Lam Research (LRCX) price target — analyst by analyst

Lam Research · Information Technology · ref. ETF XLK · price $318.58
Logo Lam ResearchSee the full Lam Research (LRCX) profile
By Rédaction JPI Invest · updated
In short — 22 price targets published on Lam Research over 90 days: 21 bullish, 0 bearish (95% positive), median target $400. The highest-ranked firm to weigh in is B. Riley Securities (rank 6, 67% hit rate). For each call below we show the firm's real track record — not just its opinion.

The last 22 analyst calls on LRCX

Newest first. The "verdict" is our read on the firm, based on its past calls replayed against actual prices.

Bullish
Mizuho · Outperform · target $365 (+16% vs price that day)
Our verdict — Mizuho ranks #36 of 64 in our leaderboard: 75% hit rate on Lam Research (24 scored calls on this stock), 18.4% average gain per call, +4 pts vs its sector.
Bullish
Morgan Stanley · Overweight · target $367 (+25% vs price that day)
Our verdict — Morgan Stanley ranks #49 of 64 in our leaderboard: 68.4% hit rate on Lam Research (19 scored calls on this stock), 12.2% average gain per call, +3 pts vs its sector.
Bullish
B. Riley Securities · Buy · target $350 (+19% vs price that day)
Our verdict — B. Riley Securities ranks #6 of 64 in our leaderboard: 78.9% hit rate on Lam Research (19 scored calls on this stock), 31.9% average gain per call, +13 pts vs its sector.
Bullish
Wells Fargo · Overweight · target $350 (+19% vs price that day)
Our verdict — Wells Fargo ranks #47 of 64 in our leaderboard: 61.8% hit rate across all stocks, 14.5% average gain per call, +3 pts vs its sector.
Bullish
Needham · Buy · target $390 (+31% vs price that day)
Our verdict — Needham ranks #14 of 64 in our leaderboard: 81.3% hit rate on Lam Research (16 scored calls on this stock), 33.4% average gain per call, +10 pts vs its sector.
Bullish
Jefferies · Buy · target $335 (+13% vs price that day)
Our verdict — Jefferies ranks #30 of 64 in our leaderboard: 63.1% hit rate across all stocks, 16.5% average gain per call, +5 pts vs its sector.
Bullish
Evercore ISI Group · Outperform · target $355 (+16% vs price that day)
Our verdict — Evercore ISI Group ranks #41 of 64 in our leaderboard: 66.7% hit rate on Lam Research (3 scored calls on this stock), 15.1% average gain per call, +4 pts vs its sector.
Bullish
Stifel · Buy · target $425 (+21% vs price that day)
Our verdict — Stifel ranks #20 of 64 in our leaderboard: 76.5% hit rate on Lam Research (17 scored calls on this stock), 21.6% average gain per call, +6 pts vs its sector.
Bullish
Needham · Buy · target $390 (+11% vs price that day)
Our verdict — Needham ranks #14 of 64 in our leaderboard: 81.3% hit rate on Lam Research (16 scored calls on this stock), 33.4% average gain per call, +10 pts vs its sector.
Bullish
TD Cowen · Buy · target $400 (+14% vs price that day)
Our verdict — TD Cowen ranks #60 of 64 in our leaderboard: 61.3% hit rate across all stocks, 14% average gain per call, 0 pts vs its sector.
Bullish
Mizuho · Outperform · target $400 (+13% vs price that day)
Our verdict — Mizuho ranks #36 of 64 in our leaderboard: 75% hit rate on Lam Research (24 scored calls on this stock), 18.4% average gain per call, +4 pts vs its sector.
Bullish
Morgan Stanley · Overweight · target $404 (+24% vs price that day)
Our verdict — Morgan Stanley ranks #49 of 64 in our leaderboard: 68.4% hit rate on Lam Research (19 scored calls on this stock), 12.2% average gain per call, +3 pts vs its sector.
Bullish
Susquehanna · Positive · target $475 (+21% vs price that day)
Our verdict — Susquehanna ranks #23 of 64 in our leaderboard: 66.7% hit rate on Lam Research (3 scored calls on this stock), 24.3% average gain per call, +6 pts vs its sector.
Bullish
Cantor Fitzgerald · Overweight · target $500 (+15% vs price that day)
Our verdict — Cantor Fitzgerald ranks #11 of 64 in our leaderboard: 100% hit rate on Lam Research (6 scored calls on this stock), 37.1% average gain per call, +12 pts vs its sector.
Bullish
B of A Securities · Buy · target $480 (+29% vs price that day)
Our verdict — B of A Securities ranks #31 of 64 in our leaderboard: 87.5% hit rate on Lam Research (8 scored calls on this stock), 17.5% average gain per call, +5 pts vs its sector.
Bullish
Wells Fargo · Overweight · target $450 (+10% vs price that day)
Our verdict — Wells Fargo ranks #47 of 64 in our leaderboard: 61.8% hit rate across all stocks, 14.5% average gain per call, +3 pts vs its sector.
Bullish
Citigroup · Buy · target $450 (+16% vs price that day)
Our verdict — Citigroup ranks #24 of 64 in our leaderboard: 82.6% hit rate on Lam Research (23 scored calls on this stock), 20.1% average gain per call, +5 pts vs its sector.
Bullish
Oppenheimer · Outperform · target $400 (+8% vs price that day)
Our verdict — Oppenheimer ranks #28 of 64 in our leaderboard: 100% hit rate on Lam Research (4 scored calls on this stock), 20.5% average gain per call, +5 pts vs its sector.
Neutral
Barclays · Equal-Weight · target $335 (-9% vs price that day)
Our verdict — Barclays ranks #52 of 64 in our leaderboard: 66.7% hit rate on Lam Research (6 scored calls on this stock), 10.6% average gain per call, +2 pts vs its sector.
Bullish
Cantor Fitzgerald · Overweight · target $425 (+32% vs price that day)
Our verdict — Cantor Fitzgerald ranks #11 of 64 in our leaderboard: 100% hit rate on Lam Research (6 scored calls on this stock), 37.1% average gain per call, +12 pts vs its sector.
Bullish
UBS · Buy · target $375 (+17% vs price that day)
Our verdict — UBS ranks #27 of 64 in our leaderboard: 68.8% hit rate on Lam Research (16 scored calls on this stock), 17% average gain per call, +5 pts vs its sector.
Bullish
Wells Fargo · Overweight · target $365 (+9% vs price that day)
Our verdict — Wells Fargo ranks #47 of 64 in our leaderboard: 61.8% hit rate across all stocks, 14.5% average gain per call, +3 pts vs its sector.

⚠️ Price targets as published by the firms, timestamped at their publication date. The upside shown is vs the price on the day of the call, not today's price. Informational data, not investment advice.

Frequently asked questions

What are analysts saying about LRCX right now?

Over the last 90 days, 22 price targets were published on Lam Research: 21 bullish and 0 bearish (95% positive). The median target is $400. The latest call is from August 25, 2026.

Should you trust these price targets?

Not blindly — that's the point of this page: next to each call we show the firm's real track record — its rank among 64 tracked firms, its hit rate and its average gain per call. An ambitious target from a firm that is wrong 6 times out of 10 is not worth the same as one from a consistent firm.

Which firm covering LRCX is the most reliable?

Among the firms that published on Lam Research in the last 90 days, our highest-ranked is B. Riley Securities (rank 6 of 64, 67% hit rate, 31.9% average gain per call).

Where does this data come from?

From analyst price targets, timestamped at publication then replayed against the actual price. Firm rankings come from our analyst leaderboard. Updated daily.

💬 A question about Lam Research? The JPI assistant answers using our backtest data.
Keep exploring Lam Research
JPI AI Analyst AI assistant · JPI Invest
Answers based on the tool’s data · not financial advice · full version (free)