Movement Alert｜Lam Research Rises 4.18% in Regular Trading, Semiconductor Equipment Sector Rebounds Following Post-Earnings Profit-Taking Digestion

Market Focus08-04

On August 4, Lam Research rose 4.18% in regular trading, trading at $309.41/share, with turnover of $3.09 billion. The stock rebounded after declining 4.82% in the prior session, as the broader semiconductor equipment sector recovered and prior profit-taking pressure was absorbed.

The rebound follows a period of consolidation after Lam Research surged over 23% in a single session on record-breaking fiscal Q4 results. The company reported adjusted EPS of $1.82, beating the consensus estimate of $1.68 by 8.33%, while revenue of $6.72 billion exceeded expectations of $6.665 billion and marked a historical high. Gross margin improved to 51.7% from 49.8%, and operating margin rose to 37.4% from 35.0%. Critically, Q1 guidance of $7.70-$8.50 billion in revenue and $2.00-$2.30 in non-GAAP diluted EPS far surpassed analyst expectations of $7.11 billion and $1.84, respectively, driven by surging AI chip manufacturing demand.

Within the Semiconductor Equipment sector, Applied Materials rose 4.1%, KLA Corporation gained 4.22%, Teradyne advanced 5.76%, and ASML Holding NV climbed 3.14%.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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