On August 4, Lam Research rose 4.18% in regular trading, trading at $309.41/share, with turnover of $3.09 billion. The stock rebounded after declining 4.82% in the prior session, as the broader semiconductor equipment sector recovered and prior profit-taking pressure was absorbed.

The rebound follows a period of consolidation after Lam Research surged over 23% in a single session on record-breaking fiscal Q4 results. The company reported adjusted EPS of $1.82, beating the consensus estimate of $1.68 by 8.33%, while revenue of $6.72 billion exceeded expectations of $6.665 billion and marked a historical high. Gross margin improved to 51.7% from 49.8%, and operating margin rose to 37.4% from 35.0%. Critically, Q1 guidance of $7.70-$8.50 billion in revenue and $2.00-$2.30 in non-GAAP diluted EPS far surpassed analyst expectations of $7.11 billion and $1.84, respectively, driven by surging AI chip manufacturing demand.

Within the Semiconductor Equipment sector, Applied Materials rose 4.1%, KLA Corporation gained 4.22%, Teradyne advanced 5.76%, and ASML Holding NV climbed 3.14%.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)