NVIDIA (NVDA) reported fiscal Q2 2027 revenue up 106% year over year to $96.22 billion, with Data Center revenue rising 117% to $89 billion and non-GAAP EPS up 120% to $2.22. It guided third-quarter revenue to $108 billion, plus or minus 2%, but supply constraints and rising memory costs could push gross margin down to 71–72% in the fourth quarter. Lam Research (LRCX) posted fiscal Q1 2027 revenue up 54.4% to $8.22 billion and non-GAAP EPS up 74.6% to $2.20; its second-quarter revenue guidance is $8.6 billion, plus or minus $400 million, and China accounted for 35% of first-quarter revenue, with a meaningfully lower share expected in the second quarter. The article cites a forward 12-month P/E of 15.18 for NVIDIA versus 23.02 for Lam Research, while LRCX shares are up 33.4% year to date compared with 13.8% for NVDA. It concludes that NVIDIA is the better investment bet today.
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NvidiaLam Researchsemiconductorsearnings
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Related tickers and likely impact
NVDA
• NeutralNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.2T |
| Close on 10/22/2026 | 212.28 |
| Change that session | -4.36% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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