
Guide |
Fiscal Q1 2027 non-GAAP EPS guidance |
BETTER |
guide ~$1.88 vs. cons $1.83 (fiscal Q1 2027) |
MEDIUM |
| LRCX |
Guide |
Fiscal Q1 2027 non-GAAP gross-margin guidance |
UNCHANGED |
guide ~50.5% vs. cons 50.5% (fiscal Q1 2027) |
MEDIUM |
| LRCX |
Guide |
Calendar 2026 WFE outlook |
UNCHANGED |
guide ~$152B vs. cons ~$153B (calendar 2026) |
LOW |
| LRCX |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.2% |
— |
MEDIUM |
| LRCX |
Return |
5-day cumulative residual |
+4.6% (FOLLOW-THROUGH) |
The predicted September-quarter guide implies a revenue run rate of ~$7.20B versus ~$7.09B consensus and EPS of ~$1.88 versus ~$1.83, supporting upward fiscal 2027 revisions after the headline beat; an approximately $152B WFE outlook versus ~$153B expectations limits, but does not reverse, the positive estimate math. |
MEDIUM |