Lam Research Toekomstige groei
Future criteriumcontroles 5/6
Lam Research zal naar verwachting groeien in winst en omzet met respectievelijk 21.3% en 16.7% per jaar. De winst per aandeel zal naar verwachting groeien met 20.8% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 60.3% zijn.
Belangrijke informatie
21.3%
Groei van de winst
20.82%
Groei van de winst per aandeel
| Semiconductor winstgroei | 30.5% |
| Inkomstengroei | 16.7% |
| Toekomstig rendement op eigen vermogen | 60.25% |
| Dekking van analisten | Good |
| Laatst bijgewerkt | 11 Sep 2026 |
Recente toekomstige groei-updates
Recent updates
Narratiefupdate • Sep 04
LRCX: AI Wafer Equipment Upswing And Oregon Lab Expansion Will Drive Returns
Lam Research's analyst price target has been updated to $370.87 from $323.38 as analysts factor in revised assumptions for revenue growth, profit margins and valuation multiples across the semiconductor equipment space. Analyst Commentary Recent research on Lam Research shows a mix of optimism about long term growth drivers and caution around how much investors are willing to pay for that growth.Seeking Alpha • Aug 31
Lam Research: Chinese Exposure Is Falling, But So Might The Share Price
Summary Lam Research Corporation is rated Sell due to mounting industry headwinds and deteriorating cash conversion despite recent earnings beats. CapEx in semiconductors is peaking, with Chinese oversupply threatening future demand and pricing power for LRCX’s core Systems segment. Customer Support revenue is growing but remains insufficient to offset potential weakness in the largest Systems segment as CapEx slows. Rising days sales outstanding, falling deferred revenues, and a rich 10x sales multiple signal heightened risk and limited revenue visibility for LRCX. Read the full article on Seeking Alpha
Narratiefupdate • Aug 21
LRCX: AI Wafer Equipment Upswing Will Support Extended Multi Year Earnings Runway
Analysts have trimmed their price targets on Lam Research, with the modelled fair value moving from about $500 to about $474, as they recalibrate discount rates and valuation multiples while still highlighting stronger projected revenue growth, higher profit margins and solid wafer fab equipment demand across AI driven logic and memory spending. Analyst Commentary Analyst commentary on Lam Research remains largely constructive, even as several firms recalibrate price targets and valuation assumptions.
Narratiefupdate • Aug 07
LRCX: AI WFE Upswing And Richer Long-Term Multiples Will Test Resilience
The Lam Research fair value estimate has moved from $222.79 to $290.00 as analysts weigh slightly higher discount assumptions against stronger profit margin expectations and higher long term P/E multiples, supported by upbeat wafer fab equipment demand commentary and long range earnings targets across recent research updates. Analyst Commentary Recent research on Lam Research reflects a mix of optimism on long term wafer fab equipment demand and more cautious adjustments tied to valuation and execution risk.Narratiefupdate • Jul 24
LRCX: Extended AI Wafer Equipment Cycle Will Drive Multi Year Upswing
The analyst price target for Lam Research has been raised from $452.12 to $500.00, with analysts pointing to stronger expected profitability, higher assumed future P/E multiples, and an extended AI driven wafer fab equipment cycle as key supports for the higher valuation. Analyst Commentary Recent research commentary on Lam Research points to a generally constructive tone, with a series of upward price target revisions and at least one rating upgrade clustered over the last several months.Narratiefupdate • Jul 10
LRCX: Extended AI WFE Cycle Reliance Will Eventually Disappoint High Expectations
Analysts have lifted the fair value estimate for Lam Research from $115.00 to $222.79, reflecting higher modeled revenue growth, profit margins, and long term wafer fab equipment demand, which has driven a broad round of price target increases across the Street into the $400 to $500 range. Analyst Commentary Street research on Lam Research has been highly active, with a series of price target revisions clustered in the US$300 to US$500 range and a generally constructive stance on wafer fab equipment demand.Narratiefupdate • Jun 26
LRCX: AI Data Center WFE Cycle Will Support Multi Year Upswing
The analyst fair value estimate for Lam Research has been raised from $325.00 to about $452.12, as analysts reset price targets toward the $450 to $480 range. They point to updated wafer fab equipment spending forecasts and a larger long term semiconductor addressable market driven by memory and AI data center demand.Analyse-artikel • Jun 18
Lam Research (LRCX) Stock Could Be 16% Overvalued After Its Recent Rally
Lam Research (LRCX) has drawn fresh attention after its stock closed at $374.18, with recent returns over the past month and past 3 months prompting investors to reassess the company’s semiconductor equipment profile. See our latest analysis for Lam Research. The recent share price rally at Lam Research, with a 7 day share price return of 16.3% and a year to date share price return of 102.2%, sits alongside a very large 1 year total shareholder return of about 3x and strong multi year total...Narratiefupdate • Jun 11
LRCX: AI WFE Cycle And China Export Risks Will Shape Future Returns
Lam Research's analyst price target has been raised by about $10 to align with a $323.38 fair value estimate, as analysts factor in stronger wafer fab equipment spending outlooks and extended visibility into AI driven foundry and logic demand. Analyst Commentary Recent research has been broadly constructive on Lam Research, with a series of higher price targets and at least one downgrade shaping a mixed but mostly optimistic picture.Narratiefupdate • May 28
LRCX: AI Memory Spending And WFE Cyclicality Will Shape Future Returns
Lam Research's updated analyst price target edges higher to $313.69 from $309.52 as analysts factor in stronger wafer fab equipment spending expectations across NAND, DRAM and high bandwidth memory, along with modest tweaks to growth, margin and P/E assumptions. Analyst Commentary Recent research on Lam Research highlights a cluster of higher price targets and rating upgrades, largely tied to expectations for wafer fab equipment spending across NAND, DRAM and high bandwidth memory, as well as views on Lam's competitive position in these segments.Narratiefupdate • Apr 30
LRCX: AI Memory Spending And WFE Demand Will Drive Upside Potential
Analysts have lifted the Lam Research fair value estimate from $280.90 to $309.52, reflecting updated assumptions for revenue growth, margins and long term P/E multiples in the wake of a broad round of higher Street price targets across the wafer fab equipment group. Analyst Commentary Street research on Lam Research has been active, with a series of price target changes and one downgrade shaping how analysts frame the risk and reward trade off.Analyse-artikel • Apr 26
Earnings Beat: Lam Research Corporation Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
As you might know, Lam Research Corporation ( NASDAQ:LRCX ) recently reported its third-quarter numbers. The result was...Narratiefupdate • Apr 15
LRCX: AI Memory Spending And WFE Demand Will Shape Balanced Outlook
The analyst price target for Lam Research is raised by $6 to reflect updated assumptions around revenue growth, profitability mix, and a slightly lower discount rate. Analysts point to a series of recent target increases and rating changes across the Street as support for the revised view.Narratiefupdate • Apr 01
LRCX: Future DRAM Spending And WFE Cycle Will Support Multi Year Upswing
Analysts have lifted their price target on Lam Research by $5 to $255, citing a more supportive outlook for wafer fab equipment spending, stronger expectations for DRAM-driven demand, and Lam's inclusion in preferred idea lists as key reasons for the change. Analyst Commentary Recent research points to a broadly constructive stance on Lam Research, with a series of higher price targets and fresh buy calls highlighting confidence in the company’s positioning within wafer fab equipment and memory exposure.Narratiefupdate • Mar 18
LRCX: AI Memory Spending Upturn Will Support WFE Cycle Reacceleration
The analyst price target for Lam Research has been raised modestly to reflect a slightly higher fair value estimate of about $275, with analysts pointing to a robust wafer fab equipment spending outlook, stronger DRAM and NAND memory investment expectations, and inclusion on preferred idea lists as key supports for the updated view. Analyst Commentary Recent research coverage on Lam Research has been active, with a series of price target revisions and rating changes clustered around a stronger wafer fab equipment spending backdrop, improving expectations for DRAM and NAND investment, and inclusion on preferred idea lists.Narratiefupdate • Mar 04
LRCX: Future DRAM WFE Cycle May Drive Multi Year Upswing
The analyst price target for Lam Research has been raised by $10 to $254, as analysts point to higher wafer fab equipment growth forecasts, strong demand for DRAM memory spending, and broad Street support including Lam's addition to BofA's "US 1 List". Analyst Commentary Recent research is broadly constructive on Lam Research, with a series of higher price targets and fresh initiations pointing to confidence in the company’s position in wafer fab equipment and memory exposure.Narratiefupdate • Feb 18
LRCX: AI Memory And WFE Upcycle Is Expected To Drive Returns
Lam Research's fair value estimate has been raised from about $204 to roughly $274 as analysts update their price targets based on higher assumed revenue growth, stronger profit margins, and slightly adjusted discount and future P/E assumptions across recent research reports. Analyst Commentary Recent research on Lam Research has been active, with a long list of firms revisiting their models and lifting price targets.Narratiefupdate • Feb 04
LRCX: Anticipated Wafer Fab Equipment Upswing May Reshape Memory Demand Outlook
Our analyst price target for Lam Research shifts to US$325 from US$135, reflecting updated assumptions for revenue growth, higher profit margins and a richer future P/E multiple that are broadly aligned with a recent wave of higher Street targets and more constructive analyst commentary on wafer fab equipment spending. Analyst Commentary Street research on Lam Research has turned more constructive, with a cluster of recent price target increases and several upgrades.Narratiefupdate • Jan 21
LRCX: AI Memory And WFE Cycles Expected To Support Balanced Returns
Analysts have lifted their price targets for Lam Research, with our fair value estimate moving from US$160.30 to about US$204.03, citing higher assumed revenue growth, slightly stronger profitability, and a richer future P/E multiple supported by a wave of recent target hikes across the Street. Analyst Commentary Bullish analysts have been lifting their fair value views on Lam Research across a tight time window, often by large absolute dollar amounts per share.Analyse-artikel • Jan 10
Market Participants Recognise Lam Research Corporation's (NASDAQ:LRCX) Earnings Pushing Shares 30% Higher
Lam Research Corporation ( NASDAQ:LRCX ) shares have continued their recent momentum with a 30% gain in the last month...Narratiefupdate • Jan 07
LRCX: AI And Memory Upcycle Enthusiasm Will Eventually Disappoint Expectations
Narrative Update: Lam Research The analyst price target for Lam Research has moved higher from US$110.13 to US$115.00, as analysts factor in recent coverage initiations, higher targets across the Street, and ongoing confidence in the company’s role in AI related wafer fab equipment demand and 3D memory leadership. Analyst Commentary Recent Street research on Lam Research clusters around increasing confidence in the company’s position in AI related wafer fab equipment, memory, and advanced node spending, with several firms lifting price targets following strong quarterly results and guidance.Narratiefupdate • Dec 19
LRCX: Recent AI And Memory Upcycle Euphoria Will Likely Fade
Analysts have raised their price target on Lam Research to approximately $110 from about $81, citing the company's stronger than expected earnings momentum, improving wafer fab equipment upcycle exposure, and durable AI driven demand for advanced memory and 3D stacking technologies. Analyst Commentary Recent Street research reflects a broadly constructive view on Lam Research, with multiple firms lifting price targets and highlighting the company’s leverage to an improving wafer fab equipment cycle, AI driven memory demand, and stronger than expected profitability.Narratiefupdate • Dec 05
LRCX: AI Memory And WFE Upswing Will Drive Balanced Future Returns
Analysts have nudged our Lam Research fair value estimate higher, from $158.52 to $160.30. This reflects increased confidence in the companys record profitability, sustained beat and raise cadence, and strengthening AI driven WFE demand despite some valuation pushback.Narratiefupdate • Nov 21
LRCX: AI Data Center Expansion Will Drive Memory Equipment Demand
Lam Research's analyst price target increased modestly by $0.50, as analysts point to sustained strength in advanced memory and 3D stacking technologies. Continued earnings beats and optimism around the company's positioning in the AI-driven upcycle are also noted.Narratiefupdate • Nov 05
LRCX: Future DRAM Demand and AI Infrastructure Will Drive Earnings Upside
The analyst price target for Lam Research was recently raised from $130.96 to $158.02. This significant increase was driven by analysts citing strong quarterly performance, continued leadership in critical technologies, and robust near-term outlooks for revenue and profitability.Narratiefupdate • Oct 22
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.Narratiefupdate • Oct 08
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.Narratiefupdate • Sep 23
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.Analyse-artikel • Sep 19
There's Reason For Concern Over Lam Research Corporation's (NASDAQ:LRCX) Massive 26% Price Jump
Lam Research Corporation ( NASDAQ:LRCX ) shares have continued their recent momentum with a 26% gain in the last month...Winst- en omzetgroeiprognoses
| Datum | Inkomsten | Inkomsten | Vrije kasstroom | Geldmiddelen uit operationele activiteiten | Gem. Aantal analisten |
|---|---|---|---|---|---|
| 6/30/2029 | 46,444 | 17,748 | 14,953 | 17,503 | 15 |
| 6/30/2028 | 40,956 | 14,730 | 12,508 | 13,987 | 26 |
| 6/30/2027 | 34,822 | 11,792 | 9,189 | 10,091 | 28 |
| 6/28/2026 | 23,233 | 7,265 | 4,891 | 5,858 | N/A |
| 3/29/2026 | 21,682 | 6,708 | 6,005 | 6,955 | N/A |
| 12/28/2025 | 20,561 | 6,213 | 6,216 | 7,122 | N/A |
| 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 | N/A | 2,194 | N/A |
| 12/29/2019 | 9,549 | 2,070 | N/A | 2,585 | N/A |
| 9/29/2019 | 9,489 | 2,124 | N/A | 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 |
Toekomstige groeivoorspellingen analisten
Verdiensten versus spaarpercentage: De verwachte winstgroei LRCX ( 21.3% per jaar) ligt boven de spaarquote ( 3.7% ).
Winst versus markt: De winst van LRCX ( 21.3% per jaar) zal naar verwachting sneller groeien dan de US markt ( 17.3% per jaar).
Hoge groeiwinsten: De winst van LRCX zal naar verwachting de komende 3 jaar aanzienlijk groeien.
Omzet versus markt: De omzet van LRCX ( 16.7% per jaar) zal naar verwachting sneller groeien dan de markt US ( 13.5% per jaar).
Hoge groei-inkomsten: De omzet van LRCX ( 16.7% per jaar) zal naar verwachting langzamer groeien dan 20% per jaar.
Groeiprognoses winst per aandeel
Toekomstig rendement op eigen vermogen
Toekomstige ROE: Het rendement op eigen vermogen LRCX zal naar verwachting over 3 jaar zeer hoog zijn ( 60.3 %).
Ontdek groeibedrijven
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/09/11 22:03 |
| Aandelenkoers aan het einde van de dag | 2026/09/11 00:00 |
| Inkomsten | 2026/06/28 |
| Jaarlijkse inkomsten | 2026/06/28 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
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| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Lam Research Corporation wordt gevolgd door 50 analisten. 28 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Warren Lau | Aletheia Analyst Network Limited |
| James Kelleher | Argus Research Company |
| Christopher Muse | Barclays |