LRCX analyst scorecard · Lam Research
92 rating changes on LRCX in the last 12 months. 71% of bullish calls were right at 30 days. Street grade A on 81 scored calls. Consensus target $373, 34% above the last close.
Graded through 2026-09-14 · last close $277.60 (2026-09-14). Rebuilt every morning.
Street grade
A 70.4%
Rating changes, 12 mo
92
Bullish calls right at 30d
71.2% of 80
Bearish calls right at 30d
—
Consensus target
$373 +34.4%
Firms covering
31
Price targets hit (90d)
63.0% of 73
Holds on LRCX, read: 2 cut to or raised to Hold (graded as the change) · 2 Holds whose target leaned 10%+ one way (graded that way) · 9 true Holds, not graded.
The chase: the 4 upgrades on LRCX landed after an average +18.5% run in the prior 30 days, and the stock averaged +28.1% in the 90 days after.
Firm by firm
| Firm | Calls | Scored | Right | Accuracy | Grade | Avg 30d | Avg 90d | Latest | Date | Target |
|---|---|---|---|---|---|---|---|---|---|---|
| B. Riley Securities | 4 | 4 | 4 | 100.0% | A | +14.1% | +42.6% | Buy | 2026-07-30 | $350 |
| UBS | 7 | 6 | 5 | 83.3% | A | +8.8% | +27.3% | Buy | 2026-09-01 | $425 |
| Mizuho | 7 | 6 | 5 | 83.3% | A | +10.0% | +33.0% | Outperform | 2026-08-25 | $365 |
| Morgan Stanley | 9 | 5 | 4 | 80.0% | A | +6.9% | +35.0% | Overweight | 2026-07-30 | $367 |
| Wells Fargo | 7 | 6 | 4 | 66.7% | B | +4.4% | +19.1% | Overweight | 2026-07-30 | $350 |
| Needham | 6 | 6 | 4 | 66.7% | B | +2.5% | +24.2% | Buy | 2026-07-30 | $390 |
| Stifel | 6 | 6 | 4 | 66.7% | B | +6.2% | +33.8% | Buy | 2026-07-10 | $425 |
| Cantor Fitzgerald | 5 | 5 | 3 | 60.0% | B | +0.5% | +11.5% | Overweight | 2026-06-29 | $500 |
| Citigroup | 6 | 6 | 3 | 50.0% | C | +2.1% | +27.9% | Buy | 2026-06-17 | $450 |
| Susquehanna | 4 | 4 | 2 | 50.0% | C | -5.5% | +27.9% | Positive | 2026-06-30 | $475 |
| Barclays | 4 | 1 | 1 | — | — | +9.8% | +28.9% | Equal-Weight | 2026-06-11 | $335 |
| Jefferies | 2 | 2 | 2 | — | — | +14.2% | +33.5% | Buy | 2026-07-30 | $335 |
| Deutsche Bank | 2 | 2 | 2 | — | — | +14.9% | +23.6% | Buy | 2026-01-21 | $260 |
| Seaport Global | 1 | 1 | 1 | — | — | +22.0% | +6.8% | Buy | 2026-05-05 | $300 |
| Bernstein | 1 | 1 | 1 | — | — | +6.7% | +21.3% | Outperform | 2026-01-12 | $225 |
| Evercore ISI Group | 3 | 3 | 2 | — | — | +6.0% | +11.9% | Outperform | 2026-07-20 | $355 |
| TD Cowen | 3 | 3 | 2 | — | — | +4.5% | +39.1% | Buy | 2026-07-09 | $400 |
| Bank of America | 3 | 3 | 2 | — | — | +6.3% | +24.1% | Buy | 2026-06-23 | $480 |
| JPMorgan | 3 | 3 | 2 | — | — | +6.6% | +26.2% | Overweight | 2026-04-23 | $315 |
| RBC Capital | 3 | 3 | 2 | — | — | +8.7% | +15.2% | Outperform | 2026-04-23 | $310 |
| Oppenheimer | 2 | 2 | 1 | — | — | -5.9% | +13.1% | Outperform | 2026-06-15 | $400 |
| Goldman Sachs | 2 | 2 | 1 | — | — | +5.5% | +22.1% | Buy | 2026-01-29 | $262 |
| HSBC | 1 | 0 | 0 | — | — | +20.2% | +31.3% | Hold | 2025-09-30 | $127 |
| KeyBanc | 1 | 1 | 0 | — | — | +11.8% | +32.8% | Sector Weight | 2025-09-23 | — |
Dimmed rows have fewer than 4 scored calls on LRCX — too few to grade.
Every call, last 12 months
| Date | Firm | Change | Action | Graded as | Price at call | Run before | +30d | +60d | +90d | Target · 90d check | Hit |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-09-01 | UBS | Buy → Buy | maintained | Bullish | $290.20 | -1.0% | — | — | — | $425 | pending |
| 2026-08-25 | Mizuho | Outperform → Outperform | maintained | Bullish | $314.66 | +3.1% | — | — | — | $365 | pending |
| 2026-07-30 | Morgan Stanley | Overweight → Overweight | maintained | Bullish | $297.72 | -31.3% | +1.3% | — | — | $367 | ✓ |
| 2026-07-30 | B. Riley Securities | Buy → Buy | maintained | Bullish | $297.72 | -31.3% | +1.3% | — | — | $350 | ✓ |
| 2026-07-30 | Wells Fargo | Overweight → Overweight | maintained | Bullish | $297.72 | -31.3% | +1.3% | — | — | $350 | ✓ |
| 2026-07-30 | Needham | Buy → Buy | reiterated | Bullish | $297.72 | -31.3% | +1.3% | — | — | $390 | ✓ |
| 2026-07-30 | Jefferies | Buy → Buy | maintained | Bullish | $297.72 | -31.3% | +1.3% | — | — | $335 | ✓ |
| 2026-07-20 | Evercore ISI Group | Outperform → Outperform | maintained | Bullish | $306.76 | -21.1% | +0.1% | — | — | $355 | ✓ |
| 2026-07-10 | Stifel | Buy → Buy | maintained | Bullish | $350.33 | +8.9% | -12.5% | -8.5% | — | $425 | ✗ |
| 2026-07-10 | Needham | Buy → Buy | maintained | Bullish | $350.33 | +8.9% | -12.5% | -8.5% | — | $390 | ✗ |
| 2026-07-09 | TD Cowen | Buy → Buy | maintained | Bullish | $353.17 | +8.0% | -13.2% | -9.3% | — | $400 | ✗ |
| 2026-07-09 | Mizuho | Outperform → Outperform | maintained | Bullish | $353.17 | +8.0% | -13.2% | -9.3% | — | $400 | ✗ |
| 2026-07-06 | Morgan Stanley | Overweight → Overweight | maintained | Bullish | $350.20 | +15.5% | -12.2% | -12.2% | — | $404 | ✗ |
| 2026-06-30 | Susquehanna | Positive → Positive | maintained | Bullish | $433.33 | +36.2% | -31.3% | -30.4% | — | $475 | ✗ |
| 2026-06-29 | Cantor Fitzgerald | Overweight → Overweight | maintained | Bullish | $410.91 | +29.1% | -38.6% | -26.5% | — | $500 | ✗ |
| 2026-06-23 | Bank of America | Buy → Buy | maintained | Bullish | $371.33 | +21.6% | -13.9% | -16.5% | — | $480 | ✗ |
| 2026-06-22 | Wells Fargo | Overweight → Overweight | maintained | Bullish | $409.54 | +34.1% | -22.0% | -23.3% | — | $450 | ✗ |
| 2026-06-17 | Citigroup | Buy → Buy | maintained | Bullish | $374.18 | +34.6% | -16.3% | -8.1% | — | $450 | ✗ |
| 2026-06-15 | Oppenheimer | Outperform → Outperform | maintained | Bullish | $388.92 | +36.6% | -13.8% | -14.5% | -28.6% | $400 missed | ✗ |
| 2026-06-11 | Barclays | Equal-Weight → Equal-Weight | maintained | True hold · target -7% | $362.52 | +25.3% | -9.0% | -15.5% | -12.9% | $335 hit | not graded |
| 2026-06-10 | Cantor Fitzgerald | Overweight → Overweight | maintained | Bullish | $321.80 | +8.7% | +8.9% | -4.8% | -0.4% | $425 missed | ✓ |
| 2026-06-09 | UBS | Buy → Buy | maintained | Bullish | $327.16 | +11.3% | +8.0% | -6.3% | -2.1% | $375 missed | ✓ |
| 2026-06-01 | Wells Fargo | Overweight → Overweight | maintained | Bullish | $317.12 | +23.5% | +23.4% | -7.6% | -4.9% | $365 missed | ✓ |
| 2026-05-27 | Mizuho | Outperform → Outperform | maintained | Bullish | $318.93 | +22.9% | +18.9% | -8.6% | -1.3% | $380 missed | ✓ |
| 2026-05-18 | Morgan Stanley | Equal-Weight → Overweight | upgrade | Bullish | $277.96 | +3.9% | +34.6% | +12.7% | +23.7% | $331 hit | ✓ |
| 2026-05-05 | Seaport Global | Buy | initiated | Bullish | $275.80 | +26.3% | +22.0% | +27.0% | +6.8% | $300 hit | ✓ |
| 2026-04-23 | JPMorgan | Overweight → Overweight | maintained | Bullish | $258.56 | +8.3% | +24.8% | +58.4% | +23.5% | $315 hit | ✓ |
| 2026-04-23 | RBC Capital | Outperform → Outperform | maintained | Bullish | $258.56 | +8.3% | +24.8% | +58.4% | +23.5% | $310 hit | ✓ |
| 2026-04-23 | TD Cowen | Buy → Buy | maintained | Bullish | $258.56 | +8.3% | +24.8% | +58.4% | +23.5% | $340 close | ✓ |
| 2026-04-23 | Cantor Fitzgerald | Overweight → Overweight | reiterated | Bullish | $258.56 | +8.3% | +24.8% | +58.4% | +23.5% | $320 hit | ✓ |
| 2026-04-23 | Citigroup | Buy → Buy | maintained | Bullish | $258.56 | +8.3% | +24.8% | +58.4% | +23.5% | $315 hit | ✓ |
| 2026-04-23 | Stifel | Buy → Buy | maintained | Bullish | $258.56 | +8.3% | +24.8% | +58.4% | +23.5% | $325 hit | ✓ |
| 2026-04-23 | Barclays | Equal-Weight → Equal-Weight | maintained | True hold · target +6% | $258.56 | +8.3% | +24.8% | +58.4% | +23.5% | $275 hit | not graded |
| 2026-04-23 | Wells Fargo | Overweight → Overweight | maintained | Bullish | $258.56 | +8.3% | +24.8% | +58.4% | +23.5% | $320 hit | ✓ |
| 2026-04-23 | Evercore ISI Group | Outperform → Outperform | maintained | Bullish | $258.56 | +8.3% | +24.8% | +58.4% | +23.5% | $300 hit | ✓ |
| 2026-04-23 | Bank of America | Buy → Buy | maintained | Bullish | $258.56 | +8.3% | +24.8% | +58.4% | +23.5% | $330 hit | ✓ |
| 2026-04-23 | Needham | Buy → Buy | reiterated | Bullish | $258.56 | +8.3% | +24.8% | +58.4% | +23.5% | $300 hit | ✓ |
| 2026-04-09 | Susquehanna | Positive → Positive | maintained | Bullish | $258.76 | +20.2% | +14.4% | +25.4% | +28.8% | $350 hit | ✓ |
| 2026-04-06 | Morgan Stanley | Equal-Weight → Equal-Weight | maintained | Leans bullish · Equal-Weight, target +17% | $220.65 | +10.7% | +34.7% | +37.5% | +58.7% | $260 hit | ✓ |
| 2026-03-10 | Barclays | Equal-Weight → Equal-Weight | maintained | Leans bullish · Equal-Weight, target +18% | $215.23 | -6.8% | +20.2% | +37.5% | +50.8% | $255 hit | ✓ |
| 2026-02-25 | Morgan Stanley | Equal-Weight → Equal-Weight | maintained | True hold · target +1% | $249.48 | +11.9% | -15.3% | +4.0% | +29.3% | $254 missed | not graded |
| 2026-01-29 | Morgan Stanley | Equal-Weight → Equal-Weight | maintained | True hold · target -1% | $248.17 | +42.8% | -6.9% | -19.4% | +0.2% | $244 hit | not graded |
| 2026-01-29 | Goldman Sachs | Buy → Buy | maintained | Bullish | $248.17 | +42.8% | -6.9% | -19.4% | +0.2% | $262 missed | ✗ |
| 2026-01-29 | JPMorgan | Overweight → Overweight | maintained | Bullish | $248.17 | +42.8% | -6.9% | -19.4% | +0.2% | $300 missed | ✗ |
| 2026-01-29 | UBS | Buy → Buy | maintained | Bullish | $248.17 | +42.8% | -6.9% | -19.4% | +0.2% | $275 missed | ✗ |
| 2026-01-29 | Citigroup | Buy → Buy | maintained | Bullish | $248.17 | +42.8% | -6.9% | -19.4% | +0.2% | $300 missed | ✗ |
| 2026-01-29 | RBC Capital | Outperform → Outperform | maintained | Bullish | $248.17 | +42.8% | -6.9% | -19.4% | +0.2% | $290 missed | ✗ |
| 2026-01-29 | Stifel | Buy → Buy | maintained | Bullish | $248.17 | +42.8% | -6.9% | -19.4% | +0.2% | $280 missed | ✗ |
| 2026-01-29 | Wells Fargo | Overweight → Overweight | maintained | Bullish | $248.17 | +42.8% | -6.9% | -19.4% | +0.2% | $290 missed | ✗ |
| 2026-01-29 | Cantor Fitzgerald | Overweight → Overweight | maintained | Bullish | $248.17 | +42.8% | -6.9% | -19.4% | +0.2% | $320 missed | ✗ |
| 2026-01-29 | Susquehanna | Positive → Positive | maintained | Bullish | $248.17 | +42.8% | -6.9% | -19.4% | +0.2% | $325 missed | ✗ |
| 2026-01-29 | Evercore ISI Group | Outperform → Outperform | maintained | Bullish | $248.17 | +42.8% | -6.9% | -19.4% | +0.2% | $275 missed | ✗ |
| 2026-01-29 | Needham | Buy → Buy | maintained | Bullish | $248.17 | +42.8% | -6.9% | -19.4% | +0.2% | $300 missed | ✗ |
| 2026-01-22 | Citigroup | Buy → Buy | maintained | Bullish | $220.70 | +26.0% | +9.8% | +5.7% | +20.3% | $265 hit | ✓ |
| 2026-01-21 | Deutsche Bank | Buy → Buy | maintained | Bullish | $228.39 | +30.3% | +7.2% | +2.1% | +13.1% | $260 hit | ✓ |
| 2026-01-20 | UBS | Buy → Buy | maintained | Bullish | $222.41 | +29.1% | +6.7% | +4.9% | +18.3% | $255 hit | ✓ |
| 2026-01-20 | Needham | Buy → Buy | maintained | Bullish | $222.41 | +29.1% | +6.7% | +4.9% | +18.3% | $250 hit | ✓ |
| 2026-01-15 | Wells Fargo | Equal-Weight → Overweight | upgrade | Bullish | $217.47 | +33.2% | +8.3% | +0.9% | +21.9% | $250 hit | ✓ |
| 2026-01-15 | RBC Capital | Outperform | initiated | Bullish | $217.47 | +33.2% | +8.3% | +0.9% | +21.9% | $260 hit | ✓ |
| 2026-01-14 | Stifel | Buy → Buy | maintained | Bullish | $208.79 | +27.1% | +12.8% | +5.1% | +30.5% | $250 hit | ✓ |
| 2026-01-13 | Bank of America | Buy → Buy | maintained | Bullish | $214.38 | +33.5% | +7.9% | +2.3% | +24.7% | $245 hit | ✓ |
| 2026-01-12 | Bernstein | Outperform → Outperform | maintained | Bullish | $220.40 | +37.3% | +6.7% | -3.7% | +21.3% | $225 hit | ✓ |
| 2026-01-09 | Mizuho | Outperform → Outperform | maintained | Bullish | $218.36 | +29.8% | +5.0% | -1.4% | +18.5% | $220 missed | ✓ |
| 2026-01-08 | Cantor Fitzgerald | Overweight → Overweight | maintained | Bullish | $200.96 | +21.2% | +14.1% | +5.1% | +22.7% | $265 close | ✓ |
| 2025-12-23 | UBS | Buy → Buy | maintained | Bullish | $175.16 | +22.8% | +26.0% | +38.3% | +33.2% | $200 hit | ✓ |
| 2025-12-18 | B. Riley Securities | Buy → Buy | maintained | Bullish | $164.70 | +15.0% | +35.0% | +43.0% | +36.4% | $195 hit | ✓ |
| 2025-12-17 | Mizuho | Outperform → Outperform | maintained | Bullish | $154.98 | +5.1% | +43.9% | +52.0% | +46.1% | $200 hit | ✓ |
| 2025-12-15 | Jefferies | Buy → Buy | maintained | Bullish | $164.30 | +10.8% | +27.1% | +43.4% | +33.5% | $200 hit | ✓ |
| 2025-12-02 | Morgan Stanley | Equal-Weight → Equal-Weight | maintained | True hold · target +0% | $158.19 | +0.5% | +17.0% | +50.1% | +46.0% | $158 missed | not graded |
| 2025-11-25 | UBS | Buy → Buy | maintained | Bullish | $151.93 | +0.2% | +17.2% | +46.7% | +59.5% | $175 hit | ✓ |
| 2025-11-12 | Citigroup | Buy → Buy | maintained | Bullish | $161.42 | +17.1% | -0.6% | +36.5% | +40.4% | $190 hit | ✗ |
| 2025-10-23 | UBS | Buy → Buy | maintained | Bullish | $147.54 | +11.8% | +1.9% | +18.8% | +54.8% | $165 hit | ✓ |
| 2025-10-23 | JPMorgan | Overweight → Overweight | maintained | Bullish | $147.54 | +11.8% | +1.9% | +18.8% | +54.8% | $165 hit | ✓ |
| 2025-10-23 | Susquehanna | Positive → Positive | maintained | Bullish | $147.54 | +11.8% | +1.9% | +18.8% | +54.8% | $200 hit | ✓ |
| 2025-10-23 | B. Riley Securities | Buy → Buy | maintained | Bullish | $147.54 | +11.8% | +1.9% | +18.8% | +54.8% | $180 hit | ✓ |
| 2025-10-23 | TD Cowen | Buy → Buy | maintained | Bullish | $147.54 | +11.8% | +1.9% | +18.8% | +54.8% | $170 hit | ✓ |
| 2025-10-23 | Stifel | Buy → Buy | maintained | Bullish | $147.54 | +11.8% | +1.9% | +18.8% | +54.8% | $160 hit | ✓ |
| 2025-10-23 | Wells Fargo | Equal-Weight → Equal-Weight | maintained | True hold · target -1% | $147.54 | +11.8% | +1.9% | +18.8% | +54.8% | $145 missed | not graded |
| 2025-10-23 | Oppenheimer | Outperform → Outperform | maintained | Bullish | $147.54 | +11.8% | +1.9% | +18.8% | +54.8% | $200 hit | ✓ |
| 2025-10-23 | Mizuho | Outperform → Outperform | maintained | Bullish | $147.54 | +11.8% | +1.9% | +18.8% | +54.8% | $170 hit | ✓ |
| 2025-10-23 | Morgan Stanley | Equal-Weight → Equal-Weight | maintained | True hold · target -7% | $147.54 | +11.8% | +1.9% | +18.8% | +54.8% | $137 missed | not graded |
| 2025-10-23 | Citigroup | Buy → Buy | maintained | Bullish | $147.54 | +11.8% | +1.9% | +18.8% | +54.8% | $175 hit | ✓ |
| 2025-10-23 | Needham | Buy → Buy | maintained | Bullish | $147.54 | +11.8% | +1.9% | +18.8% | +54.8% | $160 hit | ✓ |
| 2025-10-20 | Barclays | Equal-Weight → Equal-Weight | maintained | True hold · target -1% | $144.05 | +13.5% | +3.3% | +19.6% | +54.4% | $142 missed | not graded |
| 2025-10-16 | Mizuho | Outperform → Outperform | maintained | Bullish | $142.37 | +18.2% | +3.6% | +15.4% | +46.6% | $162 hit | ✓ |
| 2025-10-13 | Stifel | Buy → Buy | maintained | Bullish | $137.81 | — | +17.1% | +16.5% | +59.9% | $135 missed | ✓ |
| 2025-10-09 | Goldman Sachs | Buy → Buy | maintained | Bullish | $141.00 | — | +18.0% | +15.4% | +44.0% | $160 hit | ✓ |
| 2025-09-30 | HSBC | Hold | initiated | True hold · target -5% | $133.90 | — | +20.2% | +15.6% | +31.3% | $127 missed | not graded |
| 2025-09-29 | Deutsche Bank | Hold → Buy | upgrade | Bullish | $131.09 | — | +22.6% | +19.0% | +34.2% | $150 hit | ✓ |
| 2025-09-24 | B. Riley Securities | Buy → Buy | maintained | Bullish | $128.32 | — | +18.2% | +17.2% | +36.5% | $160 hit | ✓ |
| 2025-09-23 | KeyBanc | Overweight → Sector Weight | downgrade | Bearish · cut to Sector Weight | $131.93 | — | +11.8% | +14.0% | +32.8% | — | ✗ |
| 2025-09-22 | Morgan Stanley | Underweight → Equal-Weight | upgrade | Bullish · raised to Equal-Weight | $132.20 | — | +6.8% | +7.9% | +32.6% | $125 missed | ✓ |
Also in Semi Equipment
Interactive version with the price chart and target overlay: Scorecard tab on the dashboard. All covered names: index.
How the grading works
Every sell-side rating change from the last 365 days is priced the day it lands and checked again 30, 60 and 90 days later. A call is a hit when the stock moved in the called direction at 30 days. Buy- and Sell-side ratings call their own direction. A Hold is read, not waved through: a downgrade to Hold is graded as a bearish call and an upgrade to Hold as a bullish one, and a maintained Hold whose price target sits 10%+ above the price leans bullish (10%+ below, leans bearish) and is graded that way. A Hold with a target close to the price is a true Hold and is not graded at all. Every call with a price target also gets a target check 90 days later: hit (reached it or within 5%), close (covered at least half the distance) or missed. A firm's accuracy on a single name prints only after 4 scored calls, and a firm gets its own page only after 10 scored calls across every covered name — below that a percentage is noise. "Run before the call" is the stock's move over the 30 calendar days before the rating landed. Data: Yahoo Finance rating history and daily closes, rebuilt each morning. Nothing on this page is advice.
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