Should I buy Lam Research (LRCX) stock or is it too late?
⭐ The most reliable of them, either direction: B. Riley Securities — 73% of its targets hit on this sector (172 calls tested). It aims for $390 (+30 %), call made on October 2, 2026, maturing on October 2, 2027 (12 d ago).
Firm-by-firm track record on Lam Research
| Firm | % right | Gain vs sector | Calls | Aims for |
|---|---|---|---|---|
| Cantor Fitzgerald | 100 % | +221.0 % | 6 | $500 +66% |
| Needham | 81 % | +90.4 % | 16 | $390 +30% |
| Mizuho | 76 % | +79.4 % | 25 | $365 +21% |
| Goldman Sachs | 75 % | +77.7 % | 12 | $262 -13% |
| B. Riley Securities | 81 % | +74.6 % | 21 | $390 +30% |
| B of A Securities | 73 % | +69.0 % | 11 | $480 +59% |
| Stifel | 78 % | +61.6 % | 23 | $425 +41% |
| UBS | 71 % | +59.3 % | 17 | $425 +41% |
✅ Reasons to believe
- 95% of analysts rate it a buy (Buy consensus, 19 ratings) — a sign of market conviction.
- Median price target $390, i.e. +30% from the current price ($301).
- The most reliable firm on LRCX, Oppenheimer (100% hit rate, 4 scored calls), targets $400 (call made on June 15, 2026, maturing on June 15, 2027) (+33%) in its most recent call.
- 8 analysts rated reliable (≥55% hit rate, beat their sector) are bullish on the stock.
⚠️ Reasons to hesitate
- The consensus is not unanimous: of 19 ratings, 1 is neutral.
- High valuation (P/E ~52): strong growth is already "priced in", leaving little room for error.
- A 12-month target is not a guaranteed path: the price can fall in the meantime.
- Volatile stock: sharp swings — including steep drops — are part of its profile.
- Negligible dividend (0.3% yield): your return depends mostly on price appreciation.
The analyst consensus on LRCX
Median target $390 (+30%) · 19 ratings · Buy consensus
⚠️ Information, not investment advice. Past performance does not guarantee future results. Analyst targets on a ~12-month horizon.
Frequently asked questions
Should you invest in Lam Research now?
We won't decide for you. The facts: 95% of analysts rate it a buy, median target $390 (+30%), and Oppenheimer (most reliable on LRCX, 100%) targets $400. Weigh that against valuation (P/E ~52) and volatility. This is not personalized advice.
Is it too late to invest in Lam Research?
Not according to analysts: the median target ($390) is still +30% above the current price ($301) (most reliable on LRCX: Oppenheimer, 100%). The real question isn't "too late" but the price-to-value gap and risk. Not advice.
Is Lam Research still worth investing in?
It depends on the gap between the price ($301) and its estimated value: analysts target $390 on median (+30%), with 95% buys (most reliable on LRCX: Oppenheimer, 100%). Cross-check with their real reliability on LRCX and the cautions above. Information, not advice.
What's the main risk in buying LRCX?
The consensus is not unanimous: of 19 ratings, 1 is neutral.
→ Go deeper: the full Lam Research profile (consensus, analyst reliability, price target, performance).