LRCXTechnology · Semiconductor Equipment & MaterialsThe 34 Wall Street analysts covering Lam Research Corp. hold a median 12-month price target of $353 — +59.1% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 78 of 100 as at 4 Nov 2026 — inside the top quartile. Here, the model and the Street point the same way.
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.
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): The business earns solid, repeatable profits on what it owns.
Accruals (21): 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.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on LRCX, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +59.1% from it.
Of the 20 most recent actions, 3 moved their price target up and 10 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 22 Oct 2026 | Citigroup | Maintains | Buy | $450 → $435 |
| 22 Oct 2026 | Mizuho | Maintains | Outperform | $365 → $360 |
| 22 Oct 2026 | Morgan Stanley | Maintains | Overweight | $385 → $339 |
| 22 Oct 2026 | Needham | Maintains | Buy | $390 → $290 |
| 22 Oct 2026 | UBS | Maintains | Buy | $425 → $400 |
| 20 Oct 2026 | Evercore ISI Group | Maintains | Outperform | $355 → $315 |
| 5 Oct 2026 | Morgan Stanley | Maintains | Overweight | $367 → $385 |
| 5 Oct 2026 | Morgan Stanley | Maintains | Overweight | — |
| 1 Oct 2026 | B. Riley Securities | Maintains | Buy | $350 → $390 |
| 1 Oct 2026 | B. Riley Securities | Maintains | Buy | — |
| 1 Sept 2026 | UBS | Maintains | Buy | — |
| 1 Sept 2026 | UBS | Maintains | Buy | $435 → $425 |
| 25 Aug 2026 | Mizuho | Maintains | Outperform | — |
| 25 Aug 2026 | Mizuho | Maintains | Outperform | $370 → $365 |
| 30 July 2026 | B. Riley Securities | Maintains | Buy | — |
| 30 July 2026 | B. Riley Securities | Maintains | Buy | $385 → $350 |
| 30 July 2026 | Jefferies | Maintains | Buy | $315 → $335 |
| 30 July 2026 | Jefferies | Maintains | Buy | — |
| 30 July 2026 | Morgan Stanley | Maintains | Overweight | — |
| 30 July 2026 | Morgan Stanley | Maintains | Overweight | $404 → $367 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
The model tests each one against its peers. 4 pass every test this week.
AI cloud capacity
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AI chips
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AI networking and serversIn full
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Data centre power
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 4 Nov 2026, Lam Research Corp. returned +42.9% against +14.8% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 22% of US stocks
Cheaper than 12% of US stocks
Cheaper than 4% of US stocks
Cheaper than 9% of US stocks
Higher than 87% of US stocks
Higher than 80% of US stocks
Higher than 64% of US stocks
Higher than 92% of US stocks
Higher than 91% of US stocks
Higher than 95% of US stocks
Higher than 99% of US stocks
Higher than 66% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Lam Research Corp. has a market value of $288.7B and an enterprise value of $284.5B.
Revenue in the twelve months to 30 June 2026: $23.2B. The latest quarter grew 54.4% year on year.
Net income over the same four quarters: $7.3B, a 31.3% net margin.
Diluted earnings per share, trailing twelve months: $5.76.
Free cash flow in the twelve months to 30 June 2026: $4.9B, after $966.4M of capital spending.
Lam Research Corp. spent $3.9B on share buybacks and $1.3B on dividends in the twelve months to 30 June 2026.
Trailing P/E: 34.4×; forward P/E: 18.9× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.57%, paying out 17% of earnings.
Lam Research Corp. employs 24,300 people — $956K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
| Company | Market cap | TKN rank |
|---|---|---|
| LRCXLam Research Corp. | $288.7B | 78 |
| AMATApplied Materials, Inc. | $292.9B | 63 |
| KLACKLA Corp. | $195.7B | 68 |
| TERTeradyne, Inc. | $39.2B | 86 |
| QQnity Electronics, Inc. | $24.8B | 26 |
| ENTGEntegris, Inc. | $21.8B | 76 |
| TXNTexas Instruments Incorporated* | $283.0B | 97 |
* Nearest Technology names by size — few semiconductor equipment & materials companies of this scale trade in the US universe.
Look up any of the roughly 4,600 stocks we score.
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 →
The Motley Fool says semiconductor sales are poised to surge as chip demand rises across applications, highlighting Nvidia, Broadcom, and Micron as leaders in their niches and describing their shares as attractively valued.
Why it matters — The item reflects a favorable view of semiconductor demand broadly, though it does not discuss Lam Research specifically.
At its 2026 annual meeting, Lam Research stockholders elected all 10 director nominees, approved executive compensation on an advisory basis, and ratified KPMG LLP as independent auditor for fiscal 2027.
Why it matters — The votes reflect shareholder support for the board, compensation plan, and auditor at LRCX.
On CNBC’s “Mad Money Lightning Round,” Jim Cramer said he likes Howmet Aerospace and recommended buying its stock, noting that it had come down a great deal while its numbers remained good.
Why it matters — The item discusses Howmet Aerospace, not Lam Research, and provides no direct information about LRCX.
Lam Research shares fell 2.2% to $233.89 as the chipmaker struggled to rebound from its post-earnings selloff.
Why it matters — The report describes continued weakness in LRCX shares following the post-earnings decline.
Jim Cramer described Lam Research as the best company in semiconductor capital equipment but advised investors to buy only 25% of their planned position, holding back on most of the purchase.
Why it matters — The item highlights Cramer's positive view of Lam Research alongside his caution about committing to a full position.
The 34 Wall Street analysts covering Lam Research Corp. have a median 12-month price target of $353, with estimates ranging from $255 to $500. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 34 analysts covering Lam Research Corp., 30 rate it a Buy, 4 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Lam Research Corp. 78 out of 100 across roughly 4,600 US stocks as at 4 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 4 Nov 2026, Lam Research Corp. ranks 78 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).
No one can know that. What the data says: the median 12-month target from 34 analysts implies +59.1% from the last close, and Ticker Nerd's factor model ranks Lam Research Corp. 78 out of 100 as at 4 Nov 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
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: $255 to $500 over the next 12 months.
Lam Research Corp. returned +42.9% over the 12 months to 4 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.
Lam Research Corp. is a semiconductor equipment company that supplies wafer fabrication systems and related services to chipmakers worldwide.
The most recent item we track (The Motley Fool, 4 Nov 2026): "Semiconductor Sell-Off: The Best Chip Stocks to Buy Right Now Before They Skyrocket Once Again". The Motley Fool says semiconductor sales are poised to surge as chip demand rises across applications, highlighting Nvidia, Broadcom, and Micron as leaders in their niches and describing their shares as attractively valued.
Lam Research Corp. is a semiconductor equipment company that supplies wafer fabrication systems and related services to chipmakers worldwide. The company focuses on critical front-end manufacturing steps, including thin film deposition, plasma etch, photoresist strip, and wafer cleaning, helping customers produce advanced logic, memory, and specialty devices. Its product portfolio supports a wide range of applications across mobile devices, personal computers, cloud infrastructure, automotive electronics, data storage, and other high-performance technologies. Lam Research also provides refurbishment, support, and process-enablement services that help semiconductor manufacturers improve production efficiency and precision at nanoscale dimensions. Headquartered in Fremont, California, Lam Research plays an important role in the global semiconductor supply chain as a provider of tools used to build smaller, faster, and more power-efficient chips.
CEO Mr. Timothy M. Archer · 24,300 employees · United States · https://www.lamresearch.com
