LRCX analyst scorecard · Lam Research
79 rating actions on LRCX in the last 12 months. Of 134 price targets that resolved, 76 were reached while they stood, 57 were replaced by the same firm first, and 1 fell short at their deadline. Ratings: 91% Buy-type, 9% Hold-type, 0% Sell-type. Consensus target $364, 44% above the last close.
Checked through 2026-10-29 · last close $252.60 (2026-10-29). Rebuilt every morning.
Targets reached while they stood
56.7% 76 of 134
Replaced before the deadline
42.5%
Short at the deadline
0.7%
Ratings vs XLK
19 of 19
Buy / Hold / Sell, 12 mo
91 / 9 / 0%
Consensus target
$364 +44.1%
What the Holds say: 7 Hold-type ratings on LRCX in the last 12 months carried a median target +2% from the price on the day; 43% sat below it.
Firm by firm
| Firm | Latest rating | Date | Latest target | Targets reached | Replaced early | Resolved | Ratings vs sector |
|---|---|---|---|---|---|---|---|
| UBS | Buy | 2026-10-22 | $400 | 7 | 3 | 10 | 1 of 1 |
| Morgan Stanley | Overweight | 2026-10-22 | $339 | 3 | 7 | 10 | — |
| Wells Fargo | Overweight | 2026-07-30 | $350 | 5 | 4 | 9 | — |
| Mizuho | Outperform | 2026-10-22 | $360 | 5 | 7 | 12 | 1 of 1 |
| Needham | Buy | 2026-10-22 | $290 | 5 | 5 | 10 | 1 of 1 |
| Cantor Fitzgerald | Overweight | 2026-06-29 | $500 | 4 | 6 | 10 | 1 of 1 |
| Stifel | Buy | 2026-07-10 | $425 | 4 | 3 | 7 | 1 of 1 |
| Citigroup | Buy | 2026-10-22 | $435 | 3 | 6 | 9 | 1 of 1 |
| B. Riley Securities | Buy | 2026-10-01 | $390 | 2 | 4 | 6 | 1 of 1 |
| Barclays | Equal-Weight | 2026-06-11 | $335 | 5 | 1 | 6 | — |
| Jefferies | Buy | 2026-07-30 | $335 | 3 | 0 | 3 | 1 of 1 |
| Seaport Global | Buy | 2026-05-05 | $300 | 1 | 0 | 1 | — |
| Deutsche Bank | Buy | 2026-01-21 | $260 | 2 | 0 | 2 | 1 of 1 |
| Bernstein | Outperform | 2026-01-12 | $225 | 1 | 0 | 1 | — |
| Evercore ISI Group | Outperform | 2026-10-20 | $315 | 2 | 2 | 4 | 1 of 1 |
| Bank of America | Buy | 2026-06-23 | $480 | 3 | 1 | 4 | 1 of 1 |
| RBC Capital | Outperform | 2026-04-23 | $310 | 1 | 2 | 3 | — |
| TD Cowen | Buy | 2026-07-09 | $400 | 2 | 0 | 2 | 1 of 1 |
| JPMorgan | Overweight | 2026-04-23 | $315 | 3 | 1 | 4 | 1 of 1 |
| Susquehanna | Positive | 2026-06-30 | $475 | 3 | 1 | 4 | 1 of 1 |
| Oppenheimer | Outperform | 2026-06-15 | $400 | 3 | 2 | 5 | 1 of 1 |
| Goldman Sachs | Buy | 2026-01-29 | $262 | 4 | 0 | 4 | 1 of 1 |
Counts for one firm on one stock are small and move together; they are a record, not a grade. Neither the firms nor LRCX carry a letter here. Why →
Every call, last 12 months
| Date | Firm | Rating | Action | Price at call | Target | Target status | Move in the 30 days before |
|---|---|---|---|---|---|---|---|
| 2026-10-22 | UBS | Buy | maintained | $230.15 | $400 | running to 2027-10-22 | -26.0% |
| 2026-10-22 | Citigroup | Buy | maintained | $230.15 | $435 | running to 2027-10-22 | -26.0% |
| 2026-10-22 | Morgan Stanley | Overweight | maintained | $230.15 | $339 | running to 2028-04-22 | -26.0% |
| 2026-10-22 | Mizuho | Outperform | maintained | $230.15 | $360 | running to 2027-10-22 | -26.0% |
| 2026-10-22 | Needham | Buy | maintained | $230.15 | $290 | running to 2027-10-22 | -26.0% |
| 2026-10-20 | Evercore ISI Group | Outperform | maintained | $263.45 | $315 | running to 2027-10-20 | -8.6% |
| 2026-10-05 | Morgan Stanley | Overweight | maintained | $345.80 | $385 | replaced 2026-10-22, new $339 | +12.4% |
| 2026-10-01 | B. Riley Securities | Buy | maintained | $340.10 | $390 | running to 2027-10-01 | +17.2% |
| 2026-09-01 | UBS | Buy | maintained | $290.20 | $425 | replaced 2026-10-22, new $400 | -1.0% |
| 2026-08-25 | Mizuho | Outperform | maintained | $314.66 | $365 | replaced 2026-10-22, new $360 | +3.1% |
| 2026-07-30 | Morgan Stanley | Overweight | maintained | $297.72 | $367 | replaced 2026-10-05, new $385 | -31.3% |
| 2026-07-30 | B. Riley Securities | Buy | maintained | $297.72 | $350 | replaced 2026-10-01, new $390 | -31.3% |
| 2026-07-30 | Wells Fargo | Overweight | maintained | $297.72 | $350 | running to 2027-07-30 | -31.3% |
| 2026-07-30 | Needham | Buy | reiterated | $297.72 | $390 | replaced 2026-10-22, new $290 | -31.3% |
| 2026-07-30 | Jefferies | Buy | maintained | $297.72 | $335 | reached 2026-08-13 | -31.3% |
| 2026-07-20 | Evercore ISI Group | Outperform | maintained | $306.76 | $355 | replaced 2026-10-20, new $315 | -21.1% |
| 2026-07-10 | Stifel | Buy | maintained | $350.33 | $425 | running to 2027-07-10 | +8.9% |
| 2026-07-10 | Needham | Buy | maintained | $350.33 | $390 | replaced 2026-10-22, new $290 | +8.9% |
| 2026-07-09 | TD Cowen | Buy | maintained | $353.17 | $400 | running to 2027-07-09 | +8.0% |
| 2026-07-09 | Mizuho | Outperform | maintained | $353.17 | $400 | replaced 2026-08-25, new $365 | +8.0% |
| 2026-07-06 | Morgan Stanley | Overweight | maintained | $350.20 | $404 | replaced 2026-07-30, new $367 | +15.5% |
| 2026-06-30 | Susquehanna | Positive | maintained | $433.33 | $475 | running to 2027-06-30 | +36.2% |
| 2026-06-29 | Cantor Fitzgerald | Overweight | maintained | $410.91 | $500 | running to 2027-06-29 | +29.1% |
| 2026-06-23 | Bank of America | Buy | maintained | $371.33 | $480 | running to 2027-06-23 | +21.6% |
| 2026-06-22 | Wells Fargo | Overweight | maintained | $409.54 | $450 | replaced 2026-07-30, new $350 | +34.1% |
| 2026-06-17 | Citigroup | Buy | maintained | $374.18 | $450 | replaced 2026-10-22, new $435 | +34.6% |
| 2026-06-15 | Oppenheimer | Outperform | maintained | $388.92 | $400 | within 5% of price when set | +36.6% |
| 2026-06-11 | Barclays | Equal-Weight | maintained | $362.52 | $335 | reached 2026-07-07 | +25.3% |
| 2026-06-10 | Cantor Fitzgerald | Overweight | maintained | $321.80 | $425 | replaced 2026-06-29, new $500 | +8.7% |
| 2026-06-09 | UBS | Buy | maintained | $327.16 | $375 | reached 2026-06-15 | +11.3% |
| 2026-06-01 | Wells Fargo | Overweight | maintained | $317.12 | $365 | reached 2026-06-12 | +23.5% |
| 2026-05-27 | Mizuho | Outperform | maintained | $318.93 | $380 | reached 2026-06-15 | +22.9% |
| 2026-05-18 | Morgan Stanley | Equal-Weight → Overweight | upgrade | $277.96 | $331 | reached 2026-06-02 | +3.9% |
| 2026-05-05 | Seaport Global | Buy | initiated | $275.80 | $300 | reached 2026-05-21 | +26.3% |
| 2026-04-23 | JPMorgan | Overweight | maintained | $258.56 | $315 | reached 2026-05-26 | +8.3% |
| 2026-04-23 | RBC Capital | Outperform | maintained | $258.56 | $310 | reached 2026-05-26 | +8.3% |
| 2026-04-23 | TD Cowen | Buy | maintained | $258.56 | $340 | reached 2026-06-03 | +8.3% |
| 2026-04-23 | Cantor Fitzgerald | Overweight | reiterated | $258.56 | $320 | reached 2026-05-26 | +8.3% |
| 2026-04-23 | Citigroup | Buy | maintained | $258.56 | $315 | reached 2026-05-26 | +8.3% |
| 2026-04-23 | Stifel | Buy | maintained | $258.56 | $325 | reached 2026-06-02 | +8.3% |
| 2026-04-23 | Barclays | Equal-Weight | maintained | $258.56 | $275 | reached 2026-05-05 | +8.3% |
| 2026-04-23 | Wells Fargo | Overweight | maintained | $258.56 | $320 | reached 2026-05-26 | +8.3% |
| 2026-04-23 | Evercore ISI Group | Outperform | maintained | $258.56 | $300 | reached 2026-05-21 | +8.3% |
| 2026-04-23 | Bank of America | Buy | maintained | $258.56 | $330 | reached 2026-06-02 | +8.3% |
| 2026-04-23 | Needham | Buy | reiterated | $258.56 | $300 | reached 2026-05-21 | +8.3% |
| 2026-04-09 | Susquehanna | Positive | maintained | $258.76 | $350 | reached 2026-06-11 | +20.2% |
| 2026-04-06 | Morgan Stanley | Equal-Weight | maintained | $220.65 | $260 | reached 2026-04-10 | +10.7% |
| 2026-03-10 | Barclays | Equal-Weight | maintained | $215.23 | $255 | reached 2026-04-09 | -6.8% |
| 2026-02-25 | Morgan Stanley | Equal-Weight | maintained | $249.48 | $254 | within 5% of price when set | +11.9% |
| 2026-01-29 | Morgan Stanley | Equal-Weight | maintained | $248.17 | $244 | within 5% of price when set | +42.8% |
| 2026-01-29 | Goldman Sachs | Buy | maintained | $248.17 | $262 | reached 2026-04-10 | +42.8% |
| 2026-01-29 | JPMorgan | Overweight | maintained | $248.17 | $300 | replaced 2026-04-23, new $315 | +42.8% |
| 2026-01-29 | UBS | Buy | maintained | $248.17 | $275 | reached 2026-05-05 | +42.8% |
| 2026-01-29 | Citigroup | Buy | maintained | $248.17 | $300 | replaced 2026-04-23, new $315 | +42.8% |
| 2026-01-29 | RBC Capital | Outperform | maintained | $248.17 | $290 | replaced 2026-04-23, new $310 | +42.8% |
| 2026-01-29 | Stifel | Buy | maintained | $248.17 | $280 | replaced 2026-04-23, new $325 | +42.8% |
| 2026-01-29 | Wells Fargo | Overweight | maintained | $248.17 | $290 | replaced 2026-04-23, new $320 | +42.8% |
| 2026-01-29 | Cantor Fitzgerald | Overweight | maintained | $248.17 | $320 | reached 2026-05-26 | +42.8% |
| 2026-01-29 | Susquehanna | Positive | maintained | $248.17 | $325 | replaced 2026-04-09, new $350 | +42.8% |
| 2026-01-29 | Evercore ISI Group | Outperform | maintained | $248.17 | $275 | replaced 2026-04-23, new $300 | +42.8% |
| 2026-01-29 | Needham | Buy | maintained | $248.17 | $300 | reached 2026-05-21 | +42.8% |
| 2026-01-22 | Citigroup | Buy | maintained | $220.70 | $265 | replaced 2026-01-29, new $300 | +26.0% |
| 2026-01-21 | Deutsche Bank | Buy | maintained | $228.39 | $260 | reached 2026-04-10 | +30.3% |
| 2026-01-20 | UBS | Buy | maintained | $222.41 | $255 | replaced 2026-01-29, new $275 | +29.1% |
| 2026-01-20 | Needham | Buy | maintained | $222.41 | $250 | replaced 2026-01-29, new $300 | +29.1% |
| 2026-01-15 | Wells Fargo | Equal-Weight → Overweight | upgrade | $217.47 | $250 | replaced 2026-01-29, new $290 | +33.2% |
| 2026-01-15 | RBC Capital | Outperform | initiated | $217.47 | $260 | replaced 2026-01-29, new $290 | +33.2% |
| 2026-01-14 | Stifel | Buy | maintained | $208.79 | $250 | replaced 2026-01-29, new $280 | +27.1% |
| 2026-01-13 | Bank of America | Buy | maintained | $214.38 | $245 | reached 2026-01-29 | +33.5% |
| 2026-01-12 | Bernstein | Outperform | maintained | $220.40 | $225 | within 5% of price when set | +37.3% |
| 2026-01-09 | Mizuho | Outperform | maintained | $218.36 | $220 | within 5% of price when set | +29.8% |
| 2026-01-08 | Cantor Fitzgerald | Overweight | maintained | $200.96 | $265 | replaced 2026-01-29, new $320 | +21.2% |
| 2025-12-23 | UBS | Buy | maintained | $175.16 | $200 | reached 2026-01-06 | +22.8% |
| 2025-12-18 | B. Riley Securities | Buy | maintained | $164.70 | $195 | reached 2026-01-06 | +15.0% |
| 2025-12-17 | Mizuho | Outperform | maintained | $154.98 | $200 | reached 2026-01-06 | +5.1% |
| 2025-12-15 | Jefferies | Buy | maintained | $164.30 | $200 | reached 2026-01-06 | +10.8% |
| 2025-12-02 | Morgan Stanley | Equal-Weight | maintained | $158.19 | $158 | within 5% of price when set | +0.5% |
| 2025-11-25 | UBS | Buy | maintained | $151.93 | $175 | reached 2025-12-22 | — |
| 2025-11-12 | Citigroup | Buy | maintained | $161.42 | $190 | reached 2026-01-05 | — |
Also in Semi Equipment
Interactive version with the price chart and target overlay: Scorecard tab on the dashboard. All covered names: index.
How calls are checked
Every call is checked on the firm's own terms. A price target is followed until its own deadline (12 months unless the firm publishes a different horizon) and ends as reached (the stock closed at or beyond it while it stood), replaced (the same firm set a new target first) or short at deadline. A rating is compared with the stock's sector SPDR ETF on total return over the rating's life, because most big-firm ratings are relative: Overweight means "beat its peers", not "go up". Hold-type ratings are tracked, not graded. A firm is numbered only with 30+ resolved targets, and a letter prints only for a firm's whole record where an exact test separates it from a coin flip. None of this is a verdict on anyone's skill, and one day is never a grade. The full method →
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