Lam Research Corporation

Analyst Ratings Synthesis

The supplied consensus is Buy, backed by 26 analysts, with a mean target of $352.50; the consensus low and high are not available. A separate TickerNerd snapshot gives a $255–$500 range from 34 analysts, but does not identify the analysts at either end. The evidence therefore supports the breadth of the target spread, not who is most or least bullish by name. No analyst revisions during the week are established in the supplied material. The substantive disagreement is whether AI-driven foundry and advanced-packaging demand, and projected 2027 equipment spending above $200 billion, can sustain growth despite clean-room and component shortages, China exposure and valuation concerns.

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