LRCX · NASDAQ-GS
The supplied consensus is Buy across 26 analysts, with a mean price target of $363.50. No low or high target is provided, so the target cluster and overall dispersion cannot be measured. Among the named targets, Stifel is the most bullish at $425, while Morgan Stanley is least bullish at $367 after cutting its target from $404 during the week. The direction of revisions was therefore negative over the period, despite the stock’s sharp advance. The substantive disagreement is between the growth case, supported by record revenue and strong AI equipment demand, and caution about how much of that outlook is already reflected in the shares, as indicated by Morgan Stanley’s target reduction.