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LRCX Stock Forecast 2026-2027
$212.20
Current Price
$266.53B
Market Cap
Buy 27
Hold 8
Sell 1
Wall St Analyst Ratings
Distance to LRCX Price Targets
+53.2%
To High Target of $325.00
+32.0%
To Median Target of $280.00
-5.7%
To Low Target of $200.00
LRCX Price Momentum
+6.5%
1 Week Change
-9.9%
1 Month Change
+169.7%
1 Year Change
+24.0%
Year-to-Date Change
-17.3%
From 52W High of $256.68
+276.8%
From 52W Low of $56.32
📊 TOP ANALYST CALLS
Did LRCX Make This Month's Elite Buy List?
We don't follow just any analyst — only the top 3% with a proven track record make our cut. See if Lam Research is one of their latest high-conviction picks.
Latest LRCX Stock Price Targets & Analyst Predictions
Based on our analysis of 43 Wall Street analysts, LRCX has a bullish consensus with a median price target of $280.00 (ranging from $200.00 to $325.00). The overall analyst rating is Strong Buy (8.8/10). Currently trading at $212.20, the median forecast implies a 32.0% upside. This outlook is supported by 27 Buy, 8 Hold, and 1 Sell ratings.
The most optimistic forecast comes from Mehdi Hosseini at Susquehanna, projecting a 53.2% upside. Conversely, the most conservative target is provided by Timothy Arcuri at UBS, suggesting a 5.7% downside.
Please note that analyst price targets are forward-looking estimates subject to substantial market, economic, and company-specific risks. Past performance does not guarantee future results, and actual stock performance may materially differ from these projections. Investors should conduct their own due diligence and consider their investment objectives and risk tolerance before making investment decisions.
LRCX Analyst Ratings
27
Buy
8
Hold
1
Sell
LRCX Price Target Range
Low
$200.00
Average
$280.00
High
$325.00
Current: $212.20
Latest LRCX Stock Forecasts by Analyst
These are the latest 20 analyst ratings and price targets for LRCX.
| Date | Firm | Analyst | Rating | Change | Price Target |
|---|---|---|---|---|---|
| Mar 10, 2026 | Barclays | Tom O'Malley | Equal-Weight | Maintains | $255.00 |
| Feb 25, 2026 | Morgan Stanley | Joseph Moore | Equal-Weight | Maintains | $254.00 |
| Jan 29, 2026 | Goldman Sachs | Toshiya Hari | Buy | Maintains | $262.00 |
| Jan 29, 2026 | Needham | Charles Shi | Buy | Maintains | $300.00 |
| Jan 29, 2026 | Morgan Stanley | Joseph Moore | Equal-Weight | Maintains | $244.00 |
| Jan 29, 2026 | Stifel | Brian Chin | Buy | Maintains | $280.00 |
| Jan 29, 2026 | Susquehanna | Mehdi Hosseini | Positive | Maintains | $325.00 |
| Jan 29, 2026 | JP Morgan | Harlan Sur | Overweight | Maintains | $300.00 |
| Jan 29, 2026 | UBS | Timothy Arcuri | Buy | Maintains | $275.00 |
| Jan 29, 2026 | Cantor Fitzgerald | C.J. Muse | Overweight | Maintains | $320.00 |
| Jan 29, 2026 | Evercore ISI Group | Mark Lipacis | Outperform | Maintains | $275.00 |
| Jan 29, 2026 | Wells Fargo | Joseph Quatrochi | Overweight | Maintains | $290.00 |
| Jan 29, 2026 | RBC Capital | Srini Pajjuri | Outperform | Maintains | $290.00 |
| Jan 29, 2026 | Citigroup | Atif Malik | Buy | Maintains | $300.00 |
| Jan 22, 2026 | Citigroup | Atif Malik | Buy | Maintains | $265.00 |
| Jan 21, 2026 | Deutsche Bank | Melissa Weathers | Buy | Maintains | $260.00 |
| Jan 20, 2026 | UBS | Timothy Arcuri | Buy | Maintains | $255.00 |
| Jan 20, 2026 | Needham | Charles Shi | Buy | Maintains | $250.00 |
| Jan 15, 2026 | Wells Fargo | Joseph Quatrochi | Overweight | Upgrade | $250.00 |
| Jan 15, 2026 | RBC Capital | Srini Pajjuri | Outperform | Initiates | $260.00 |
Lam Research Corporation (LRCX) Competitors
The following stocks are similar to Lam Research based on their market capitalization and industry sector. These similar stocks potentially provide investors with alternative investment opportunities within the same market segment.
LRCX
Lam Research
mkt cap
266.53B
Lam Research Corporation (LRCX) Financial Data
Lam Research Corporation has a market capitalization of $266.53B with a P/E ratio of 43.5x. The company generates $20.56B in trailing twelve-month revenue with a 30.2% profit margin.
Revenue growth is +22.1% quarter-over-quarter, while maintaining an operating margin of +33.9% and return on equity of +65.6%.
Valuation Metrics
Market Cap
$266.53B
Enterprise Value
$263.29B
P/E Ratio
43.5x
PEG Ratio
1.2x
Price/Sales
13.0x
Growth & Margins
Revenue Growth (YoY)
+22.1%
Gross Margin
+49.6%
Operating Margin
+33.9%
Net Margin
+30.2%
EPS Growth
+33.8%
Financial Health
Cash/Price Ratio
+2.3%
Current Ratio
2.3x
Debt/Equity
44.2x
ROE
+65.6%
ROA
+21.0%
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Lam Research Corporation (LRCX) Business Model
About Lam Research Corporation
What They Do
Supplies wafer-fabrication equipment for semiconductors.
Business Model
The company generates revenue by providing advanced wafer-fabrication equipment and services to semiconductor manufacturers. Its diverse product portfolio includes systems for thin film deposition, plasma etching, and wafer cleaning, which are essential for the production of electronic devices.
Additional Information
Founded in 1980 and headquartered in Fremont, California, Lam Research is recognized for its technology leadership in the semiconductor industry. The company's innovations facilitate the production of smaller, faster, and more efficient electronic devices, catering to the growing demand for advanced memory and logic technologies.
Company Information
Sector
Technology
Industry
Semiconductor Equipment & Materials
Employees
19,700
CEO
Mr. Timothy M. Archer
Country
United States
IPO Year
1990
Website
www.lamresearch.comLam Research Corporation (LRCX) Latest News & Analysis
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Latest News
Quick Summary
Lam Research Corporation (LRCX) presented at the 2026 Cantor Global Technology & Industrial Growth Conference.
Why It Matters
Lam Research's presentation at a major conference can signal strategic insights and future growth prospects, influencing stock performance and investor sentiment in the tech sector.
Source: Seeking Alpha
Market Sentiment:
Neutral
Quick Summary
LRCX shares rose 33% in three months due to strong earnings, increased AI chip demand, and growth in advanced packaging, despite facing macro and geopolitical challenges.
Why It Matters
LRCX's 33% jump signals strong earnings and robust demand in AI chips, indicating growth potential that can attract more investment interest despite external challenges.
Source: Zacks Investment Research
Market Sentiment:
Positive
Quick Summary
Lam Research (LRCX) is rated Buy, reporting FY2Q26 revenue of $5.34B, up 22% Y/Y, with a gross margin of 49.7%. Guidance exceeds consensus, driven by AI and advanced packaging growth.
Why It Matters
Lam Research's strong earnings and positive guidance highlight robust demand in key tech sectors, indicating potential for sustained growth and profitability, which can attract investor interest.
Source: Seeking Alpha
Market Sentiment:
Positive
Quick Summary
Lam Research anticipates strong growth in the WFE cycle, raising 2026 market expectations to $135B. China revenue risk is decreasing, expected to drop below 30% of total revenue.
Why It Matters
Lam Research's positive outlook on WFE market growth and reduced China revenue risk enhances its growth potential, signaling strong performance and stability for investors.
Source: Seeking Alpha
Market Sentiment:
Positive
Quick Summary
Semiconductor equipment stocks increased following Barclays' upward revision of chip gear spending estimates for this year and next.
Why It Matters
Rising estimates for chip gear spending signal increased demand in the semiconductor industry, likely boosting revenue and stock performance for semiconductor equipment companies.
Source: Investors Business Daily
Market Sentiment:
Negative
Quick Summary
A new agreement has been established for the development of novel materials and advanced processes, focusing on High NA EUV lithography to support future logic nodes.
Why It Matters
The agreement signals advancements in semiconductor technology, crucial for enhancing chip performance, which can drive growth and profitability in tech companies.
Source: PRNewsWire
Market Sentiment:
Neutral
Frequently Asked Questions About LRCX Stock
What is Lam Research Corporation's (LRCX) stock forecast for 2026?
Based on our analysis of 43 Wall Street analysts, Lam Research Corporation (LRCX) has a median price target of $280.00. The highest price target is $325.00 and the lowest is $200.00.
Is LRCX stock a good investment in 2026?
According to current analyst ratings, LRCX has 27 Buy ratings, 8 Hold ratings, and 1 Sell ratings. The stock is currently trading at $212.20. Always conduct your own research and consider your investment goals before making investment decisions.
What is the long-term price prediction for LRCX stock?
Wall Street analysts predict LRCX stock could reach $280.00 in the next 12 months. This represents a 32.0% increase from the current price of $212.20. Please note that this is a projection by Wall Street analysts and not a guarantee.
What is Lam Research Corporation's business model?
The company generates revenue by providing advanced wafer-fabrication equipment and services to semiconductor manufacturers. Its diverse product portfolio includes systems for thin film deposition, plasma etching, and wafer cleaning, which are essential for the production of electronic devices.
What is the highest forecasted price for LRCX Lam Research Corporation?
The highest price target for LRCX is $325.00 from Mehdi Hosseini at Susquehanna, which represents a 53.2% increase from the current price of $212.20.
What is the lowest forecasted price for LRCX Lam Research Corporation?
The lowest price target for LRCX is $200.00 from Timothy Arcuri at UBS, which represents a -5.7% decrease from the current price of $212.20.
What is the overall LRCX consensus from analysts for Lam Research Corporation?
The overall analyst consensus for LRCX is bullish. Out of 43 Wall Street analysts, 27 rate it as Buy, 8 as Hold, and 1 as Sell, with a median price target of $280.00.
How accurate are LRCX stock price projections?
Stock price projections, including those for Lam Research Corporation, are based on various factors including financial models, market conditions, and analyst forecasts. While these predictions provide valuable insights, they should be considered alongside your own research and risk tolerance.
Important Disclaimer
The information provided by Ticker Nerd is for educational and informational purposes only. It should not be considered financial or investment advice. Past performance is not indicative of future results. Always conduct your own research and consult with a qualified financial advisor before making any investment decisions. Analyst ratings and price forecasts are sourced from Wall St analysts and other experts. These projections are speculative and do not guarantee future stock performance.
Last updated: March 15, 2026 2:07 PM UTC