Lam Research Corporation
315.84USD
-4.5800 (-1.43%)
Consensus EPS on the street’s adjusted basis, not the filed GAAP figure — which is why the actuals here can differ from the income statement.
| Period | Consensus EPS | 90 days ago | Revisions up (30d) | Revisions down (30d) |
|---|---|---|---|---|
| Current quarter | $2.18▲ | $1.8 | 22 | 0 |
| Next quarter | $2.31▲ | $1.95 | 22 | 0 |
| Current year | $9.46▲ | $7.97 | 27 | 0 |
| Next year | $11.57▲ | $9.63 | 19 | 1 |
Beat in 4 of the last 4
| Quarter | Estimate | Actual | Surprise |
|---|---|---|---|
| 2026-06-30 | $1.68 | $1.82 | +0.14 (+8.1%) |
| 2026-03-31 | $1.36 | $1.47 | +0.11 (+7.9%) |
| 2025-12-31 | $1.17 | $1.27 | +0.10 (+8.7%) |
| 2025-09-30 | $1.22 | $1.26 | +0.04 (+3.3%) |
536 ratings from 46 firms
Ratings are attributed to the research firm, not to individual analysts. See every ticker.
| Firm | Action | Rating | Price Target | Date |
|---|---|---|---|---|
| UBS | Maintained | Buy | $435 $425 | Sep 1, 2026 |
| Mizuho | Maintained | Outperform | $370 $365 | Aug 25, 2026 |
| Morgan Stanley | Maintained | Overweight | $404 $367 | Jul 30, 2026 |
| B. Riley Securities | Maintained | Buy | $385 $350 | Jul 30, 2026 |
| Wells Fargo | Maintained | Overweight | $450 $350 | Jul 30, 2026 |
| Needham | Reiterated | Buy | $390 | Jul 30, 2026 |
| Jefferies | Maintained | Buy | $315 $335 | Jul 30, 2026 |
| Evercore ISI Group | Maintained | Outperform | $300 $355 | Jul 20, 2026 |
| Stifel | Maintained | Buy | $325 $425 | Jul 10, 2026 |
| Needham | Maintained | Buy | $300 $390 | Jul 10, 2026 |
| TD Cowen | Maintained | Buy | $340 $400 | Jul 9, 2026 |
| Mizuho | Maintained | Outperform | $380 $400 | Jul 9, 2026 |
| Morgan Stanley | Maintained | Overweight | $331 $404 | Jul 6, 2026 |
| Susquehanna | Maintained | Positive | $385 $475 | Jun 30, 2026 |
| Cantor Fitzgerald | Maintained | Overweight | $425 $500 | Jun 29, 2026 |
| B of A Securities | Maintained | Buy | $330 $480 | Jun 23, 2026 |
| Wells Fargo | Maintained | Overweight | $365 $450 | Jun 22, 2026 |
| Citigroup | Maintained | Buy | $315 $450 | Jun 17, 2026 |
| Oppenheimer | Maintained | Outperform | $330 $400 | Jun 15, 2026 |
| Barclays | Maintained | Equal-Weight | $275 $335 | Jun 11, 2026 |
| Cantor Fitzgerald | Maintained | Overweight | $320 $425 | Jun 10, 2026 |
| UBS | Maintained | Buy | $310 $375 | Jun 9, 2026 |
| Wells Fargo | Maintained | Overweight | $320 $365 | Jun 1, 2026 |
| Mizuho | Maintained | Outperform | $330 $380 | May 27, 2026 |
| Morgan Stanley | Upgraded from Equal-Weight | Overweight | $293 $331 | May 18, 2026 |
96 filings from 21 insiders · 5 buy / 10 sell over 6m
Officers and directors of LRCX, from the last two years of filings. Grants, gifts and option exercises are shown but not colour-coded — they are compensation, not a view on the price.
| Insider | Action | Shares | Price | Value | Date |
|---|---|---|---|---|---|
| Varadarajan SeshasayeeOfficer, Senior Vice President | ExerciseEmployee Stock Option (Right to Buy) | 27.5k | — | — | Sep 2, 2026 |
| Varadarajan SeshasayeeOfficer, Senior Vice President | ExerciseEmployee Stock Option (Right to Buy) | 12.3k | — | — | Sep 2, 2026 |
| Varadarajan SeshasayeeOfficer, Senior Vice President | Sell | 27.5k | $291.32 | $8.01M | Sep 2, 2026 |
| Varadarajan SeshasayeeOfficer, Senior Vice President | Exercise | 27.5k | $30.03 | $825k | Sep 2, 2026 |
| Varadarajan SeshasayeeOfficer, Senior Vice President | Sell | 12.3k | $291.32 | $3.57M | Sep 2, 2026 |
| Varadarajan SeshasayeeOfficer, Senior Vice President | Exercise | 12.3k | $59.88 | $735k | Sep 2, 2026 |
| Varadarajan SeshasayeeOfficer, Senior Vice President | Sell | 20.0k | $291.32 | $5.83M | Sep 2, 2026 |
| Harter AvaOfficer, Chief Legal Officer | Sell | 5.0k | $302.46 | $1.51M | Aug 31, 2026 |
| ARCHER TIMOTHY MChief Executive Officer | Sell | 30.0k | $300.00 | $9.00M | Aug 6, 2026 |
| ARCHER TIMOTHY MChief Executive Officer | Exercise | 30.0k | $30.03 | $901k | Aug 6, 2026 |
| TALWALKAR ABHIJIT YDirector | Sell | 18.3k | $335.00 | $6.12M | Jul 13, 2026 |
| ARCHER TIMOTHY MChief Executive Officer | Sell | 30.0k | $390.01 | $11.70M | Jul 2, 2026 |
| ARCHER TIMOTHY MChief Executive Officer | Exercise | 30.0k | $30.03 | $901k | Jul 2, 2026 |
| BRANDT ERIC KDirector | Sell | 54.5k | $355.71 | $20.01M | Jun 12, 2026 |
| BRANDT ERIC KDirector | Sell | 54.5k | $337.56 | $19.12M | Jun 11, 2026 |
| FERNANDES NEIL JOfficer | Sell | 7.7k | $309.60 | $2.37M | Jun 1, 2026 |
| FERNANDES NEIL JOfficer | Sell | 18.2k | $255.14 | $4.64M | May 1, 2026 |
| HARTER AVAOfficer | Sell | 6.0k | $258.66 | $1.55M | Apr 27, 2026 |
| HARTER AVAOfficer | Exercise | 6.0k | $77.04 | $463k | Apr 27, 2026 |
| TALWALKAR ABHIJIT YDirector | Gift | 4.6k | — | — | Mar 10, 2026 |
No analyst notes on LRCX yet.
Analyst Ratings
31 analysts covering
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Consensus |
|---|---|---|---|---|---|---|
| Current | 4 | 25 | 6 | 0 | 0 | Buy2.06 |
| 1 mo ago | 4 | 25 | 6 | 0 | 0 | Buy2.06 |
| 2 mo ago | 4 | 25 | 6 | 0 | 0 | Buy2.06 |
| 3 mo ago | 4 | 25 | 5 | 1 | 0 | Buy2.09 |