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Lam Research Corporation — Wall Street Analyst Estimates & Price Targets

LRCX
NASDAQTechnologySemiconductorsCIK 0000707549lamresearch.comAbout LRCX
Last close · Oct 16, 2026263.94−13.52 (−4.87%)
Market cap$330.3B

10 firms' latest targets, last 90 days: median $360.00 ($320.00–$425.00), 36% above the last close.

Price and published targets

daily close, 12 months · each dot a target, a firm's latest darker
$200$300$400$500$600NovJan 2026MarMayJulSep2025-10-20 · Barclays: $1422025-10-23 · Cantor Fitzgerald: $1702025-10-23 · Needham: $1602025-10-23 · Oppenheimer: $2002025-10-23 · Stifel: $1602025-10-23 · Susquehanna: $2002025-10-23 · UBS: $1652025-10-23 · Mizuho Securities: $1702025-10-23 · Morgan Stanley: $1372025-11-25 · UBS: $1752025-12-02 · Morgan Stanley: $1582025-12-15 · Jefferies: $2002025-12-16 · Cantor Fitzgerald: $2102025-12-17 · Mizuho Securities: $2002025-12-23 · UBS: $2002026-01-08 · Cantor Fitzgerald: $2652026-01-09 · Goldman Sachs: $1802026-01-09 · Mizuho Securities: $2202026-01-12 · Bernstein: $2252026-01-12 · Susquehanna: $2502026-01-14 · RBC Capital: $2602026-01-14 · Stifel: $2502026-01-15 · Morgan Stanley: $2112026-01-15 · Barclays: $1952026-01-15 · Wells Fargo: $2502026-01-20 · UBS: $2552026-01-20 · Needham: $2502026-01-21 · Deutsche Bank: $2602026-01-28 · Mizuho Securities: $2652026-01-29 · UBS: $3202026-01-29 · UBS: $2752026-01-29 · RBC Capital: $2902026-01-29 · Deutsche Bank: $2902026-01-29 · Stifel: $2802026-01-29 · Evercore ISI: $2752026-01-29 · Bernstein: $2752026-01-29 · Susquehanna: $3252026-01-29 · Needham: $3002026-01-29 · Cantor Fitzgerald: $3202026-01-29 · UBS: $3002026-01-29 · Mizuho Securities: $2952026-01-29 · Goldman Sachs: $2622026-01-29 · Barclays: $2502026-01-29 · Oppenheimer: $2652026-02-03 · Argus Research: $2802026-03-10 · Barclays: $2552026-04-09 · Susquehanna: $3502026-04-15 · Deutsche Bank: $3002026-04-23 · Oppenheimer: $3302026-04-23 · RBC Capital: $3102026-04-23 · Stifel: $3252026-04-23 · Susquehanna: $3852026-04-23 · Goldman Sachs: $2902026-04-23 · Barclays: $2752026-05-04 · Seaport Global: $3002026-05-18 · Morgan Stanley: $3312026-05-27 · Mizuho Securities: $3802026-06-01 · Wells Fargo: $5752026-06-09 · UBS: $3752026-06-10 · Cantor Fitzgerald: $4252026-06-10 · Raymond James: $4252026-06-11 · Barclays: $3352026-06-15 · Oppenheimer: $4002026-06-22 · Wells Fargo: $4502026-06-29 · Cantor Fitzgerald: $5002026-06-29 · Stifel: $5002026-06-30 · Susquehanna: $4752026-07-06 · Morgan Stanley: $4042026-07-10 · Stifel: $4252026-07-20 · Evercore ISI: $3552026-07-27 · HSBC: $3332026-07-30 · Deutsche Bank: $3202026-07-30 · Wells Fargo: $3502026-07-30 · Jefferies: $3352026-08-25 · Mizuho Securities: $3652026-09-01 · UBS: $4252026-09-09 · Berenberg Bank: $4202026-10-01 · Fundamental Research: $3902026-10-05 · Morgan Stanley: $385
$200$300$400$500$600NovFebMayAug

Each firm's latest target

last 90 days · 10 firms
DateFirmTargetPreviousChangeVs price thenVs price now
2026-10-05Morgan Stanley$385.00$404.00▼ 5%+11%+46%
2026-10-01Fundamental Research$390.00——+16%+48%
2026-09-09Berenberg Bank$420.00——+31%+59%
2026-09-01UBS$425.00$375.00▲ 13%+41%+61%
2026-08-25Mizuho Securities$365.00$380.00▼ 4%+18%+38%
2026-07-30Deutsche Bank$320.00$300.00▲ 7%+5%+21%
2026-07-30Wells Fargo$350.00$450.00▼ 22%+39%+33%
2026-07-30Jefferies$335.00$200.00▲ 68%+33%+27%
2026-07-27HSBC$333.00——+9%+26%
2026-07-20Evercore ISI$355.00$275.00▲ 29%+13%+35%

Consensus estimates

revenue and EPS by fiscal year · reported years marked
FYRevenueYoYEPSYoYRevenue rangeEPS rangeAnalysts
2024reported$14.9B-14%$2.90-13%est. $15.6B-4%est. $3.1010
2025reported$18.4B+24%$4.15+43%est. $18.3B+1%est. $4.0120
2026reported$23.2B+26%$5.76+39%est. $23.2B+0%est. $5.7025
2027$35.0B+51%$9.53+67%$31.6B–$37.2B$8.61–$10.2424
2028$42.1B+20%$12.00+26%$37.7B–$46.1B$10.22–$13.6620
2029$47.9B+14%$14.20+18%$41.4B–$56.1B$11.49–$18.4015
2030$51.0B+6%$15.17+7%$43.7B–$56.9B$12.35–$17.467
2031$55.7B+9%$17.30+14%$47.8B–$62.2B$14.09–$19.9111
A reported year shows the company's figures, with the consensus beside it (revenue against it in %). Reported EPS is GAAP diluted; the analysts' EPS usually leaves items such as stock compensation out, so the two are not like for like. Faded: a year the valuation models do not read — they read the first 3, and a later one only while 10 or more analysts cover every year up to it — or one under 5 analysts.

Targets, grades and estimates are quoted from third parties (via Financial Modeling Prep) and are theirs, not ours; each target links to the report it was published in. A firm counts once, at its latest target or grade.