DBS sets USD 416 target for Lam Research stock

Published on 10/26/2026 at 17:23 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Lam Research raised its dividend to USD 0.33 per share in October 2026. Lam Research stock costs EUR 214.18 versus USD 239.82 on Nasdaq.

Analyst target and cash return

DBS analyst Ling Lee Keng set a USD 416.00 target on October 23, 2026.
Lam Research raised its quarterly dividend to USD 0.33 per share in October 2026.
Lam Research stock was trading at EUR 214.18 at Lang & Schwarz on October 26, 2026 at 5:12 p.m. CEST.
Lam Research had a USD 300.1 billion market capitalization as of October 26, 2026.

Lam Research, US5128073062, Illustration mit AI erstellt.

Lam Research stock has a fresh USD 416.00 target from DBS, while the semiconductor equipment maker's latest capital-return move adds a second investor reference. According to Markets Insider, DBS analyst Ling Lee Keng maintained a Buy rating and set the target on October 23, 2026. At Lang & Schwarz, Lam Research was trading at EUR 214.18 on October 26, 2026 at 5:12 p.m. CEST.

DBS target leaves a wide gap

The DBS target stands 73.46 percent above the USD 239.82 Nasdaq price recorded on October 26, 2026 at 12:22 p.m. ET. The two prices use different currencies and venues, so the comparison belongs to the US listing rather than the euro quotation.

Lam Research's September-quarter performance provides the operating backdrop. TradingView reported USD 8.22 billion of revenue for the quarter ended September 27, 2026, up 22.00 percent sequentially, with a 40.00 percent GAAP operating margin. That margin gives the target debate a measurable operating benchmark.

Dividend adds a cash-return signal

MarketBeat reported on October 23, 2026 that Lam Research raised its quarterly dividend to USD 0.33 per share, or USD 1.32 annually. The same report put the analyst consensus at Moderate Buy with an average target of USD 354.55, although that consensus is separate from the dated DBS target.

Lam Research also guided fiscal second-quarter 2027 revenue to USD 8.20 billion to USD 9.00 billion, according to MarketBeat on October 23, 2026. The range places the midpoint at USD 8.60 billion and keeps the next operating checkpoint tied to revenue execution.

Comparison with peers

Lam Research (Nasdaq, USD): up 4.22 percent on October 26, 2026, P/E 35.66, market capitalization USD 300.1 billion.

Applied Materials (Nasdaq, USD): up 3.65 percent on October 26, 2026, P/E 33.64, market capitalization USD 310.3 billion.

KLA Corporation (Nasdaq, USD): up 3.54 percent on October 26, 2026, P/E 41.05, market capitalization USD 196.8 billion.

Lam Research price and valuation

Lam Research's US listing had a 52-week range of USD 135.50 to USD 438.50 as of October 26, 2026. The Nasdaq price of USD 239.82 and the market capitalization of USD 300.1 billion place the company between the larger Applied Materials valuation and the higher P/E of KLA.

The euro quotation remained the practical reference for investors in Germany during the afternoon. The next scheduled reporting date was not used because the available calendar indication was an estimate rather than an explicitly announced company date.

What the target means for Lam Research

DBS's USD 416.00 target, the USD 0.33 dividend and the USD 8.20 billion to USD 9.00 billion revenue guide frame the stock around growth execution rather than a single quarterly figure. Supply constraints and regional mix remain operating variables cited in the latest discussion, while the September quarter's 40.00 percent GAAP operating margin sets a high comparison point.

Lam Research stock in euros

Lam Research was trading at EUR 214.18 at Lang & Schwarz on October 26, 2026 at 5:12 p.m. CEST. The Nasdaq listing was last at USD 239.82 on October 26, 2026 at 12:22 p.m. ET.

The further course of trading is shown by the continuously updated real-time quote of Lam Research stock.