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LRCX Stock Forecast: Lam Research Corp. Price Predictions for 2026-2027

Last close, 11 Aug 2026
$311
+1.64% on the day

The 35 Wall Street analysts covering Lam Research Corp. hold a median 12-month price target of $360 — +15.6% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 81 of 100 as at 10 Aug 2026 — inside the top quartile. Here, the model and the Street point the same way.

Market cap
$383.4B
Ticker Nerd rank
81 / 100
Median analyst target
$360
Analysts covering
35
Total return, dividends reinvested
1W
−2.0%
1M
−11.1%
YTD
+82.3%
1Y
+207.2%
From 52W high
−28.1%
From 52W low
+222.9%
$96
$433
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

LRCX stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores Lam Research Corp. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 10 Aug 2026
81 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Quality
99
Revisions
96
Issuance
95
Momentum
77
Growth
70
Volatility
49
Value
39
Accruals
23
Size
1

Quality (99): The business earns solid, repeatable profits on what it owns.

Accruals (23): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.

Size (1): Larger than most of the companies we track — more scrutinised, less often mispriced.

Wall Street

LRCX stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on LRCX, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$100$200$300$400$500Oct 25Jan 26Apr 26Jul 26LRCXHigh $500Median $360Low $290

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

What Wall Street says35 analysts
29 Buy6 Hold0 Sell
Low $290Median $360High $500

The green dot is the last close — the median target sits +15.6% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 7 moved their price target up and 3 moved it down.

DateFirmActionRatingTarget
30 July 2026B. Riley SecuritiesMaintainsBuy$385 → $350
30 July 2026JefferiesMaintainsBuy$315 → $335
30 July 2026Morgan StanleyMaintainsOverweight$404 → $367
30 July 2026NeedhamReiteratesBuy$390
30 July 2026Wells FargoMaintainsOverweight$450 → $350
20 July 2026Evercore ISI GroupMaintainsOutperform$300 → $355
20 July 2026Evercore ISI GroupMaintainsOutperform—
10 July 2026NeedhamMaintainsBuy—
10 July 2026NeedhamMaintainsBuy$300 → $390
10 July 2026StifelMaintainsBuy—
10 July 2026StifelMaintainsBuy$325 → $425
9 July 2026MizuhoMaintainsOutperform—
9 July 2026MizuhoMaintainsOutperform$380 → $400
9 July 2026TD CowenMaintainsBuy—
9 July 2026TD CowenMaintainsBuy$340 → $400
6 July 2026Morgan StanleyMaintainsOverweight$331 → $404
6 July 2026Morgan StanleyMaintainsOverweight—
30 June 2026SusquehannaMaintainsPositive—
29 June 2026Cantor FitzgeraldMaintainsOverweight—
23 June 2026B of A SecuritiesMaintainsBuy—

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. LRCX appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Estimates

LRCX analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
+19.1%
Analysts raising
10
Analysts cutting
0
Fundamentals

Lam Research Corp. (LRCX) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
54.0×

Cheaper than 14% of US stocks

Price / sales
16.5×

Cheaper than 10% of US stocks

Price / book
36.2×

Cheaper than 3% of US stocks

EV / EBITDA
44.2×

Cheaper than 6% of US stocks

Growth & margins
Revenue growth (YoY)
30.0%

Higher than 78% of US stocks

Earnings growth (YoY)
32.4%

Higher than 68% of US stocks

Gross margin
51.7%

Higher than 65% of US stocks

Operating margin
37.4%

Higher than 91% of US stocks

Net margin
31.3%

Higher than 90% of US stocks

Returns & dividend
Return on equity
65.1%

Higher than 94% of US stocks

Return on assets
22.8%

Higher than 99% of US stocks

Dividend yield
0.3%

Higher than 6% of US dividend payers

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Peers

LRCX vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelSemiconductor Equipment & Materials
CompanyMarket capTKN rank
LRCXLam Research Corp.$383.4B
81
AMATApplied Materials, Inc.$414.0B
65
KLACKLA Corp.$251.8B
67
TERTeradyne, Inc.$57.1B
85
QQnity Electronics, Inc.$28.1B
24
ENTGEntegris, Inc.$22.0B
69
PLTRPalantir Technologies, Inc.*$419.1B
68

* Nearest Technology names by size — few semiconductor equipment & materials companies of this scale trade in the US universe.

The rank is the raw material. Whether the rules would actually own Lam Research Corp. — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest LRCX news & analysis

Elon Musk's Newest Factory is 15X The Size of The Pentagon. Micron and Memory Stocks Should be Terrified.

24/7 Wall Street · 11 Aug 2026negative

SpaceX released renderings of its Terrafab facility, a 100,000,000 square foot building roughly 15 times the size of the Pentagon, which is designed in part to break the memory oligopoly controlled by Micron, SK Hynix, and Samsung.

Why it matters — A facility aimed at breaking the memory oligopoly could disrupt LRCX's key memory-sector customers and the competitive dynamics of the semiconductor equipment market.

Lam Research Enters Panel-Level Packaging: Is This a Growth Catalyst?

Zacks Investment Research · 11 Aug 2026positive

Lam Research (LRCX) is expanding into panel-level packaging (PLP), responding to growing demand for larger AI chips and targeting a fast-growing advanced-packaging opportunity.

Why it matters — This expansion positions Lam to capture additional revenue from the rising need for advanced packaging solutions driven by AI chip trends.

Buy and Hold These 2 Top-Ranked AI-Led Semiconductor Equipment Stocks

Zacks Investment Research · 11 Aug 2026positive

Zacks identifies Lam Research (LRCX) and Amkor (AMKR) as top-ranked AI-led semiconductor equipment stocks to buy and hold. The article notes that AI-driven semiconductor demand is boosting both companies, supported by strong results, growth prospects, and upside potential.

Why it matters — The report highlights LRCX as a leading semiconductor equipment stock benefiting from AI-driven demand, which is relevant context for LRCX watchers tracking the company's growth outlook.

Semiconductor Equipment Makers vs. Chip Designers: Who's Actually Winning the AI Cycle?

The Motley Fool · 10 Aug 2026neutral

The article frames a debate over which side of the AI cycle is winning: semiconductor equipment makers like ASML and Applied Materials, which supply essential tools for manufacturing AI processors, versus chip designers like Nvidia and Broadcom, which hold pricing power that could persist through the AI boom.

Why it matters — As a fellow semiconductor equipment maker, LRCX watchers would care about how the industry's equipment suppliers are positioned versus chip designers in the ongoing AI investment cycle.

Lam Research (LRCX) Upgraded to Strong Buy: Here's Why

Zacks Investment Research · 10 Aug 2026positive

Lam Research (LRCX) was upgraded to a Zacks Rank #1 (Strong Buy) amid growing optimism about its earnings prospects. The upgrade reflects a more positive outlook on the company's potential future performance.

Why it matters — The upgrade signals rising analyst confidence in Lam Research's earnings outlook, which a LRCX watcher would track as an indicator of shifting market sentiment.

FAQ

Frequently asked questions about LRCX stock

What is the LRCX stock price forecast for 2026-2027?

The 35 Wall Street analysts covering Lam Research Corp. have a median 12-month price target of $360, with estimates ranging from $290 to $500. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is LRCX stock a buy right now?

Of the 35 analysts covering Lam Research Corp., 29 rate it a Buy, 6 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Lam Research Corp. 81 out of 100 across roughly 4,600 US stocks as at 10 Aug 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank LRCX?

As at 10 Aug 2026, Lam Research Corp. ranks 81 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Quality (99 of 100).

Will LRCX stock go up?

No one can know that. What the data says: the median 12-month target from 35 analysts implies +15.6% from the last close, and Ticker Nerd's factor model ranks Lam Research Corp. 81 out of 100 as at 10 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the LRCX stock forecast for 2030?

No analyst covering Lam Research Corp. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for LRCX are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $290 to $500 over the next 12 months.

How has LRCX stock performed over the past year?

Lam Research Corp. returned +207.2% over the 12 months to 11 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Lam Research Corp. do?

Lam Research Corporation is a leading provider of semiconductor wafer fabrication equipment and related services. The company designs, manufactures, markets, refurbishes, and services tools used primarily in the fabrication of integrated circuits, with a strong focus on deposition and etch processes that build up and selectively remove material layers on silicon wafers.

What is the latest news on LRCX?

The most recent item we track (24/7 Wall Street, 11 Aug 2026): "Elon Musk's Newest Factory is 15X The Size of The Pentagon. Micron and Memory Stocks Should be Terrified.". SpaceX released renderings of its Terrafab facility, a 100,000,000 square foot building roughly 15 times the size of the Pentagon, which is designed in part to break the memory oligopoly controlled by Micron, SK Hynix, and Samsung.

Company

About Lam Research Corp.

Lam Research Corporation is a leading provider of semiconductor wafer fabrication equipment and related services. The company designs, manufactures, markets, refurbishes, and services tools used primarily in the fabrication of integrated circuits, with a strong focus on deposition and etch processes that build up and selectively remove material layers on silicon wafers. Its products are used mainly in front-end wafer processing to form transistors, capacitors, and interconnects, as well as in certain back-end wafer-level packaging applications. Lam Research serves major chipmakers worldwide, supporting production of both logic and memory devices, including DRAM and NAND. The company operates across key semiconductor manufacturing regions such as the United States, China, Korea, Taiwan, Japan, Europe, and Southeast Asia, providing equipment, process expertise, and ongoing customer support. Founded in 1980 and headquartered in Fremont, California, Lam Research today plays a central role in enabling advanced semiconductor manufacturing nodes that underpin computing, data center, mobile, and other high-performance electronic applications.

CEO Mr. Timothy M. Archer · 23,300 employees · United States · https://www.lamresearch.com