Lam Research Forecast, price target & analysts
Lam Research Target price 2025 - Analyst rating & recommendation
Lam Research Classifications & Recommendation:
Lam Research Price Target
| Target Price | $117.30 |
| Price | $102.95 |
| Potential | 13.94% |
| Number of Estimates | 32 |
| 32 Analysts have issued a price target Lam Research 2026 . The average Lam Research target price is $117.30. This is 13.94% higher than the current stock price. The highest price target is $141.75 37.69% , the lowest is $80.80 21.52% . | |
| A rating was issued by 38 analysts: 29 Analysts recommend Lam Research to buy, 8 to hold and 1 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 13.94% . Most analysts recommend the Lam Research stock at Purchase. |
Sales and Margin forecast 2026, 2027 to 2030
34 Analysts have issued a sales forecast Lam Research 2026 . The average Lam Research sales estimate is $20.3b . This is 10.18% higher than the revenue of the last 12 months(TTM). The highest sales forecast is $21.6b 17.09% , the lowest is $18.1b 2.09% .
This results in the following potential growth metrics:
Revenue Estimates
| 2025 | $18.4b | 23.68% |
|---|---|---|
| 2026 | $20.3b | 10.18% |
| 2027 | $22.3b | 9.80% |
| 2028 | $23.9b | 7.14% |
| 2029 | $27.1b | 13.60% |
| 2030 | $27.2b | 0.28% |
21 Analysts have issued an Lam Research EBITDA forecast 2026. The average Lam Research EBITDA estimate is $6.8b . This is 8.12% higher than the EBITDA of the last 12 months(TTM). The highest EBITDA forecast is $7.5b 19.59% , the lowest is $5.2b 16.99% .
This results in the following potential growth metrics and future EBITDA Margins:
EBITDA Estimates
| 2025 | $6.3b | 34.19% |
|---|---|---|
| 2026 | $6.8b | 8.12% |
| 2027 | $7.7b | 13.18% |
| 2028 | $8.5b | 10.61% |
| 2029 | $9.8b | 15.70% |
| 2030 | $9.5b | 3.73% |
EBITDA Margin
| 2025 | 34.10% | 8.50% |
|---|---|---|
| 2026 | 33.47% | 1.86% |
| 2027 | 34.50% | 3.08% |
| 2028 | 35.61% | 3.22% |
| 2029 | 36.27% | 1.85% |
| 2030 | 34.82% | 4.00% |
34 Lam Research Analysts have issued a net profit forecast 2026. The average Lam Research net profit estimate is $5.8b . This is 7.90% higher than the net profit for the last 12 months(TTM). The highest net profit forecast is $6.4b 20.08% , the lowest is $5.0b 5.79% .
This results in the following potential growth metrics and future Net Margins:
Net Profit Estimates
| 2025 | $5.4b | 39.98% |
|---|---|---|
| 2026 | $5.8b | 7.90% |
| 2027 | $6.6b | 13.98% |
| 2028 | $7.5b | 13.19% |
| 2029 | $9.7b | 30.47% |
Net Margin
| 2025 | 29.06% | 13.18% |
|---|---|---|
| 2026 | 28.46% | 2.08% |
| 2027 | 29.55% | 3.83% |
| 2028 | 31.21% | 5.62% |
| 2029 | 35.85% | 14.87% |
Earnings per share, P/E ratio and EV/sales Estimates 2026, 2027 to 2030
34 Analysts have issued a Lam Research forecast for earnings per share. The average Lam Research EPS is $4.56 . This is 8.83% higher than earnings per share in the financial year 2025. The highest EPS forecast is $5.07 21.00% , the lowest is $3.98 5.01% .
This results in the following potential growth metrics and future valuations:
Earnings Per Share
| 2025 | $4.15 | 43.10% |
|---|---|---|
| 2026 | $4.56 | 9.88% |
| 2027 | $5.19 | 13.82% |
| 2028 | $5.88 | 13.29% |
| 2029 | $7.67 | 30.44% |
P/E ratio
| Current | 23.97 | 15.34% |
|---|---|---|
| 2026 | 22.04 | 8.04% |
| 2027 | 19.33 | 12.30% |
| 2028 | 17.08 | 11.64% |
| 2029 | 13.09 | 23.36% |
Based on analysts' sales estimates for 2026, the Lam Research stock is valued at an EV/Sales of 6.16 and an P/S ratio of 6.26 .
This results in the following potential growth metrics and future valuations:
EV/Sales
| Current | 6.79 | 4.37% |
|---|---|---|
| 2026 | 6.16 | 9.24% |
| 2027 | 5.61 | 8.93% |
| 2028 | 5.24 | 6.67% |
| 2029 | 4.61 | 11.97% |
| 2030 | 4.60 | 0.28% |
P/S ratio
| Current | 6.89 | 3.63% |
|---|---|---|
| 2026 | 6.26 | 9.24% |
| 2027 | 5.70 | 8.93% |
| 2028 | 5.32 | 6.67% |
| 2029 | 4.68 | 11.97% |
| 2030 | 4.67 | 0.28% |
Current Lam Research Upgrades & Downgrades
| Analyst | Rating | Action | Date |
|---|---|---|---|
| Morgan Stanley |
Equal-Weight
➜
Underweight
|
Downgrade | Sep 02 2025 |
| Cantor Fitzgerald |
Overweight
➜
Overweight
|
Unchanged | Aug 21 2025 |
| Argus Research |
Buy
➜
Buy
|
Unchanged | Aug 01 2025 |
| Mizuho |
Outperform
➜
Outperform
|
Unchanged | Aug 01 2025 |
| Citigroup |
Buy
➜
Buy
|
Unchanged | Aug 01 2025 |
| Morgan Stanley |
Equal-Weight
➜
Equal-Weight
|
Unchanged | Jul 31 2025 |
| Needham |
Buy
➜
Buy
|
Unchanged | Jul 31 2025 |
| Analyst Rating | Date |
|---|---|
|
Downgrade
Morgan Stanley:
Equal-Weight
➜
Underweight
|
Sep 02 2025 |
|
Unchanged
Cantor Fitzgerald:
Overweight
➜
Overweight
|
Aug 21 2025 |
|
Unchanged
Argus Research:
Buy
➜
Buy
|
Aug 01 2025 |
|
Unchanged
Mizuho:
Outperform
➜
Outperform
|
Aug 01 2025 |
|
Unchanged
Citigroup:
Buy
➜
Buy
|
Aug 01 2025 |
|
Unchanged
Morgan Stanley:
Equal-Weight
➜
Equal-Weight
|
Jul 31 2025 |
|
Unchanged
Needham:
Buy
➜
Buy
|
Jul 31 2025 |
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