Key Highlights:
- Lam Research (LRCX, Financial) surpasses Q3 2025 financial targets with an impressive 8% revenue increase.
- Average analyst price target suggests a potential 37.23% upside for the stock.
- GuruFocus estimates a more conservative 2.71% upside based on GF Value metrics.
Lam Research (LRCX) has outperformed expectations in its Q3 2025 financial results, reporting a significant revenue surge to $4.72 billion – an 8% increase compared to the previous quarter. This robust growth is partly attributed to its highest-ever gross margin of 49% since merging with Novellus. The company's success is driven by improving efficiencies and a record level of foundry revenues, which now account for 48% of systems sales, fueled by a burgeoning demand for advanced technology.
Wall Street Analysts Forecast
According to projections by 25 analysts, Lam Research Corp (LRCX, Financial) is expected to reach an average price target of $91.57 within the year. This target highlights a potential high of $125.00 and a low of $70.00, suggesting a promising upside potential of 37.23% from the current market price of $66.73. For more in-depth analysis, visit the Lam Research Corp (LRCX) Forecast page.
In terms of market sentiment, the consensus from 30 brokerage firms rates Lam Research Corp's (LRCX, Financial) as an "Outperform" with an average recommendation score of 2.0. This rating operates on a scale from 1 to 5, where 1 indicates a "Strong Buy" and 5 suggests a "Sell."
GuruFocus Valuation Insight
From a valuation standpoint, GuruFocus estimates that the GF Value of Lam Research Corp (LRCX, Financial) in one year stands at $68.54. This valuation signifies a modest upside of 2.71% from its current trading price of $66.73. The GF Value is determined by evaluating historical stock trading multiples, past business growth, and future business performance forecasts. Investors can explore more detailed information on the Lam Research Corp (LRCX) Summary page.
Overall, Lam Research Corp's solid financial performance and favorable analyst projections make it a stock worth watching closely, especially for investors interested in the semiconductor sector.
