← ANALYST RATINGS · TIPRANKS
Lam Research (LRCX): analyst forecast and price target
Analyst consensus
Strong Buy21 Buy3 Hold0 Sell
Ratings of 24 analysts in the last 3 months12-month forecast
Based on 24 price targets given in the last 3 months, the average target is $400, the highest $700, the lowest $275. The average is +51.4% from the last price of $264.
Analyst ratings 30
| Analyst | Firm | Price target | Rating | Upside | Action | Date | Move vs SPY | |
|---|---|---|---|---|---|---|---|---|
| Timothy Arcuri★★★★★★★★★★#3 · hits 77% · avg +53.0% | UBS | $425 | Buy | +61.0% | Reiterated | 12.10.26on TipRanks Oct 13 06:55 | −2.9%next day −2.7% | ↗ |
| AI xAi SemiconductorsxAI Grok-3 | TipRanks - xAI | $384 → $366−4.7% | Buy | +38.7% | Upgrade | 09.10.26on TipRanks Oct 8 23:05 | — | |
| AI DeepSeek SemiconductorsDeepSeek V3.2-Speciale | TipRanks - DeepSeek | $380 → $362−4.7% | Buy | +37.2% | Reiterated | 09.10.26on TipRanks Oct 8 23:05 | — | |
| AI OpenAI SemiconductorsOpenAI 5.2 | TipRanks - OpenAI | $373 → $356−4.6% | Hold | +34.9% | Reiterated | 09.10.26on TipRanks Oct 8 23:05 | — | |
| AI Anthropic SemiconductorsAnthropic Opus-4.5 | TipRanks - Anthropic | $367 → $349−4.9% | Hold | +32.2% | Reiterated | 09.10.26on TipRanks Oct 8 23:05 | — | |
| AI Google SemiconductorsGemini 3-pro | TipRanks - Google | $379 → $361−4.7% | Hold | +36.8% | Downgrade | 09.10.26on TipRanks Oct 8 23:05 | — | |
| AI PerPlexity SemiconductorsPerPlexity SonarPro | TipRanks - PerPlexity | $382 → $364−4.7% | Buy | +37.9% | Upgrade | 09.10.26on TipRanks Oct 8 23:05 | — | |
| Ling Lee Keng★★★★★★★★★★#1388 · hits 58% · avg +14.7% | DBS | $416 | Buy | +57.6% | Reiterated | 08.10.26on TipRanks 14:06 | −2.3%next day −1.1% · 5 days −13.2% | ↗ |
| Shane Brett CFA★★★★★★★★★★#587 · hits 68% · avg +50.1% | Morgan Stanley | $367 → $385+4.9% | Buy | +45.9% | Assigned | 05.10.26on TipRanks 06:30 | −1.2%next day −4.0% · 5 days −10.9% | ↗ |
| Craig Ellis★★★★★★★★★★#102 · hits 55% · avg +34.6% | B. Riley Securities | $350 → $390+11.4% | Buy | +47.8% | Reiterated | 01.10.26on TipRanks 08:25 | +3.3%next day +1.4% · 5 days −7.0% | ↗ |
| Stacy Rasgon★★★★★★★★★★#114 · hits 65% · avg +32.5% | Bernstein | $385 | Buy | +45.9% | Assigned | 22.09.26on TipRanks 07:05 | +2.9%next day −0.4% · 5 days +5.4% | ↗ |
| Vijay Rakesh★★★★★★★★★★#7 · hits 69% · avg +70.3% | Mizuho Securities | $365 | Buy | +38.3% | Reiterated | 21.09.26on TipRanks Sep 20 09:50 | +3.4%next day +2.9% · 5 days +5.2% | ↗ |
| Mehdi Hosseini★★★★★★★★★★#104 · hits 63% · avg +28.0% | Susquehanna | $475 | Buy | +80.0% | Reiterated | 12.09.26on TipRanks Sep 14 04:00 | −7.8%next day −0.5% · 5 days +8.6% | ↗ |
| Tammy Qiu★★★★★★★★★★#191 · hits 67% · avg +24.2% | Berenberg Bank | $350 → $420+20.0% | Buy | +59.1% | Reiterated | 08.09.26on TipRanks Sep 9 04:40 | +4.7%next day −1.0% · 5 days −14.3% | ↗ |
| Atif Malik★★★★★★★★★★#3 · hits 77% · avg +46.6% | Citi | $450 | Buy | +70.5% | Reiterated | 24.08.26on TipRanks Aug 25 06:11 | −0.9%next day +1.1% · 5 days −3.3% | ↗ |
| Krish Sankar★★★★★★★★★★#13 · hits 69% · avg +56.0% | TD Cowen | $400 → $700+75.0% | Buy | +165.2% | Reiterated | 14.08.26on TipRanks 08:15 | −1.2%next day +3.9% · 5 days −4.2% | ↗ |
| Harlan Sur★★★★★★★★★★#14 · hits 72% · avg +43.3% | J.P. Morgan | $340 | Buy | +28.8% | Reiterated | 04.08.26on TipRanks Aug 5 08:08 | +6.0%next day −3.0% · 5 days −1.9% | ↗ |
| Vivek Arya★★★★★★★★★★#155 · hits 61% · avg +25.6% | Bank of America Securities | — | Buy | — | Reiterated | 04.08.26on TipRanks 11:38 | +6.0%next day −3.0% · 5 days −1.9% | ↗ |
| Mark Lipacis★★★★★★★★★★#22 · hits 70% · avg +39.9% | Evercore ISI | $355 → $275−22.5% | Buy | +4.2% | Reiterated | 30.07.26on TipRanks 11:45 | +16.3%next day −2.3% · 5 days −0.9% | ↗ |
| Edward Yang★★★★★★★★★★#285 · hits 71% · avg +54.1% | Oppenheimer | $400 | Buy | +51.5% | Reiterated | 30.07.26on TipRanks 08:35 | +16.3%next day −2.3% · 5 days −0.9% | ↗ |
| Melissa Weathers★★★★★★★★★★#295 · hits 71% · avg +71.5% | Deutsche Bank | $385 → $320−16.9% | Buy | +21.2% | Reiterated | 30.07.26on TipRanks 08:30 | +16.3%next day −2.3% · 5 days −0.9% | ↗ |
| Brian Chin★★★★★★★★★★#100 · hits 65% · avg +44.7% | Stifel Nicolaus | $425 | Buy | +61.0% | Reiterated | 30.07.26on TipRanks 07:35 | +16.3%next day −2.3% · 5 days −0.9% | ↗ |
| Charles Shi★★★★★★★★★★#282 · hits 52% · avg +29.0% | Needham | $390 | Buy | +47.8% | Reiterated | 30.07.26on TipRanks 07:35 | +16.3%next day −2.3% · 5 days −0.9% | ↗ |
| Srini Pajjuri★★★★★★★★★★#109 · hits 72% · avg +45.6% | RBC Capital | $380 | Buy | +44.0% | Reiterated | 30.07.26on TipRanks 07:01 | +16.3%next day −2.3% · 5 days −0.9% | ↗ |
| Thomas O'Malley★★★★★★★★★★#33 · hits 62% · avg +42.1% | Barclays | $335 | Hold | +26.9% | Reiterated | 30.07.26on TipRanks 05:44 | +16.3%next day −2.3% · 5 days −0.9% | ↗ |
| Steve Barger★★★★★★★★★★#115 · hits 68% · avg +25.6% | KeyBanc | — | Hold | — | Reiterated | 30.07.26on TipRanks 05:44 | +16.3%next day −2.3% · 5 days −0.9% | ↗ |
| Blayne Curtis★★★★★★★★★★#31 · hits 65% · avg +36.1% | Jefferies | $315 → $335+6.3% | Buy | +26.9% | Reiterated | 30.07.26on TipRanks Jul 29 20:50 | +16.3%next day −2.3% · 5 days −0.9% | ↗ |
| C J Muse★★★★★★★★★★#10 · hits 70% · avg +72.8% | Cantor Fitzgerald | $500 | Buy | +89.4% | Reiterated | 29.07.26on TipRanks Jul 30 07:50 | −4.9%next day +16.3% · 5 days +16.3% | ↗ |
| Joseph Quatrochi★★★★★★★★★★#388 · hits 64% · avg +21.8% | Wells Fargo | $450 → $350−22.2% | Buy | +32.6% | Reiterated | 29.07.26on TipRanks Jul 30 06:30 | −4.9%next day +16.3% · 5 days +16.3% | ↗ |
| Adithya Metuku★★★★★★★★★★#1841 · hits 61% · avg +14.8% | HSBC | $247 → $333+34.8% | Hold | +26.2% | Reiterated | 27.07.26on TipRanks 14:09 | −4.5%next day −7.8% · 5 days −1.5% | ↗ |
| James Schneider★★★★★★★★★★#315 · hits 63% · avg +27.5% | Goldman Sachs | $290 → $380+31.0% | Buy | +44.0% | Reiterated | 05.07.26on TipRanks Jul 6 08:15 | −1.2%next day −6.4% · 5 days −5.5% | ↗ |
| Jay Goldberg★★★★★★★★★★#5587 · hits 48% · avg +5.3% | Seaport Global | $300 | Buy | +13.7% | Reiterated | 10.05.26on TipRanks May 11 05:50 | +0.5%next day −2.1% · 5 days −6.0% | ↗ |
| Jim Kelleher★★★★★★★★★★#27 · hits 71% · avg +34.6% | Argus Research | $280 → $300+7.1% | Buy | +13.7% | Reiterated | 24.04.26on TipRanks Apr 25 08:15 | +2.8%next day −3.3% · 5 days −5.1% | ↗ |
| Stephan Lingnau★★★★★★★★★★#3694 · hits 58% · avg +9.1% | Erste Group | — | Hold | — | Downgrade | 01.04.26on TipRanks Apr 2 09:25 | +3.2%next day −1.7% · 5 days +12.8% | ↗ |
| Kinngai Chan★★★★★★★★★★#435 · hits 72% · avg +47.7% | Summit Insights Group | — | Buy | — | Upgrade | 28.01.26on TipRanks 19:15 | +3.8%next day −5.6% · 5 days −11.7% | ↗ |
| Unknown Analyst | Aletheia Capital | $260 | Buy | −1.5% | Initiated | 06.01.26on TipRanks 09:05 | +5.7%next day −1.6% · 5 days +3.3% | ↗ |
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The latest rating of each analyst in the last 12 months, as TipRanks lists them. Every rating kept, earlier ones included
Best analysts covering Lam Research
TipRanks picks them by their record on this stock; the figures under the name are their record across all their ratings.
Most accurate
Most profitable
How the average price target moved
The average target of all analysts (their ratings of the 3 months before) on each day, the top analysts’ dashed, against the price; the site keeps this record since 1 October 2026. On 01.10.26: target $397 at a price of $329 (+20.9%); now: $400 at $264 (+51.4%).
PriceAverage targetTop analysts’ target
Recommendation trend
Strong BuyBuyHoldSell
| Rating | 05.26 | 06.26 | 07.26 | 08.26 | 09.26 | 10.26 |
|---|---|---|---|---|---|---|
| Strong Buy | 0 | 0 | 3 | 4 | 5 | 2 |
| Buy | 32 | 47 | 48 | 46 | 38 | 16 |
| Hold | 6 | 6 | 4 | 4 | 3 | 0 |
| Sell | 0 | 0 | 0 | 0 | 0 | 0 |
Earnings and sales forecast
Next report: 21.10.26 (Q1 2027, date not confirmed)
Earnings per share
Next quarter’s EPS estimate — $2.18 (from $2.09 to $2.28). Last quarter: $1.82.
Sales
Next quarter’s sales estimate — $8.1B (from $7.9B to $8.4B). Last quarter: $6.7B.
Best top-analyst consensus in the sector · Technology
About Lam Research
- CEO: Timothy Archer
- Employees: 23,300
- 4650 Cushing Parkway, Fremont, CA, 94538, US
- www.lamresearch.com
Lam Research Corporation is a prominent supplier of equipment vital for semiconductor processing, encompassing its design, production, sales, repair, and ongoing maintenance. These sophisticated systems are fundamental for the creation of integrated circuits. The company's extensive product catalog features a variety of deposition technologies. For tungsten metallization, they provide ALTUS systems that deposit conformal films. SABRE products excel in electrochemical deposition, crucial for copper interconnect transitions and enabling copper damascene manufacturing. SOLA utilizes ultraviolet thermal processing for film treatments, while VECTOR delivers plasma-enhanced chemical vapor deposition (CVD) and atomic layer deposition (ALD) solutions. Furthermore, SPEED addresses gapfill applications with its high-density plasma CVD products, and Striker is engineered for single-wafer atomic layer deposition of dielectric films. Beyond deposition, Lam Research offers a comprehensive suite of etching tools. Flex is designed for dielectric etch applications, Kiyo handles conductor etch processes, Syndion specializes in through-silicon via etching, and Versys metal products are used for metal etch processes. The company's offerings also extend to specialized solutions like Coronus, which enhances die yield through bevel cleaning. For various wafer cleaning requirements, Lam Research supplies multiple product lines, including Da Vinci, DV-Prime, EOS, and SP series. Additionally, Metryx mass metrology systems provide precise, in-line mass measurement capabilities for semiconductor wafer manufacturing. Lam Research serves the global semiconductor industry, distributing its technologies and services across the United States, China, Europe, Japan, Korea, Southeast Asia, Taiwan, and other international markets. Established in 1980, the company maintains its corporate headquarters in Fremont, California.
Data from the stock’s TipRanks forecast page, read 7 min ago. It is read again as soon as a new rating appears and at least every 8 hours. TipRanks ↗