Consensus EPS · Q4 2026
$1.68
Consensus revenue · Q4 2026
$6.7B
Analysts
18
Expected report
Jul 29, 2026
What to watch
- Analyst ratings: Mixed
Analyst consensus
Based on estimates from 18 analysts.
| Metric | Low | Consensus | High |
|---|---|---|---|
| Revenue | $6.6B | $6.7B | $6.9B |
| EPS | $1.64 | $1.68 | $1.79 |
| EBITDA | $2.2B | $2.2B | $2.3B |
| EBIT | $2B | $2.1B | $2.1B |
| Net income | $2B | $2.1B | $2.2B |
- Revenue$6.7B
- EPS$1.68
- EBITDA$2.2B
- EBIT$2.1B
- Net income$2.1B
Historical beat/miss
Actual reported results vs. analyst consensus at the time. Positive = beat, negative = miss.
| Period | Rev. actual | Rev. est. | Rev. surprise | EPS actual | EPS est. | EPS surprise |
|---|---|---|---|---|---|---|
| Q3 2026 | $5.8B | $5.8B | +1.6% | $1.47 | $1.36 | +7.8% |
| Q2 2026 | $5.3B | $5.2B | +2.0% | $1.27 | $1.17 | +8.5% |
- Q3 2026+1.6%+7.8%
- Q2 2026+2.0%+8.5%
Estimate revisions
How analyst consensus estimates have changed over the past 90 days.
Revision trends appear once we have collected at least two daily snapshots for this period.
Community vs analysts
See how the TickerLeague crowd's forecast stacks up against Wall Street.
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Analyst price target
Based on price targets from 6 analysts.
- Low
- $275.00
- Consensus
- $365.50
- Median
- $365.00
- High
- $500.00
- Current
- $319.29
- Upside
- +14.5%
Upside calculated vs most recent trading price of $319.29.
Analyst ratings
Consensus: Buy — based on 50 analyst ratings.
24-month trend
Recent analyst actions
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Jul 20, 2026 | Evercore ISI Group | maintain | Outperform | Outperform |
| Jul 10, 2026 | Stifel | maintain | Buy | Buy |
| Jul 10, 2026 | Needham | maintain | Buy | Buy |
| Jul 9, 2026 | TD Cowen | maintain | Buy | Buy |
| Jul 9, 2026 | Mizuho | maintain | Outperform | Outperform |
| Jul 6, 2026 | Morgan Stanley | maintain | Overweight | Overweight |
| Jun 30, 2026 | Susquehanna | maintain | Positive | Positive |
| Jun 29, 2026 | Cantor Fitzgerald | maintain | Overweight | Overweight |
| Jun 23, 2026 | B of A Securities | maintain | Buy | Buy |
| Jun 22, 2026 | Wells Fargo | maintain | Overweight | Overweight |
- Jul 20, 2026Evercore ISI GroupOutperform
- Jul 10, 2026StifelBuy
- Jul 10, 2026NeedhamBuy
- Jul 9, 2026TD CowenBuy
- Jul 9, 2026MizuhoOutperform
- Jul 6, 2026Morgan StanleyOverweight
- Jun 30, 2026SusquehannaPositive
- Jun 29, 2026Cantor FitzgeraldOverweight
- Jun 23, 2026B of A SecuritiesBuy
- Jun 22, 2026Wells FargoOverweight
Frequently asked questions
Lam Research (LRCX) Key Financials
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Explore more
Deep-dives across the income statement, cash flow, capital return, and valuation
- Buybacks1.96% TTM
- Dividend Profile0.33% yield
- Dividend Calculator
- Dividend Forecast
- Dividend Capture
- Stock Split History3 splits
How this company returns cash to shareholders — buybacks, dividends, and stock splits.