Bank Reports Q4 Net Interest Up to 3.43%
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 28 2026
0mins
Should l Buy LRCX?
Reports Q4 net interest up 1 basis point to 3.43% vs. Q3. Tangible book value per common share at period end was $14.87 from $14.43 at previous quarter end. "Our fourth-quarter and full year results underscore the strength and momentum of the bank," stated James ("Jimmy") Burke, President and Chief Executive Officer. "We delivered meaningful quarterly and annual improvements in net income, net interest income, ROAA, and NIM, while controlling expenses and driving operating leverage. Nonperforming and classified assets have increased but overall asset quality remains solid and is supported by strong collateral and reserves. As we enter 2026, we remain confident in our ability to strengthen core profitability and deliver sustainable long-term value for our shareholders."
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Analyst Views on LRCX
Wall Street analysts forecast LRCX stock price to fall
22 Analyst Rating
18 Buy
4 Hold
0 Sell
Strong Buy
Current: 233.890
Low
142.00
Averages
192.50
High
265.00
Current: 233.890
Low
142.00
Averages
192.50
High
265.00
About LRCX
Lam Research Corporation is a global supplier of wafer fabrication equipment and services to the semiconductor industry. The Company designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of integrated circuits. Its products and services are designed to help its customers build devices that are used in a variety of electronic products, including mobile phones, personal computers, servers, wearables, automotive vehicles, and data storage devices. Its product families include ALTUS, SABRE, SPEED, Striker, VECTOR, Flex, Vantex, Kiyo, Versys Metal, Syndion, Coronus, and DV-Prime, Da Vinci, EOS, and SP Series. Its customer base includes semiconductor memory, foundries, and integrated device manufacturers that make products such as non-volatile memory, dynamic random-access memory, and logic devices. It offers services in areas, such as nanoscale applications enablement, chemistry, plasma and fluidics, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Applied Materials R&D Advantage: As the largest wafer fabrication equipment provider, Applied Materials spent $3.6 billion on R&D last year and expects a 20% growth in equipment revenue in 2026, further enhancing its market share and competitive edge.
- Capital Expenditure Plans: TSMC plans to invest between $52 billion and $56 billion in new manufacturing facilities over the next few years, representing a 32% year-over-year increase, which will provide strong growth momentum amid surging AI computing demand.
See More
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See More
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See More
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- Corning's New Strategy: After visiting its Kentucky factory, Jim learned about Corning's ambition to enhance data center connectivity by replacing copper with fiber optics, indicating a strong growth trajectory in the data center market that could drive future company performance.
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