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Lam Research Soars 117% in AI Semiconductor Boom

11/3/2025

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Summary

Story summary

Lam Research Corp's stock has surged 117% in 2025, outpacing Nvidia and Broadcom in the AI semiconductor market.
Lam Research Corp reported revenue up 27.5% to $5.32 billion and adjusted EPS up 46% to $1.26.
Archer said AI-driven equipment needs align with Lam's strengths.
Lam expects $5.2 billion in revenue for the quarter, up 19% YoY.
Analysts expect Lam to exceed estimates, and the stock trades at 33x forward earnings.

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Story summary

Lam Research Corp's stock has surged 117% in 2025, outpacing Nvidia and Broadcom in the AI semiconductor market.
Lam Research Corp reported revenue up 27.5% to $5.32 billion and adjusted EPS up 46% to $1.26.
Archer said AI-driven equipment needs align with Lam's strengths.
Lam expects $5.2 billion in revenue for the quarter, up 19% YoY.
Analysts expect Lam to exceed estimates, and the stock trades at 33x forward earnings.