Schwab Network 对 $LRCX 的判断变化

频道资料 →本频道有 36 位标注的说话人：BFA and JP Morgan、Bank of America、Barclays、Berenberg、Bernstein, with a Jefferies target cut noted、Bird (analyst firm)、CEO、Citi、Citigroup、Citizens、Daiwa、Dan Ives、Deutsche Bank、Erit Research、Evercore ISI、Evercore ISI; Dan Ives、Goldman Sachs、JP Morgan Chase、JPMorgan、Jefferies、Jefferies, UBS and Citigroup、Jensen Huang; Dan Ives、Loop Capital、Mattie Natsson、Michael Saylor、Milius (analyst)、Morgan Stanley、Northrop、Oppenheimer、Tim Bigham、Tim and KG、Truist、UBS、Wall Street Journal、Wedbush、Wells Fargo共 2 条

2026-10-21看涨

《EARNINGS PANEL: META, TSLA, IBM, LRCX, TXN》

LRCX本季度表现尚可——每股收益2.20美元，超出预期1美分；营收增长54%至82.2亿美元；系统业务营收增长62%；毛利率扩大至52.4%——指引也大致符合预期；这些数据中没有任何一点能解释约6%的下跌，下跌可能反映了有关供应链和涨价的评论。

现在，我想转到Lamb Research，因为他们下跌了约5.5%。Lamb公布第一季度每股收益为2.20美元。他们最初发布消息时确实出了问题。那是个错误的数字，但它是220。它超出预期一美分。

Right now, I want to jump to Lamb Research because they're down about 5.5%. Lamb reporting their first quarter EPS of $2.20. They did have an issue when they first reported that coming across the wire.

That was an incorrect number, but it's 220. It beat the estimates by a penny.

他们的营收同比增长54%，达到82.2亿。这也超过了81.3亿的预期。系统业务营收为57.3亿。同比增长62%。也超过了56亿美元的预期。

Their revenue rose 54% year-over-year to 8.22 billion. That also topped the estimates looking for 8.13. Systems revenue is at 5.73 billion. That's up 62% year-over-year. also topped the $5.6 billion estimate.

看原视频06:08

2026-10-16看涨

《Danielle Shay on Trading NVDA, AMD, AVGO & TSLA into Earnings》

说话者长期持有 LRCX，看好它，不会卖出；它过去两年表现非常出色。但 LRCX 近期跌破了支撑；在经历大幅下跌后临近财报，紧张的投资者可能因任何放缓或问题而抛售，因此短期可能令人担忧。它上季度大涨26%；他将等待积极反应。

是的，我也在自己的长期投资组合中持有这只股票，我喜欢它；它在过去两年表现非常出色。不过，我想再次指出，这是另一只最近跌破支撑位的股票。所以，当你带着这些大幅下跌的公司去面对财报时，处境很艰难，因为投资者会紧张，一旦增长放缓或出现任何问题的迹象，人们就会焦虑，急于抛售股票。

所以，我真的很喜欢这只股票。就我个人而言，我不会卖出它。我把它留在长期投资组合里，但短期内，鉴于支撑位被跌破，它可能令人担忧。不过上个季度，这只股票在财报公布后大涨了26%。所以，我们只能拭目以待，看它这次会不会有积极的反应。

Yes, I also own this stock in my long-term portfolio, and I like it; it has performed excellently over the past two years. However , I would like to point out again that this is another stock that recently broke the support level .

So, it's a difficult situation when you approach earnings reports with these companies that have declined sharply, because investors get nervous, and when growth slows or there is any sign of any problem, people get anxious and rush to sell the stock.

So, I really like the stock. I personally would not sell it. I keep it in my long-term portfolio, but in the short term, given the breaking of support levels, it could be worrying.

But last quarter, the stock jumped 26% after the earnings announcement. So, we have to wait and see if we will get a positive reaction to this stock.

看原视频07:21