UBS Lam Research · LRCX

UBS Boosts Lam Research Price Target to $435

1 min read Reproduced verbatim
Rating
Buy
Unchanged
Target
$435
from $375 (+16%)
Upside
+117%
LRCX at $200 today
UBS and Lam Research logos

What the analyst said

UBS analyst Timothy Arcuri raised the price target on Lam Research (NASDAQ: LRCX) to $435 (from $375) while maintaining a Buy rating.

Disclaimer
The price target and rating on this page are the opinion of the issuing research firm and its analyst, not of Price Target. This page is published for informational purposes only and is not investment advice, a recommendation, or an offer to buy or sell any security. Past performance does not guarantee future results. Consider your own circumstances and consult a licensed financial adviser before making investment decisions.

This research note is reproduced verbatim from the issuing firm. Price Target never edits, paraphrases or alters analysts’ words — we only republish them in one place.

Where the price stands

LRCX trades at $200. The 9 analysts who set a target in the last 3 months range from $290 to $400, with a median of $350. This $435 target is 24% above the median, the highest on the Street.

Since the note LRCX has moved −42% (from $346). 12-month window: day 114 of 365, closes on July 15, 2027.

Track record

This callOpen: LRCX has not reached $435 yet. This 12-month target is scored on July 15, 2027.

Firm track recordUBS: 81% of its 54 targets at least a year old were reached within 12 months (#9 of 26 firms). Accuracy ranking →

UBS on Lam Research

UBS price targets on Lam Research

8 calls from January 20, 2026 to October 22, 2026. The target went from $255 to $400 (+57%). The rating stayed Buy.

UBS targetLRCX share price
  1. October 22, 2026Target cut from $425 (−6%)Buy$400
  2. September 1, 2026Target cut from $435 (−2%)Buy$425
  3. July 15, 2026 This noteTarget raised from $375 (+16%)Buy$435
  4. June 9, 2026Target raised from $310 (+21%)Buy$375
  5. April 23, 2026Kept the $310 targetBuy$310
  6. April 13, 2026Target raised from $275 (+13%)Buy$310
  7. January 29, 2026Target raised from $255 (+8%)Buy$275
  8. January 20, 2026Earliest call shownBuy$255
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Other analysts on Lam Research

Lynx Equity Kept rating and price target Oct 28 $400maintained BernsteinBuy Cut price target −9%, kept rating Oct 22 $350from $385 Morgan StanleyBuy Cut price target −12%, kept rating Oct 22 $339from $385 Bank of AmericaBuy Cut price target −10%, kept rating Oct 22 $345from $385 NeedhamBuy Cut price target −26%, kept rating Oct 22 $290from $390
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Price Target is an archive of Wall Street analyst research, published for informational purposes only. Nothing on this site is investment advice, a recommendation, or an offer to buy or sell any security. Analyst ratings and price targets are the opinions of the issuing firms, not of Price Target. Always do your own research or consult a licensed financial adviser.