Lam Research (NASDAQ:LRCX) Price Target Raised to $265.00 at Rothschild & Co Redburn

Lam Research (NASDAQ:LRCX) had its price target boosted by equities research analysts at Rothschild & Co Redburn from $225.00 to $265.00 in a report released on Friday,MarketScreener reports. The brokerage presently has a “buy” rating on the semiconductor company’s stock. Rothschild & Co Redburn’s price target points to a potential upside of 14.71% from the company’s previous close.

LRCX has been the topic of a number of other research reports. Summit Insights raised Lam Research from a “hold” rating to a “buy” rating in a report on Thursday, January 29th. Wall Street Zen cut Lam Research from a “buy” rating to a “hold” rating in a research report on Saturday, November 8th. Wells Fargo & Company boosted their target price on shares of Lam Research from $250.00 to $290.00 and gave the stock an “overweight” rating in a research report on Thursday, January 29th. UBS Group set a $300.00 price target on shares of Lam Research in a report on Thursday, January 29th. Finally, KeyCorp restated a “sector weight” rating on shares of Lam Research in a report on Thursday, January 29th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating and six have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $244.57.

Lam Research Stock Performance

NASDAQ:LRCX opened at $231.01 on Friday. The firm has a market capitalization of $288.48 billion, a PE ratio of 47.34, a PEG ratio of 2.31 and a beta of 1.78. Lam Research has a 1 year low of $56.32 and a 1 year high of $251.87. The company has a current ratio of 2.26, a quick ratio of 1.61 and a debt-to-equity ratio of 0.37. The firm’s fifty day simple moving average is $194.38 and its 200 day simple moving average is $150.30.

Lam Research (NASDAQ:LRCX) last released its quarterly earnings results on Wednesday, January 28th. The semiconductor company reported $1.27 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.17 by $0.10. The company had revenue of $5.34 billion during the quarter, compared to analysts’ expectations of $5.23 billion. Lam Research had a net margin of 30.22% and a return on equity of 62.81%. The business’s quarterly revenue was up 22.1% compared to the same quarter last year. During the same period in the prior year, the company earned $0.91 earnings per share. Lam Research has set its Q3 2026 guidance at 1.250-1.450 EPS. On average, sell-side analysts anticipate that Lam Research will post 3.71 EPS for the current year.

Insiders Place Their Bets

In related news, CFO Douglas R. Bettinger sold 40,080 shares of the firm’s stock in a transaction that occurred on Friday, November 14th. The stock was sold at an average price of $150.60, for a total transaction of $6,036,048.00. Following the completion of the transaction, the chief financial officer owned 987,237 shares in the company, valued at $148,677,892.20. This trade represents a 3.90% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. 0.31% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently made changes to their positions in LRCX. PMV Capital Advisers LLC acquired a new position in Lam Research in the fourth quarter valued at approximately $25,000. IMG Wealth Management Inc. acquired a new position in shares of Lam Research in the 2nd quarter valued at $26,000. Stance Capital LLC bought a new position in shares of Lam Research in the 3rd quarter worth $26,000. Howard Hughes Medical Institute acquired a new stake in shares of Lam Research during the second quarter worth $27,000. Finally, Triumph Capital Management acquired a new stake in shares of Lam Research during the third quarter worth $27,000. 84.61% of the stock is owned by institutional investors.

Key Headlines Impacting Lam Research

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

• Positive Sentiment: Lam announced a strategic alliance with CEA‑Leti and an internal leadership shift aimed at accelerating AI‑equipment development — investors see this as direct exposure to faster AI capex cycles. Lam Research Targets AI Growth With CEA Leti Deal And Leadership Shift
• Positive Sentiment: Celebrity investor/TV host Jim Cramer publicly endorsed adding LRCX to portfolios, raising retail/institutional interest and trading flows. Lam Research (LRCX) Is the Future, Says Jim Cramer
• Positive Sentiment: Argus and other analysts lifted price targets (Argus to $280) and the sell‑side average implies roughly 30% upside — upgrades and higher targets support buying interest. Argus Increases Lam Research Price Target to $280.00
• Positive Sentiment: Lam declared a $0.26 quarterly dividend (0.5% yield) — modest cash return but signals board confidence in cash flow and capital allocation. Lam Research Corporation Declares Quarterly Dividend
• Neutral Sentiment: Zacks and other screens highlight LRCX as a momentum pick amid recent market weakness — this flags participation from quant/momentum funds but also exposes the stock to volatility in a tech selloff. 3 Momentum Anomaly Stocks to Buy as Tech Rout Spooks Markets
• Neutral Sentiment: Company announced a board addition and COO transition — governance/leadership updates that deserve monitoring but aren’t an immediate revenue driver. Lam Research Announces Board Addition and COO Transition
• Negative Sentiment: Shares had a sharp pullback earlier in the week (noted as “down 10% in two days”), reflecting broader tech/crypto volatility — that recent selling created a short-term risk that some traders are buying into. Down 10 In Two Days, Is Lam Research A Good Buy?

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.