| LRCX |
Report |
Total Revenue (Q4 FY2026) |
IN-LINE |
pred ~$6.75B vs. cons $6.69B |
MEDIUM |
| LRCX |
Report |
EPS — Non-GAAP Diluted (Q4 FY2026) |
BEAT |
pred ~$1.75 vs. cons $1.697 |
HIGH |
| LRCX |
Report |
CSBG Revenue (Q4 FY2026) |
MISS |
pred ~$2.13B vs. cons $2.154B |
MEDIUM |
| LRCX |
Guide |
Q1 FY2027 Revenue (Sep qtr) |
LOWER |
guide ~$7.40B vs. cons ~$7.50B |
MEDIUM |
| LRCX |
Guide |
Q1 FY2027 EPS (Sep qtr) |
LOWER |
guide ~$1.82 vs. cons ~$1.90 |
MEDIUM |
| LRCX |
Guide |
WFE 2026 Outlook |
BETTER |
guide ~$145-150B vs. prior $140B |
HIGH |
| LRCX |
Guide |
Gross Margin (Q1 FY2027) |
UNCHANGED |
guide ~50.5% vs. mgmt 'level out' framing |
HIGH |
| LRCX |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.5% |
— |
MEDIUM |
| LRCX |
Return |
5-day cumulative residual |
-4.0% (FADE) |
FADE — near-term guide miss pulls estimates down; WFE raise partially offsets multiple but does not prevent sell-side cuts to Q1 FY2027 |
MEDIUM |