Based on Clarity's multi-model valuation engine, LAM RESEARCH CORP (LRCX) has an estimated fair value of $89.30 per share, compared to its current market price of $228.36. The stock is currently trading 60.9% above Clarity's fair value estimate, resulting in a verdict of SIGNIFICANTLY OVERVALUED.

This valuation blends 5 independent models — including Discounted Cash Flow (DCF), Residual Income, EV/Revenue, and 2 more. The primary weight is given to the Discounted Cash Flow (DCF) model, with Bayesian triangulation used to reconcile the estimates into a single blended fair value. The 5 models show low agreement with a 41% spread between the highest and lowest estimates.

Monte Carlo simulation across 5,000 scenarios estimates a 2.1% probability that the stock is trading below its intrinsic value, with a median simulated value of $75.60.

Clarity's 1-year price target is $104.86, reflecting expected earnings growth and margin trajectory.

LAM RESEARCH CORP is classified under the Industrial / Semis sector, and this valuation is based on 10-Q · Filed 2026-01-29 filings sourced directly from SEC EDGAR. All models use trailing twelve month financials where available, with sector-appropriate growth and discount rate assumptions.