Lam Research Forecast, price target & analysts
Why the stock moved Beta
Lam Research Target price 2026 - Analyst rating & recommendation
Lam Research Classifications & Recommendation:
Lam Research Price Target
| Target Price | $170.85 |
| Price | $185.06 |
| Deviation | 7.68% |
| Number of Estimates | 32 |
| 32 Analysts have issued a price target Lam Research 2027 . The average Lam Research target price is $170.85. This is 7.68% lower than the current stock price. The highest price target is $220.50 19.15% , the lowest is $117.48 36.52% . | |
| 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 2027 of 7.68% . 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 $21.7b . This is 10.68% 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 | $21.7b | 17.62% |
| 2027 | $24.5b | 12.76% |
| 2028 | $26.1b | 6.68% |
| 2029 | $30.9b | 18.32% |
| 2030 | $30.4b | 1.41% |
23 Analysts have issued an Lam Research EBITDA forecast 2026. The average Lam Research EBITDA estimate is $7.6b . This is 11.26% higher than the EBITDA of the last 12 months(TTM). The highest EBITDA forecast is $8.2b 19.76% , the lowest is $6.8b 0.81% .
This results in the following potential growth metrics and future EBITDA Margins:
EBITDA Estimates
| 2025 | $6.3b | 34.19% |
|---|---|---|
| 2026 | $7.6b | 21.39% |
| 2027 | $8.9b | 16.22% |
| 2028 | $9.6b | 8.77% |
| 2029 | $12.5b | 29.81% |
| 2030 | $9.7b | 22.23% |
EBITDA Margin
| 2025 | 34.10% | 8.50% |
|---|---|---|
| 2026 | 35.20% | 3.21% |
| 2027 | 36.28% | 3.07% |
| 2028 | 36.99% | 1.96% |
| 2029 | 40.58% | 9.71% |
37 Lam Research Analysts have issued a net profit forecast 2026. The average Lam Research net profit estimate is $6.2b . This is 7.12% 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 | 16.17% |
| 2027 | $7.3b | 17.14% |
| 2028 | $8.1b | 11.33% |
| 2029 | $10.0b | 22.70% |
| 2030 | $9.8b | 1.61% |
Net Margin
| 2025 | 29.06% | 13.18% |
|---|---|---|
| 2026 | 28.71% | 1.22% |
| 2027 | 29.82% | 3.87% |
| 2028 | 31.12% | 4.36% |
| 2029 | 32.27% | 3.70% |
| 2030 | 32.21% | 0.19% |
Earnings per share, P/E ratio and EV/sales Estimates 2026, 2027 to 2030
37 Analysts have issued a Lam Research forecast for earnings per share. The average Lam Research EPS is $4.94 . This is 8.10% 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 | $4.94 | 19.04% |
| 2027 | $5.79 | 17.21% |
| 2028 | $6.45 | 11.40% |
| 2029 | $7.91 | 22.64% |
| 2030 | $7.78 | 1.64% |
P/E ratio
| Current | 40.49 | 71.58% |
|---|---|---|
| 2026 | 37.44 | 7.54% |
| 2027 | 31.96 | 14.64% |
| 2028 | 28.71 | 10.17% |
| 2029 | 23.40 | 18.50% |
| 2030 | 23.78 | 1.62% |
Based on analysts' sales estimates for 2026, the Lam Research stock is valued at an EV/Sales of 10.62 and an P/S ratio of 10.72 .
This results in the following potential growth metrics and future valuations:
EV/Sales
| Current | 11.75 | 96.16% |
|---|---|---|
| 2026 | 10.62 | 9.64% |
| 2027 | 9.42 | 11.31% |
| 2028 | 8.83 | 6.26% |
| 2029 | 7.46 | 15.49% |
| 2030 | 7.57 | 1.43% |
P/S ratio
| Current | 11.86 | 95.86% |
|---|---|---|
| 2026 | 10.72 | 9.65% |
| 2027 | 9.51 | 11.31% |
| 2028 | 8.91 | 6.26% |
| 2029 | 7.53 | 15.49% |
| 2030 | 7.64 | 1.43% |
Current Lam Research Upgrades & Downgrades
| Analyst | Rating | Action | Date |
|---|---|---|---|
| UBS |
Buy
➜
Buy
|
Unchanged | Dec 23 2025 |
| B. Riley Securities |
Buy
➜
Buy
|
Unchanged | Dec 18 2025 |
| Mizuho |
Outperform
➜
Outperform
|
Unchanged | Dec 17 2025 |
| Jefferies |
Buy
➜
Buy
|
Unchanged | Dec 15 2025 |
| Morgan Stanley |
Equal-Weight
➜
Equal-Weight
|
Unchanged | Dec 02 2025 |
| UBS |
Buy
➜
Buy
|
Unchanged | Nov 25 2025 |
| Citigroup |
Buy
➜
Buy
|
Unchanged | Nov 12 2025 |
| Analyst Rating | Date |
|---|---|
|
Unchanged
UBS:
Buy
➜
Buy
|
Dec 23 2025 |
|
Unchanged
B. Riley Securities:
Buy
➜
Buy
|
Dec 18 2025 |
|
Unchanged
Mizuho:
Outperform
➜
Outperform
|
Dec 17 2025 |
|
Unchanged
Jefferies:
Buy
➜
Buy
|
Dec 15 2025 |
|
Unchanged
Morgan Stanley:
Equal-Weight
➜
Equal-Weight
|
Dec 02 2025 |
|
Unchanged
UBS:
Buy
➜
Buy
|
Nov 25 2025 |
|
Unchanged
Citigroup:
Buy
➜
Buy
|
Nov 12 2025 |
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