Shared on23 Sep 25Fair value Increased 1.31%
Lam Research's price target was raised to $110.53 as analysts cite strengthening demand for AI-driven wafer fab equipment, margin outperformance, and robust China outlook, partly offset by valuation concerns. Analyst Commentary Bullish analysts highlight strengthening demand for wafer fab equipment (WFE) driven by artificial intelligence inflection, increased NAND and DRAM high bandwidth memory spending, and accelerating AI infrastructure investments benefitting Lam Research's product exposure.
Shared on04 Aug 25Fair value Increased 8.61%
The consensus Analyst Price Target for Lam Research has increased notably, primarily driven by a slight improvement in the company's forward valuation as the Future P/E ratio declined, raising the fair value estimate from $100.45 to $108.81. What's in the News Lam Research expects September quarter revenue of $5.20 billion +/- $300 million and net income per diluted share of $1.20 +/- $0.10.
Shared on30 Apr 25Fair value Decreased 9.19%
AnalystConsensusTarget has decreased revenue growth from 9.3% to 8.3%.
Shared on23 Apr 25Fair value Decreased 0.11%
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Shared on16 Apr 25Fair value Decreased 1.92%
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Shared on09 Apr 25
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Shared on02 Apr 25Fair value Increased 6.28%
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Shared on26 Mar 25Fair value Decreased 0.021%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on19 Mar 25Fair value Increased 11%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on10 Mar 25Fair value Decreased 4.43%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.