[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-lam-research-has-hit-all-time-highs-heres-why-the-cycle-may-just-be-getting-started-EN":150},{"languages":4,"categories":41,"products":125,"competitors":149},[5,9,13,17,21,25,29,33,37],{"name":6,"code":7,"id":8},"English","EN","TGFuZ3VhZ2U6ZW4=",{"name":10,"code":11,"id":12},"Español","ES","TGFuZ3VhZ2U6ZXM=",{"name":14,"code":15,"id":16},"Português","PT","TGFuZ3VhZ2U6cHQ=",{"name":18,"code":19,"id":20},"日本語","JA","TGFuZ3VhZ2U6amE=",{"name":22,"code":23,"id":24},"한국어","KO","TGFuZ3VhZ2U6a28=",{"name":26,"code":27,"id":28},"Deutsch","DE","TGFuZ3VhZ2U6ZGU=",{"name":30,"code":31,"id":32},"Italiano","IT","TGFuZ3VhZ2U6aXQ=",{"name":34,"code":35,"id":36},"Français","FR","TGFuZ3VhZ2U6ZnI=",{"name":38,"code":39,"id":40},"中文 (中国)","ZH","TGFuZ3VhZ2U6emg=",[42,73,104],{"icon":43,"slug":44,"title":45,"description":46,"featuredLinks":47},"mingcute:stock-line","stock-market-basics","Stock Market Basics","\u003Cp>Beginners' guides and practical tips for understanding stock market investing.\u003C\u002Fp>\n",[48,53,58,63,68],{"url":49,"title":50,"description":51,"ogImage":52},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-makes-stocks-go-up-and-down","What Makes Stocks Go Up and Down | TIKR.com","Understanding what makes stock prices go up and down can help investors better navigate investing. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-makes-stocks-go-up-and-down-banner\u002FWhat-makes-stocks-go-up-and-down-banner.jpg?_i=AA",{"url":54,"title":55,"description":56,"ogImage":57},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdividend-yield-meaning-formula-example","Dividend Yield: Meaning, Formula, Example | Tikr.com Blog | TIKR.com","The dividend yield is a key metric for investors looking to gauge the income potential of their investments. It measures how much a company pays out in","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FDividend-yield\u002FDividend-yield.png?_i=AA",{"url":59,"title":60,"description":61,"ogImage":62},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarket-capitalization-definition-formula-and-why-it-matters","Market Capitalization: Definition, Formula, and Why It Matters | TIKR.com","Long-term investors often look at various valuation metrics when deciding whether to invest in a particular company. One helpful metric to evaluate is","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters.png?_i=AA",{"url":64,"title":65,"description":66,"ogImage":67},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fearnings-per-share-definition-formula-and-why-eps-matters","Earnings Per Share: Definition, Formula, and Why EPS Matters | TIKR.com","Earnings Per Share (EPS) represents the portion of a company's net earnings allocated to each share. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEPS-Defiinition-formula-and-why-EPS-matters-1\u002FEPS-Defiinition-formula-and-why-EPS-matters-1.png?_i=AA",{"url":69,"title":70,"description":71,"ogImage":72},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-stock-price-target","What Is a Stock Price Target? | TIKR.com","A price target is a stock's estimated future price. It can help investors quickly find undervalued stocks. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-Stock-Price-Target-2\u002FWhat-is-a-Stock-Price-Target-2.png?_i=AA",{"icon":74,"slug":75,"title":76,"description":77,"featuredLinks":78},"material-symbols:analytics-outline","fundamental-analysis","Fundamental Analysis","\u003Cp>In-depth resources and financial metrics to help you evaluate companies like a pro.\u003C\u002Fp>\n",[79,84,89,94,99],{"url":80,"title":81,"description":82,"ogImage":83},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fshare-repurchase-why-do-companies-buy-back-their-stock","Share Repurchase: Why Do Companies Buy Back Their Stock? | TIKR.com","Share repurchases, or share buybacks, have gained popularity in the last two decades. According to a report from Goldman Sachs, stock buybacks initiated","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e.png?_i=AA",{"url":85,"title":86,"description":87,"ogImage":88},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-invested-capital","What Is a Good Return on Invested Capital? | TIKR.com","Learning about Return on Invested Capital (ROIC) can help investors spot highly profitable stocks that can drive long-term returns. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-Invested-capital\u002FWhat-is-a-good-return-on-Invested-capital.png?_i=AA",{"url":90,"title":91,"description":92,"ogImage":93},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-equity-ratio","What is a Good Return on Equity Ratio | Tikr.com Blog | TIKR.com","Return on Equity (ROE) is a financial ratio that reflects a company's profitability in relation to the equity invested by shareholders. It basically","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-equity-ratio-1\u002FWhat-is-a-good-return-on-equity-ratio-1.jpg?_i=AA",{"url":95,"title":96,"description":97,"ogImage":98},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio","What Is a Good P\u002FE Ratio? | TIKR.com","Financial analysts and investors look at various metrics before deciding whether a stock is a buy. One of the metrics is the price-to-earnings ratio (P\u002FE","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-PE-ratio-1\u002FWhat-is-a-good-PE-ratio-1.jpg?_i=AA",{"url":100,"title":101,"description":102,"ogImage":103},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Ftop-6-metrics-for-investing-in-reits","Top 6 Metrics for Investing in REITs | TIKR.com","Real estate has been one of the greatest asset classes for wealth creation in history, and investing in Real Estate Investment Trusts (REITs) can allow","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FGroup-10\u002FGroup-10.png?_i=AA",{"icon":105,"slug":106,"title":107,"description":108,"featuredLinks":109},"hugeicons:investigation","investing-lingo","Investing Lingo","\u003Cp>A comprehensive glossary of investing terms and jargon so you can speak the language of the markets confidently.\u003C\u002Fp>\n",[110,115,120],{"url":111,"title":112,"description":113,"ogImage":114},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation","Enterprise Value: Definition and Calculation | Tikr.com Blog | TIKR.com","Enterprise value (EV) is a financial metric that offers a comprehensive snapshot of a company's total value. Unlike market capitalization which solely","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEnterprise-Value-Definition-and-Calculation_37576e40\u002FEnterprise-Value-Definition-and-Calculation_37576e40.png?_i=AA",{"url":116,"title":117,"description":118,"ogImage":119},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Febitda-definition-formula-how-to-use-it","EBITDA: Definition, Formula, How to Use It | TIKR.com","EBITDA stands for earnings before interest, taxes, depreciation and amortization. It's a financial metric commonly used to evaluate a company's financial","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEBITDA-Definition-Formula-How-to-Use-It\u002FEBITDA-Definition-Formula-How-to-Use-It.png?_i=AA",{"url":121,"title":122,"description":123,"ogImage":124},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter","What is the Free Cash Flow Formula and Why Does It Matter | TIKR.com","Free cash flow, or FCF, is the cash a company generates after it accounts for outflows required to maintain business operations and support capital","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-the-free-cash-flow-formula\u002FWhat-is-the-free-cash-flow-formula.png?_i=AA",[126,130,134,137,141,145],{"slug":127,"modified":128,"title":129},"valuation-model-builder","2025-07-03T00:18:53","Value Stocks Quickly and Accurately",{"slug":131,"modified":132,"title":133},"stock-portfolio-tracking","2024-12-02T22:21:28","Monitor Your Portfolio",{"slug":75,"modified":135,"title":136},"2025-01-21T22:10:52","Instantly Analyze Companies with In-Depth Metrics",{"slug":138,"modified":139,"title":140},"stock-screener","2024-12-02T22:13:31","Find the Best Stocks to Buy",{"slug":142,"modified":143,"title":144},"investor-stock-portfolio","2025-01-21T22:02:56","Follow Investment Moves of Top Investors",{"slug":146,"modified":147,"title":148},"analyze-stocks","2025-07-23T16:04:24","Analyze Stocks",[],{"post":151,"seo":187,"relatedPosts":193,"suggestedPosts":268},{"id":152,"title":153,"date":154,"modified":155,"excerpt":156,"content":157,"wordCount":158,"lang":159,"uri":160,"slug":161,"cloudinaryAssetId":162,"featuredImageOriginalUrl":163,"featuredImageMetadata":164,"author":167,"editor":173,"categories":178,"relatedPosts":184,"seo":185},110687,"Lam Research Has Hit All-Time Highs. Here’s Why the Cycle May Just Be Getting Started","2026-06-12T12:30:00","2026-06-12T14:08:08","\u003Cp>Lam Research just broke to all-time highs on a wave of analyst upgrades and record earnings. But the most important signal came from the CFO at the Bank of America Technology Conference, where he described customer demand conversations as the most robust he has seen in his entire career.\u003C\u002Fp>\n","\n\u003Ch3 class=\"wp-block-heading\" id=\"h-k-ey-stats-for-lam-research-stock\">K\u003Cstrong>ey Stats\u003C\u002Fstrong> for \u003Cstrong>Lam Research Stock\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>Current Price:\u003C\u002Fstrong> $359.62\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>TIKR Mid-Case Target:\u003C\u002Fstrong> ~$662\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Potential Total Return (Mid):\u003C\u002Fstrong> ~106%\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Annualized IRR (Mid):\u003C\u002Fstrong> ~9% per year\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Earnings Reaction:\u003C\u002Fstrong> (2.63%) on April 22, 2026\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Max Drawdown:\u003C\u002Fstrong> (20.10%) on 3\u002F6\u002F26\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\"> >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-what-happened\">What Happened?\u003C\u002Fh2>\n\n\n\n\u003Cp>\u003Cstrong>Lam Research Corporation (\u003C\u002Fstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=30655&tid=2625662&?ref=tikrblog\">\u003Cstrong>LRCX\u003C\u002Fstrong>\u003C\u002Fa>\u003Cstrong>)\u003C\u002Fstrong> closed at $359.62 on June 11, breaking above its prior 52-week high of $349.09. But behind the record price is something more durable than a momentum trade: three consecutive quarters of record revenue, a wafer fabrication equipment (WFE) market running above its own forecasts, and a CFO who just described demand visibility as the richest he has seen in his entire career.\u003C\u002Fp>\n\n\n\n\u003Cp>That last point came from Douglas Bettinger, Executive Vice President and CFO, at the Bank of America 2026 Global Technology Conference on June 2. Speaking about multi-year conversations with customers, he said: “The robustness of these conversations is as strong as I’ve ever seen it, frankly, in all the time I’ve been in the industry.” For a financially conservative executive, that is a precise and meaningful statement.\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">\u003Cstrong>What Drove the Recent Surge\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp>LRCX gained 11.75% on June 11, capping a three-day rally driven by a wave of analyst target hikes. UBS raised its price target to $375 from $310 on June 9. Cantor Fitzgerald lifted its target to $425 from $320, and Barclays raised to $335 from $275, both on June 11, according to TipRanks. \u003Ca href=\"https:\u002F\u002Fwww.quiverquant.com\u002Fnews\u002FLam+Research+jumps+as+upbeat+chip-equipment+spending+outlook+and+fresh+analyst+target+hikes+lift+sentiment\">Wells Fargo raised its target to $365 from $320\u003C\u002Fa> on June 1, maintaining an Overweight rating.\u003C\u002Fp>\n\n\n\n\u003Cp>These upgrades were built on Lam’s Q3 fiscal 2026 earnings report on April 22, where revenue came in at $5.841 billion, up 24% year over year, and adjusted EPS of $1.47 beat the top end of the company’s own guidance range. The stock fell 2.63% on earnings day. Since then, LRCX has climbed roughly 70%.\u003C\u002Fp>\n\n\n\n\u003Cp>One detail every new buyer should note: LRCX has already run past the Street consensus. According to TIKR, the mean analyst price target across 32 estimators stood at approximately $322 as of June 10; the stock closed at $359.62 on June 11. When a stock clears consensus, the burden shifts to the bulls. The next round of target hikes needs to follow the price higher, or the premium becomes harder to defend.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"2560\" height=\"1706\" data-public-id=\"images\u002FTIKR.com_Lam-Research-Corporation-LRCX-Drawdowns_110713ff56e\u002FTIKR.com_Lam-Research-Corporation-LRCX-Drawdowns_110713ff56e.webp\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_2560,h_1706,c_scale\u002Ff_webp,q_auto\u002Fv1781234875\u002Fimages\u002FTIKR.com_Lam-Research-Corporation-LRCX-Drawdowns_110713ff56e\u002FTIKR.com_Lam-Research-Corporation-LRCX-Drawdowns_110713ff56e.webp?_i=AA\" alt=\"\" class=\"wp-post-110687 wp-image-110713\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1781234875\" data-seo=\"1\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Lam Research Drawdowns \u003Cstrong>(\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fmarkets?fid=1&?ref=tikrblog\">TIKR\u003C\u002Fa>)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003C\u002Fa>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003C\u002Fa>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">See historical and forward estimates for Lam Research stock (It’s free!) >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-what-wall-street-is-still-missing\">\u003Cstrong>\u003Cstrong>What Wall Street Is Still Missing\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp>Most LRCX coverage rests on the same thesis: AI drives chip demand, chip demand drives WFE, and Lam makes WFE equipment. That is correct and incomplete. The BofA conference surfaces two structural points that rarely get discussed.\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Cstrong>The served available market (SAM) is expanding faster than most models assume.\u003C\u002Fstrong> SAM is the share of total WFE spending addressable by Lam’s etch and deposition tools. At Lam’s early 2025 Investor Day, SAM stood at roughly 32% of total WFE. By the BofA conference, Bettinger confirmed it had already reached the mid-30s and expects it to reach the high 30s over the next several years. “We’re already in the mid-30s because of the evolution of these architectures,” he said.\u003C\u002Fp>\n\n\n\n\u003Cp>The reason is structural. Everything at the leading edge of chip manufacturing is moving into three dimensions: gate-all-around transistors in foundry logic, high-bandwidth memory (HBM) stacks in DRAM, growing NAND layer counts, and through-silicon via (TSV) steps in advanced packaging. As Bettinger put it: “When things inflect in the third dimension, etch and deposition intensity grow. That’s all we do.” Foundry accounted for 54% of Lam’s systems revenue in the March 2026 quarter and 59% the quarter before. The stock’s reputation as a NAND-only play is significantly outdated.\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Cstrong>CSBG is a recurring revenue engine that most investors underweight.\u003C\u002Fstrong> The Customer Support Business Group, which Bettinger called “my favorite part of the business model,” crossed $2 billion in quarterly revenue for the first time in Q3 FY2026, up 25% year over year. It runs on spares, service, upgrades, and Lam’s Reliant mature-node tools. It does not need new equipment orders to grow its compounds through the utilization of the installed base. “Fabs are always running,” Bettinger said, “which means they consume spares and service.” That \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter\">free cash flow\u003C\u002Fa> funds Lam’s commitment to return 85% of FCF to shareholders, including 15% annual dividend growth for three consecutive years, as stated explicitly by Bettinger in the conference.\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Cstrong>The 2027 setup is the most underpriced element.\u003C\u002Fstrong> Bettinger said the industry is constrained right now by clean room space, meaning demand exceeds what fabs can currently absorb. That unmet demand rolls into 2027 as new fab projects complete. “I think ’27 is going to be a pretty darn good year,” he said. \u003Ca href=\"https:\u002F\u002Fwww.thestreet.com\u002Finvesting\u002Fstocks\u002Fmorgan-stanley-upgrades-lam-research-stock\">Morgan Stanley, which upgraded LRCX to Overweight in May\u003C\u002Fa>, independently projects NAND systems growth of 59% in calendar 2027, which would push NAND WFE above its 2021 peak. NAND is Lam’s strongest end market and the segment that has grown slowest this cycle. When it accelerates, Lam’s outperformance versus WFE tends to widen.\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">\u003Cstrong>How Lam Stacks Up Against Peers\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp>Lam is not cheap. According to TIKR’s Competitors page, LRCX trades at 36.67x \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation\">NTM EV\u002FEBITDA\u003C\u002Fa>, above Applied Materials (AMAT) at 28.73x and ASML Holding (ASML) at 33.83x. KLA Corporation (KLAC) is the only direct peer with a higher multiple, at 44.87x. The peer group means NTM EV\u002FEBITDA is 35.48x, putting Lam modestly above the group.\u003C\u002Fp>\n\n\n\n\u003Cp>Morgan Stanley’s May upgrade explicitly rotated out of AMAT and into LRCX, arguing that NAND revisions now look more favorable than DRAM and that Lam’s growing SAM in foundry and advanced packaging makes it better positioned for 2027. Whether 36.67x is the right multiple for those advantages is the question every buyer at current prices has to answer.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"2560\" height=\"1706\" data-public-id=\"images\u002FTIKR.com_LRCX-Lam-Research-Corporation-Revenue-and-EBITDA_110714ab74d\u002FTIKR.com_LRCX-Lam-Research-Corporation-Revenue-and-EBITDA_110714ab74d.webp\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_2560,h_1706,c_scale\u002Ff_webp,q_auto\u002Fv1781234888\u002Fimages\u002FTIKR.com_LRCX-Lam-Research-Corporation-Revenue-and-EBITDA_110714ab74d\u002FTIKR.com_LRCX-Lam-Research-Corporation-Revenue-and-EBITDA_110714ab74d.webp?_i=AA\" alt=\"\" class=\"wp-post-110687 wp-image-110714\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1781234888\" data-seo=\"1\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Lam Research Revenue & EBITDA \u003Cstrong>(\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fmarkets?fid=1&?ref=tikrblog\">TIKR\u003C\u002Fa>)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">See how Lam Research performs against its peers in TIKR (It’s free!) >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">\u003Cstrong>TIKR Advanced Model Analysis\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>Current Price:\u003C\u002Fstrong> $359.62\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>TIKR Mid-Case Target:\u003C\u002Fstrong> ~$662\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Potential Total Return:\u003C\u002Fstrong> ~106%\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Annualized IRR:\u003C\u002Fstrong> ~9% per year\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"2560\" height=\"2104\" data-public-id=\"images\u002FLRCX_valuation_model_110715cc428\u002FLRCX_valuation_model_110715cc428.webp\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_2560,h_2104,c_scale\u002Ff_webp,q_auto\u002Fv1781234908\u002Fimages\u002FLRCX_valuation_model_110715cc428\u002FLRCX_valuation_model_110715cc428.webp?_i=AA\" alt=\"\" class=\"wp-post-110687 wp-image-110715\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1781234908\" data-seo=\"1\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Lam Research Advanced Valuation Model \u003Cstrong>(\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fmarkets?fid=1&?ref=tikrblog\">TIKR\u003C\u002Fa>)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">See analysts’ growth forecasts and price targets for Lam Research stock (It’s free!) >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cp>The mid-case runs on a 16.3% revenue CAGR, driven by two factors: the multi-year WFE expansion in AI-driven DRAM, NAND conversion, and advanced packaging; and CSBG compounding on a growing installed base. On margins, the model projects net income expanding to around 33% from roughly 29% in FY2025, as manufacturing scale from the Malaysia facility and mix shift toward higher-margin services take hold.\u003C\u002Fp>\n\n\n\n\u003Cp>The bull case (around 18% revenue CAGR, net income margins near 34%) produces approximately $891, a roughly 14% IRR. The low case (around 15% CAGR, margins near 31%) produces approximately $481, around 49% total return, still positive, but likely insufficient for a volatile semiconductor equipment name held through a cycle trough.\u003C\u002Fp>\n\n\n\n\u003Cp>The primary risk is timing. Clean room construction takes years. If fab projects expected in 2027 slip to 2028, systems revenue faces a gap quarter. China, described by management as “flattish to slightly up” in 2026 and declining as a percentage of total revenue, adds a second layer: further export restrictions could clip estimates quickly.\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">\u003Cstrong>Conclusion\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp>The next test is July 29, 2026, Lam’s Q4 FY2026 earnings date. Skip EPS; Lam has beaten estimates every quarter for over a year. Watch the June quarter revenue result against management’s guidance of approximately $6.6 billion, which Lam provided at the April earnings call. A result at or above that figure confirms Bettinger’s BofA commentary with hard data. A result meaningfully below $6.2 billion, suggesting clean room constraints are pushing more demand into 2027 than planned, and the stock will likely correct sharply from a multiple that has already priced in the best-case setup.\u003C\u002Fp>\n\n\n\n\u003Cp>Bettinger said his customer conversations right now are as strong as he has ever seen them. July 29 is when the numbers either back that up, or they don’t.\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>See what stocks billionaire investors are buying so you can follow the smart money with TIKR.\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-should-you-invest-in-lam-research\">Should You Invest in Lam Research?\u003C\u002Fh2>\n\n\n\n\u003Cp>The only way to really know is to look at the numbers yourself. TIKR gives you free access to the same institutional-quality financial data that professional analysts use to answer exactly that question.\u003C\u002Fp>\n\n\n\n\u003Cp>Pull up \u003Cstrong>Lam Research\u003C\u002Fstrong>, and you’ll see years of historical financials, what Wall Street analysts expect for revenue and earnings in the quarters ahead, how valuation multiples have moved over time, and whether price targets are trending up or down.\u003C\u002Fp>\n\n\n\n\u003Cp>You can build a free watchlist to track \u003Cstrong>\u003Cstrong>Lam Research\u003C\u002Fstrong>\u003C\u002Fstrong> alongside every other stock on your radar. No credit card required. Just the data you need to decide for yourself.\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>Analyze Lam Research on TIKR Free →\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-looking-for-new-opportunities\">Looking for New Opportunities?\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>See what stocks \u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">billionaire investors are buying\u003C\u002Fa> \u003C\u002Fstrong>so you can follow the smart money.\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">Analyze stocks in as little as 5 minutes\u003C\u002Fa>\u003C\u002Fstrong> with TIKR’s all-in-one, easy-to-use platform.\u003C\u002Fli>\n\n\n\n\u003Cli>The more rocks you overturn… the more opportunities you’ll uncover. \u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">Search 100K+ global stocks, global top investor holdings, and more with TIKR.\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">\u003Cstrong>Disclaimer:\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp>\u003Cem>Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!\u003C\u002Fem>\u003C\u002Fp>\n",1582,"en","\u002Fblog\u002Flam-research-has-hit-all-time-highs-heres-why-the-cycle-may-just-be-getting-started","lam-research-has-hit-all-time-highs-heres-why-the-cycle-may-just-be-getting-started","images\u002F5-2_110694407ac\u002F5-2_110694407ac","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781234125\u002Fimages\u002F5-2_110694407ac\u002F5-2_110694407ac.png?_i=AA",{"altText":165,"imageCredit":166},"Lam Research Has Hit All-Time Highs. Here’s Why the Cycle May Just Be Getting Started","@sasirin pamai's Images via Canva",{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":172},"Wiltone Asuncion","wiltonetikr","author","",[],{"name":174,"slug":175,"role":176,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":177},"David Hanson","davidtikr","editor",[],[179],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},"General Investing","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",0,[],{"title":165,"metaDesc":186,"opengraphDescription":186,"twitterTitle":165,"twitterDescription":186},"Lam Research just broke to all-time highs on a wave of analyst upgrades and record earnings. But the most important signal came from the CFO at the Bank of America Technology Conference, where he described customer demand conversations as the most robust he has seen in his entire career.",{"title":153,"description":186,"twitterTitle":153,"twitterDescription":186,"author":168,"articlePublisher":188,"articlePublishedTime":154,"articleModifiedTime":155,"twitterLabel1":189,"twitterData1":190,"ogTitle":153,"ogDescription":186,"ogUrl":160,"ogImage":163,"ogImageWidth":191,"ogImageHeight":192,"ogImageSecureUrl":163,"ogImageAlt":165,"twitterImage":163},"TIKR.com","Est. reading time","9 minutes",1200,630,[194,209,224,239,253],{"id":183,"title":195,"date":196,"excerpt":197,"wordCount":198,"uri":199,"slug":200,"cloudinaryAssetId":201,"featuredImageOriginalUrl":202,"featuredImageMetadata":203,"author":204,"categories":206,"relatedPosts":208},"Ultra Clean Holdings Stock Has Surged 230% in 2026. Is UCTT Still Worth Buying at $105?","2026-06-12 14:00:00","Ultra Clean Holdings stock has surged more than 230% in 2026, driven by an AI-fueled semiconductor equipment cycle and a fresh Oppenheimer price target raise to $115. ",1689,"\u002Fblog\u002Fultra-clean-holdings-stock-has-surged-230-in-2026-is-uctt-still-worth-buying-at-105","ultra-clean-holdings-stock-has-surged-230-in-2026-is-uctt-still-worth-buying-at-105","images\u002F4-4_11079253abb\u002F4-4_11079253abb","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781270670\u002Fimages\u002F4-4_11079253abb\u002F4-4_11079253abb.png?_i=AA",{"altText":195},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":205},[],[207],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":210,"date":211,"excerpt":212,"wordCount":213,"uri":214,"slug":215,"cloudinaryAssetId":216,"featuredImageOriginalUrl":217,"featuredImageMetadata":218,"author":219,"categories":221,"relatedPosts":223},"CrowdStrike Dropped After Its Best Quarter Ever. Was the Market Wrong?","2026-06-12 13:50:00","CrowdStrike posted all-time records in free cash flow and operating income, a 32% jump in net new ARR, and a full-year guidance raise then the stock fell anyway. The question is not why it dropped, but whether the drop created an opportunity.",1764,"\u002Fblog\u002Fcrowdstrike-dropped-after-its-best-quarter-ever-was-the-market-wrong","crowdstrike-dropped-after-its-best-quarter-ever-was-the-market-wrong","images\u002F3-4_110791b6440\u002F3-4_110791b6440","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781270668\u002Fimages\u002F3-4_110791b6440\u002F3-4_110791b6440.png?_i=AA",{"altText":210},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":220},[],[222],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":225,"date":226,"excerpt":227,"wordCount":228,"uri":229,"slug":230,"cloudinaryAssetId":231,"featuredImageOriginalUrl":232,"featuredImageMetadata":233,"author":234,"categories":236,"relatedPosts":238},"Adobe Stock Fell 6% After a Beat-and-Raise Quarter. The Market Got It Wrong.","2026-06-12 13:40:00","Adobe delivered record Q2 revenue of $6.62 billion and raised full-year guidance then fell 6% on a CFO departure and a deliberate ARR slowdown investors may be misreading as weakness",1387,"\u002Fblog\u002Fadobe-stock-fell-6-after-a-beat-and-raise-quarter-the-market-got-it-wrong","adobe-stock-fell-6-after-a-beat-and-raise-quarter-the-market-got-it-wrong","images\u002F2-4_11079041b2e\u002F2-4_11079041b2e","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781270663\u002Fimages\u002F2-4_11079041b2e\u002F2-4_11079041b2e.png?_i=AA",{"altText":225},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":235},[],[237],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":240,"date":241,"excerpt":242,"wordCount":158,"uri":243,"slug":244,"cloudinaryAssetId":245,"featuredImageOriginalUrl":246,"featuredImageMetadata":247,"author":248,"categories":250,"relatedPosts":252},"AMD Stock Rose 130% in 2026. BofA Just Raised Its Target to $560 Here's What the CFO Said That Could Push It Even Higher","2026-06-12 12:50:00","Bank of America just raised its AMD price target to $560 and expanded its server CPU market forecast to more than $170 billion. AMD's CFO laid out the case at BofA's own conference ten days earlier.","\u002Fblog\u002Famd-stock-rose-130-in-2026-bofa-just-raised-its-target-to-560-heres-what-the-cfo-said-that-could-push-it-even-higher","amd-stock-rose-130-in-2026-bofa-just-raised-its-target-to-560-heres-what-the-cfo-said-that-could-push-it-even-higher","images\u002F7-2_11069649f24\u002F7-2_11069649f24","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781234140\u002Fimages\u002F7-2_11069649f24\u002F7-2_11069649f24.png?_i=AA",{"altText":240},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":249},[],[251],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":254,"date":255,"excerpt":256,"wordCount":257,"uri":258,"slug":259,"cloudinaryAssetId":260,"featuredImageOriginalUrl":261,"featuredImageMetadata":262,"author":263,"categories":265,"relatedPosts":267},"Marvell Technology Surged Over 90% in Two Weeks. Here's Where the Stock Could Go","2026-06-12 12:40:00","Marvell Technology nearly doubled in two weeks after record Q1 earnings, a $2 billion NVIDIA investment, and Jensen Huang calling it \"the next trillion-dollar company\" at COMPUTEX 2026. ",1498,"\u002Fblog\u002Fmarvell-technology-surged-over-90-in-two-weeks-heres-where-the-stock-could-go","marvell-technology-surged-over-90-in-two-weeks-heres-where-the-stock-could-go","images\u002F6-2_1106950b453\u002F6-2_1106950b453","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781234128\u002Fimages\u002F6-2_1106950b453\u002F6-2_1106950b453.png?_i=AA",{"altText":254},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":264},[],[266],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],[269,289,304,319,334,349,368,383,400,414,429,447],{"id":183,"title":270,"date":271,"excerpt":272,"wordCount":273,"uri":274,"slug":275,"cloudinaryAssetId":276,"featuredImageOriginalUrl":277,"featuredImageMetadata":278,"author":279,"categories":283,"relatedPosts":288},"Formula One Group Stock's Q1 2026 Gross Margin Surge: Is the Income Statement Signaling a $165 Recovery?","2026-06-12 13:00:00","Formula One Group stock swung from a $67 million operating loss to a $64 million gain in one year. Here's what that means for the stock.",1566,"\u002Fblog\u002Fformula-one-group-stocks-q1-2026-gross-margin-surge-is-the-income-statement-signaling-a-165-recovery","formula-one-group-stocks-q1-2026-gross-margin-surge-is-the-income-statement-signaling-a-165-recovery","images\u002FFEATURED-IMAGE-MAKER-840\u002FFEATURED-IMAGE-MAKER-840","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781244383\u002Fimages\u002FFEATURED-IMAGE-MAKER-840\u002FFEATURED-IMAGE-MAKER-840.png?_i=AA",{"altText":270},{"name":280,"slug":281,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":282},"Gian Estrada","giantikr",[],[284],{"name":285,"slug":286,"uri":287,"description":171,"postsCount":183},"Stock Reviews","reviews","\u002Fblog\u002Fcategory\u002Freviews",[],{"id":183,"title":290,"date":291,"excerpt":292,"wordCount":293,"uri":294,"slug":295,"cloudinaryAssetId":296,"featuredImageOriginalUrl":297,"featuredImageMetadata":298,"author":299,"categories":301,"relatedPosts":303},"Caris Life Sciences Stock's Gross Margin Story: From 38% to 65% in Seven Quarters and What Comes Next","2026-06-12 12:30:00","Caris Life Sciences stock's gross margins expanded from 38% to 65% in seven quarters. The operating cost structure barely moved.",1450,"\u002Fblog\u002Fcaris-life-sciences-stocks-gross-margin-story-from-38-to-65-in-seven-quarters-and-what-comes-next","caris-life-sciences-stocks-gross-margin-story-from-38-to-65-in-seven-quarters-and-what-comes-next","images\u002FFEATURED-IMAGE-MAKER-839-1\u002FFEATURED-IMAGE-MAKER-839-1","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781242941\u002Fimages\u002FFEATURED-IMAGE-MAKER-839-1\u002FFEATURED-IMAGE-MAKER-839-1.png?_i=AA",{"altText":290},{"name":280,"slug":281,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":300},[],[302],{"name":285,"slug":286,"uri":287,"description":171,"postsCount":183},[],{"id":183,"title":305,"date":306,"excerpt":307,"wordCount":308,"uri":309,"slug":310,"cloudinaryAssetId":311,"featuredImageOriginalUrl":312,"featuredImageMetadata":313,"author":314,"categories":316,"relatedPosts":318},"MercadoLibre Stock Posts Fastest Revenue Growth in Four Years: Should You Buy Now?","2026-06-12 12:00:00","MercadoLibre's credit portfolio nearly doubled to $14.6 billion. The question is whether provision normalization unlocks the margin recovery the valuation needs.",1473,"\u002Fblog\u002Fmercadolibre-stock-posts-fastest-revenue-growth-in-four-years-should-you-buy-now","mercadolibre-stock-posts-fastest-revenue-growth-in-four-years-should-you-buy-now","images\u002FFEATURED-IMAGE-MAKER-837\u002FFEATURED-IMAGE-MAKER-837","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781235406\u002Fimages\u002FFEATURED-IMAGE-MAKER-837\u002FFEATURED-IMAGE-MAKER-837.png?_i=AA",{"altText":305},{"name":280,"slug":281,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":315},[],[317],{"name":285,"slug":286,"uri":287,"description":171,"postsCount":183},[],{"id":183,"title":320,"date":321,"excerpt":322,"wordCount":323,"uri":324,"slug":325,"cloudinaryAssetId":326,"featuredImageOriginalUrl":327,"featuredImageMetadata":328,"author":329,"categories":331,"relatedPosts":333},"CoStar Group Stock's Operating Leverage Is Inflecting After 60 Quarters of Revenue Growth and a $33 Price","2026-06-12 11:20:00","CoStar Group stock delivered 60 straight quarters of double-digit revenue growth. The question is whether the cost structure can hold. ",1520,"\u002Fblog\u002Fcostar-group-stocks-operating-leverage-is-inflecting-after-60-quarters-of-revenue-growth-and-a-33-price","costar-group-stocks-operating-leverage-is-inflecting-after-60-quarters-of-revenue-growth-and-a-33-price","images\u002FFEATURED-IMAGE-MAKER-836\u002FFEATURED-IMAGE-MAKER-836","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781234579\u002Fimages\u002FFEATURED-IMAGE-MAKER-836\u002FFEATURED-IMAGE-MAKER-836.png?_i=AA",{"altText":320},{"name":280,"slug":281,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":330},[],[332],{"name":285,"slug":286,"uri":287,"description":171,"postsCount":183},[],{"id":183,"title":335,"date":336,"excerpt":337,"wordCount":338,"uri":339,"slug":340,"cloudinaryAssetId":341,"featuredImageOriginalUrl":342,"featuredImageMetadata":343,"author":344,"categories":346,"relatedPosts":348},"Is Domino's Pizza Stock Undervalued in 2026? The Income Statement Suggests the Market Got It Wrong","2026-06-12 10:30:00","Domino's Pizza stock's gross margins hit 29% in Q1 2026, an eight-quarter high, while operating income grew faster than revenue.",1305,"\u002Fblog\u002Fis-dominos-pizza-stock-undervalued-in-2026-the-income-statement-suggests-the-market-got-it-wrong","is-dominos-pizza-stock-undervalued-in-2026-the-income-statement-suggests-the-market-got-it-wrong","images\u002FFEATURED-IMAGE-MAKER-835\u002FFEATURED-IMAGE-MAKER-835","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781233382\u002Fimages\u002FFEATURED-IMAGE-MAKER-835\u002FFEATURED-IMAGE-MAKER-835.png?_i=AA",{"altText":335},{"name":280,"slug":281,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":345},[],[347],{"name":285,"slug":286,"uri":287,"description":171,"postsCount":183},[],{"id":183,"title":350,"date":351,"excerpt":352,"wordCount":353,"uri":354,"slug":355,"cloudinaryAssetId":356,"featuredImageOriginalUrl":357,"featuredImageMetadata":358,"author":360,"categories":362,"relatedPosts":367},"Core & Main Stock Beats Q1 Estimates With $1.9B in Revenue as Municipal Demand Holds Firm","2026-06-11 09:15:00"," Core & Main beat Q1 estimates with $1.9B in revenue and adjusted EPS of $0.72, even as residential volumes slid.",1029,"\u002Fblog\u002Fcore-main-stock-beats-q1-estimates-with-1-9b-in-revenue-as-municipal-demand-holds-firm","core-main-stock-beats-q1-estimates-with-1-9b-in-revenue-as-municipal-demand-holds-firm","images\u002FFEATURED-IMAGE-MAKER-824\u002FFEATURED-IMAGE-MAKER-824","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781142940\u002Fimages\u002FFEATURED-IMAGE-MAKER-824\u002FFEATURED-IMAGE-MAKER-824.png?_i=AA",{"altText":359},"Core & Main Stock Beats Q1 Estimates With $1.9B in Revenue as Municipal Demand Holds Firm",{"name":280,"slug":281,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":361},[],[363],{"name":364,"slug":365,"uri":366,"description":171,"postsCount":183},"Earnings Updates","earnings-updates","\u002Fblog\u002Fcategory\u002Fearnings-updates",[],{"id":183,"title":369,"date":370,"excerpt":371,"wordCount":372,"uri":373,"slug":374,"cloudinaryAssetId":375,"featuredImageOriginalUrl":376,"featuredImageMetadata":377,"author":378,"categories":380,"relatedPosts":382},"Oracle Stock: Q4 2026 Beats Estimates as OCI Revenue Surges 93% Year-Over-Year","2026-06-11 08:59:00","Oracle posted record results on 93% cloud infrastructure growth and a $638 billion RPO, with TIKR pointing to roughly 200% upside by 2030.",1152,"\u002Fblog\u002Foracle-stock-q4-2026-beats-estimates-as-oci-revenue-surges-93-year-over-year","oracle-stock-q4-2026-beats-estimates-as-oci-revenue-surges-93-year-over-year","images\u002FFEATURED-IMAGE-MAKER-823\u002FFEATURED-IMAGE-MAKER-823","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781141728\u002Fimages\u002FFEATURED-IMAGE-MAKER-823\u002FFEATURED-IMAGE-MAKER-823.png?_i=AA",{"altText":369},{"name":280,"slug":281,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":379},[],[381],{"name":364,"slug":365,"uri":366,"description":171,"postsCount":183},[],{"id":183,"title":384,"date":385,"excerpt":386,"wordCount":387,"uri":388,"slug":389,"cloudinaryAssetId":390,"featuredImageOriginalUrl":391,"featuredImageMetadata":392,"author":393,"categories":397,"relatedPosts":399},"Netskope Stock Plunges 25% After Widening Losses and Weak Cash Flow;  Despite Strong Cloud Revenue Growth","2026-06-11 01:21:49","Netskope stock plunged 21% after earnings as widening losses and negative cash flow overshadowed 28% revenue growth. Here's what happened.",668,"\u002Fblog\u002Fnetskope-nasdaq-stock-plunges-twenty-one-percent-after-widening-losses-and-weak-cash-flow-overshadow-strong-cloud-revenue-growth","netskope-nasdaq-stock-plunges-twenty-one-percent-after-widening-losses-and-weak-cash-flow-overshadow-strong-cloud-revenue-growth","images\u002FNTSK-stock_110427cdfe9\u002FNTSK-stock_110427cdfe9","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781093966\u002Fimages\u002FNTSK-stock_110427cdfe9\u002FNTSK-stock_110427cdfe9.png?_i=AA",{"altText":384},{"name":394,"slug":395,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":396},"Aditya Raghunath","adityatikr",[],[398],{"name":364,"slug":365,"uri":366,"description":171,"postsCount":183},[],{"id":183,"title":401,"date":402,"excerpt":403,"wordCount":404,"uri":405,"slug":406,"cloudinaryAssetId":-1,"featuredImageOriginalUrl":407,"featuredImageMetadata":408,"author":409,"categories":411,"relatedPosts":413},"J.M. Smucker Stock Q4: What Drove the 10% Single-Day Surge After Earnings","2026-06-10 13:25:00","J.M. Smucker beat Q4 FY26 estimates on EPS and FCF while Uncrustables crossed $1 billion and free cash flow hit a company record.",1085,"\u002Fblog\u002Fj-m-smucker-stock-q4-what-drove-the-10-single-day-surge-after-earnings","j-m-smucker-stock-q4-what-drove-the-10-single-day-surge-after-earnings","https:\u002F\u002Ftikr1.wpengine.com\u002Fwp-content\u002Fuploads\u002F2026\u002F06\u002FFEATURED-IMAGE-MAKER-819-600x360.png",{"altText":401},{"name":280,"slug":281,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":410},[],[412],{"name":364,"slug":365,"uri":366,"description":171,"postsCount":183},[],{"id":183,"title":415,"date":416,"excerpt":417,"wordCount":418,"uri":419,"slug":420,"cloudinaryAssetId":421,"featuredImageOriginalUrl":422,"featuredImageMetadata":423,"author":424,"categories":426,"relatedPosts":428},"SailPoint Beats Q1 FY27 on Both Lines as Agentic Pipeline Doubles and ARR Tops $1.16 Billion. What's Next?","2026-06-10 13:05:00","SailPoint beat Q1 FY27 estimates on revenue and EPS as SaaS ARR grew 36% and the Agentic pipeline doubled quarter over quarter.",1041,"\u002Fblog\u002Fsailpoint-beats-q1-fy27-on-both-lines-as-agentic-pipeline-doubles-and-arr-tops-1-16-billion-whats-next","sailpoint-beats-q1-fy27-on-both-lines-as-agentic-pipeline-doubles-and-arr-tops-1-16-billion-whats-next","images\u002FFEATURED-IMAGE-MAKER-818\u002FFEATURED-IMAGE-MAKER-818","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781095682\u002Fimages\u002FFEATURED-IMAGE-MAKER-818\u002FFEATURED-IMAGE-MAKER-818.png?_i=AA",{"altText":415},{"name":280,"slug":281,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":425},[],[427],{"name":364,"slug":365,"uri":366,"description":171,"postsCount":183},[],{"id":183,"title":430,"date":431,"excerpt":432,"wordCount":433,"uri":434,"slug":435,"cloudinaryAssetId":436,"featuredImageOriginalUrl":437,"featuredImageMetadata":438,"author":439,"categories":441,"relatedPosts":446},"Up 500% in the Past Year, Can Ciena Stock Keep Climbing in 2026?","2026-06-10 12:54:00","Ciena stock is up 508% in a year. With AI driving network demand and a $7.7B backlog, can CIEN hit $745 by 2028? See our valuation model.",1018,"\u002Fblog\u002Fdoubled-in-last-6-months-can-ciena-nyse-stock-keep-climbing-in-2026","doubled-in-last-6-months-can-ciena-nyse-stock-keep-climbing-in-2026","images\u002FCIEN-stock_110404d1d30\u002FCIEN-stock_110404d1d30","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781083130\u002Fimages\u002FCIEN-stock_110404d1d30\u002FCIEN-stock_110404d1d30.png?_i=AA",{"altText":430},{"name":394,"slug":395,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":440},[],[442],{"name":443,"slug":444,"uri":445,"description":171,"postsCount":183},"Valuation","valuation","\u002Fblog\u002Fcategory\u002Fvaluation",[],{"id":183,"title":448,"date":449,"excerpt":450,"wordCount":451,"uri":452,"slug":453,"cloudinaryAssetId":454,"featuredImageOriginalUrl":455,"featuredImageMetadata":456,"author":457,"categories":459,"relatedPosts":461},"Up 25% in the Last 12 Months, Can Ambarella Stock Keep Climbing in 2026?","2026-06-09 12:37:00","Ambarella stock is up 25% in a year. With Edge AI ramping and an $800M Hanwha deal, can AMBA hit $99 by 2029? See our valuation model.",1007,"\u002Fblog\u002Fup-25-in-the-last-12-months-can-ambarella-nasdaq-amba-stock-keep-climbing-in-2026","up-25-in-the-last-12-months-can-ambarella-nasdaq-amba-stock-keep-climbing-in-2026","images\u002FAMBA-stock\u002FAMBA-stock","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781003990\u002Fimages\u002FAMBA-stock\u002FAMBA-stock.png?_i=AA",{"altText":448},{"name":394,"slug":395,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":458},[],[460],{"name":443,"slug":444,"uri":445,"description":171,"postsCount":183},[]]