Lam Research Forecast, price target & analysts
Lam Research Target price 2025 - Analyst rating & recommendation
Lam Research Classifications & Recommendation:
Lam Research Price Target
| Target Price | $90.08 |
| Price | $71.57 |
| Potential | 25.86% |
| Number of Estimates | 26 |
| 26 Analysts have issued a price target Lam Research 2026 . The average Lam Research target price is $90.08. This is 25.86% higher than the current stock price. The highest price target is $125.00 74.65% , the lowest is $70.00 2.19% . | |
| A rating was issued by 33 analysts: 24 Analysts recommend Lam Research to buy, 9 to hold and 0 to sell. | |
| Analysts don't have a crystal ball either, but they do represent the opinion of the market quite well. You should not take the price potential and the ratings as a recommendation to act. Rather, they serve as an additional building block for your own opinion or stock analysis. | |
| Analyst Estimates: Analysts believe that the Lam Research stock has an average upside potential 2026 of 25.86% . Most analysts recommend the Lam Research stock at Purchase. |
Sales and Margin forecast 2025, 2026 to 2029
26 Analysts have issued a sales forecast Lam Research 2025 . The average Lam Research sales estimate is $18.2b . This is 6.43% higher than the revenue of the last 12 months(TTM). The highest sales forecast is $18.3b 6.94% , the lowest is $18.0b 4.87% .
This results in the following potential growth metrics:
Revenue Estimates
| 2024 | $14.9b | 14.47% |
|---|---|---|
| 2025 | $18.2b | 22.35% |
| 2026 | $18.7b | 2.43% |
| 2027 | $20.7b | 10.78% |
| 2028 | $23.4b | 13.24% |
| 2029 | $24.6b | 5.11% |
15 Analysts have issued an Lam Research EBITDA forecast 2025. The average Lam Research EBITDA estimate is $6.2b . This is 9.11% higher than the EBITDA of the last 12 months(TTM). The highest EBITDA forecast is $6.3b 11.11% , the lowest is $5.8b 3.12% .
This results in the following potential growth metrics and future EBITDA Margins:
EBITDA Estimates
| 2024 | $4.7b | 16.82% |
|---|---|---|
| 2025 | $6.2b | 31.98% |
| 2026 | $6.2b | 0.01% |
| 2027 | $7.0b | 13.74% |
| 2028 | $8.3b | 17.86% |
| 2029 | $8.9b | 7.23% |
EBITDA Margin
| 2024 | 31.43% | 2.75% |
|---|---|---|
| 2025 | 33.90% | 7.85% |
| 2026 | 33.10% | 2.36% |
| 2027 | 33.98% | 2.66% |
| 2028 | 35.37% | 4.09% |
| 2029 | 36.08% | 2.01% |
19 Lam Research Analysts have issued a net profit forecast 2025. The average Lam Research net profit estimate is $5.1b . This is 10.64% higher than the net profit for the last 12 months(TTM). The highest net profit forecast is $5.2b 12.81% , the lowest is $4.7b 1.39% .
This results in the following potential growth metrics and future Net Margins:
Net Profit Estimates
| 2024 | $3.7b | 12.65% |
|---|---|---|
| 2025 | $5.1b | 36.96% |
| 2026 | $5.0b | 0.98% |
| 2027 | $5.9b | 17.16% |
| 2028 | $6.6b | 12.42% |
| 2029 | $8.0b | 21.04% |
Net Margin
| 2024 | 24.96% | 2.12% |
|---|---|---|
| 2025 | 27.94% | 11.93% |
| 2026 | 27.01% | 3.33% |
| 2027 | 28.56% | 5.74% |
| 2028 | 28.36% | 0.70% |
| 2029 | 32.66% | 15.16% |
Earnings per share, P/E ratio and EV/sales Estimates 2025, 2026 to 2029
19 Analysts have issued a Lam Research forecast for earnings per share. The average Lam Research EPS is $3.97 . This is 10.58% higher than earnings per share in the financial year 2024. The highest EPS forecast is $4.05 12.81% , the lowest is $3.64 1.39% .
This results in the following potential growth metrics and future valuations:
Earnings Per Share
| 2024 | $2.90 | 12.65% |
|---|---|---|
| 2025 | $3.97 | 36.90% |
| 2026 | $3.93 | 1.01% |
| 2027 | $4.61 | 17.30% |
| 2028 | $5.18 | 12.36% |
| 2029 | $6.27 | 21.04% |
P/E ratio
| Current | 19.94 | 41.40% |
|---|---|---|
| 2025 | 18.02 | 9.63% |
| 2026 | 18.20 | 1.00% |
| 2027 | 15.53 | 14.67% |
| 2028 | 13.82 | 11.01% |
| 2029 | 11.41 | 17.44% |
Based on analysts' sales estimates for 2025, the Lam Research stock is valued at an EV/Sales of 4.98 and an P/S ratio of 5.04 .
This results in the following potential growth metrics and future valuations:
EV/Sales
| Current | 5.31 | 37.31% |
|---|---|---|
| 2025 | 4.98 | 6.13% |
| 2026 | 4.87 | 2.38% |
| 2027 | 4.39 | 9.73% |
| 2028 | 3.88 | 11.69% |
| 2029 | 3.69 | 4.86% |
P/S ratio
| Current | 5.36 | 37.06% |
|---|---|---|
| 2025 | 5.04 | 6.04% |
| 2026 | 4.92 | 2.38% |
| 2027 | 4.44 | 9.73% |
| 2028 | 3.92 | 11.70% |
| 2029 | 3.73 | 4.86% |
Current Lam Research Upgrades & Downgrades
| Analyst | Rating | Action | Date |
|---|---|---|---|
| Cantor Fitzgerald |
Overweight
➜
Overweight
|
Unchanged | Apr 24 2025 |
| Wells Fargo |
Equal-Weight
➜
Equal-Weight
|
Unchanged | Apr 24 2025 |
| Evercore ISI Group |
Outperform
➜
Outperform
|
Unchanged | Apr 24 2025 |
| Morgan Stanley |
Equal-Weight
➜
Equal-Weight
|
Unchanged | Apr 24 2025 |
| TD Securities |
Buy
➜
Buy
|
Unchanged | Apr 24 2025 |
| Needham |
Buy
➜
Buy
|
Unchanged | Apr 24 2025 |
| Barclays |
Equal-Weight
➜
Equal-Weight
|
Unchanged | Apr 22 2025 |
| Analyst Rating | Date |
|---|---|
|
Unchanged
Cantor Fitzgerald:
Overweight
➜
Overweight
|
Apr 24 2025 |
|
Unchanged
Wells Fargo:
Equal-Weight
➜
Equal-Weight
|
Apr 24 2025 |
|
Unchanged
Evercore ISI Group:
Outperform
➜
Outperform
|
Apr 24 2025 |
|
Unchanged
Morgan Stanley:
Equal-Weight
➜
Equal-Weight
|
Apr 24 2025 |
|
Unchanged
TD Securities:
Buy
➜
Buy
|
Apr 24 2025 |
|
Unchanged
Needham:
Buy
➜
Buy
|
Apr 24 2025 |
|
Unchanged
Barclays:
Equal-Weight
➜
Equal-Weight
|
Apr 22 2025 |
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