Advanced Chip Manufacturing Will Expand Global Semiconductor Markets

Published
06 Aug 24
Updated
06 Aug 25
AnalystConsensusTarget's Fair Value
US$108.81
6.5% undervalued intrinsic discount
06 Aug
US$101.75
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1Y
25.5%
7D
3.4%

Author's Valuation

US$108.8

6.5% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on04 Aug 25
Fair value Increased 8.32%

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 on07 May 25
Fair value Increased 11%

Shared on30 Apr 25
Fair value Decreased 9.19%

AnalystConsensusTarget has decreased revenue growth from 9.3% to 8.3%.

Shared on23 Apr 25
Fair value Decreased 0.11%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on16 Apr 25
Fair value Decreased 1.92%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 6.28%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 0.021%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 11%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Decreased 4.43%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.