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 | $128.13 |
| Deviation | 8.45% |
| 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 8.45% lower than the current stock price. The highest price target is $141.75 10.63% , the lowest is $80.80 36.94% . | |
| 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 8.45% . 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 $20.4b . This is 10.65% higher than the revenue of the last 12 months(TTM). The highest sales forecast is $21.9b 18.75% , the lowest is $18.1b 2.09% .
This results in the following potential growth metrics:
Revenue Estimates
| 2025 | $18.4b | 23.68% |
|---|---|---|
| 2026 | $20.4b | 10.65% |
| 2027 | $22.3b | 9.44% |
| 2028 | $24.1b | 8.08% |
| 2029 | $27.1b | 12.51% |
| 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 | 33.33% | 2.27% |
| 2027 | 34.46% | 3.39% |
| 2028 | 35.27% | 2.35% |
| 2029 | 36.27% | 2.84% |
| 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 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 | $7.6b | 13.98% |
| 2029 | $9.7b | 28.81% |
Net Margin
| 2025 | 29.06% | 13.18% |
|---|---|---|
| 2026 | 28.48% | 2.01% |
| 2027 | 29.69% | 4.25% |
| 2028 | 31.31% | 5.46% |
| 2029 | 35.85% | 14.50% |
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 | $5.95 | 13.98% |
| 2029 | $7.67 | 28.91% |
P/E ratio
| Current | 30.63 | 14.87% |
|---|---|---|
| 2026 | 28.03 | 8.47% |
| 2027 | 24.56 | 12.38% |
| 2028 | 21.55 | 12.26% |
| 2029 | 16.73 | 22.37% |
Based on analysts' sales estimates for 2026, the Lam Research stock is valued at an EV/Sales of 7.84 and an P/S ratio of 7.93 .
This results in the following potential growth metrics and future valuations:
EV/Sales
| Current | 8.67 | 29.99% |
|---|---|---|
| 2026 | 7.84 | 9.58% |
| 2027 | 7.16 | 8.63% |
| 2028 | 6.63 | 7.47% |
| 2029 | 5.89 | 11.12% |
| 2030 | 5.87 | 0.28% |
P/S ratio
| Current | 8.78 | 30.55% |
|---|---|---|
| 2026 | 7.93 | 9.63% |
| 2027 | 7.25 | 8.63% |
| 2028 | 6.71 | 7.47% |
| 2029 | 5.96 | 11.12% |
| 2030 | 5.94 | 0.28% |
Current Lam Research Upgrades & Downgrades
| Analyst | Rating | Action | Date |
|---|---|---|---|
| Keybanc |
Overweight
➜
Sector Weight
|
Downgrade | Sep 23 2025 |
| Morgan Stanley |
Underweight
➜
Equal-Weight
|
Upgrade | Sep 22 2025 |
| Mizuho |
Outperform
➜
Outperform
|
Unchanged | Sep 12 2025 |
| Citigroup |
Buy
➜
Buy
|
Unchanged | Sep 08 2025 |
| Morgan Stanley |
Equal-Weight
➜
Underweight
|
Downgrade | Sep 02 2025 |
| Cantor Fitzgerald |
Overweight
➜
Overweight
|
Unchanged | Aug 21 2025 |
| Mizuho |
Outperform
➜
Outperform
|
Unchanged | Aug 01 2025 |
| Analyst Rating | Date |
|---|---|
|
Downgrade
Keybanc:
Overweight
➜
Sector Weight
|
Sep 23 2025 |
|
Upgrade
Morgan Stanley:
Underweight
➜
Equal-Weight
|
Sep 22 2025 |
|
Unchanged
Mizuho:
Outperform
➜
Outperform
|
Sep 12 2025 |
|
Unchanged
Citigroup:
Buy
➜
Buy
|
Sep 08 2025 |
|
Downgrade
Morgan Stanley:
Equal-Weight
➜
Underweight
|
Sep 02 2025 |
|
Unchanged
Cantor Fitzgerald:
Overweight
➜
Overweight
|
Aug 21 2025 |
|
Unchanged
Mizuho:
Outperform
➜
Outperform
|
Aug 01 2025 |
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