Providing a diverse range of perspectives from bullish to bearish, 19 analysts have published ratings on Lam Research LRCX in the last three months.
The following table summarizes their recent ratings, shedding light on the changing sentiments within the past 30 days and comparing them to the preceding months.
| Bullish | Somewhat Bullish | Indifferent | Somewhat Bearish | Bearish | |
|---|---|---|---|---|---|
| Total Ratings | 8 | 7 | 4 | 0 | 0 |
| Last 30D | 0 | 1 | 0 | 0 | 0 |
| 1M Ago | 0 | 0 | 0 | 0 | 0 |
| 2M Ago | 4 | 4 | 4 | 0 | 0 |
| 3M Ago | 4 | 2 | 0 | 0 | 0 |
Analysts provide deeper insights through their assessments of 12-month price targets, revealing an average target of $89.37, a high estimate of $110.00, and a low estimate of $70.00. Highlighting a 3.97% decrease, the current average has fallen from the previous average price target of $93.06.
Interpreting Analyst Ratings: A Closer Look
An in-depth analysis of recent analyst actions unveils how financial experts perceive Lam Research. The following summary outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
| Analyst | Analyst Firm | Action Taken | Rating | Current Price Target | Prior Price Target |
|---|---|---|---|---|---|
| Ed Yang | Oppenheimer | Raises | Outperform | $110.00 | $80.00 |
| Timothy Arcuri | UBS | Raises | Buy | $95.00 | $90.00 |
| Harlan Sur | JP Morgan | Lowers | Overweight | $95.00 | $110.00 |
| Srini Pajjuri | Raymond James | Lowers | Outperform | $90.00 | $100.00 |
| Melissa Weathers | Deutsche Bank | Lowers | Hold | $70.00 | $78.00 |
| Craig Ellis | B. Riley Securities | Raises | Buy | $95.00 | $90.00 |
| Charles Shi | Needham | Lowers | Buy | $80.00 | $96.00 |
| Joseph Moore | Morgan Stanley | Raises | Equal-Weight | $82.00 | $81.00 |
| Matthew Prisco | Cantor Fitzgerald | Maintains | Overweight | $90.00 | $90.00 |
| Krish Sankar | TD Securities | Lowers | Buy | $100.00 | $110.00 |
| Joseph Quatrochi | Wells Fargo | Lowers | Equal-Weight | $75.00 | $85.00 |
| Mark Lipacis | Evercore ISI Group | Raises | Outperform | $99.00 | $95.00 |
| Tom O'Malley | Barclays | Lowers | Equal-Weight | $70.00 | $75.00 |
| Vivek Arya | B of A Securities | Lowers | Buy | $90.00 | $110.00 |
| Brian Chin | Stifel | Lowers | Buy | $92.00 | $100.00 |
| Timothy Arcuri | UBS | Lowers | Buy | $90.00 | $95.00 |
| Ed Yang | Oppenheimer | Lowers | Outperform | $80.00 | $95.00 |
| Blayne Curtis | Jefferies | Raises | Buy | $100.00 | $95.00 |
| Ed Yang | Oppenheimer | Announces | Outperform | $95.00 | - |
Key Insights:
- Action Taken: Analysts frequently update their recommendations based on evolving market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to Lam Research. This information provides a snapshot of how analysts perceive the current state of the company.
- Rating: Delving into assessments, analysts assign qualitative values, from 'Outperform' to 'Underperform'. These ratings communicate expectations for the relative performance of Lam Research compared to the broader market.
- Price Targets: Analysts navigate through adjustments in price targets, providing estimates for Lam Research's future value. Comparing current and prior targets offers insights into analysts' evolving expectations.
Analyzing these analyst evaluations alongside relevant financial metrics can provide a comprehensive view of Lam Research's market position. Stay informed and make data-driven decisions with the assistance of our Ratings Table.
Stay up to date on Lam Research analyst ratings.
All You Need to Know About Lam Research
Lam Research is one of the largest semiconductor wafer fabrication equipment manufacturers in the world. It specializes in deposition and etch, which entail the buildup of layers on a semiconductor and the subsequent selective removal of patterns from each layer. Lam holds the top market share in etch and holds the clear second share in deposition. It is more exposed to memory chipmakers for DRAM and NAND chips. It counts as top customers the largest chipmakers in the world, including TSMC, Samsung, Intel, and Micron.
Understanding the Numbers: Lam Research's Finances
Market Capitalization Analysis: With a profound presence, the company's market capitalization is above industry averages. This reflects substantial size and strong market recognition.
Positive Revenue Trend: Examining Lam Research's financials over 3M reveals a positive narrative. The company achieved a noteworthy revenue growth rate of 24.43% as of 31 March, 2025, showcasing a substantial increase in top-line earnings. As compared to competitors, the company surpassed expectations with a growth rate higher than the average among peers in the Information Technology sector.
Net Margin: Lam Research's net margin excels beyond industry benchmarks, reaching 28.19%. This signifies efficient cost management and strong financial health.
Return on Equity (ROE): The company's ROE is a standout performer, exceeding industry averages. With an impressive ROE of 14.53%, the company showcases effective utilization of equity capital.
Return on Assets (ROA): Lam Research's ROA stands out, surpassing industry averages. With an impressive ROA of 6.69%, the company demonstrates effective utilization of assets and strong financial performance.
Debt Management: Lam Research's debt-to-equity ratio is notably higher than the industry average. With a ratio of 0.47, the company relies more heavily on borrowed funds, indicating a higher level of financial risk.
Analyst Ratings: Simplified
Analyst ratings serve as essential indicators of stock performance, provided by experts in banking and financial systems. These specialists diligently analyze company financial statements, participate in conference calls, and engage with insiders to generate quarterly ratings for individual stocks.
Beyond their standard evaluations, some analysts contribute predictions for metrics like growth estimates, earnings, and revenue, furnishing investors with additional guidance. Users of analyst ratings should be mindful that this specialized advice is shaped by human perspectives and may be subject to variability.
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