Lam Research Corporation (LRCX) is currently trading at $315.21. Based on 31 Wall Street analysts, the average target price is $373.77, implying a 18.6% upside. The consensus recommendation is STRONG BUY.
Over the past 30 days, the feed records 0 target raises and 1 target cut for LRCX. Over the past 90 days, the feed records 9 target raises and 5 target cuts for LRCX.
Lam Research Corporation
Opinion Criteria: Based on the consensus of Wall Street analysts. Strong Buy (1.0-1.5), Buy (1.5-2.5), Hold (2.5-3.5), Sell (3.5-4.5), Strong Sell (4.5-5.0).
Price (USD)
Low–high band from analyst PT changes in the last 3 months; median & sample mean vs current price
| Firm | Date | PT action | Prior → Current |
|---|---|---|---|
| UBS | Sep 1, 2026 | Lowers | $435.00 → $425.00 |
| Mizuho | Aug 25, 2026 | Lowers | $370.00 → $365.00 |
| Morgan Stanley | Jul 30, 2026 | Lowers | $404.00 → $367.00 |
| B. Riley Securities | Jul 30, 2026 | Lowers | $385.00 → $350.00 |
| Wells Fargo | Jul 30, 2026 | Lowers | $450.00 → $350.00 |
| Needham | Jul 30, 2026 | Maintains | $390.00 → $390.00 |
| Jefferies | Jul 30, 2026 | Raises | $315.00 → $335.00 |
| Evercore ISI Group | Jul 20, 2026 | Raises | $300.00 → $355.00 |
| Stifel | Jul 10, 2026 | Raises | $325.00 → $425.00 |
| Needham | Jul 10, 2026 | Raises | $300.00 → $390.00 |
| TD Cowen | Jul 9, 2026 | Raises | $340.00 → $400.00 |
| Mizuho | Jul 9, 2026 | Raises | $380.00 → $400.00 |
| Morgan Stanley | Jul 6, 2026 | Raises | $331.00 → $404.00 |
| Susquehanna | Jun 30, 2026 | Raises | $385.00 → $475.00 |
| Cantor Fitzgerald | Jun 29, 2026 | Raises | $425.00 → $500.00 |
| B of A Securities | Jun 23, 2026 | Raises | $330.00 → $480.00 |
| Wells Fargo | Jun 22, 2026 | Raises | $365.00 → $450.00 |
| Citigroup | Jun 17, 2026 | Raises | $315.00 → $450.00 |
| Oppenheimer | Jun 15, 2026 | Raises | $330.00 → $400.00 |
| Barclays | Jun 11, 2026 | Raises | $275.00 → $335.00 |
PT action: Lowers
$435.00 → $425.00
PT action: Lowers
$370.00 → $365.00
PT action: Lowers
$404.00 → $367.00
PT action: Lowers
$385.00 → $350.00
PT action: Lowers
$450.00 → $350.00
PT action: Maintains
$390.00 → $390.00
PT action: Raises
$315.00 → $335.00
PT action: Raises
$300.00 → $355.00
PT action: Raises
$325.00 → $425.00
PT action: Raises
$300.00 → $390.00
PT action: Raises
$340.00 → $400.00
PT action: Raises
$380.00 → $400.00
PT action: Raises
$331.00 → $404.00
PT action: Raises
$385.00 → $475.00
PT action: Raises
$425.00 → $500.00
PT action: Raises
$330.00 → $480.00
PT action: Raises
$365.00 → $450.00
PT action: Raises
$315.00 → $450.00
PT action: Raises
$330.00 → $400.00
PT action: Raises
$275.00 → $335.00
Band uses only the revised target (Current column) from firm actions dated within the last 3 months—not the Prior price.
$373.77
Based on 31 analysts
+18.58%
$394.46B
Counts and listings exclude stock awards, gifts, and option exercises—open-market purchases and sales only.
No major insider buying detected recently.
| Date | Name | Position | Transaction | Shares |
|---|---|---|---|---|
| 9/9/2026 | ARCHER TIMOTHY M | Chief Executive Officer | Sale at price 319.26 per share. | 30,000 |
| 9/9/2026 | MAYER BETHANY J | Director | Sale at price 314.74 per share. | 9,557 |
| 9/2/2026 | VARADARAJAN SESHASAYEE | Officer | Sale at price 291.32 per share. | 59,750 |
| 8/31/2026 | HARTER AVA | Officer | Sale at price 302.46 per share. | 5,000 |
| 8/6/2026 | ARCHER TIMOTHY M | Chief Executive Officer | Sale at price 300.00 per share. | 30,000 |
| 7/13/2026 | TALWALKAR ABHIJIT Y | Director | Sale at price 335.00 per share. | 18,282 |
| 7/2/2026 | ARCHER TIMOTHY M | Chief Executive Officer | Sale at price 390.01 per share. | 30,000 |
| 6/12/2026 | BRANDT ERIC K | Director | Sale at price 355.71 - 373.09 per share. | 54,500 |
| 6/11/2026 | BRANDT ERIC K | Director | Sale at price 337.56 - 364.00 per share. | 54,500 |
| 6/1/2026 | FERNANDES NEIL J | Officer | Sale at price 309.60 per share. | 7,659 |
A. The current target price for Lam Research Corporation is $373.77, which implies a 18.6% upside from the current price of $315.21. This is based on the consensus of 31 Wall Street analysts.
A. Currently, there are 4 Strong Buy, 25 Buy, 6 Hold, 0 Sell, and 0 Strong Sell ratings. The overall consensus is STRONG BUY.
A. Over the past 6 months, there have been 0 insider buys and 10 insider sells. Insider selling is more prominent recently.
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