UBS keeps a USD 425.00 target for Lam Research stock
Published on 10/14/2026 at 09:09 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSAnalyst view and operating base
- UBS maintained its Buy rating and USD 425.00 target on October 13, 2026.
- Revenue reached USD 6.72 billion in the quarter ended June 28, 2026.
- Lam Research stock stood at EUR 267.93 at 9:06 a.m. CEST at Lang & Schwarz on October 14, 2026.
Lam Research (ISIN US5128073062) stood at EUR 267.93 at Lang & Schwarz on October 14, 2026, at 9:06 a.m. CEST. On October 13, UBS analyst Timothy Arcuri maintained a Buy rating and a USD 425.00 price target, as Markets Insider reported. The target remains a prominent reference point ahead of Lam Research's next results.
Three dated operating signals
On July 29, Lam Research reported USD 6.72 billion in revenue and USD 1.82 in earnings per share for the quarter ended June 28, 2026, according to MarketBeat. Revenue was up 30.00 percent year over year, while the reported earnings per share exceeded the USD 1.69 consensus by USD 0.13.
On October 5, Morgan Stanley reiterated an Overweight rating and raised its target from USD 367.00 to USD 385.00, according to MarketBeat. The sequence of targets places analyst attention on the earnings outlook rather than on the June-quarter result alone.
What does October 21 bring?
Lam Research is scheduled to report fiscal first-quarter 2027 results after the market close on October 21, 2026, according to MarketBeat. The same report cites consensus expectations of USD 2.18 in earnings per share and USD 8.13 billion in revenue for that quarter, while Lam Research's guidance calls for earnings per share of USD 2.00-2.30.
The comparison sets a demanding bar: the projected USD 8.13 billion revenue would exceed the USD 6.72 billion reported for the June quarter by USD 1.41 billion. For investors, the October report will therefore connect the valuation debate with the pace of quarterly expansion.
The next test arrives October 21
Lam Research was trading at EUR 267.93 at Lang & Schwarz on October 14, 2026, at 9:06 a.m. CEST. The finance quote for the Nasdaq listing showed a USD 376.6 billion market capitalization on October 13, 2026, while the 52-week range was USD 134.04 to USD 438.50. The further course of trading is shown by the continuously updated real-time quote of Lam Research stock.
Lam Research stock facts
- Company: Lam Research Corporation
- ISIN: US5128073062
- Ticker: LRCX
- Primary exchange: Nasdaq
- Price Lang & Schwarz (as of October 14, 2026, 9:06 a.m. CEST): EUR 267.93
- Market capitalization: USD 376.6 billion (as of October 13, 2026)
- 52-week range: USD 134.04-438.50 (as of October 14, 2026)
- Sector / Industry: Information technology / semiconductor equipment
- Index membership: Nasdaq 100 and S&P 500
- Next earnings date: October 21, 2026
Market context: Market report S&P 500.
