Lam Research (LRCX) Analyst Update
Note: While your query mentioned "LRC" (often the ticker for Loopring crypto), the context of "analyst" and "price" suggests you are looking for Lam Research Corporation (LRCX), the semiconductor equipment manufacturer.
Current Price: ~$165.81 (recent close)
Analyst Consensus & Price Targets
Wall Street remains broadly bullish on Lam Research, driven by surging demand for AI-related semiconductor equipment.
* Consensus Rating: Moderate Buy to Strong Buy
* Average Price Target: ~$163.00 (Implies flat to slight upside from current levels)
* High Price Target: $200.00 (Implies ~21% upside)
* Low Price Target: ~$120.00
Latest Analyst Moves (December 2025)
* Morgan Stanley (Dec 2, 2025): Maintained an Equal-Weight rating but raised their price target to $158, citing increased long-term forecasts for wafer fab equipment.
* TD Cowen: Maintained a Buy rating and raised the target to $170, highlighting strong demand in China and logic/foundry strength.
* Oppenheimer: Remains one of the most bullish firms with a target of $200, banking on continued AI infrastructure expansion.
Key Drivers#WriteToEarnUpgrade #LRC/USDT $LRC
* AI Boom: Heavy investment in data centers and high-bandwidth memory (HBM) is driving demand for Lam's etching and deposition tools.
* Market Outperformance: The stock is up over 100% in the last year, significantly outperforming the S&P 500.
Next Step: Would you like a breakdown of the specific "Buy" vs. "Hold" counts from major firms, or a look at their upcoming ea
rnings forecast?
