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

Lam Research (NASDAQ:LRCX) had its price objective raised by Deutsche Bank Aktiengesellschaft from $160.00 to $195.00 in a research report sent to investors on Friday morning,MarketScreener reports. They currently have a buy rating on the semiconductor company’s stock.

Other equities analysts also recently issued research reports about the company. HSBC set a $127.00 price target on Lam Research and gave the company a “hold” rating in a report on Tuesday, September 30th. Dbs Bank raised their target price on shares of Lam Research from $119.40 to $184.20 in a research note on Monday, October 27th. Rothschild & Co Redburn lifted their target price on shares of Lam Research from $140.00 to $150.00 and gave the stock a “buy” rating in a report on Tuesday, October 14th. Jefferies Financial Group restated a “buy” rating and set a $200.00 price target (up from $175.00) on shares of Lam Research in a report on Monday, December 15th. Finally, B. Riley raised their price target on Lam Research from $180.00 to $195.00 and gave the company a “buy” rating in a research report on Thursday. Twenty-six research analysts have rated the stock with a Buy rating and ten have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $160.37.

Lam Research Trading Up 4.6%

Shares of LRCX opened at $172.27 on Friday. The business’s 50-day moving average price is $154.83 and its 200 day moving average price is $123.35. 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 capitalization of $216.38 billion, a P/E ratio of 37.95, a P/E/G ratio of 1.77 and a beta of 1.77. Lam Research has a 1-year low of $56.32 and a 1-year high of $173.58.

Lam Research (NASDAQ:LRCX) last posted its quarterly earnings data on Wednesday, October 22nd. The semiconductor company reported $1.26 EPS for the quarter, topping analysts’ consensus estimates of $1.22 by $0.04. The firm had revenue of $5.32 billion during the quarter, compared to analyst estimates of $5.23 billion. Lam Research had a net margin of 29.66% and a return on equity of 60.60%. The company’s revenue was up 27.7% on a year-over-year basis. During the same quarter last year, the business posted $0.86 EPS. Lam Research has set its Q2 2026 guidance at 1.050-1.250 EPS. Analysts expect that Lam Research will post 3.71 earnings per share for the current year.

Lam Research Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, January 7th. Investors of record on Wednesday, December 3rd will be paid 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 is Wednesday, December 3rd. Lam Research’s dividend payout ratio is presently 22.91%.

Insider Buying and Selling at Lam Research

In related news, SVP Vahid Vahedi sold 52,190 shares of the business’s stock in a transaction on Monday, October 13th. The stock was sold at an average price of $138.90, for a total value of $7,249,191.00. Following the sale, the senior vice president owned 251,047 shares of the company’s stock, valued at $34,870,428.30. The trade was a 17.21% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Bethany Mayer sold 1,298 shares of the company’s stock in a transaction on Monday, November 3rd. The shares were sold at an average price of $159.99, for a total value of $207,667.02. Following the completion of the sale, the director owned 1,652 shares in the company, valued at $264,303.48. This trade represents a 44.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 102,608 shares of company stock worth $14,916,496. Corporate insiders own 0.31% of the company’s stock.

Institutional Investors Weigh In On Lam Research

A number of hedge funds and other institutional investors have recently bought and sold shares of LRCX. Gilliland Jeter Wealth Management LLC grew its position in shares of Lam Research by 0.3% during the 3rd quarter. Gilliland Jeter Wealth Management LLC now owns 26,501 shares of the semiconductor company’s stock worth $3,548,000 after buying an additional 69 shares during the period. Gold Investment Management Ltd. grew its holdings in Lam Research by 0.5% during the 3rd quarter. Gold Investment Management Ltd. now owns 14,736 shares of the semiconductor company’s stock worth $1,973,000 after acquiring an additional 70 shares during the period. Hemington Wealth Management raised its position in shares of Lam Research by 4.3% during the 3rd quarter. Hemington Wealth Management now owns 1,731 shares of the semiconductor company’s stock valued at $231,000 after acquiring an additional 72 shares during the last quarter. Magnus Financial Group LLC lifted its stake in shares of Lam Research by 0.3% in the 3rd quarter. Magnus Financial Group LLC now owns 22,838 shares of the semiconductor company’s stock valued at $3,058,000 after purchasing an additional 76 shares during the period. Finally, Addison Advisors LLC boosted its position in shares of Lam Research by 2.8% in the 3rd quarter. Addison Advisors LLC now owns 2,857 shares of the semiconductor company’s stock worth $383,000 after purchasing an additional 77 shares during the last quarter. 84.61% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Lam Research

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

About Lam Research

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.