FSB Premier Wealth Management Inc. Makes New $365,000 Investment in Lam Research Corporation $LRCX

FSB Premier Wealth Management Inc. purchased a new position in shares of Lam Research Corporation (NASDAQ:LRCX) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 2,135 shares of the semiconductor company’s stock, valued at approximately $365,000.

Other large investors have also made changes to their positions in the company. Generali Investments Management Co LLC boosted its stake in shares of Lam Research by 62.0% during the 4th quarter. Generali Investments Management Co LLC now owns 36,274 shares of the semiconductor company’s stock worth $6,209,000 after acquiring an additional 13,878 shares in the last quarter. Lingohr Asset Management GmbH increased its stake in Lam Research by 590.7% in the 3rd quarter. Lingohr Asset Management GmbH now owns 59,555 shares of the semiconductor company’s stock valued at $7,974,000 after purchasing an additional 50,933 shares in the last quarter. Mediolanum International Funds Ltd increased its stake in Lam Research by 52.0% in the 3rd quarter. Mediolanum International Funds Ltd now owns 262,544 shares of the semiconductor company’s stock valued at $34,417,000 after purchasing an additional 89,856 shares in the last quarter. First Citizens Bank & Trust Co. raised its holdings in Lam Research by 8.0% during the third quarter. First Citizens Bank & Trust Co. now owns 140,433 shares of the semiconductor company’s stock worth $18,804,000 after purchasing an additional 10,408 shares during the last quarter. Finally, Thoroughbred Financial Services LLC boosted its position in Lam Research by 115.2% during the third quarter. Thoroughbred Financial Services LLC now owns 22,198 shares of the semiconductor company’s stock worth $2,972,000 after purchasing an additional 11,883 shares in the last quarter. Hedge funds and other institutional investors own 84.61% of the company’s stock.

Key Lam Research News

Here are the key news stories impacting Lam Research this week:

• Positive Sentiment: B. Riley raised its price target on Lam Research to $350 from $330 and kept a Buy rating, citing strong earnings and solid execution. Why Analysts Are Growing More Confident In Lam Research (LRCX)
• Positive Sentiment: Erste Group Bank lifted FY2027 EPS estimates for Lam Research to $7.88 from $7.74, suggesting analysts see better long-term earnings power. Lam Research stock page
• Positive Sentiment: Recent coverage highlights Lam Research as an AI-fab beneficiary with orders beating expectations, supporting the case for further upside after a sharp rally. Lam Research (LRCX) Is Up 19.5% After AI-Fab Orders Beat Expectations Has The Bull Case Changed?
• Neutral Sentiment: Some commentary notes the stock has already surged dramatically over the past year, which may raise overbought concerns even as Wall Street remains constructive. Lam Research Has Surged 300% in a Year. Wall Street Sees More Gains Still Ahead
• Neutral Sentiment: Investor articles argue the rally may still have room to run, but that view is speculative rather than a direct fundamental update. Why Lam Research Still Looks Like a Buy After a 300% Rally

Analyst Upgrades and Downgrades

A number of research analysts have recently weighed in on LRCX shares. Jefferies Financial Group raised their price target on Lam Research from $285.00 to $315.00 and gave the company a “buy” rating in a research report on Thursday, April 23rd. Evercore boosted their price objective on shares of Lam Research from $275.00 to $300.00 and gave the stock an “outperform” rating in a research report on Thursday, April 23rd. JPMorgan Chase & Co. increased their price objective on shares of Lam Research from $300.00 to $315.00 and gave the company an “overweight” rating in a research note on Thursday, April 23rd. B. Riley Financial restated a “buy” rating on shares of Lam Research in a report on Monday, April 20th. Finally, Citigroup reaffirmed a “buy” rating and issued a $315.00 price target (up from $300.00) on shares of Lam Research in a report on Thursday, April 23rd. Twenty-six analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the stock. According to MarketBeat, Lam Research has an average rating of “Moderate Buy” and an average price target of $285.94.

Insider Transactions at Lam Research

In other Lam Research news, CFO Douglas R. Bettinger sold 50,057 shares of the business’s stock in a transaction dated Wednesday, March 4th. The stock was sold at an average price of $224.03, for a total transaction of $11,214,269.71. Following the completion of the sale, the chief financial officer owned 1,081,705 shares of the company’s stock, valued at approximately $242,334,371.15. The trade was a 4.42% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Ava Harter sold 6,010 shares of the company’s stock in a transaction dated Monday, April 27th. The stock was sold at an average price of $258.66, for a total value of $1,554,546.60. Following the sale, the insider owned 53,205 shares of the company’s stock, valued at $13,762,005.30. This represents a 10.15% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 120,066 shares of company stock worth $27,953,242 in the last ninety days. Insiders own 0.31% of the company’s stock.

Lam Research Trading Up 2.6%

Shares of LRCX stock opened at $294.05 on Friday. The firm’s 50-day simple moving average is $238.93 and its 200-day simple moving average is $204.97. The company has a debt-to-equity ratio of 0.35, a current ratio of 2.54 and a quick ratio of 1.77. Lam Research Corporation has a 1-year low of $74.65 and a 1-year high of $297.99. The firm has a market cap of $367.73 billion, a P/E ratio of 55.48, a PEG ratio of 2.37 and a beta of 1.81.

Lam Research (NASDAQ:LRCX) last issued its quarterly earnings results on Wednesday, April 22nd. The semiconductor company reported $1.47 EPS for the quarter, topping the consensus estimate of $1.36 by $0.11. The firm had revenue of $5.84 billion during the quarter, compared to analyst estimates of $5.70 billion. Lam Research had a net margin of 30.94% and a return on equity of 66.21%. Lam Research’s revenue for the quarter was up 23.8% compared to the same quarter last year. During the same quarter in the prior year, the business posted $1.04 earnings per share. Lam Research has set its Q4 2026 guidance at 1.500-1.800 EPS. As a group, equities analysts forecast that Lam Research Corporation will post 5.67 EPS for the current year.

Lam Research Profile

Lam Research Corporation (NASDAQ: LRCX) is a global supplier of wafer fabrication equipment and services to the semiconductor industry. Founded in 1980 by David K. Lam and headquartered in Fremont, California, the company develops and manufactures systems used in multiple stages of semiconductor device production, including thin film deposition, plasma etch, wafer cleaning and related process modules and automation.

Lam’s product portfolio covers core process technologies employed by logic and memory manufacturers, with equipment designed to support advanced-node patterning, 3D NAND and other emerging device architectures.