Recent Research Analysts’ Ratings Changes for Lam Research (LRCX)

A number of research firms have changed their ratings and price targets for Lam Research (NASDAQ: LRCX):

• 7/10/2026 – Lam Research had its price target raised by Stifel Nicolaus from $325.00 to $425.00. They now have a “buy” rating on the stock.
• 7/10/2026 – Lam Research had its price target raised by Needham & Company LLC from $300.00 to $390.00. They now have a “buy” rating on the stock.
• 7/9/2026 – Lam Research had its “buy” rating reaffirmed by TD Cowen. They now have a $400.00 price target on the stock, up from $340.00.
• 7/9/2026 – Lam Research had its price target raised by Mizuho from $380.00 to $400.00. They now have an “outperform” rating on the stock.
• 7/6/2026 – Lam Research had its price target raised by Morgan Stanley from $331.00 to $404.00. They now have an “overweight” rating on the stock.
• 6/30/2026 – Lam Research had its “positive” rating reaffirmed by Susquehanna. They now have a $475.00 price target on the stock, up from $385.00.
• 6/29/2026 – Lam Research was given a new $500.00 price target by Cantor Fitzgerald. They now have an “overweight” rating on the stock.
• 6/29/2026 – Lam Research was given a new $500.00 price target by Stifel Nicolaus.
• 6/23/2026 – Lam Research had its price target raised by Bank of America Corporation from $330.00 to $480.00. They now have a “buy” rating on the stock.
• 6/22/2026 – Lam Research had its “overweight” rating reaffirmed by Wells Fargo & Company. They now have a $450.00 price target on the stock, up from $365.00.
• 6/17/2026 – Lam Research had its “buy” rating reaffirmed by Citigroup Inc.. They now have a $450.00 price target on the stock, up from $315.00.
• 6/17/2026 – Lam Research had its price target raised by Rothschild & Co Redburn from $305.00 to $420.00. They now have a “buy” rating on the stock.
• 6/15/2026 – Lam Research had its “outperform” rating reaffirmed by Oppenheimer Holdings, Inc.. They now have a $400.00 price target on the stock, up from $330.00.
• 6/11/2026 – Lam Research had its “overweight” rating reaffirmed by Barclays PLC. They now have a $335.00 price target on the stock, up from $275.00.
• 6/10/2026 – Lam Research was given a new $425.00 price target by Cantor Fitzgerald. They now have an “overweight” rating on the stock.
• 6/10/2026 – Lam Research was given a new $425.00 price target by Raymond James Financial, Inc..
• 6/10/2026 – Lam Research had its price target raised by Barclays PLC from $275.00 to $335.00. They now have an “equal weight” rating on the stock.
• 6/9/2026 – Lam Research had its “buy” rating reaffirmed by UBS Group AG. They now have a $375.00 price target on the stock, up from $310.00.
• 6/1/2026 – Lam Research had its “overweight” rating reaffirmed by Wells Fargo & Company. They now have a $575.00 price target on the stock, up from $320.00.
• 5/27/2026 – Lam Research was given a new $380.00 price target by Mizuho. They now have an “outperform” rating on the stock.
• 5/21/2026 – Lam Research had its price target raised by Sanford C. Bernstein from $325.00 to $340.00. They now have an “outperform” rating on the stock.
• 5/18/2026 – Lam Research was upgraded by Morgan Stanley from “underweight” to “overweight”. They now have a $331.00 price target on the stock, up from $293.00.

Lam Research Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Wednesday, July 8th. Stockholders of record on Wednesday, June 17th were issued a dividend of $0.26 per share. The ex-dividend date of this dividend was Wednesday, June 17th. This represents a $1.04 dividend on an annualized basis and a dividend yield of 0.3%. Lam Research’s dividend payout ratio is presently 19.62%.

Insider Buying and Selling at Lam Research

In related news, Director Abhijit Y. Talwalkar sold 18,282 shares of the business’s stock in a transaction dated Monday, July 13th. The shares were sold at an average price of $335.00, for a total transaction of $6,124,470.00. Following the transaction, the director directly owned 87,142 shares in the company, valued at approximately $29,192,570. The trade was a 17.34% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Ava Harter sold 6,010 shares of the company’s stock in a transaction dated Monday, April 27th. The shares were sold at an average price of $258.66, for a total transaction of $1,554,546.60. Following the sale, the insider directly owned 53,205 shares of the company’s stock, valued at approximately $13,762,005.30. This represents a 10.15% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 104,621 shares of company stock worth $33,804,737 over the last three months. 0.31% of the stock is owned by corporate insiders.

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.