Noesis Capital Mangement Corp Buys 2,490 Shares of Lam Research Corporation $LRCX

Noesis Capital Mangement Corp increased its stake in shares of Lam Research Corporation (NASDAQ:LRCX) by 15.0% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 19,123 shares of the semiconductor company’s stock after buying an additional 2,490 shares during the period. Noesis Capital Mangement Corp’s holdings in Lam Research were worth $2,561,000 as of its most recent filing with the SEC.

Other large investors have also recently bought and sold shares of the company. IMG Wealth Management Inc. acquired a new position in shares of Lam Research in the second quarter valued at approximately $26,000. Howard Hughes Medical Institute bought a new stake in Lam Research in the 2nd quarter valued at $27,000. Strategic Wealth Investment Group LLC acquired a new position in Lam Research in the 2nd quarter valued at $29,000. Delos Wealth Advisors LLC bought a new position in Lam Research during the 2nd quarter worth $30,000. Finally, REAP Financial Group LLC acquired a new stake in shares of Lam Research during the second quarter worth $31,000. 84.61% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of brokerages have recently issued reports on LRCX. Hsbc Global Res raised shares of Lam Research to a “hold” rating in a research report on Tuesday, September 30th. Stifel Nicolaus set a $160.00 price objective on shares of Lam Research and gave the company a “buy” rating in a report on Thursday, October 23rd. B. Riley increased their target price on shares of Lam Research from $180.00 to $195.00 and gave the stock a “buy” rating in a research report on Thursday, December 18th. Cantor Fitzgerald reaffirmed an “overweight” rating on shares of Lam Research in a report on Thursday. Finally, Deutsche Bank Aktiengesellschaft boosted their price target on Lam Research from $160.00 to $195.00 and gave the company a “buy” rating in a research note on Friday, December 19th. Twenty-six analysts have rated the stock with a Buy rating and ten have assigned a Hold rating to the company. According to MarketBeat, Lam Research has a consensus rating of “Moderate Buy” and an average price target of $161.21.

Trending Headlines about Lam Research

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

• Positive Sentiment: Analysts and the market have spotlighted Lam’s AI‑focused wafer‑processing tools, driving heavy buying interest and helping lift the stock in recent sessions. Lam Research (LRCX) Is Up 19.1% After Analysts Spotlight Its AI-Focused Chipmaking Tools
• Positive Sentiment: Wall Street coverage remains constructive: multiple recent buy/overweight ratings and price targets reflect continued analyst bullishness on secular AI and cloud demand for Lam’s equipment. Lam Research Corporation Stock (LRCX) Opinions on Recent ‘Buy’ Rating and AI Demand
• Positive Sentiment: Longer‑term research pieces continue to rate LRCX as a top semiconductor equipment name based on revenue/earnings momentum and AI tailwinds. These narratives support investor conviction despite higher multiples. Why Lam Research (LRCX) is a Top Stock for the Long-Term
• Neutral Sentiment: Lam scheduled its December‑quarter earnings call for Jan. 28 — an event that will likely be the next major catalyst (guidance, backlog and AI demand commentary are key). Lam Research Corporation Announces December Quarter Financial Conference Call
• Neutral Sentiment: Coverage pieces debating whether LRCX remains attractive after a ~153% one‑year run highlight valuation and momentum trade considerations — useful context but not immediate catalysts. Is Lam Research (LRCX) Still Attractive After A 153% One Year Share Price Surge
• Negative Sentiment: Today’s pullback outpaced the broader market — Zacks notes a decline versus the prior session, consistent with short‑term profit‑taking after the recent rally. Why Lam Research (LRCX) Dipped More Than Broader Market Today
• Negative Sentiment: Significant insider selling (multiple senior exec sales reported) and some institutional rebalancing have been noted — these can create added near‑term selling pressure or signal opportunistic profit‑taking. Lam Research Corporation Stock (LRCX) Opinions on Recent ‘Buy’ Rating and AI Demand

Lam Research Stock Down 1.8%

NASDAQ LRCX opened at $203.18 on Thursday. The company has a debt-to-equity ratio of 0.37, a current ratio of 2.21 and a quick ratio of 1.60. Lam Research Corporation has a fifty-two week low of $56.32 and a fifty-two week high of $210.45. The stock has a market capitalization of $255.19 billion, a PE ratio of 44.75, a PEG ratio of 2.39 and a beta of 1.77. The business has a fifty day moving average price of $163.98 and a two-hundred day moving average price of $131.44.

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

Lam Research Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Wednesday, January 7th. Shareholders of record on Wednesday, December 3rd were given a $0.26 dividend. The ex-dividend date was Wednesday, December 3rd. This represents a $1.04 annualized dividend and a yield of 0.5%. Lam Research’s dividend payout ratio (DPR) is currently 22.91%.

Insider Buying and Selling at Lam Research

In other Lam Research news, insider Ava Harter sold 9,010 shares of the business’s stock in a transaction that occurred on Monday, October 27th. The shares were 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 of the company’s stock, valued at $8,942,091.42. The trade was a 13.69% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Bethany Mayer sold 1,298 shares of the business’s stock in a transaction on Monday, November 3rd. The stock was sold at an average price of $159.99, for a total transaction of $207,667.02. Following the completion of the sale, the director directly owned 1,652 shares in the company, valued at approximately $264,303.48. This represents a 44.00% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 102,608 shares of company stock worth $14,916,496 in the last 90 days. Corporate insiders own 0.31% of the company’s stock.

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.