Lam Research (NASDAQ:LRCX) Price Target Raised to $250.00 at Stifel Nicolaus

Lam Research (NASDAQ:LRCX) had its price objective increased by investment analysts at Stifel Nicolaus from $160.00 to $250.00 in a report released on Wednesday, Marketbeat reports. The firm presently has a “buy” rating on the semiconductor company’s stock. Stifel Nicolaus’ price objective suggests a potential upside of 19.40% from the company’s current price.

Several other equities analysts have also issued reports on LRCX. Mizuho set a $220.00 price target on Lam Research and gave the stock an “outperform” rating in a research report on Friday. Cowen reissued a “buy” rating on shares of Lam Research in a research note on Thursday, October 23rd. Morgan Stanley raised their target price on Lam Research from $137.00 to $158.00 and gave the stock an “equal weight” rating in a research note on Tuesday, December 2nd. The Goldman Sachs Group reissued a “buy” rating and issued a $180.00 price target on shares of Lam Research in a research report on Friday. Finally, BNP Paribas Exane boosted their price objective on shares of Lam Research from $80.00 to $140.00 and gave the stock a “neutral” rating in a research report on Thursday, October 23rd. Twenty-six research analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $175.87.

Lam Research Stock Down 2.3%

Shares of Lam Research stock traded down $5.00 during trading on Wednesday, hitting $209.38. The company’s stock had a trading volume of 4,179,919 shares, compared to its average volume of 13,315,951. Lam Research has a 52 week low of $56.32 and a 52 week high of $222.58. The company has a fifty day simple moving average of $168.35 and a two-hundred day simple moving average of $135.02. The company has a market capitalization of $262.98 billion, a PE ratio of 46.20, a P/E/G ratio of 2.54 and a beta of 1.77. The company has a debt-to-equity ratio of 0.37, a quick ratio of 1.60 and a current ratio of 2.21.

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 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 analyst estimates of $5.23 billion. During the same period in the prior year, the business posted $0.86 EPS. Lam Research’s 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 research analysts predict that Lam Research will post 3.71 earnings per share for the current year.

Insiders Place Their Bets

In related news, Director Bethany Mayer sold 1,298 shares of Lam Research stock in a transaction dated Monday, November 3rd. The stock was sold at an average price of $159.99, for a total value of $207,667.02. Following the transaction, the director owned 1,652 shares of the company’s stock, valued at approximately $264,303.48. This trade represents a 44.00% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed 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 value of $1,418,804.70. Following the completion of the sale, the insider owned 56,786 shares of the company’s stock, valued at approximately $8,942,091.42. This trade represents a 13.69% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 50,418 shares of company stock worth $7,667,305. 0.31% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Institutional investors have recently modified their holdings of the company. Abound Wealth Management grew its holdings in shares of Lam Research by 6.9% during the 4th quarter. Abound Wealth Management now owns 931 shares of the semiconductor company’s stock worth $159,000 after purchasing an additional 60 shares in the last quarter. Gryphon Financial Partners LLC boosted its position in Lam Research by 4.0% during the 4th quarter. Gryphon Financial Partners LLC now owns 1,752 shares of the semiconductor company’s stock worth $300,000 after buying an additional 68 shares during the period. Gilliland Jeter Wealth Management LLC boosted its holdings in Lam Research by 0.3% in the third quarter. Gilliland Jeter Wealth Management LLC now owns 26,501 shares of the semiconductor company’s stock valued at $3,548,000 after acquiring an additional 69 shares during the last quarter. 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. Finally, Rosenberg Matthew Hamilton lifted its position in shares of Lam Research by 8.1% during the 4th quarter. Rosenberg Matthew Hamilton now owns 939 shares of the semiconductor company’s stock valued at $161,000 after acquiring an additional 70 shares during the period. 84.61% of the stock is currently owned by institutional investors and hedge funds.

Lam Research News Roundup

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

• Positive Sentiment: Large bullish inflows have driven strong price momentum — FXEmpire highlights that several outsized inflows since September helped push LRCX up sharply over the last year, supporting continued upward pressure. See How Bullish Inflows Boost Lam Research
• Positive Sentiment: Bank of America raised its price target from $195 to $245 and kept a Buy rating — this analyst upgrade gives investors a higher earnings multiple justification and likely contributed to buying interest. Benzinga
• Positive Sentiment: Momentum and fundamentals are attracting attention — LRCX hit a 52-week high and several analysts/commentaries are outlining drivers (AI equipment demand, strong margins) that could sustain the uptrend. Lam Research 52 Week High
• Neutral Sentiment: Macro/strategy write-ups offer trade ideas but are non-directional — Forbes and other outlets discuss options/positioning strategies around the rally; useful for traders but not direct fundamental news. Could This Be A Win-Win Trade On Lam Research Stock?
• Neutral Sentiment: Industry comparisons and quarterly rundowns (MSN coverage) provide context on how Lam stacks up vs. peers — helpful for positioning but not immediate catalysts. Q3 Rundown
• Neutral Sentiment: Jim Cramer commented that Lam should consider more fabrication presence (“put up plants”) — a longer-term strategic suggestion rather than an immediate stock mover. Cramer on Lam Research
• Neutral Sentiment: Short-interest data published appears anomalous (shows 0 shares) and is not reliable as a near-term signal — treat as a data glitch until confirmed.
• Negative Sentiment: Geopolitical/export-risk: Zacks reports Lam expects China revenue to fall below 30% in 2026 as export curbs bite — that shift raises execution and demand-risk questions for FY2026, even if AI demand outside China could offset some weakness. China Revenue Risk
• Negative Sentiment: Short-term volatility: Zacks also flagged a recent intraday dip where LRCX underperformed the broader market — a reminder that momentum trades can see quick reversals. Recent Dip

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.