Lam Research Forecast, price target & analysts
Lam Research Target price 2025 - Analyst rating & recommendation
Lam Research Classifications & Recommendation:
Lam Research Price Target
| Target Price | $98.94 |
| Price | $96.37 |
| Potential | 2.67% |
| Number of Estimates | 32 |
| 32 Analysts have issued a price target Lam Research 2026 . The average Lam Research target price is $98.94. This is 2.67% higher than the current stock price. The highest price target is $131.25 36.19% , the lowest is $70.70 26.64% . | |
| A rating was issued by 37 analysts: 29 Analysts recommend Lam Research to buy, 8 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 2.67% . Most analysts recommend the Lam Research stock at Purchase. |
Sales and Margin forecast 2026, 2027 to 2029
35 Analysts have issued a sales forecast Lam Research 2026 . The average Lam Research sales estimate is $19.1b . This is 3.84% higher than the revenue of the last 12 months(TTM). The highest sales forecast is $21.2b 14.95% , the lowest is $17.2b 6.89% .
This results in the following potential growth metrics:
Revenue Estimates
| 2025 | $18.4b | 23.68% |
|---|---|---|
| 2026 | $19.1b | 3.84% |
| 2027 | $21.5b | 12.23% |
| 2028 | $22.6b | 5.18% |
| 2029 | $24.8b | 9.93% |
20 Analysts have issued an Lam Research EBITDA forecast 2026. The average Lam Research EBITDA estimate is $6.3b . This is 0.51% lower than the EBITDA of the last 12 months(TTM). The highest EBITDA forecast is $7.1b 12.85% , 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 | $6.3b | 0.51% |
| 2027 | $7.2b | 15.62% |
| 2028 | $7.9b | 9.17% |
| 2029 | $8.7b | 10.72% |
EBITDA Margin
| 2025 | 34.10% | 8.50% |
|---|---|---|
| 2026 | 32.67% | 4.20% |
| 2027 | 33.66% | 3.03% |
| 2028 | 34.93% | 3.77% |
| 2029 | 35.18% | 0.72% |
35 Lam Research Analysts have issued a net profit forecast 2026. The average Lam Research net profit estimate is $5.2b . This is 2.08% lower than the net profit for the last 12 months(TTM). The highest net profit forecast is $6.2b 15.61% , the lowest is $4.3b 19.02% .
This results in the following potential growth metrics and future Net Margins:
Net Profit Estimates
| 2025 | $5.4b | 39.98% |
|---|---|---|
| 2026 | $5.2b | 2.08% |
| 2027 | $6.2b | 18.36% |
| 2028 | $6.8b | 9.41% |
| 2029 | $7.8b | 14.10% |
Net Margin
| 2025 | 29.06% | 13.18% |
|---|---|---|
| 2026 | 27.41% | 5.69% |
| 2027 | 28.90% | 5.44% |
| 2028 | 30.06% | 4.01% |
| 2029 | 31.20% | 3.79% |
Earnings per share, P/E ratio and EV/sales Estimates 2026, 2027 to 2029
35 Analysts have issued a Lam Research forecast for earnings per share. The average Lam Research EPS is $4.14 . This is 1.19% lower than earnings per share in the financial year 2025. The highest EPS forecast is $4.88 16.47% , the lowest is $3.42 18.38% .
This results in the following potential growth metrics and future valuations:
Earnings Per Share
| 2025 | $4.15 | 43.10% |
|---|---|---|
| 2026 | $4.14 | 0.24% |
| 2027 | $4.89 | 18.12% |
| 2028 | $5.36 | 9.61% |
| 2029 | $6.11 | 13.99% |
P/E ratio
| Current | 23.00 | 25.44% |
|---|---|---|
| 2026 | 23.30 | 1.30% |
| 2027 | 19.69 | 15.49% |
| 2028 | 18.00 | 8.58% |
| 2029 | 15.77 | 12.39% |
Based on analysts' sales estimates for 2026, the Lam Research stock is valued at an EV/Sales of 6.34 and an P/S ratio of 6.44 .
This results in the following potential growth metrics and future valuations:
EV/Sales
| Current | 6.58 | 15.32% |
|---|---|---|
| 2026 | 6.34 | 3.66% |
| 2027 | 5.65 | 10.90% |
| 2028 | 5.37 | 4.93% |
| 2029 | 4.88 | 9.04% |
P/S ratio
| Current | 6.69 | 14.56% |
|---|---|---|
| 2026 | 6.44 | 3.70% |
| 2027 | 5.74 | 10.90% |
| 2028 | 5.45 | 4.93% |
| 2029 | 4.96 | 9.04% |
Current Lam Research Upgrades & Downgrades
| Analyst | Rating | Action | Date |
|---|---|---|---|
| Argus Research |
Buy
➜
Buy
|
Unchanged | Aug 01 2025 |
| Citigroup |
Buy
➜
Buy
|
Unchanged | Aug 01 2025 |
| Mizuho |
Outperform
➜
Outperform
|
Unchanged | Aug 01 2025 |
| Raymond James |
Outperform
➜
Outperform
|
Unchanged | Jul 31 2025 |
| Oppenheimer |
Outperform
➜
Outperform
|
Unchanged | Jul 31 2025 |
| Morgan Stanley |
Equal-Weight
➜
Equal-Weight
|
Unchanged | Jul 31 2025 |
| Needham |
Buy
➜
Buy
|
Unchanged | Jul 31 2025 |
| Analyst Rating | Date |
|---|---|
|
Unchanged
Argus Research:
Buy
➜
Buy
|
Aug 01 2025 |
|
Unchanged
Citigroup:
Buy
➜
Buy
|
Aug 01 2025 |
|
Unchanged
Mizuho:
Outperform
➜
Outperform
|
Aug 01 2025 |
|
Unchanged
Raymond James:
Outperform
➜
Outperform
|
Jul 31 2025 |
|
Unchanged
Oppenheimer:
Outperform
➜
Outperform
|
Jul 31 2025 |
|
Unchanged
Morgan Stanley:
Equal-Weight
➜
Equal-Weight
|
Jul 31 2025 |
|
Unchanged
Needham:
Buy
➜
Buy
|
Jul 31 2025 |
Discover more stocks with a high price target
Register for Free
StocksGuide is the ultimate tool for easily finding, analyzing and tracking stocks. Learn from successful investors and make informed investment decisions. We empower you to become a confident, independent investor.
