Skip to main
LRCX

Lam Research (LRCX) Stock Forecast & Price Target

Lam Research (LRCX) Analyst Ratings

Based on 26 analyst ratings
Buy
Strong Buy 46%
Buy 42%
Hold 12%
Sell 0%
Strong Sell 0%

Bulls say

Lam Research has demonstrated significant revenue growth, particularly in the memory sector, with DRAM revenue rising 36% quarter-over-quarter and 13% year-over-year, driven by robust demand for advanced technologies such as HBM4/4E. The company's services revenue also exhibited strength, increasing 12% quarter-over-quarter, reflecting ongoing upgrades in NAND-related systems. Looking forward, Lam Research is poised to benefit from an overall semiconductor wafer fabrication equipment (WFE) market projected to grow approximately 23% year-over-year to $135 billion in CY26, supported by the company's increasing market share and expansion in key areas.

Bears say

Lam Research is experiencing a negative outlook primarily due to a decline in gross margin, which, despite being above guidance, has decreased by 90 basis points quarter-over-quarter, attributed to a less favorable customer mix and reduced revenue from China. The company faces increased risks from export controls affecting its significant revenue share from Chinese customers, which has declined from 43% to 35%, further projected to diminish in future quarters. Additionally, demand volatility from leading-edge clients like TSMC and Samsung, alongside planned capital expenditure cuts by Intel, pose significant challenges to Lam Research's equipment orders and overall market potential.

Lam Research (LRCX) has been analyzed by 26 analysts, with a consensus rating of Buy. 46% of analysts recommend a Strong Buy, 42% recommend Buy, 12% suggest Holding, 0% advise Selling, and 0% predict a Strong Sell.

This aggregate rating is based on analysts' research of Lam Research and is not a guaranteed prediction by Public.com or investment advice.

Order type

Buy in

Order amount

Est. shares

0 shares

Sign up to buy

FAQs About Lam Research (LRCX) Forecast

Analysts have given Lam Research (LRCX) a Buy based on their latest research and market trends.

According to 26 analysts, Lam Research (LRCX) has a Buy consensus rating as of Feb 19, 2026. This rating is provided by third-party analysts and is not investment advice from Public.com.

Wall Street analysts have set a price target of $226.54, reflecting a 0.00% increase from the current stock price.

Financial analysts have set a price target of $226.54, indicating a 0.00% increase from the current stock price, but ratings and forecasts are frequently updated based on market conditions, earnings reports, and industry trends. This prediction is provided by third-party analysts and is not investment advice from Public.com.

Lam Research (LRCX)


Order type

Buy in

Order amount

Est. shares

0 shares

Sign up to buy
Disclaimer: Any investment listed here, which may be available on the Public platform, is intended to be used for informational purposes only, should not be the sole basis for making an investment decision, and is not a recommendation or advice.