Lam Research Corporation (NASDAQ: LRCX) beats the adjusted Non-GAAP EPS consensus of approx. USD 1.71 per share in Q2 2026 earnings (28 July 2026, after market close)
Hit
✦ AI-generated prediction
Published on 20. July 2026
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Predicted for 28. July 2026
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Based on: Historical Cycle
LRCX reports on 28 July after market close. Non-GAAP EPS consensus is USD 1.71 with revenue consensus USD 6.79B. Revenue estimates were revised up +22.01% over the past three months — a signal of exceptionally strong AI chip demand benefiting LRCX as the leading etch equipment manufacturer. LRCX beat consensus for 12 consecutive quarters. Semiconductor sector showing ~75–80% beat rate in Q2 2026. No specific Polymarket market for LRCX earnings.
Data basis for this prediction
- MarketBeat.com: LRCX Q2 2026 Non-GAAP EPS-Konsens 1,71 USD, Umsatz 6,79 Mrd. USD (Stand Juli 2026)
- MarketBeat.com: LRCX Umsatzrevision +22,01 % in 3 Monaten (Stand Juli 2026)
- Nasdaq.com: LRCX Earnings Date 28. Juli 2026, nach Börsenschluss
- EarningSpike.com: LRCX historische Beat-Rate – 12 von 12 Quartalen übertroffen
Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.
Verdict: Hit
LRCX berichtete am 28./29. Juli 2026 einen Non-GAAP-EPS von 1,82 USD je Aktie – das liegt 8,1 % über dem Analysten-Konsens von ca. 1,71 USD (Zacks-Konsens: 1,69 USD). Der Umsatz kam mit 6,72 Mrd. USD in-line mit den Erwartungen. Quellen: Lam Research Pressemitteilung (newsroom.lamresearch.com, 29. Juli 2026), StockStory/FinancialContent ('Reports Q2 In Line With Expectations, Stock Soars'), Zacks ('Non-GAAP EPS of $1.82 beat Zacks Consensus of $1.69 by 7.69%'). Die Aktie stieg nach den Ergebnissen um ca. 5,55 %. Die Vorhersage ist damit klar eingetreten.
💻 Technology
✦ AI
PLTR closed at $175.40 on November 4, 2026 (after-hours: $170.88, -2.58%; intraday high: $176.54; 52-week high: $212.94). Palantir clearly beat Q3-FY2026 EPS consensus: total revenue $2.313B, US Commercial revenue +148% YoY to $984M. The $185 threshold is +5.5% above the closing price or +8.3% above after-hours levels. Typical post-earnings 'sell the news' may weigh short-term, but the 52-week high of $212.94 confirms the level is reachable. NVIDIA earnings on November 18, 2026 could serve as a sector-wide catalyst. No direct Polymarket equivalent; own estimate: ~42%.
💻 Technology
✦ AI
CBRS trades at $109.18 (October 30, 2026) — already 61% below its all-time high of $279.72. The final and largest lockup expiration is scheduled for November 10, 2026: approximately 19.4 million shares are unlocked (of three tranches of 19.4M each). Prior lockup tranches have consistently weighed on the stock. Insiders have sold ~$394.6M in shares since the May 2026 IPO — zero insider purchases. A Culper Research short-seller report has triggered multiple investigations. A close below $100 requires a ~8.4% decline — plausible given the expected supply pressure on expiration day.
💻 Technology
✦ AI
ARM Holdings reports Q2 FY2027 (July–September 2026) on November 4 after market close. EPS consensus: $0.47; revenue consensus ~$1.38B (Theta Research, Oct 29). ARM is the dominant CPU IP licensor for AI servers (Neoverse), smartphones (Apple A-series, Qualcomm), and edge devices — all three segments scaling strongly in 2026. ARM has beaten EPS consensus in each of the last four quarters, driven by AI infrastructure capex. No direct Polymarket contract; analogue: S&P 500 Q3 2026 beat rate ~71%. Key risks: export control escalation (UK/US vs. China), hyperscaler capex delays, or HBM4 demand plateau.