Fintel reports that on December 17, 2025, Mizuho maintained coverage of Lam Research (NasdaqGS:LRCX) with a Outperform recommendation.
Analyst Price Forecast Suggests 7.67% Upside
As of December 6, 2025, the average one-year price target for Lam Research is $166.89/share. The forecasts range from a low of $117.48 to a high of $210.00. The average price target represents an increase of 7.67% from its latest reported closing price of $155.00 / share.
See our leaderboard of companies with the largest price target upside.
The projected annual revenue for Lam Research is 22,962MM, an increase of 17.20%. The projected annual non-GAAP EPS is 36.70.
What is the Fund Sentiment?
There are 3,278 funds or institutions reporting positions in Lam Research. This is an increase of 184 owner(s) or 5.95% in the last quarter. Average portfolio weight of all funds dedicated to LRCX is 0.49%, an increase of 6.50%. Total shares owned by institutions decreased in the last three months by 3.21% to 1,210,554K shares. 
The put/call ratio of LRCX is 1.29, indicating a bearish outlook.
What are Other Shareholders Doing?
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares holds 41,126K shares representing 3.27% ownership of the company. In its prior filing, the firm reported owning 40,554K shares , representing an increase of 1.39%. The firm increased its portfolio allocation in LRCX by 21.15% over the last quarter.
VFINX - Vanguard 500 Index Fund Investor Shares holds 36,308K shares representing 2.89% ownership of the company. In its prior filing, the firm reported owning 35,667K shares , representing an increase of 1.76%. The firm increased its portfolio allocation in LRCX by 21.09% over the last quarter.
Geode Capital Management holds 33,621K shares representing 2.68% ownership of the company. In its prior filing, the firm reported owning 33,803K shares , representing a decrease of 0.54%. The firm decreased its portfolio allocation in LRCX by 33.84% over the last quarter.
Jpmorgan Chase holds 29,945K shares representing 2.38% ownership of the company. In its prior filing, the firm reported owning 40,622K shares , representing a decrease of 35.66%. The firm decreased its portfolio allocation in LRCX by 90.19% over the last quarter.
Invesco Qqq Trust, Series 1 holds 26,392K shares representing 2.10% ownership of the company. In its prior filing, the firm reported owning 26,437K shares , representing a decrease of 0.17%. The firm increased its portfolio allocation in LRCX by 12.65% over the last quarter.
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