See how top analysts and institutions rate LRCX — including buy, hold, and sell recommendations.
| Rating Source | Action | Rating | Target Price | Updated |
|---|---|---|---|---|
| HSBC Securities | Initiated | Hold | $127 | 2025-09-30 |
| Deutsche Bank | Upgrade | Hold → Buy | $150 | 2025-09-29 |
| KeyBanc Capital Markets | Downgrade | Overweight → Sector Weight | 2025-09-23 | |
| Morgan Stanley | Upgrade | Underweight → Equal-Weight | $125 | 2025-09-22 |
| Morgan Stanley | Downgrade | Equal-Weight → Underweight | $92 | 2025-09-02 |
| Erste Group | Resumed | Buy | 2025-08-14 | |
| TD Cowen | Reiterated | Buy | $100 → $125 | 2025-07-31 |
| Summit Insights | Downgrade | Buy → Hold | 2025-07-31 | |
| Goldman | Initiated | Buy | $115 | 2025-07-10 |
| Date | Strong Buy | Buy | Hold | Sell | Strong Sell |
|---|---|---|---|---|---|
| November 2025 | 2 | 21 | 10 | 0 | 1 |
| October 2025 | 2 | 21 | 10 | 0 | 1 |
| September 2025 | 2 | 21 | 9 | 1 | 0 |
| July 2025 | 3 | 21 | 10 | 0 | 0 |
The majority of institutional investors have issued a "Buy" rating for LRCX, and analyst sentiment aligns closely, with very few "Sell" recommendations. This suggests a broadly favorable outlook for the stock's performance.
