Lam Research Q4 FY6/25 Earnings Review

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By JamsODonnell on Aug. 2nd 2025

Summary:

  • LRCX reported strong Q2 2025 results and aggressive buybacks but guided for a slowdown in Q4.
  • Macro headwinds and technical analysis suggest the semiconductor sector is entering a corrective phase, creating pressure on the stock.
  • The most probable path is a correction into a critical support zone at $75-$80, where multiple technical indicators and fundamental support converge.