Lam Research's fiscal Q4 2026 revenue, due for release on July 29, centers on semiconductor equipment demand tied to AI-driven wafer fab equipment spending. Management guided $6.2–7.0 billion in April, later framing a midpoint near $6.6 billion with a +/- $400 million band, above the prior consensus of roughly $6.1 billion. Recent Q3 results showed $5.84 billion revenue, up 24% year-over-year, supported by memory and foundry strength plus advanced packaging growth projected above 50% for the calendar year. The company raised its 2026 WFE market outlook to $140 billion, citing hyperscaler capex and new fab activity. Traders will focus on whether actual results land above or below the guidance midpoint amid ongoing backlog visibility and second-half seasonal patterns.
Experimental AI-generated summary referencing Polymarket data. This is not trading advice and plays no role in how this market resolves. · Updated$6.6B
74%
$6.7B
74%
$6.8B
56%
$6.9B
31%
$7B
49%
$0.00 Vol.
$6.6B
74%
$6.7B
74%
$6.8B
56%
$6.9B
31%
$7B
49%
The specified metric will be considered as reported in the company's official earnings materials. Subsequent revisions will not be considered.
If the specified company's official earnings materials for the specified quarter are released, and the specified metric is not included, this market will resolve to "No".
If the specified company does not release quarterly earnings materials for the specified quarter by August 31, 2026, 11:59 PM ET, this market will resolve to "No".
If the specified metric is reported as a range rather than a specific number, the midpoint of the range will be used for resolution of this market.
The resolution source for this market is the specified company's official company earnings materials, including press releases, investor presentations, and regulatory filings. If the specified metric is not reported in these materials, recordings or transcripts of the company's earnings webcast may also be used.
Note: This market will resolve based on the most numerically precise version of the specified metric reported in the company's official earnings materials. Only the specified metric will be considered; alternate versions that differ in definition or scope from the specified metric will not be considered.
Market Opened: Jul 18, 2026, 4:56 PM ET
Resolver
0x65070BE91...The specified metric will be considered as reported in the company's official earnings materials. Subsequent revisions will not be considered.
If the specified company's official earnings materials for the specified quarter are released, and the specified metric is not included, this market will resolve to "No".
If the specified company does not release quarterly earnings materials for the specified quarter by August 31, 2026, 11:59 PM ET, this market will resolve to "No".
If the specified metric is reported as a range rather than a specific number, the midpoint of the range will be used for resolution of this market.
The resolution source for this market is the specified company's official company earnings materials, including press releases, investor presentations, and regulatory filings. If the specified metric is not reported in these materials, recordings or transcripts of the company's earnings webcast may also be used.
Note: This market will resolve based on the most numerically precise version of the specified metric reported in the company's official earnings materials. Only the specified metric will be considered; alternate versions that differ in definition or scope from the specified metric will not be considered.
Resolver
0x65070BE91...Lam Research's fiscal Q4 2026 revenue, due for release on July 29, centers on semiconductor equipment demand tied to AI-driven wafer fab equipment spending. Management guided $6.2–7.0 billion in April, later framing a midpoint near $6.6 billion with a +/- $400 million band, above the prior consensus of roughly $6.1 billion. Recent Q3 results showed $5.84 billion revenue, up 24% year-over-year, supported by memory and foundry strength plus advanced packaging growth projected above 50% for the calendar year. The company raised its 2026 WFE market outlook to $140 billion, citing hyperscaler capex and new fab activity. Traders will focus on whether actual results land above or below the guidance midpoint amid ongoing backlog visibility and second-half seasonal patterns.
Experimental AI-generated summary referencing Polymarket data. This is not trading advice and plays no role in how this market resolves. · Updated


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