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 | $142.37 |
| Deviation | 17.61% |
| 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 17.61% lower than the current stock price. The highest price target is $168.00 18.00% , the lowest is $80.80 43.25% . | |
| A rating was issued by 38 analysts: 28 Analysts recommend Lam Research to buy, 10 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 17.61% . Most analysts recommend the Lam Research stock at Purchase. |
Sales and Margin forecast 2026, 2027 to 2030
35 Analysts have issued a sales forecast Lam Research 2026 . The average Lam Research sales estimate is $20.5b . This is 11.20% higher than the revenue of the last 12 months(TTM). The highest sales forecast is $22.1b 19.64% , the lowest is $19.0b 2.87% .
This results in the following potential growth metrics:
Revenue Estimates
| 2025 | $18.4b | 23.68% |
|---|---|---|
| 2026 | $20.5b | 11.20% |
| 2027 | $22.5b | 9.96% |
| 2028 | $24.6b | 8.94% |
| 2029 | $27.4b | 11.52% |
| 2030 | $27.7b | 1.26% |
22 Analysts have issued an Lam Research EBITDA forecast 2026. The average Lam Research EBITDA estimate is $7.0b . This is 11.05% higher than the EBITDA of the last 12 months(TTM). The highest EBITDA forecast is $7.7b 22.61% , the lowest is $6.0b 4.52% .
This results in the following potential growth metrics and future EBITDA Margins:
EBITDA Estimates
| 2025 | $6.3b | 34.19% |
|---|---|---|
| 2026 | $7.0b | 11.05% |
| 2027 | $7.8b | 11.92% |
| 2028 | $8.8b | 12.91% |
| 2029 | $10.0b | 12.98% |
| 2030 | $9.7b | 2.29% |
EBITDA Margin
| 2025 | 34.10% | 8.50% |
|---|---|---|
| 2026 | 34.06% | 0.13% |
| 2027 | 34.66% | 1.76% |
| 2028 | 35.93% | 3.66% |
| 2029 | 36.40% | 1.31% |
| 2030 | 35.12% | 3.52% |
34 Lam Research Analysts have issued a net profit forecast 2026. The average Lam Research net profit estimate is $5.8b . This is 8.41% higher than the net profit for the last 12 months(TTM). The highest net profit forecast is $6.5b 21.83% , 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 | 8.41% |
| 2027 | $6.6b | 14.10% |
| 2028 | $7.7b | 16.02% |
| 2029 | $9.7b | 26.55% |
Net Margin
| 2025 | 29.06% | 13.18% |
|---|---|---|
| 2026 | 28.34% | 2.49% |
| 2027 | 29.40% | 3.74% |
| 2028 | 31.31% | 6.50% |
| 2029 | 35.54% | 13.51% |
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 $4.58 . This is 9.31% higher than earnings per share in the financial year 2025. The highest EPS forecast is $5.15 22.91% , 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 | $4.58 | 10.36% |
| 2027 | $5.22 | 13.97% |
| 2028 | $6.06 | 16.09% |
| 2029 | $7.67 | 26.57% |
P/E ratio
| Current | 34.55 | 29.64% |
|---|---|---|
| 2026 | 31.62 | 8.49% |
| 2027 | 27.71 | 12.37% |
| 2028 | 23.89 | 13.79% |
| 2029 | 18.88 | 20.97% |
Based on analysts' sales estimates for 2026, the Lam Research stock is valued at an EV/Sales of 8.81 and an P/S ratio of 8.91 .
This results in the following potential growth metrics and future valuations:
EV/Sales
| Current | 9.80 | 44.12% |
|---|---|---|
| 2026 | 8.81 | 10.07% |
| 2027 | 8.01 | 9.06% |
| 2028 | 7.36 | 8.21% |
| 2029 | 6.60 | 10.33% |
| 2030 | 6.51 | 1.25% |
P/S ratio
| Current | 9.90 | 44.18% |
|---|---|---|
| 2026 | 8.91 | 10.07% |
| 2027 | 8.10 | 9.06% |
| 2028 | 7.43 | 8.21% |
| 2029 | 6.67 | 10.33% |
| 2030 | 6.58 | 1.25% |
Current Lam Research Upgrades & Downgrades
| Analyst | Rating | Action | Date |
|---|---|---|---|
| Stifel |
Buy
➜
Buy
|
Unchanged | Oct 13 2025 |
| Goldman Sachs |
Buy
➜
Buy
|
Unchanged | Oct 09 2025 |
| HSBC |
➜
Hold
|
Initiated | Sep 30 2025 |
| Deutsche Bank |
Hold
➜
Buy
|
Upgrade | Sep 29 2025 |
| B. Riley Securities |
Buy
➜
Buy
|
Unchanged | Sep 24 2025 |
| Keybanc |
Overweight
➜
Sector Weight
|
Downgrade | Sep 23 2025 |
| Morgan Stanley |
Underweight
➜
Equal-Weight
|
Upgrade | Sep 22 2025 |
| Analyst Rating | Date |
|---|---|
|
Unchanged
Stifel:
Buy
➜
Buy
|
Oct 13 2025 |
|
Unchanged
Goldman Sachs:
Buy
➜
Buy
|
Oct 09 2025 |
|
Initiated
HSBC:
➜
Hold
|
Sep 30 2025 |
|
Upgrade
Deutsche Bank:
Hold
➜
Buy
|
Sep 29 2025 |
|
Unchanged
B. Riley Securities:
Buy
➜
Buy
|
Sep 24 2025 |
|
Downgrade
Keybanc:
Overweight
➜
Sector Weight
|
Sep 23 2025 |
|
Upgrade
Morgan Stanley:
Underweight
➜
Equal-Weight
|
Sep 22 2025 |
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