Lam Research Market Sentiment

Bulls vs Bears

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Date	Firm	Analyst & Accuracy	Upside / Downside	PT Change	Action	Rating
Sep 1, 2026	UBS	Timothy Arcuri—	+55.6%	$435 → $425	Maintained	Buy
Aug 25, 2026	Mizuho	Vijay Rakesh—	+33.6%	$370 → $365	Maintained	Outperform
Jul 30, 2026	Morgan Stanley	Shane Brett—	+34.4%	$404 → $367	Maintained	Overweight
Jul 30, 2026	B. Riley Securities	Craig Ellis—	+28.1%	$385 → $350	Maintained	Buy
Jul 30, 2026	Wells Fargo	Joe Quatrochi—	+28.1%	$450 → $350	Maintained	Overweight
Jul 30, 2026	Needham	Charles Shi—	+42.8%	$390 → $390	Maintained	Buy
Jul 30, 2026	Jefferies	Blayne Curtis—	+22.6%	$315 → $335	Maintained	Buy
Jul 20, 2026	Evercore ISI Group	Mark Lipacis—	+30.0%	$300 → $355	Maintained	Outperform
Jul 10, 2026	Stifel	Brian Chin—	+55.6%	$325 → $425	Maintained	Buy
Jul 10, 2026	Needham	Charles Shi—	+42.8%	$300 → $390	Maintained	Buy
Jul 9, 2026	TD Cowen	Krish Sankar—	+46.4%	$340 → $400	Maintained	Buy
Jul 9, 2026	Mizuho	Vijay Rakesh—	+46.4%	$380 → $400	Maintained	Outperform
Jul 6, 2026	Morgan Stanley	Shane Brett—	+47.9%	$331 → $404	Maintained	Overweight
Jun 30, 2026	Susquehanna	Mehdi Hosseini—	+73.9%	$385 → $475	Maintained	Positive
Jun 29, 2026	Cantor Fitzgerald	C.J. Muse—	+83.1%	$425 → $500	Maintained	Overweight
Jun 23, 2026	B of A Securities	Vivek Arya—	+75.7%	$330 → $480	Maintained	Buy
Jun 22, 2026	Wells Fargo	Joe Quatrochi—	+64.8%	$365 → $450	Maintained	Overweight
Jun 17, 2026	Citigroup	Atif Malik—	+64.8%	$315 → $450	Maintained	Buy
Jun 15, 2026	Oppenheimer	Ed Yang—	+46.4%	$330 → $400	Maintained	Outperform
Jun 11, 2026	Barclays	Tom O'Malley—	+22.6%	$275 → $335	Maintained	Equal-Weight
Jun 10, 2026	Cantor Fitzgerald	C.J. Muse—	+55.6%	$320 → $425	Maintained	Overweight
Jun 9, 2026	UBS	Timothy Arcuri—	+37.3%	$310 → $375	Maintained	Buy
Jun 1, 2026	Wells Fargo	Joseph Quatrochi—	+33.6%	$320 → $365	Maintained	Overweight
May 27, 2026	Mizuho	Vijay Rakesh—	+39.1%	$330 → $380	Maintained	Outperform
May 18, 2026	Morgan Stanley	Shane Brett—	+21.2%	$293 → $331	Upgrade	Equal-Weight→Overweight

Date

Firm

Analyst & Accuracy

Upside / Downside

PT Change

Action

Rating

Sep 1, 2026

UBS

Timothy Arcuri—

+55.6%

$435 → $425

Maintained

Buy

Aug 25, 2026

Mizuho

Vijay Rakesh—

+33.6%

$370 → $365

Maintained

Outperform

Lam Research Corp

Lam Research Market Sentiment

Bulls vs Bears

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