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Lam Research CorporationLRCXNASDAQ
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OverviewIntelligenceChartsNews

Analyst Sentiment

Analysts lean bullish — 91% recommend buying.

Consensus Rating
Buy
23 analysts·High coverage
91%
Rating Distribution
Strong Buy
00%
Buy
2191%
Hold
29%
Sell
00%
Strong Sell
00%

Analyst ratings reflect Wall Street opinion, not guarantees. Historical accuracy varies by firm and sector.

Price Target Expectations

Analysts see moderate upside — consensus target 23% higher.

Bear Case
$127.00
-42%
Consensus
$267.50
+23%
Bull Case
$325.00
+50%
Price Range23 analysts
Low
Consensus
High
$127.00
$325.00
Current Target
Current Price
$217.27
Upside to Target
$50.23

Price targets are 12-month forecasts. Actual results depend on earnings, market conditions, and sector trends.

Earnings & Revenue Estimates

2026E$5.32(22 analysts)
P/E44x
Current: 44.0x
Actual
Estimate
Range (Low–High)
Stock Alarm Pro
Forward Growth Estimates (YoY)
FY2027
Rev+24.57%
EPS+31.82%
FY2028
Rev+10.92%
EPS+15.20%
FY2029
Rev+8.12%
EPS+8.16%

Earnings Surprises

Beat rate:92%(11/12 quarters)
Avg surprise:+-0.0%
Beat
Miss
Inline
Estimate
Based on reported EPS vs consensus estimate.

Recent Analyst Actions

Feb 3, 2026Argus Research
Lam Research price target raised to $280 from $175 at Argus
Target:$280.00
+18.9%from $235.55
Jan 29, 2026UBS
Lam Research (LRCX) PT Raised to $320 at Cantor Fitzgerald, Stock Remains a 'Top Pick'
Target:$320.00
+30.7%from $244.92
Jan 29, 2026UBS
Lam Research price target raised to $275 from $255 at UBS
Target:$275.00
+13.2%from $242.89
Jan 29, 2026RBC Capital
Lam Research price target raised to $290 from $260 at RBC Capital
Target:$290.00
+22.3%from $237.22
Jan 29, 2026Deutsche Bank
Lam Research price target raised to $290 from $260 at Deutsche Bank
Target:$290.00
+19.7%from $242.25
Jan 29, 2026Stifel Nicolaus
Lam Research price target raised to $280 from $250 at Stifel
Target:$280.00
+14.6%from $244.24
Jan 29, 2026Evercore ISI
Lam Research price target raised to $275 from $241 at Evercore ISI
Target:$275.00
+12.9%from $243.50
Jan 29, 2026Bernstein
Lam Research price target raised to $275 from $225 at Bernstein
Target:$275.00
+14.8%from $239.58
Jan 29, 2026Susquehanna
Lam Research price target raised to $325 from $250 at Susquehanna
Target:$325.00
+35.7%from $239.58
Jan 29, 2026Needham
Lam Research price target raised to $300 from $250 at Needham
Target:$300.00
+21.0%from $247.85
Jan 29, 2026Cantor Fitzgerald
Lam Research price target raised to $320 from $265 at Cantor Fitzgerald
Target:$320.00
+33.6%from $239.58
Jan 29, 2026UBS
Lam Research (LRCX) PT Raised to $300 at JPMorgan
Target:$300.00
+25.7%from $238.75
Jan 29, 2026Mizuho Securities
Lam Research price target raised to $295 from $265 at Mizuho
Target:$295.00
+23.1%from $239.58
Jan 29, 2026Goldman Sachs
Lam Research price target raised to $262 from $180 at Goldman Sachs
Target:$262.00
+9.4%from $239.58
Jan 29, 2026Barclays
Lam Research price target raised to $250 from $195 at Barclays
Target:$250.00
+4.3%from $239.58
Jan 29, 2026Oppenheimer
Lam Research price target raised to $265 from $200 at Oppenheimer
Target:$265.00
+10.6%from $239.58
Jan 28, 2026Mizuho Securities
Lam Research price target raised to $265 from $220 at Mizuho
Target:$265.00
+10.5%from $239.84
Jan 21, 2026Deutsche Bank
Lam Research price target raised to $260 from $195 at Deutsche Bank
Target:$260.00
+16.9%from $222.41
Jan 20, 2026UBS
Lam Research price target raised to $255 from $200 at UBS
Target:$255.00
+14.4%from $222.96
Jan 20, 2026Needham
Lam Research price target raised to $250 from $160 at Needham
Target:$250.00
+12.1%from $222.96
Jan 15, 2026Morgan Stanley
Lam Research price target raised to $211 from $158 at Morgan Stanley
Target:$211.00
-4.4%from $220.78
Jan 15, 2026Barclays
Lam Research price target raised to $195 from $142 at Barclays
Target:$195.00
-6.6%from $208.79
Jan 15, 2026Wells Fargo
Lam Research upgraded to Overweight from Equal Weight at Wells Fargo
Target:$250.00
+19.7%from $208.79
Jan 14, 2026RBC Capital
Lam Research initiated with an Outperform at RBC Capital
Target:$260.00
+24.5%from $208.79
Jan 14, 2026Stifel Nicolaus
Lam Research price target raised to $250 from $160 at Stifel
Target:$250.00
+19.6%from $209.03

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