Lam Research (NASDAQ:LRCX) Price Target Raised to $195.00 at Deutsche Bank Aktiengesellschaft

Lam Research (NASDAQ:LRCX) had its price objective increased by Deutsche Bank Aktiengesellschaft from $160.00 to $195.00 in a report published on Friday,MarketScreener reports. They currently have a buy rating on the semiconductor company’s stock.

Several other analysts have also weighed in on LRCX. Morgan Stanley raised their price objective on shares of Lam Research from $137.00 to $158.00 and gave the stock an “equal weight” rating in a report on Tuesday, December 2nd. Citigroup raised their price target on Lam Research from $175.00 to $190.00 and gave the company a “buy” rating in a report on Tuesday, November 11th. Evercore ISI boosted their price objective on Lam Research from $115.00 to $170.00 and gave the stock an “outperform” rating in a research note on Thursday, October 23rd. Cowen restated a “buy” rating on shares of Lam Research in a report on Thursday, October 23rd. Finally, Needham & Company LLC lifted their price target on Lam Research from $150.00 to $160.00 and gave the company a “buy” rating in a report on Thursday, October 23rd. Twenty-six equities research analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $160.37.

Lam Research Stock Performance

Lam Research stock opened at $172.27 on Friday. The firm has a market capitalization of $216.38 billion, a P/E ratio of 37.95, a P/E/G ratio of 1.69 and a beta of 1.77. The stock has a fifty day moving average price of $154.83 and a two-hundred day moving average price of $122.80. Lam Research has a 52-week low of $56.32 and a 52-week high of $173.58. 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 (NASDAQ:LRCX) last issued its earnings results on Wednesday, October 22nd. The semiconductor company reported $1.26 EPS for the quarter, beating the consensus estimate of $1.22 by $0.04. The company had revenue of $5.32 billion for the quarter, compared to the consensus estimate of $5.23 billion. Lam Research had a net margin of 29.66% and a return on equity of 60.60%. The firm’s revenue for the quarter was up 27.7% compared to the same quarter last year. During the same quarter in the previous year, the company earned $0.86 EPS. Lam Research has set its Q2 2026 guidance at 1.050-1.250 EPS. As a group, analysts anticipate that Lam Research will post 3.71 EPS for the current fiscal year.

Lam Research Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Wednesday, January 7th. Stockholders of record on Wednesday, December 3rd will be paid a dividend of $0.26 per share. This represents a $1.04 annualized dividend and a dividend yield of 0.6%. The ex-dividend date of this dividend is Wednesday, December 3rd. Lam Research’s dividend payout ratio is 22.91%.

Insider Transactions at Lam Research

In other Lam Research news, insider Ava Harter sold 9,010 shares of the business’s stock in a transaction dated Monday, October 27th. The stock was sold at an average price of $157.47, for a total transaction of $1,418,804.70. Following the completion of the sale, the insider directly owned 56,786 shares of the company’s stock, valued at approximately $8,942,091.42. The trade was a 13.69% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director Bethany Mayer sold 1,298 shares of the firm’s stock in a transaction dated Monday, November 3rd. The shares were sold at an average price of $159.99, for a total transaction of $207,667.02. Following the completion of the transaction, the director directly owned 1,652 shares in the company, valued at $264,303.48. This trade represents a 44.00% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 102,608 shares of company stock valued at $14,916,496 in the last three months. Company insiders own 0.31% of the company’s stock.

Institutional Trading of Lam Research

Institutional investors and hedge funds have recently made changes to their positions in the business. IMG Wealth Management Inc. acquired a new stake in shares of Lam Research during the second quarter worth $26,000. Stance Capital LLC acquired a new position in shares of Lam Research during the 3rd quarter worth about $26,000. Howard Hughes Medical Institute bought a new stake in shares of Lam Research in the 2nd quarter valued at about $27,000. Triumph Capital Management acquired a new stake in shares of Lam Research in the 3rd quarter valued at approximately $27,000. Finally, Strategic Wealth Investment Group LLC bought a new position in Lam Research during the 2nd quarter worth approximately $29,000. Institutional investors own 84.61% of the company’s stock.

Key Lam Research News

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

• Positive Sentiment: Multiple sell‑side upgrades and price‑target increases from major firms lift sentiment and implied upside — B. Riley raised its target to $195 and maintained a buy rating. Article Title
• Positive Sentiment: Deutsche Bank raised its target to $195 and reiterated a buy, citing stronger forward visibility; that adds another institutional vote of confidence. Article Title
• Positive Sentiment: Mizuho lifted its price target to $200 from $170, maintaining an outperform view — another sizable increase that signals analysts expect stronger 2026 demand. Article Title
• Positive Sentiment: Coverage roundup: three firms turned bullish on LRCX today, a concentrated shift that drove short‑term buying interest. Article Title
• Positive Sentiment: Technical momentum: LRCX just flashed a golden‑cross (longer MA crossing above shorter MA) and cleared the 20‑day moving average — a buy signal that attracts momentum traders. Article Title
• Positive Sentiment: Investor recognition: IBD named Lam an “IBD Stock of the Day” and noted all‑time high momentum tied to 2026 prospects, which can attract retail inflows. Article Title
• Neutral Sentiment: Analysis pieces and price‑range summaries reflect consensus views and model updates (price forecasts shown from ~$175 to $210) — useful context but not a direct catalyst on its own. Article Title
• Neutral Sentiment: Feature coverage (Forbes) reviews the drivers behind today’s move and the 2026 thesis; good background for investors but largely descriptive. Article Title
• Neutral Sentiment: Corporate/community items (annual collegiate challenge winners) are positive PR but unlikely to move the stock materially. Article Title

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.