Lam Research (NASDAQ:LRCX) Price Target Raised to $195.00

Lam Research (NASDAQ:LRCX) had its target price boosted by B. Riley from $180.00 to $195.00 in a research report sent to investors on Thursday, MarketBeat.com reports. The firm currently has a buy rating on the semiconductor company’s stock.

LRCX has been the topic of a number of other research reports. Jefferies Financial Group restated a “buy” rating and set a $200.00 price target (up previously from $175.00) on shares of Lam Research in a report on Monday, December 15th. Cowen reaffirmed a “buy” rating on shares of Lam Research in a report on Thursday, October 23rd. Morgan Stanley increased their price target on shares of Lam Research from $137.00 to $158.00 and gave the stock an “equal weight” rating in a research report on Tuesday, December 2nd. Rothschild & Co Redburn increased their target price on shares of Lam Research from $140.00 to $150.00 and gave the stock a “buy” rating in a research report on Tuesday, October 14th. Finally, Barclays set a $142.00 price objective on Lam Research and gave the stock an “equal weight” rating in a research note on Monday, October 20th. Twenty-six investment analysts have rated the stock with a Buy rating and ten have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $160.37.

Lam Research Price Performance

Shares of Lam Research stock opened at $172.27 on Thursday. Lam Research has a 52 week low of $56.32 and a 52 week high of $173.58. The company has a current ratio of 2.21, a quick ratio of 1.60 and a debt-to-equity ratio of 0.37. The stock has a market cap of $216.38 billion, a PE ratio of 37.95, a price-to-earnings-growth ratio of 1.77 and a beta of 1.77. The company’s 50-day moving average price is $154.83 and its two-hundred day moving average price is $123.08.

Lam Research (NASDAQ:LRCX) last announced its earnings results on Wednesday, October 22nd. The semiconductor company reported $1.26 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.22 by $0.04. Lam Research had a return on equity of 60.60% and a net margin of 29.66%.The company had revenue of $5.32 billion for the quarter, compared to analyst estimates of $5.23 billion. During the same period in the previous year, the firm earned $0.86 earnings per share. Lam Research’s revenue for the quarter was up 27.7% compared to the same quarter last year. Lam Research has set its Q2 2026 guidance at 1.050-1.250 EPS. As a group, sell-side analysts anticipate that Lam Research will post 3.71 EPS for the current fiscal year.

Lam Research Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, January 7th. Stockholders of record on Wednesday, December 3rd will be given a $0.26 dividend. This represents a $1.04 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date of this dividend is Wednesday, December 3rd. Lam Research’s payout ratio is presently 22.91%.

Insider Buying and Selling

In related news, Director Bethany Mayer sold 1,298 shares of Lam Research stock in a transaction that occurred on Monday, November 3rd. The shares were sold at an average price of $159.99, for a total transaction of $207,667.02. Following the sale, the director directly owned 1,652 shares of the company’s stock, valued at approximately $264,303.48. The trade was a 44.00% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Ava Harter sold 9,010 shares of the business’s stock in a transaction that occurred on Monday, October 27th. The stock was sold at an average price of $157.47, for a total transaction of $1,418,804.70. Following the sale, the insider directly owned 56,786 shares in the company, valued at $8,942,091.42. The trade was a 13.69% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 102,608 shares of company stock worth $14,916,496 in the last quarter. Insiders own 0.31% of the company’s stock.

Hedge Funds Weigh In On Lam Research

A number of institutional investors and hedge funds have recently made changes to their positions in LRCX. Sava Infond d.o.o. raised its holdings in shares of Lam Research by 3.1% during the second quarter. Sava Infond d.o.o. now owns 75,250 shares of the semiconductor company’s stock valued at $7,325,000 after purchasing an additional 2,250 shares during the period. Horizon Bancorp Inc. IN bought a new stake in shares of Lam Research during the second quarter valued at approximately $389,000. Empowered Funds LLC raised its position in shares of Lam Research by 10.5% during the first quarter. Empowered Funds LLC now owns 187,472 shares of the semiconductor company’s stock worth $13,629,000 after purchasing an additional 17,833 shares during the period. Genus Capital Management Inc. bought a new position in shares of Lam Research in the 2nd quarter worth $14,476,000. Finally, Glass Wealth Management Co LLC grew its position in Lam Research by 8.5% in the 2nd quarter. Glass Wealth Management Co LLC now owns 28,870 shares of the semiconductor company’s stock valued at $2,810,000 after purchasing an additional 2,270 shares during the period. Institutional investors own 84.61% of the company’s stock.

More Lam Research News

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

• Positive Sentiment: Multiple sell‑side upgrades and price‑target increases from major firms lift sentiment and implied upside — B. Riley raised its target to $195 and maintained a buy rating. Article Title
• Positive Sentiment: Deutsche Bank raised its target to $195 and reiterated a buy, citing stronger forward visibility; that adds another institutional vote of confidence. Article Title
• Positive Sentiment: Mizuho lifted its price target to $200 from $170, maintaining an outperform view — another sizable increase that signals analysts expect stronger 2026 demand. Article Title
• Positive Sentiment: Coverage roundup: three firms turned bullish on LRCX today, a concentrated shift that drove short‑term buying interest. Article Title
• Positive Sentiment: Technical momentum: LRCX just flashed a golden‑cross (longer MA crossing above shorter MA) and cleared the 20‑day moving average — a buy signal that attracts momentum traders. Article Title
• Positive Sentiment: Investor recognition: IBD named Lam an “IBD Stock of the Day” and noted all‑time high momentum tied to 2026 prospects, which can attract retail inflows. Article Title
• Neutral Sentiment: Analysis pieces and price‑range summaries reflect consensus views and model updates (price forecasts shown from ~$175 to $210) — useful context but not a direct catalyst on its own. Article Title
• Neutral Sentiment: Feature coverage (Forbes) reviews the drivers behind today’s move and the 2026 thesis; good background for investors but largely descriptive. Article Title
• Neutral Sentiment: Corporate/community items (annual collegiate challenge winners) are positive PR but unlikely to move the stock materially. Article Title

Lam Research Company 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.