Lam Research
LRCX
272.20
+8.26
+3.13%
Lam Research
US · LRCX
#39 by market cap
Listed 1970
272.20
+8.26
+3.13%
Live - 5344 symbols - heartbeat 18s ago
· 2026-10-20 06:39
Analyst consensus 24 analysts
Buy
Avg price target 399.73 +46.9%
Price target rangecurrent 272.20
Low275.00
Avg399.73
High700.00
Buy 88%
Hold 13%
Sell 0%
Recent ratings (25)
| Date | Firm | Analyst | Rating | Target |
|---|---|---|---|---|
| 2026-10-08 | DBS | -- | Buy | 416.00 |
| 2026-10-05 | Morgan Stanley | -- | Buy | 385.00 |
| 2026-10-01 | B. Riley Securities | -- | Buy | 390.00 |
| 2026-09-22 | Bernstein | -- | Buy | 385.00 |
| 2026-09-21 | Mizuho Securities | -- | Buy | 365.00 |
| 2026-09-20 | Mizuho Securities | -- | Buy | 365.00 |
| 2026-09-14 | Bernstein | -- | Buy | 385.00 |
| 2026-09-12 | SIG | -- | Buy | 475.00 |
| 2026-09-08 | Berenberg Bank | -- | Buy | 420.00 |
| 2026-09-05 | SIG | -- | Buy | -- |
| 2026-09-02 | Bernstein | -- | Buy | 385.00 |
| 2026-09-01 | UBS | -- | Buy | 425.00 |
| 2026-08-24 | Mizuho Securities | -- | Buy | 365.00 |
| 2026-08-24 | Citi | -- | Buy | 450.00 |
| 2026-08-14 | TD Cowen | -- | Buy | 700.00 |
| 2026-08-11 | Bernstein | -- | Buy | 385.00 |
| 2026-08-04 | BofA Securities | -- | Buy | -- |
| 2026-08-04 | J.P. Morgan | -- | Buy | 340.00 |
| 2026-07-30 | TD Cowen | -- | Buy | 400.00 |
| 2026-07-30 | Bernstein | -- | Buy | 360.00 |
| 2026-07-30 | UBS | -- | Buy | 435.00 |
| 2026-07-30 | Mizuho Securities | -- | Buy | 370.00 |
| 2026-07-30 | KeyBanc | -- | Hold | -- |
| 2026-07-30 | Morgan Stanley | -- | Buy | 367.00 |
| 2026-07-30 | Jefferies | -- | Buy | 335.00 |
Quant vs Street three independent views, side by side
Momentum strategy signal
Sell
Analyst consensus
Buy
Signals diverge - worth digging into why.
Not investment advice. The factor grade ranks this stock on fundamentals against StockVane's covered universe; the momentum strategy signal is a rules-based backtest, not a recommendation; analyst consensus reflects sell-side coverage. The three use different methods and can reasonably disagree.
Price target trend monthly average, last 3 years
✦ Quant Analyst Revision Trend how this is computed
Improving
3 1
■ Upgrades■ Downgrades
- 3 upgrades vs 1 downgrade among tracked analyst rating changes.
- Most recent: Wells Fargo moved from Hold to Buy on 2026-06-01.
Recent rating changes
| Date | Firm | Change | Target |
|---|---|---|---|
| 2026-06-01 | Wells Fargo | Hold → Buy | 365.00 |
| 2026-05-18 | Morgan Stanley | Hold → Buy | 331.00 |
| 2025-10-22 | Mizuho Securities | Hold → Buy | 170.00 |
| 2025-10-20 | Mizuho Securities | Buy → Hold | 142.00 |
Earnings history price reaction on the day
| Period | Report date | Session | Options expected | Actual move |
|---|---|---|---|---|
| 2026/Q4 | 2026-07-29 | After close | ±8.75% | +17.98% (beat) |
| 2026/Q3 | 2026-04-22 | After close | ±6.55% | -2.63% (in line) |
| 2026/Q2 | 2026-01-28 | After close | ±6.80% | +3.59% (in line) |
| 2026/Q1 | 2025-10-22 | After close | ±5.86% | +4.45% (in line) |
| 2025/Q4 | 2025-07-30 | After close | ±5.69% | -4.29% (in line) |
| 2025/Q3 | 2025-04-23 | After close | ±6.45% | +6.25% (in line) |
| 2025/Q2 | 2025-01-29 | After close | ±7.15% | +7.43% (beat) |
| 2025/Q1 | 2024-10-23 | After close | ±7.01% | +5.09% (in line) |
| 2024/Q1 | 2024-04-24 | After close | ±5.53% | +1.87% (in line) |
| 2024/Q2 | 2024-01-24 | After close | ±5.54% | +2.06% (in line) |
| 2023/Q4 | 2023-07-26 | After close | ±4.85% | +9.28% (beat) |
| 2023/Q3 | 2023-04-19 | After close | ±4.17% | +7.23% (beat) |
"Options expected" is the pre-earnings options market's implied move (a straddle-style estimate), shown next to what actually happened.
Quote time 2026-10-20 06:39:35 · For reference only, not investment advice and not tailored to your situation.
memory capex finally coming back online after the downturn and this name benefits as much as anyone from that. semi equipment cycle turns are brutal to time but feel like we’re past the bottom.