Analyst Consensus ?
ConsensusBuy47 ratings
Bullish3880.9%
Neutral817.0%
Bearish12.1%
1 unmapped firm rating excluded from the percentages.
FN2 Earnings Intelligence
Lam Research Corporation (LRCX) analyst consensus, price targets, and firm-level rating history from FN2 Research.
1 unmapped firm rating excluded from the percentages.
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 26, 2026. Not an FN2 forecast.
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| UBS | Buy | Buy | Maintain | Oct 22, 2026 |
| Needham | Buy | Buy | Maintain | Oct 22, 2026 |
| Morgan Stanley | Overweight | Overweight | Maintain | Oct 22, 2026 |
| Mizuho | Outperform | Outperform | Maintain | Oct 22, 2026 |
| Citigroup | Buy | Buy | Maintain | Oct 22, 2026 |
| Evercore ISI Group | Outperform | Outperform | Maintain | Oct 20, 2026 |
| B. Riley Securities | Buy | Buy | Maintain | Oct 1, 2026 |
| Wells Fargo | Overweight | Overweight | Maintain | Jul 30, 2026 |
| Jefferies | Buy | Buy | Maintain | Jul 30, 2026 |
| Stifel | Buy | Buy | Maintain | Jul 10, 2026 |
| TD Cowen | Buy | Buy | Maintain | Jul 9, 2026 |
| Susquehanna | Positive | Positive | Maintain | Jun 30, 2026 |
| Cantor Fitzgerald | Overweight | Overweight | Maintain | Jun 29, 2026 |
| B of A Securities | Buy | Buy | Maintain | Jun 23, 2026 |
| Oppenheimer | Outperform | Outperform | Maintain | Jun 15, 2026 |
| Barclays | Equal Weight | Equal Weight | Maintain | Jun 11, 2026 |
| RBC Capital | Outperform | Outperform | Maintain | Apr 23, 2026 |
| JP Morgan | Overweight | Overweight | Maintain | Apr 23, 2026 |
| Goldman Sachs | Buy | Buy | Maintain | Jan 29, 2026 |
| Deutsche Bank | Buy | Buy | Maintain | Jan 21, 2026 |
| Bernstein | Outperform | Outperform | Maintain | Jan 12, 2026 |
| Keybanc | Overweight | Downgrade | Sep 23, 2025 | |
| Argus Research | Buy | Buy | Maintain | Aug 1, 2025 |
| Raymond James | Outperform | Outperform | Maintain | Jul 31, 2025 |
| TD Securities | Buy | Buy | Maintain | Apr 24, 2025 |
| Wolfe Research | Peer Perform | Outperform | Downgrade | Jan 15, 2025 |
| Summit Insights Group | Buy | Hold | Upgrade | Oct 20, 2022 |
| DA Davidson | Neutral | Neutral | Maintain | Oct 20, 2022 |
| Berenberg | Buy | Buy | Maintain | Oct 14, 2022 |
| Piper Sandler | Neutral | Neutral | Maintain | May 26, 2022 |
| Exane BNP Paribas | Neutral | Outperform | Downgrade | Sep 7, 2021 |
| Credit Suisse | Outperform | Outperform | Maintain | Apr 16, 2021 |
| Cowen & Co. | Outperform | Outperform | Maintain | Apr 14, 2021 |
| B. Riley FBR | Buy | Neutral | Upgrade | Jul 21, 2020 |
| Nomura | Buy | Buy | Maintain | Apr 23, 2020 |
| CFRA | Hold | Hold | Maintain | Apr 23, 2020 |
| Stifel Nicolaus | Buy | Buy | Maintain | Jan 30, 2020 |
| B. Riley | Buy | Buy | Maintain | Jan 30, 2020 |
| Citi | Buy | Buy | Maintain | Oct 24, 2019 |
| Bank of America | Neutral | Buy | Downgrade | Aug 28, 2018 |
| Nomura Instinet | Buy | Neutral | Upgrade | Dec 7, 2017 |
| Instinet | Buy | Neutral | Upgrade | Dec 7, 2017 |
| Argus | Buy | Buy | Maintain | Oct 19, 2017 |
| Pacific Crest | Overweight | Sector Weight | Upgrade | Mar 16, 2017 |
| CLSA | Buy | Outperform | Maintain | Sep 25, 2015 |
| Standpoint Research | Hold | Buy | Downgrade | May 22, 2013 |
| PiperJaffray | Overweight | Overweight | Maintain | Jan 24, 2013 |
| Bank oferica | Underperform | Underperform | Maintain | Apr 19, 2012 |
Upside is calculated against the persisted current price $240.06. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| UBS | Timothy Arcuri | $400 | $233.66 | +66.6% | Oct 22, 2026 |
| UBS | Analyst unavailable | $345 | $238.58 | +43.7% | Oct 22, 2026 |
| Mizuho Securities | Analyst unavailable | $360 | $260.81 | +50.0% | Oct 22, 2026 |
| Needham | Analyst unavailable | $290 | $260.81 | +20.8% | Oct 22, 2026 |
| Morgan Stanley | Analyst unavailable | $339 | $260.81 | +41.2% | Oct 22, 2026 |
| Evercore ISI | Analyst unavailable | $315 | $272.2 | +31.2% | Oct 20, 2026 |
| Deutsche Bank | Analyst unavailable | $375 | $277.36 | +56.2% | Oct 19, 2026 |
| Morgan Stanley | Shane Brett | $385 | $347.49 | +60.4% | Oct 5, 2026 |
| Fundamental Research | Analyst unavailable | $390 | $336.72 | +62.5% | Oct 1, 2026 |
| Berenberg Bank | Analyst unavailable | $420 | $320.42 | +75.0% | Sep 9, 2026 |
| UBS | Analyst unavailable | $425 | $301.49 | +77.0% | Sep 1, 2026 |
| Mizuho Securities | Analyst unavailable | $365 | $310.17 | +52.0% | Aug 25, 2026 |
| Deutsche Bank | Melissa Weathers | $320 | $303.82 | +33.3% | Jul 30, 2026 |
| Wells Fargo | Joe Quatrochi | $350 | $252.35 | +45.8% | Jul 30, 2026 |
| Jefferies | Analyst unavailable | $335 | $252.35 | +39.5% | Jul 30, 2026 |
| HSBC | Aditha Metuku | $333 | $305.21 | +38.7% | Jul 27, 2026 |
| Evercore ISI | Analyst unavailable | $355 | $315.12 | +47.9% | Jul 20, 2026 |
| Stifel Nicolaus | Analyst unavailable | $425 | $353.17 | +77.0% | Jul 10, 2026 |
| Morgan Stanley | Shane Brett | $404 | $362.28 | +68.3% | Jul 6, 2026 |
| Susquehanna | Mehdi Hosseini | $475 | $410.91 | +97.9% | Jun 30, 2026 |
| Cantor Fitzgerald | Analyst unavailable | $500 | $379.09 | +108.3% | Jun 29, 2026 |
| Stifel Nicolaus | Analyst unavailable | $500 | $379.09 | +108.3% | Jun 29, 2026 |
| Wells Fargo | Joe Quatrochi | $450 | $389.04 | +87.5% | Jun 22, 2026 |
| Oppenheimer | Analyst unavailable | $400 | $366.81 | +66.6% | Jun 15, 2026 |
| Barclays | Tom O'Malley | $335 | $321.8 | +39.5% | Jun 11, 2026 |
| Cantor Fitzgerald | Analyst unavailable | $425 | $327.16 | +77.0% | Jun 10, 2026 |
| Raymond James | Analyst unavailable | $425 | $327.16 | +77.0% | Jun 10, 2026 |
| UBS | Analyst unavailable | $375 | $324.45 | +56.2% | Jun 9, 2026 |
| Wells Fargo | Aaron Rakers | $575 | $318.18 | +139.5% | Jun 1, 2026 |
| Mizuho Securities | Analyst unavailable | $380 | $322.68 | +58.3% | May 27, 2026 |
| Morgan Stanley | Analyst unavailable | $331 | $284.72 | +37.9% | May 18, 2026 |
| Seaport Global | Jay Goldberg | $300 | $258.57 | +25.0% | May 4, 2026 |
| Oppenheimer | Edward Yang | $330 | $262.78 | +37.5% | Apr 23, 2026 |
| RBC Capital | Mitch Steves | $310 | $267.24 | +29.1% | Apr 23, 2026 |
| Stifel Nicolaus | Brian Chin | $325 | $266 | +35.4% | Apr 23, 2026 |
| Susquehanna | Analyst unavailable | $385 | $265.55 | +60.4% | Apr 23, 2026 |
| Goldman Sachs | Analyst unavailable | $290 | $265.55 | +20.8% | Apr 23, 2026 |
| Barclays | Tom O'Malley | $275 | $265.55 | +14.6% | Apr 23, 2026 |
| Deutsche Bank | Melissa Weathers | $300 | $265.87 | +25.0% | Apr 15, 2026 |
| Susquehanna | Mehdi Hosseini | $350 | $258.76 | +45.8% | Apr 9, 2026 |
| Barclays | Tom O'Malley | $255 | $215.23 | +6.2% | Mar 10, 2026 |
| Argus Research | Analyst unavailable | $280 | $235.55 | +16.6% | Feb 3, 2026 |
| UBS | Analyst unavailable | $320 | $244.92 | +33.3% | Jan 29, 2026 |
| UBS | Timothy Arcuri | $275 | $242.89 | +14.6% | Jan 29, 2026 |
| RBC Capital | Analyst unavailable | $290 | $237.22 | +20.8% | Jan 29, 2026 |
| Deutsche Bank | Analyst unavailable | $290 | $242.24 | +20.8% | Jan 29, 2026 |
| Stifel Nicolaus | Brian Chin | $280 | $244.24 | +16.6% | Jan 29, 2026 |
| Evercore ISI | Analyst unavailable | $275 | $243.5 | +14.6% | Jan 29, 2026 |
| Bernstein | Analyst unavailable | $275 | $239.58 | +14.6% | Jan 29, 2026 |
| Susquehanna | Mehdi Hosseini | $325 | $239.58 | +35.4% | Jan 29, 2026 |
| Needham | Analyst unavailable | $300 | $247.85 | +25.0% | Jan 29, 2026 |
| Cantor Fitzgerald | Analyst unavailable | $320 | $239.58 | +33.3% | Jan 29, 2026 |
| UBS | Analyst unavailable | $300 | $238.76 | +25.0% | Jan 29, 2026 |
| Mizuho Securities | Analyst unavailable | $295 | $239.58 | +22.9% | Jan 29, 2026 |
| Goldman Sachs | Analyst unavailable | $262 | $239.58 | +9.1% | Jan 29, 2026 |
| Barclays | Tom O'Malley | $250 | $239.58 | +4.1% | Jan 29, 2026 |
| Oppenheimer | Analyst unavailable | $265 | $239.58 | +10.4% | Jan 29, 2026 |
| Mizuho Securities | Analyst unavailable | $265 | $239.84 | +10.4% | Jan 28, 2026 |
| Deutsche Bank | Melissa Weathers | $260 | $222.41 | +8.3% | Jan 21, 2026 |
| UBS | Analyst unavailable | $255 | $222.96 | +6.2% | Jan 20, 2026 |
| Needham | Charles Shi | $250 | $222.96 | +4.1% | Jan 20, 2026 |
| Morgan Stanley | Analyst unavailable | $211 | $220.78 | -12.1% | Jan 15, 2026 |
| Barclays | Tom O'Malley | $195 | $208.79 | -18.8% | Jan 15, 2026 |
| Wells Fargo | Analyst unavailable | $250 | $208.79 | +4.1% | Jan 15, 2026 |
| RBC Capital | Analyst unavailable | $260 | $208.79 | +8.3% | Jan 14, 2026 |
| Stifel Nicolaus | Analyst unavailable | $250 | $209.03 | +4.1% | Jan 14, 2026 |
| Bernstein | Analyst unavailable | $225 | $220.08 | -6.3% | Jan 12, 2026 |
| Susquehanna | Mehdi Hosseini | $250 | $218.36 | +4.1% | Jan 12, 2026 |
| Goldman Sachs | Analyst unavailable | $180 | $209.78 | -25.0% | Jan 9, 2026 |
| Mizuho Securities | Analyst unavailable | $220 | $200.96 | -8.4% | Jan 9, 2026 |
| Cantor Fitzgerald | Analyst unavailable | $265 | $203.08 | +10.4% | Jan 8, 2026 |
| UBS | Analyst unavailable | $200 | $175.26 | -16.7% | Dec 23, 2025 |
| Mizuho Securities | Vijay Rakesh | $200 | $163.26 | -16.7% | Dec 17, 2025 |
| Cantor Fitzgerald | Analyst unavailable | $210 | $162.86 | -12.5% | Dec 16, 2025 |
| Jefferies | Analyst unavailable | $200 | $160.57 | -16.7% | Dec 15, 2025 |
| Morgan Stanley | Shane Brett | $158 | $158.98 | -34.2% | Dec 2, 2025 |
| UBS | Timothy Arcuri | $175 | $150.38 | -27.1% | Nov 25, 2025 |
| Cantor Fitzgerald | Analyst unavailable | $170 | $145.59 | -29.2% | Oct 23, 2025 |
| Needham | Analyst unavailable | $160 | $145.78 | -33.3% | Oct 23, 2025 |
| Oppenheimer | Edward Yang | $200 | $141.25 | -16.7% | Oct 23, 2025 |
| Stifel Nicolaus | Analyst unavailable | $160 | $141.25 | -33.3% | Oct 23, 2025 |
| Susquehanna | Analyst unavailable | $200 | $144.17 | -16.7% | Oct 23, 2025 |
| UBS | Analyst unavailable | $165 | $141.25 | -31.3% | Oct 23, 2025 |
| Mizuho Securities | Analyst unavailable | $170 | $144.17 | -29.2% | Oct 23, 2025 |
| Morgan Stanley | Analyst unavailable | $137 | $144.17 | -42.9% | Oct 23, 2025 |
| Barclays | Tom O'Malley | $142 | $141.51 | -40.8% | Oct 20, 2025 |
| Mizuho Securities | Analyst unavailable | $162 | $144.78 | -32.5% | Oct 16, 2025 |
| Stifel Nicolaus | Analyst unavailable | $135 | $131.37 | -43.8% | Oct 13, 2025 |
| HSBC | Analyst unavailable | $127 | $131.09 | -47.1% | Sep 30, 2025 |
| Deutsche Bank | Analyst unavailable | $150 | $128.33 | -37.5% | Sep 29, 2025 |
| Morgan Stanley | Shane Brett | $125 | $126.92 | -47.9% | Sep 22, 2025 |
| Morgan Stanley | Shane Brett | $92 | $97.03 | -61.7% | Sep 2, 2025 |
| Wells Fargo | Joe Quatrochi | $98 | $99.09 | -59.2% | Jul 31, 2025 |
| Barclays | Tom O'Malley | $83 | $96.96 | -65.4% | Jul 28, 2025 |
| Deutsche Bank | Melissa Weathers | $70 | $70.9 | -70.8% | Apr 24, 2025 |
| Mizuho Securities | Vijay Rakesh | $90 | $74.65 | -62.5% | Jan 10, 2025 |
| Deutsche Bank | Melissa Weathers | $75 | $72.86 | -68.8% | Oct 24, 2024 |
| B.Riley Financial | Craig Ellis | $105 | $72.84 | -56.3% | Oct 22, 2024 |
| Stifel Nicolaus | Brian Chin | $105 | $72.84 | -56.3% | Oct 22, 2024 |
| Raymond James | Srini Pajjuri | $100 | $85.7 | -58.3% | Oct 15, 2024 |
| Morgan Stanley | Joseph Moore | $77 | $80.81 | -67.9% | Oct 3, 2024 |
| Mizuho Securities | Vijay Rakesh | $95 | $78.91 | -60.4% | Sep 20, 2024 |
| UBS | Timothy Arcuri | $115 | $75.21 | -52.1% | Sep 12, 2024 |
| Mizuho Securities | Vijay Rakesh | $105 | $75.1 | -56.3% | Sep 12, 2024 |
| Barclays | Tom O'Malley | $90 | $92.27 | -62.5% | Jun 5, 2024 |
| Wells Fargo | Joseph Quatrochi | $98 | $96.4 | -59.2% | May 22, 2024 |
| Needham | Charles Shi | $95 | $89.82 | -60.4% | Apr 25, 2024 |
| B.Riley Financial | Craig Ellis | $113 | $88.49 | -52.9% | Apr 25, 2024 |
| Susquehanna | Mehdi Hosseini | $85 | $88.49 | -64.6% | Apr 25, 2024 |
| Mizuho Securities | Vijay Rakesh | $96 | $88.49 | -60.0% | Apr 25, 2024 |
| Barclays | Tom O'Malley | $86.5 | $88.49 | -64.0% | Apr 25, 2024 |
| B.Riley Financial | Craig Ellis | $110 | $88.89 | -54.2% | Apr 19, 2024 |
| Needham | Quinn Bolton | $103 | $89.61 | -57.1% | Apr 18, 2024 |
| Stifel Nicolaus | Brian Chin | $105 | $96.32 | -56.3% | Apr 16, 2024 |
| Deutsche Bank | Melissa Weathers | $100 | $96.16 | -58.3% | Apr 11, 2024 |
| UBS | Timothy Arcuri | $113 | $96.86 | -52.9% | Apr 8, 2024 |
| Susquehanna | Mehdi Hosseini | $61.5 | $60.58 | -74.4% | Oct 19, 2023 |
| Deutsche Bank | Analyst unavailable | $52 | $45.02 | -78.3% | Dec 12, 2022 |
| UBS | Analyst unavailable | $53 | $44.36 | -77.9% | Nov 30, 2022 |
| Mizuho Securities | Vijay Rakesh | $40 | $35.18 | -83.3% | Oct 20, 2022 |
| Citigroup | Atif Malik | $56 | $33.01 | -76.7% | Oct 19, 2022 |
| Morgan Stanley | Joe Moore | $54.3 | $40.37 | -77.4% | Oct 5, 2022 |
| UBS | Timothy Arcuri | $51 | $41.51 | -78.8% | Jul 11, 2022 |
| Barclays | Blayne Curtis | $62.5 | $46.07 | -74.0% | Apr 26, 2022 |
| Piper Sandler | Analyst unavailable | $59.6 | $48.14 | -75.2% | Apr 21, 2022 |
| Goldman Sachs | Toshiya Hari | $61.2 | $46.95 | -74.5% | Apr 21, 2022 |
| Morgan Stanley | Joseph Moore | $62.5 | $46.95 | -74.0% | Apr 21, 2022 |
| Susquehanna | Mehdi Hosseini | $55 | $46.95 | -77.1% | Apr 21, 2022 |
| Mizuho Securities | Vijay Rakesh | $67.5 | $48.14 | -71.9% | Apr 20, 2022 |
| B.Riley Financial | Craig Ellis | $62.5 | $47.06 | -74.0% | Apr 18, 2022 |
| Wells Fargo | Joseph Quatrochi | $52.5 | $47.06 | -78.1% | Apr 18, 2022 |
| Deutsche Bank | Sidney Ho | $56 | $45.62 | -76.7% | Apr 17, 2022 |
| Stifel Nicolaus | Patrick Ho | $83.7 | $47.58 | -65.1% | Apr 11, 2022 |
| Citigroup | Atif Malik | $75 | $53.69 | -68.8% | Mar 21, 2022 |
| Evercore ISI | C J Muse | $80 | $55.35 | -66.7% | Jan 27, 2022 |
| Morgan Stanley | Joseph Moore | $73 | $55.35 | -69.6% | Jan 27, 2022 |
| Berenberg Bank | Tammy Qiu | $84 | $67.68 | -65.0% | Jan 18, 2022 |
| Jefferies | Mark Lipacis | $86.9 | $72.75 | -63.8% | Jan 14, 2022 |
| Bank of America Securities | Vivek Arya | $78.5 | $66.22 | -67.3% | Jan 10, 2022 |
| Wells Fargo | Joseph Quatrochi | $66 | $68.09 | -72.5% | Dec 21, 2021 |
| BNP Paribas | Jerome Ramel | $64 | $58.86 | -73.3% | Sep 7, 2021 |
| Cowen & Co. | Krish Sankar | $80 | $61.48 | -66.7% | Jul 29, 2021 |
| D.A. Davidson | Thomas Diffely | $72.5 | $62.13 | -69.8% | Apr 23, 2021 |
| Credit Suisse | John Pitzer | $75 | $63.74 | -68.8% | Apr 16, 2021 |
| Argus Research | Jim Kelleher | $72.5 | $64.31 | -69.8% | Apr 15, 2021 |
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