Lam Research CorporationLRCXNASDAQ

|||

Overview News Fundamentals Key Metrics TTM Financials Earnings Growth Rating Analysts Institutional Peers Historical

Analyst Sentiment

Analysts lean bullish — 82% recommend buying.

Consensus Rating

Buy

22 analysts·High coverage

82%

Rating Distribution

Strong Buy

00%

Buy

1882%

Hold

418%

Sell

00%

Strong Sell

00%

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

Price Target Expectations

Current price is 20% above analyst consensus — significant downside expected.

Bear Case

$98.00

-55%

Consensus

$175.71

-20%

Bull Case

$265.00

+21%

Price Range22 analysts

Low

Consensus

High

$98.00

$265.00

Current Target

Current Price

$218.36

Above Target

$42.65

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

Earnings & Revenue Estimates

2026E$4.86(21 analysts)

P/E48x

Current: 47.5x

Actual

Estimate

Range (Low–High)

Stock Alarm Pro

Forward Growth Estimates (YoY)

FY2027

Rev+13.79%

EPS+19.02%

FY2028

Rev+9.31%

EPS+14.39%

FY2029

Rev+16.79%

EPS+19.62%

Earnings Surprises

Beat rate:92%(11/12 quarters)

Avg surprise:-0.2%

Beat

Miss

Inline

Estimate

Based on reported EPS vs consensus estimate.

Recent Analyst Actions

Jan 9, 2026Goldman Sachs

Lam Research price target raised to $180 from $160 at Goldman Sachs

Target:$180.00

-14.2%from $209.78

Jan 9, 2026Mizuho Securities

Lam Research price target raised to $220 from $200 at Mizuho

Target:$220.00

+9.5%from $200.96

Jan 8, 2026Cantor Fitzgerald

Lam Research price target raised to $265 from $210 at Cantor Fitzgerald

Target:$265.00

+30.5%from $203.08

Dec 23, 2025UBS

Lam Research price target raised to $200 from $175 at UBS

Target:$200.00

+14.1%from $175.26

Dec 17, 2025Mizuho Securities

Lam Research price target raised to $200 from $170 at Mizuho

Target:$200.00

+22.5%from $163.26

Dec 16, 2025Cantor Fitzgerald

Lam Research price target raised to $210 from $170 at Cantor Fitzgerald

Target:$210.00

+28.9%from $162.85

Dec 15, 2025Jefferies

Lam Research price target raised to $200 from $175 at Jefferies

Target:$200.00

+24.6%from $160.57

Dec 2, 2025Morgan Stanley

Lam Research price target raised to $158 from $137 at Morgan Stanley

Target:$158.00

-0.6%from $158.98

Nov 25, 2025UBS

Lam Research price target raised to $175 from $165 at UBS

Target:$175.00

+16.4%from $150.38

Oct 23, 2025Cantor Fitzgerald

Cantor Fitzgerald Reiterates Overweight Rating on Lam Research (LRCX)

Target:$170.00

+16.8%from $145.59

Oct 23, 2025Needham

Lam Research price target raised to $160 from $150 at Needham

Target:$160.00

+9.8%from $145.78

Oct 23, 2025Oppenheimer

Lam Research price target raised to $200 from $120 at Oppenheimer

Target:$200.00

+41.6%from $141.25

Oct 23, 2025Stifel Nicolaus

Lam Research price target raised to $160 from $135 at Stifel

Target:$160.00

+13.3%from $141.25

Oct 23, 2025Susquehanna

Lam Research price target raised to $200 from $135 at Susquehanna

Target:$200.00

+38.7%from $144.17

Oct 23, 2025UBS

Lam Research price target raised to $165 from $155 at UBS

Target:$165.00

+16.8%from $141.25

Oct 23, 2025Mizuho Securities

Lam Research price target raised to $170 from $162 at Mizuho

Target:$170.00

+17.9%from $144.17

Oct 23, 2025Morgan Stanley

Lam Research price target raised to $137 from $125 at Morgan Stanley

Target:$137.00

-5.0%from $144.17

Oct 20, 2025Barclays

Lam Research price target raised to $142 from $83 at Barclays

Target:$142.00

+0.3%from $141.51

Oct 16, 2025Mizuho Securities

Lam Research price target raised to $162 from $130 at Mizuho

Target:$162.00

+11.9%from $144.78

Oct 13, 2025Stifel Nicolaus

Lam Research price target raised to $135 from $115 at Stifel

Target:$135.00

+2.8%from $131.37

Sep 30, 2025HSBC

Lam Research initiated with a Hold at HSBC

Target:$127.00

-3.1%from $131.09

Sep 29, 2025Deutsche Bank

Lam Research upgraded to Buy from Hold at Deutsche Bank

Target:$150.00

+16.9%from $128.33

Sep 22, 2025Morgan Stanley

Lam Research upgraded to Equal Weight from Underweight at Morgan Stanley

Target:$125.00

-1.5%from $126.92

Sep 2, 2025Morgan Stanley

Lam Research assumed at Underweight from Equal Weight at Morgan Stanley

Target:$92.00

-5.2%from $97.03

Jul 31, 2025Wells Fargo

Lam Research price target raised to $98 from $95 at Wells Fargo

Target:$98.00

-1.1%from $99.09

Explore More

S&P 500 Screener

Filter and sort all 500 stocks

Market Movers

Today's biggest gainers and losers

Market Heatmap

Visual sector performance