Lam Research Corporation (NASDAQ:LRCX) is included in our list of the 12 Unstoppable Artificial Intelligence (AI) Stocks to Buy Right Now.
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On July 30, 2025, Lam Research Corporation reported its Q4 results. The company posted $5.17 billion in revenue and $1.33 non-GAAP EPS, both up sequentially. The company’s EPS beat estimates by 10.35%. Meanwhile, the company reported 50.3% gross margins, with an increase in cash reserves to $6.4 billion. Furthermore, LRCX is reporting continued demand as its deferred revenue also climbed.
The following day, Mizuho raised its price target from $115 to $120, citing the company’s better-than-expected Q4 results. Furthermore, the analyst attributed the price revision to management’s strong revenue guidance of $5.2 billion for the September quarter.
Lam Research Corporation also raised its 2025 wafer fabrication equipment forecast to $105 billion, thanks to improved China demand. Although the company expects potential softness in the December quarter, analysts remain confident about a strong future outlook for AI and memory markets.
Lam Research Corporation makes advanced wafer equipment, enabling the production of smaller, more powerful, and more energy-efficient chips. It is included in our list of the unstoppable stocks.
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