Zacks sees Lam Research NAND growth doubling for Lam Research stock

Published on 10/08/2026 at 16:25 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Lam Research stock costs EUR 290.93 on October 8, 2026, versus EUR 293.80. June-quarter revenue was USD 6.72 billion, up 30.00 percent.

Key points in brief

Zacks said on October 7, 2026, that Lam Research's NAND served market per wafer could double between 128-layer and 500-plus-layer devices.
Lam Research stock was at EUR 290.93 at Lang & Schwarz on October 8, 2026, down 0.98 percent versus the EUR 293.80 prior close.
June-quarter revenue reached USD 6.72 billion, up 30.00 percent year over year.
The next reported company event is scheduled for October 21, 2026, followed by the annual meeting on November 3, 2026.

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Lam Research (ISIN US5128073062) was trading at EUR 290.93 at Lang & Schwarz on October 8, 2026, down 0.98 percent versus its prior close. On October 7, Zacks said Lam Research expects its NAND served market per wafer to double between 128-layer and 500-plus-layer devices, while its advanced-packaging business is on track to grow more than 70 percent year over year.

What does the NAND shift change?

The figures point to a demand mix increasingly tied to artificial intelligence infrastructure rather than only to traditional memory cycles. Zacks also said Lam Research stock had appreciated 102 percent year to date on October 7, 2026, while the company's fiscal 2026 earnings consensus stood at USD 9.32 per share.

Three milestones frame the story

On July 29, 2026, MarketBeat reported quarterly revenue of USD 6.72 billion, up 30.00 percent year over year, and earnings per share of USD 1.82. On August 29, 2026, Simply Wall St listed a quarterly dividend increase from USD 0.26 to USD 0.33 per share. On October 7, 2026, Zacks put the NAND and advanced-packaging opportunity at the center of its Lam Research outlook.

When are the next company dates?

Lam Research's next two listed events are the September-quarter results on October 21, 2026, and the annual meeting on November 3, 2026, according to Simply Wall St. The earnings release will test whether the USD 8.10 billion revenue guidance for the quarter ended September 27, 2026, remains aligned with the equipment demand described by Zacks.

Lam Research stock remains below its prior close

At Lang & Schwarz, Lam Research was trading at EUR 290.93 on October 8, 2026, at 4:11 p.m. CEST, down 0.98 percent versus the EUR 293.80 prior close. On Nasdaq, the primary-exchange quote was USD 329.64 at 10:24 a.m. EDT on October 8, 2026; the 52-week range was USD 131.02 to USD 438.50 and market capitalization was USD 412.2 billion.

The further course of trading is shown by the continuously updated real-time quote of Lam Research stock.