Shared on 22 Oct 25
Fair value Increased 8.39%Analyst Commentary Highlights Upgraded Outlook and Valuation for Lam Research Amid AI Demand Growth
Lam Research's analyst price target has been raised from approximately $121 to $131. Analysts cite stronger outlooks for memory markets, increased AI-related demand, and an improved competitive position in wafer fabrication equipment as key drivers for the upgrade.
Shared on 08 Oct 25
Fair value Increased 9.31%Advanced Chip Manufacturing Will Expand Global Semiconductor Markets
Analysts have raised their price target for Lam Research, increasing the fair value estimate by approximately $10 to $120.82. This change is attributed to improving profit margins, stronger revenue growth forecasts, and constructive industry trends cited in recent research updates.
Shared on 23 Sep 25
Fair value Increased 1.31%Advanced Chip Manufacturing Will Expand Global Semiconductor Markets
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 on 04 Aug 25
Fair value Increased 8.61%Advanced Chip Manufacturing Will Expand Global Semiconductor Markets
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 on 07 May 25
Fair value Increased 11%Advanced Etch And Deposition Tools Will Open WFE Market Opportunities
Shared on 30 Apr 25
Fair value Decreased 9.19%Advanced Etch And Deposition Tools Will Open WFE Market Opportunities
AnalystConsensusTarget has decreased revenue growth from 9.3% to 8.3%.
Shared on 23 Apr 25
Fair value Decreased 0.11%Advanced Etch And Deposition Tools Will Open WFE Market Opportunities
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 16 Apr 25
Fair value Decreased 1.92%Advanced Etch And Deposition Tools Will Open WFE Market Opportunities
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 09 Apr 25
Advanced Etch And Deposition Tools Will Open WFE Market Opportunities
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 02 Apr 25
Fair value Increased 6.28%Advanced Etch And Deposition Tools Will Open WFE Market Opportunities
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 26 Mar 25
Fair value Decreased 0.021%Advanced Etch And Deposition Tools Will Open WFE Market Opportunities
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 19 Mar 25
Fair value Increased 11%Advanced Etch And Deposition Tools Will Open WFE Market Opportunities
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 10 Mar 25
Fair value Decreased 4.43%Advanced Etch And Deposition Tools Will Open WFE Market Opportunities
AnalystConsensusTarget made no meaningful changes to valuation assumptions.