Lam Research 향후 성장

Future 기준 점검 2/6

Lam Research (는) 각각 연간 8.9% 및 9.2% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 11.3% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 52.4% 로 예상됩니다.

핵심 정보

8.9%

이익 성장률

11.33%

EPS 성장률

Semiconductor 이익 성장	25.7%
매출 성장률	9.2%
향후 자기자본이익률	52.41%
애널리스트 커버리지	Good
마지막 업데이트	20 Nov 2025

최근 향후 성장 업데이트

Recent updates

Lam Research: A Semiconductor Sector Poster Child

Oct 24

There's Reason For Concern Over Lam Research Corporation's (NASDAQ:LRCX) Massive 26% Price Jump

Sep 19

Lam Research Corporation's (NASDAQ:LRCX) Business Is Trailing The Market But Its Shares Aren't

Jul 27

Is Now The Time To Look At Buying Lam Research Corporation (NASDAQ:LRCX)?

Jul 02

Does This Valuation Of Lam Research Corporation (NASDAQ:LRCX) Imply Investors Are Overpaying?

Jun 18

Results: Lam Research Corporation Beat Earnings Expectations And Analysts Now Have New Forecasts

Feb 04

I Was Wrong; Lam Research Is A Top Semiconductor Pick (Technical Analysis, Rating Upgrade)

Feb 02

Investors Interested In Lam Research Corporation's (NASDAQ:LRCX) Earnings

Jan 07

Lam Research: Bullish Factors Lining Up For 2025

Dec 31

Is There Now An Opportunity In Lam Research Corporation (NASDAQ:LRCX)?

Dec 24

Lam Research: Semiconductor Giant Still On Sale After Earnings Beat

Dec 04

Lam Research: Wait For The Dust To Settle (Technical Analysis)

Nov 28

Why Lam Research Is At A Make-Or-Break Level Before Earnings

Oct 22

Lam Research Following Micron's Footsteps In High Bandwidth Memory And Semiconductor Equipments Demand

Oct 11

Lam Research: The Recent Pullback Is A Buying Opportunity

Sep 16

Lam Research: Finding Opportunity Amidst Q4 FY 2024 Post Earnings Dip

Aug 16

Lam Research: China Risk May Offset Memory Recovery And AI Boost

Aug 03

Lam Research: It's Still All About Memory- Maintaining Buy

Jul 11

Capitalizing On The Semiconductor Rebound: Lam Research Is A Compelling Buy

Jul 02

Lam Research: Headwinds Coming From Chinese And Japanese Competitors

Jun 07

이익 및 매출 성장 예측

NasdaqGS:LRCX - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜	매출	이익	자유현금흐름	영업현금흐름	평균 애널리스트 수
6/30/2028	25,531	7,443	7,308	7,996	16
6/30/2027	23,631	7,028	6,511	7,234	29
6/30/2026	21,244	6,051	5,655	6,272	28
9/28/2025	19,592	5,810	5,550	6,384	N/A
6/29/2025	18,436	5,358	5,414	6,173	N/A
3/30/2025	17,136	4,658	3,794	4,482	N/A
12/29/2024	16,209	4,294	4,054	4,558	N/A
9/29/2024	15,591	4,057	4,839	5,270	N/A
6/30/2024	14,905	3,828	4,256	4,652	N/A
3/31/2024	14,241	3,610	4,538	4,913	N/A
12/24/2023	14,317	3,458	4,864	5,254	N/A
9/24/2023	15,836	3,972	4,502	4,941	N/A
6/25/2023	17,429	4,511	4,677	5,179	N/A
3/26/2023	18,857	4,917	3,952	4,500	N/A
12/25/2022	19,048	5,125	2,957	3,531	N/A
9/25/2022	17,997	4,851	3,282	3,832	N/A
6/26/2022	17,227	4,605	2,554	3,100	N/A
3/27/2022	16,737	4,541	3,567	4,092	N/A
12/26/2021	16,524	4,590	4,030	4,499	N/A
9/26/2021	15,754	4,265	2,980	3,403	N/A
6/27/2021	14,626	3,908	3,239	3,588	N/A
3/28/2021	13,273	3,460	2,670	2,965	N/A
12/27/2020	11,929	2,964	2,085	2,342	N/A
9/27/2020	11,056	2,609	2,078	2,305	N/A
6/28/2020	10,045	2,252	1,923	2,126	N/A
3/29/2020	9,614	2,097	1,975	2,194	N/A
12/29/2019	9,549	2,070	2,343	2,585	N/A
9/29/2019	9,489	2,124	2,633	2,920	N/A
6/30/2019	9,654	2,191	N/A	3,176	N/A
3/31/2019	10,418	2,671	N/A	3,014	N/A
12/23/2018	10,871	2,902	N/A	3,131	N/A
9/23/2018	10,930	2,323	N/A	2,518	N/A
6/24/2018	11,077	2,381	N/A	2,656	N/A
3/25/2018	10,296	1,886	N/A	2,667	N/A
12/24/2017	9,558	1,682	N/A	2,039	N/A
9/24/2017	8,859	2,025	N/A	2,414	N/A
6/25/2017	8,014	1,698	N/A	2,029	N/A
3/26/2017	7,215	1,430	N/A	1,724	N/A
12/25/2016	6,375	999	N/A	1,484	N/A
9/25/2016	5,918	889	N/A	1,375	N/A
6/26/2016	5,886	914	N/A	1,350	N/A
3/27/2016	5,821	786	N/A	1,219	N/A
12/27/2015	5,900	849	N/A	1,227	N/A
9/27/2015	5,707	803	N/A	1,093	N/A
6/28/2015	5,259	656	N/A	786	N/A
3/29/2015	5,027	758	N/A	739	N/A
12/28/2014	4,861	716	N/A	839	N/A

애널리스트 향후 성장 전망

수입 대 저축률: LRCX 의 연간 예상 수익 증가율(8.9%)이 saving rate(3.3%)보다 높습니다.

수익 vs 시장: LRCX 의 연간 수익(8.9%)이 US 시장(15.8%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: LRCX 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: LRCX 의 수익(연간 9.2%)이 US 시장(연간 10.4%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: LRCX 의 수익(연간 9.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: LRCX의 자본 수익률은 3년 후 52.4%로 매우 높을 것으로 예상됩니다.

성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터	최종 업데이트 (UTC 시간)
기업 분석	2025/11/21 11:06
종가	2025/11/21 00:00
수익	2025/09/28
연간 수익	2025/06/29

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지	데이터	기간	미국 소스 예시 ^*
기업 재무제표	10년	손익계산서 현금흐름표 대차대조표	SEC 양식 10-K SEC 양식 10-Q
분석가 컨센서스 추정치	+3년	재무 예측 분석가 목표주가	분석가 리서치 보고서 Blue Matrix
시장 가격	30년	주가 배당, 분할 및 기타 조치	ICE 시장 데이터 SEC 양식 S-1
지분 구조	10년	주요 주주 내부자 거래	SEC 양식 4 SEC 양식 13D
경영진	10년	리더십 팀 이사회	SEC 양식 10-K SEC 양식 DEF 14A
주요 개발	10년	회사 공시	SEC 양식 8-K

^* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 Github 페이지에서 확인할 수 있으며, 보고서 활용 방법에 대한 가이드와 Youtube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Lam Research Corporation는 52명의 분석가가 다루고 있습니다. 이 중 29명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가	기관
James Kelleher	Argus Research Company
Thomas O'Malley	Barclays
Christopher Muse	Barclays

Lam Research 향후 성장

Future 기준 점검 2/6

핵심 정보

최근 향후 성장 업데이트

Price target increased by 22% to US$155

Price target increased by 8.0% to US$130

Price target increased by 7.5% to US$125

Price target increased by 8.3% to US$121

Price target increased by 7.4% to US$119

Price target increased by 9.5% to US$108

Recent updates

Executive VP & CFO recently sold US$6.0m worth of stock

Executive VP & CFO notifies of intention to sell stock

First quarter dividend of US$0.26 announced

Lam Research Corporation Declares Quarterly Dividend, Payable on January 7, 2026

Senior VP notifies of intention to sell stock

Lam Research: A Semiconductor Sector Poster Child

Price target increased by 22% to US$155

First quarter 2026 earnings: EPS and revenues exceed analyst expectations

Lam Research Corporation Announces Impairment of Long-Lived Assets for Three Months Ended September 28, 2025

Price target increased by 8.0% to US$130

Senior VP notifies of intention to sell stock

Price target increased by 7.5% to US$125

Price target increased by 8.3% to US$121

Price target increased by 7.4% to US$119

There's Reason For Concern Over Lam Research Corporation's (NASDAQ:LRCX) Massive 26% Price Jump

Upcoming dividend of US$0.26 per share

Lam Research Corporation, Annual General Meeting, Nov 04, 2025

Investor sentiment improves as stock rises 15%

Lam Research Introduces VECTOR TEOS 3D to Address Critical Advanced Packaging Challenges in Chipmaking

Fourth quarter dividend of US$0.26 announced

Lam Research Corporation Announces A 13% Increase in Quarterly Dividend, Payable on October 15, 2025

Full year 2025 earnings: EPS exceeds analyst expectations

Price target increased by 9.5% to US$108

Lam Research Corporation Provides Earnings Guidance for the Quarter Ended September 28, 2025

Lam Research Corporation's (NASDAQ:LRCX) Business Is Trailing The Market But Its Shares Aren't

Is Now The Time To Look At Buying Lam Research Corporation (NASDAQ:LRCX)?

Does This Valuation Of Lam Research Corporation (NASDAQ:LRCX) Imply Investors Are Overpaying?

Upcoming dividend of US$0.23 per share

Now 21% overvalued after recent price rise

Third quarter dividend of US$0.23 announced

Lam Research Corporation Declares Quarterly Dividend, Payable on July 9, 2025

Investor sentiment improves as stock rises 16%

Lam Research Q3: NAND Upgrade Cycle Drives Growth; Downgrade To 'Hold'

Third quarter 2025 earnings: EPS and revenues exceed analyst expectations

Lam Research Corporation Announces Earnings Guidance for Quarter Ending June 29, 2025

The Price Is Right For Lam Research Corporation (NASDAQ:LRCX)

Lam Research: Tides Have Turned, Buy This Semiconductor Refurbisher

Investor sentiment deteriorates as stock falls 19%

Now 20% undervalued after recent price drop

Is Now An Opportune Moment To Examine Lam Research Corporation (NASDAQ:LRCX)?

Lam Research: Phenomenal Long Term Outlook For This Semi Equipment Giant

Lam Research: Time To Buy Despite Tariff Concerns

Upcoming dividend of US$0.23 per share

Lam Research Corp. Unveils ALTUS Halo

Lam Research Corporation Unveils Industry's Most Advanced Conductor Etch Technology to Date

Now 22% overvalued after recent price rise

Estimating The Fair Value Of Lam Research Corporation (NASDAQ:LRCX)

Second quarter dividend of US$0.23 announced

Lam Research Corporation Declares Quarterly Dividend, Payable on April 9, 2025

Results: Lam Research Corporation Beat Earnings Expectations And Analysts Now Have New Forecasts

I Was Wrong; Lam Research Is A Top Semiconductor Pick (Technical Analysis, Rating Upgrade)

Second quarter 2025 earnings: EPS and revenues exceed analyst expectations

Lam Research Corporation Announces Earnings Guidance for Quarter Ending March 30, 2025

Investors Interested In Lam Research Corporation's (NASDAQ:LRCX) Earnings

Lam Research: Bullish Factors Lining Up For 2025

Is There Now An Opportunity In Lam Research Corporation (NASDAQ:LRCX)?

Lam Research: Semiconductor Giant Still On Sale After Earnings Beat

Upcoming dividend of US$0.23 per share

Lam Research: Wait For The Dust To Settle (Technical Analysis)

First quarter dividend of US$0.23 announced

Lam Research Corporation Approves Quarterly Dividend, Payable on January 8, 2025

First quarter 2025 earnings: EPS and revenues exceed analyst expectations

Lam Research Corporation Provides Earnings Guidance for the Quarter Ending December 29, 2024

Why Lam Research Is At A Make-Or-Break Level Before Earnings

Investor sentiment deteriorates as stock falls 15%

Lam Research Following Micron's Footsteps In High Bandwidth Memory And Semiconductor Equipments Demand

Lam Research Corporation, Annual General Meeting, Nov 05, 2024

Lam Research: The Recent Pullback Is A Buying Opportunity

Fourth quarter dividend increased to US$2.30