Where the Street stands
These are third-party analyst opinions from named firms, not advice, and not a prediction. Earnings land in 1 day, which usually moves targets. How we score this
22 firms currently rating it, weighted by track record.
The 22 firms with a track record here beat the S&P 42% of the time over 12 months.
Pro: see the crowd-vs-sharp split for LRCXAnalysts rate Lam Research a consensus Buy, with 29 of 31 covering firms bullish or stronger; the average price target is $368.26, implying 15.3% upside from the current $319.29. Evercore ISI, Stifel, Needham, TD Cowen, and Mizuho all maintained buy-equivalent ratings in early to mid-July. Morgan Stanley upgraded to Overweight in May. The semiconductor equipment maker posted 23.8% revenue growth and 40.8% EPS growth year-over-year, with a 66.76% return on equity and 49.98% gross margin, though insiders including CFO Eric Brandt sold roughly $50M in shares across June and July.
Generated from the data on this page; may contain errors. Analyst opinions belong to the named firms. Informational only, not investment advice.
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jul 20, 2026 | Evercore ISI | ○ Maintained | |
| Jul 10, 2026 | Stifel | ○ Maintained |
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