Consensus EPS · Q3 2026
$1.36
Consensus revenue · Q3 2026
$5.8B
Analysts
17
Expected report
Apr 22, 2026
Analyst consensus (locked)
Analyst consensus
Based on estimates from 17 analysts.
| Metric | Low | Consensus | High |
|---|---|---|---|
| Revenue | $5.7B | $5.8B | $6.1B |
| EPS | $1.35 | $1.36 | $1.49 |
| EBITDA | $1.9B | $1.9B | $1.9B |
| EBIT | $1.8B | $1.8B | $1.8B |
| Net income | $1.7B | $1.7B | $1.7B |
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 |
|---|---|---|---|---|---|---|
| Q2 2026 | $5.3B | $5.2B | +2.0% | $1.27 | $1.17 | +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 3 analysts.
| Low | Consensus | Median | High | Current | Upside |
|---|---|---|---|---|---|
| $200.00 | $320.61 | $305.00 | $575.00 | $303.28 | +5.7% |
Upside calculated vs most recent trading price of $303.28.
Analyst ratings
Consensus: Buy — based on 50 analyst ratings.
12-month trend
Recent analyst actions
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Jun 1, 2026 | Wells Fargo | maintain | Overweight | Overweight |
| May 27, 2026 | Mizuho | maintain | Outperform | Outperform |
| May 18, 2026 | Morgan Stanley | upgrade | Equal Weight | Overweight |
| Apr 23, 2026 | Wells Fargo | maintain | Overweight | Overweight |
| Apr 23, 2026 | TD Cowen | maintain | Buy | Buy |
| Apr 23, 2026 | Stifel | maintain | Buy | Buy |
| Apr 23, 2026 | RBC Capital | maintain | Outperform | Outperform |
| Apr 23, 2026 | Needham | maintain | Buy | Buy |
| Apr 23, 2026 | JP Morgan | maintain | Overweight | Overweight |
| Apr 23, 2026 | Evercore ISI Group | maintain | Outperform | Outperform |
Lam Research (LRCX) Key Financials
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