Lam Research (NASDAQ:LRCX) Price Target Raised to $225.00 at Rothschild & Co Redburn

Lam Research (NASDAQ:LRCX) had its price target raised by Rothschild & Co Redburn from $150.00 to $225.00 in a research report sent to investors on Tuesday,MarketScreener reports. Rothschild & Co Redburn currently has a buy rating on the semiconductor company’s stock.

LRCX has been the topic of a number of other research reports. HSBC set a $127.00 price objective on Lam Research and gave the stock a “hold” rating in a research report on Tuesday, September 30th. Sanford C. Bernstein reissued an “outperform” rating and set a $225.00 target price (up from $175.00) on shares of Lam Research in a research note on Monday. Needham & Company LLC increased their price target on Lam Research from $150.00 to $160.00 and gave the company a “buy” rating in a research report on Thursday, October 23rd. Wells Fargo & Company set a $250.00 price objective on Lam Research and gave the company an “overweight” rating in a research note on Thursday. Finally, Deutsche Bank Aktiengesellschaft upped their target price on shares of Lam Research from $160.00 to $195.00 and gave the stock a “buy” rating in a research note on Friday, December 19th. Twenty-eight investment analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $189.55.

Lam Research Trading Up 4.2%

NASDAQ:LRCX traded up $8.68 on Tuesday, reaching $217.47. 15,241,327 shares of the company’s stock were exchanged, compared to its average volume of 14,973,418. The business has a fifty day moving average of $169.22 and a 200-day moving average of $135.54. The company has a quick ratio of 1.60, a current ratio of 2.21 and a debt-to-equity ratio of 0.37. Lam Research has a 52-week low of $56.32 and a 52-week high of $229.57. The firm has a market capitalization of $273.15 billion, a price-to-earnings ratio of 47.90, a price-to-earnings-growth ratio of 2.47 and a beta of 1.77.

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

Lam Research Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, January 7th. Investors of record on Wednesday, December 3rd were issued a $0.26 dividend. This represents a $1.04 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date of this dividend was Wednesday, December 3rd. Lam Research’s dividend payout ratio is 22.91%.

Insider Buying and Selling at Lam Research

In related news, insider Ava Harter sold 9,010 shares of the stock in a transaction on Monday, October 27th. The shares were sold at an average price of $157.47, for a total value of $1,418,804.70. Following the transaction, the insider directly owned 56,786 shares of the company’s stock, valued at $8,942,091.42. This trade represents a 13.69% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CFO Douglas R. Bettinger sold 40,080 shares of Lam Research stock in a transaction 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 sale, the chief financial officer owned 987,237 shares in the company, valued at $148,677,892.20. This represents a 3.90% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 50,418 shares of company stock worth $7,667,305 over the last three months. Insiders own 0.31% of the company’s stock.

Hedge Funds Weigh In On Lam Research

Several hedge funds have recently made changes to their positions in the company. Abound Wealth Management boosted its position in shares of Lam Research by 6.9% in the 4th quarter. Abound Wealth Management now owns 931 shares of the semiconductor company’s stock valued at $159,000 after purchasing an additional 60 shares during the period. Catalyst Private Wealth LLC lifted its stake in Lam Research by 4.2% in the fourth quarter. Catalyst Private Wealth LLC now owns 1,658 shares of the semiconductor company’s stock valued at $284,000 after buying an additional 67 shares during the last quarter. Gryphon Financial Partners LLC boosted its holdings in shares of Lam Research by 4.0% in the fourth quarter. Gryphon Financial Partners LLC now owns 1,752 shares of the semiconductor company’s stock valued at $300,000 after acquiring an additional 68 shares during the period. Gilliland Jeter Wealth Management LLC grew its position in shares of Lam Research by 0.3% during the third quarter. Gilliland Jeter Wealth Management LLC now owns 26,501 shares of the semiconductor company’s stock worth $3,548,000 after acquiring an additional 69 shares during the last quarter. Finally, Gold Investment Management Ltd. increased its holdings in shares of Lam Research by 0.5% in the 3rd quarter. Gold Investment Management Ltd. now owns 14,736 shares of the semiconductor company’s stock valued at $1,973,000 after acquiring an additional 70 shares during the period. Hedge funds and other institutional investors own 84.61% of the company’s stock.

More Lam Research News

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

• Positive Sentiment: Multiple brokerages raised price targets and maintained Buy/Outperform ratings, lifting sentiment (Rothschild & Co Redburn to $225). MarketScreener Tickerreport
• Positive Sentiment: Stifel raised its target sharply to $250 and flagged stronger WFE spending forecasts — a direct bullish signal for equipment vendors like Lam. The Fly
• Positive Sentiment: Bank of America raised its price target to $245, adding to analyst momentum and reinforcing upside expectations. AmericanBankingNews
• Positive Sentiment: Seeking Alpha upgraded LRCX to Buy, citing a WFE supercycle, lifted wafer‑fab spending forecasts (10–15% YoY), and materially higher EBITDA/FCF estimates — providing a higher valuation base case. Seeking Alpha
• Positive Sentiment: Broader industry capex news: Barron’s highlights heavy TSMC spending that benefits ASML, Lam and Applied — reinforcing demand tailwinds for Lam’s equipment. Barron’s
• Neutral Sentiment: Market commentary and momentum writeups (Zacks, Benzinga) note LRCX’s strong YTD performance and investor interest, which can amplify moves but add little new fundamental info. Zacks
• Negative Sentiment: Geopolitical/export risks: analysts warn Lam’s China revenue could fall below 30% in 2026 due to export curbs — a potential headwind if Chinese demand or share shifts materially affect sales. Zacks (China revenue)

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.