Lam Research Framtida tillväxt
Future kriterier kontrolleras 5/6
Lam Research förväntas öka intäkter och intäkter med 21.3% respektive 16.7% per år. EPS förväntas tillväxt med 20.8% per år. Avkastningen på eget kapital förväntas bli 56.2% om 3 år.
Viktig information
21.3%
Tillväxttakt i vinsten
20.82%
Tillväxttakt för EPS
| Semiconductor vinsttillväxt | 30.5% |
| Intäkternas tillväxttakt | 16.7% |
| Framtida avkastning på eget kapital | 56.24% |
| Bevakning av analytiker | Good |
| Senast uppdaterad | 10 Sep 2026 |
Senaste uppdateringarna om framtida tillväxt
Recent updates
Uppdatering av berättelse • 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
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Prognoser för vinst- och omsättningstillväxt
| Datum | Intäkter | Intäkter | Fritt kassaflöde | Kassaflöde från rörelsen | Genomsnittligt Antal analytiker |
|---|---|---|---|---|---|
| 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 |
Analytiker Framtid Tillväxt Prognoser
Intäkter kontra sparande: LRCX s prognostiserade vinsttillväxt ( 21.3% per år) är över sparkvoten ( 3.7% ).
Resultat vs marknad: LRCX s intäkter ( 21.3% per år) förväntas växa snabbare än marknaden för US ( 17.3% per år).
Höga tillväxtresultat: LRCX s intäkter förväntas växa avsevärt under de kommande 3 åren.
Intäkt vs marknad: LRCX s intäkter ( 16.7% per år) förväntas växa snabbare än US marknaden ( 13.5% per år).
Hög tillväxtintäkter: LRCX s intäkter ( 16.7% per år) förväntas växa långsammare än 20% per år.
Tillväxtprognoser för vinst per aktie
Framtida avkastning på eget kapital
Framtida ROE: LRCX s avkastning på eget kapital förväntas bli mycket hög om 3 år ( 56.2 %).
Upptäck tillväxtföretag
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/09/10 23:51 |
| Aktiekurs vid dagens slut | 2026/09/10 00:00 |
| Intäkter | 2026/06/28 |
| Årlig intjäning | 2026/06/28 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
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| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
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* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Lam Research Corporation bevakas av 50 analytiker. 28 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Warren Lau | Aletheia Analyst Network Limited |
| James Kelleher | Argus Research Company |
| Christopher Muse | Barclays |