Lam Research Corporation
230.10USD
-0.0500 (-0.02%)
Not enough data yet
A reading needs 5 members, each at least 14 days old with a track record on this site (simulated portfolios and calls), who shared a take in the last 30 days; 2 of them need a strong record.
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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 | $2.35▲ | $2 | 1 | 0 |
| Next quarter | $2.48▲ | $2.14 | 1 | 0 |
| Current year | $9.63▲ | $8.22 | 2 | 0 |
| Next year | $12.15▲ | $10.16 | 3 | 0 |
Beat in 4 of the last 4
| Quarter | Estimate | Actual | Surprise |
|---|---|---|---|
| 2026-09-30 | $2.18 | $2.2 | +0.02 (+0.9%) |
| 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%) |
544 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 | $425 $400 | Oct 22, 2026 |
| Citigroup | Maintained | Buy | $450 $435 | Oct 22, 2026 |
| Morgan Stanley | Maintained | Overweight | $385 $339 | Oct 22, 2026 |
| Mizuho | Maintained | Outperform | $365 $360 | Oct 22, 2026 |
| Needham | Maintained | Buy | $390 $290 | Oct 22, 2026 |
| Evercore ISI Group | Maintained | Outperform | $355 $315 | Oct 20, 2026 |
| Morgan Stanley | Maintained | Overweight | $367 $385 | Oct 5, 2026 |
| B. Riley Securities | Maintained | Buy | $350 $390 | Oct 1, 2026 |
| 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 |
100 filings from 23 insiders · 5 buy / 12 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 |
|---|---|---|---|---|---|
| Mayer BethanyDirector | Sellindirect | 9.6k | $314.74 | $3.01M | Sep 9, 2026 |
| ARCHER TIMOTHYOfficer, President and CEO | ExerciseEmployee Stock Option (Right to Buy) | 30.0k | — | — | Sep 9, 2026 |
| ARCHER TIMOTHYOfficer, President and CEO | Sell | 30.0k | $319.26 | $9.58M | Sep 9, 2026 |
| ARCHER TIMOTHYOfficer, President and CEO | Exercise | 30.0k | $30.03 | $901k | Sep 9, 2026 |
| 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 |
No analyst notes on LRCX yet.
Analyst Ratings
30 analysts covering
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Consensus |
|---|---|---|---|---|---|---|
| Current | 5 | 25 | 4 | 0 | 0 | Buy1.97 |
| 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 | 6 | 0 | 0 | Buy2.06 |
Members whose judged calls on LRCX have played out most reliably.
No settled calls on LRCX yet. Nobody has filed a call with a deadline on it.
A member is listed once they have three judged calls on a name.
A call with a target is judged on whether the price reaches it by the deadline, counting each day's high (a buy) or low (a sell) from the day after the call was made. A call without one is judged on whether the price at the close on the deadline is higher (a buy) or lower (a sell) than the price the call was made at: the live price when it was saved, for a call made with Make a call, or the last close before the day it was filed, for a call made in a note. Not against the market or an index.
A percentage appears once five calls have reached their deadline. A target reached sooner is shown as played out early, and counts toward the percentage when its deadline passes, because a miss cannot be known before then.
A member’s prediction, judged on price history · not investment advice