LRCX Lam Research Corporation Loading...

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12:30
May 21 ◎
Sundaram Nagarajan NDSN Q2 FY26 call
The company sees 18% organic backlog growth, with particular strength in the ATS segment, indicating robust demand in semiconductor packaging equipment. — Strong bookings for packaging and test equipment from a diversified supplier suggests ongoing strength and expansion in advanced packaging capacity, which is a key enabler for AI accelerators.
LRCX
MED

About LRCX Analyst Coverage

Buzzberg tracks LRCX (Lam Research Corporation) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade idea tracked. Latest voices: Sundaram Nagarajan.