Lam Research Forecast, price target & analysts
Lam Research Target price 2025 - Analyst rating & recommendation
Lam Research Classifications & Recommendation:
Lam Research Price Target
| Target Price | $168.30 |
| Price | $159.35 |
| Potential | 5.62% |
| Number of Estimates | 33 |
| 33 Analysts have issued a price target Lam Research 2026 . The average Lam Research target price is $168.30. This is 5.62% higher than the current stock price. The highest price target is $210.00 31.79% , the lowest is $84.84 46.76% . | |
| 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 5.62% . Most analysts recommend the Lam Research stock at Purchase. |
Sales and Margin forecast 2026, 2027 to 2030
36 Analysts have issued a sales forecast Lam Research 2026 . The average Lam Research sales estimate is $21.8b . This is 11.02% higher than the revenue of the last 12 months(TTM). The highest sales forecast is $24.2b 23.63% , the lowest is $19.7b 0.80% .
This results in the following potential growth metrics:
Revenue Estimates
| 2025 | $18.4b | 23.68% |
|---|---|---|
| 2026 | $21.8b | 17.98% |
| 2027 | $24.4b | 12.21% |
| 2028 | $25.9b | 6.02% |
| 2029 | $27.4b | 5.84% |
| 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 1.79% higher than the EBITDA of the last 12 months(TTM). The highest EBITDA forecast is $7.7b 12.38% , the lowest is $6.0b 12.49% .
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 | 32.10% | 5.88% |
| 2027 | 32.02% | 0.25% |
| 2028 | 34.10% | 6.50% |
| 2029 | 36.40% | 6.74% |
| 2030 | 35.12% | 3.52% |
36 Lam Research Analysts have issued a net profit forecast 2026. The average Lam Research net profit estimate is $6.2b . This is 7.17% higher than the net profit for the last 12 months(TTM). The highest net profit forecast is $7.2b 23.33% , the lowest is $5.7b 2.73% .
This results in the following potential growth metrics and future Net Margins:
Net Profit Estimates
| 2025 | $5.4b | 39.98% |
|---|---|---|
| 2026 | $6.2b | 16.22% |
| 2027 | $7.3b | 16.72% |
| 2028 | $8.0b | 10.52% |
| 2029 | $9.7b | 20.23% |
Net Margin
| 2025 | 29.06% | 13.18% |
|---|---|---|
| 2026 | 28.63% | 1.50% |
| 2027 | 29.78% | 4.02% |
| 2028 | 31.05% | 4.26% |
| 2029 | 35.27% | 13.59% |
Earnings per share, P/E ratio and EV/sales Estimates 2026, 2027 to 2030
36 Analysts have issued a Lam Research forecast for earnings per share. The average Lam Research EPS is $4.95 . This is 8.32% higher than earnings per share in the financial year 2025. The highest EPS forecast is $5.69 24.51% , the lowest is $4.49 1.75% .
This results in the following potential growth metrics and future valuations:
Earnings Per Share
| 2025 | $4.15 | 43.10% |
|---|---|---|
| 2026 | $4.95 | 19.28% |
| 2027 | $5.77 | 16.57% |
| 2028 | $6.38 | 10.57% |
| 2029 | $7.67 | 20.22% |
P/E ratio
| Current | 34.87 | 44.98% |
|---|---|---|
| 2026 | 32.22 | 7.60% |
| 2027 | 27.61 | 14.31% |
| 2028 | 24.98 | 9.53% |
| 2029 | 20.77 | 16.85% |
Based on analysts' sales estimates for 2026, the Lam Research stock is valued at an EV/Sales of 9.10 and an P/S ratio of 9.20 .
This results in the following potential growth metrics and future valuations:
EV/Sales
| Current | 10.10 | 65.57% |
|---|---|---|
| 2026 | 9.10 | 9.89% |
| 2027 | 8.11 | 10.88% |
| 2028 | 7.65 | 5.68% |
| 2029 | 7.23 | 5.52% |
| 2030 | 7.14 | 1.25% |
P/S ratio
| Current | 10.22 | 65.50% |
|---|---|---|
| 2026 | 9.20 | 9.92% |
| 2027 | 8.20 | 10.88% |
| 2028 | 7.74 | 5.68% |
| 2029 | 7.31 | 5.52% |
| 2030 | 7.22 | 1.25% |
Current Lam Research Upgrades & Downgrades
| Analyst | Rating | Action | Date |
|---|---|---|---|
| Needham |
Buy
➜
Buy
|
Unchanged | Oct 23 2025 |
| Morgan Stanley |
Equal-Weight
➜
Equal-Weight
|
Unchanged | Oct 23 2025 |
| Citigroup |
Buy
➜
Buy
|
Unchanged | Oct 23 2025 |
| JP Morgan |
Overweight
➜
Overweight
|
Unchanged | Oct 23 2025 |
| Oppenheimer |
Outperform
➜
Outperform
|
Unchanged | Oct 23 2025 |
| B. Riley Securities |
Buy
➜
Buy
|
Unchanged | Oct 23 2025 |
| Mizuho |
Outperform
➜
Outperform
|
Unchanged | Oct 23 2025 |
| Analyst Rating | Date |
|---|---|
|
Unchanged
Needham:
Buy
➜
Buy
|
Oct 23 2025 |
|
Unchanged
Morgan Stanley:
Equal-Weight
➜
Equal-Weight
|
Oct 23 2025 |
|
Unchanged
Citigroup:
Buy
➜
Buy
|
Oct 23 2025 |
|
Unchanged
JP Morgan:
Overweight
➜
Overweight
|
Oct 23 2025 |
|
Unchanged
Oppenheimer:
Outperform
➜
Outperform
|
Oct 23 2025 |
|
Unchanged
B. Riley Securities:
Buy
➜
Buy
|
Oct 23 2025 |
|
Unchanged
Mizuho:
Outperform
➜
Outperform
|
Oct 23 2025 |
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