Lam Research (NASDAQ:LRCX) Price Target Raised to $225.00

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

Several other equities analysts have also commented on the stock. Susquehanna reaffirmed a “positive” rating and set a $250.00 target price on shares of Lam Research in a report on Monday. Deutsche Bank Aktiengesellschaft upped their target price on Lam Research from $160.00 to $195.00 and gave the company a “buy” rating in a report on Friday, December 19th. Royal Bank Of Canada set a $260.00 price objective on Lam Research in a research report on Wednesday. Zacks Research downgraded Lam Research from a “strong-buy” rating to a “hold” rating in a report on Monday, November 24th. Finally, Dbs Bank lifted their price target on shares of Lam Research from $119.40 to $184.20 in a research report on Monday, October 27th. Twenty-eight research analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the stock. According to MarketBeat.com, Lam Research currently has a consensus rating of “Moderate Buy” and a consensus target price of $189.55.

Lam Research Price Performance

Shares of NASDAQ LRCX opened at $217.47 on Tuesday. 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 has a fifty-two week low of $56.32 and a fifty-two week high of $229.57. The stock has a market cap of $273.15 billion, a PE ratio of 47.90, a price-to-earnings-growth ratio of 2.40 and a beta of 1.77. The stock has a fifty day moving average of $170.33 and a 200-day moving average of $136.11.

Lam Research (NASDAQ:LRCX) last issued its quarterly earnings results on Wednesday, October 22nd. The semiconductor company reported $1.26 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 the consensus estimate of $5.23 billion. During the same quarter last year, the company posted $0.86 EPS. The company’s revenue for the quarter 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 anticipate that Lam Research will post 3.71 earnings per share for the current year.

Lam Research Announces Dividend

The firm also recently disclosed 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 annualized dividend and a yield of 0.5%. The ex-dividend date was Wednesday, December 3rd. Lam Research’s dividend payout ratio (DPR) is presently 22.91%.

Insiders Place Their Bets

In other Lam Research news, CFO Douglas R. Bettinger sold 40,080 shares of the company’s stock in a transaction dated Friday, November 14th. The shares were sold at an average price of $150.60, for a total transaction of $6,036,048.00. Following the transaction, the chief financial officer owned 987,237 shares in the company, valued at approximately $148,677,892.20. This represents a 3.90% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Bethany Mayer sold 1,298 shares of Lam Research stock in a transaction that occurred on Monday, November 3rd. The stock was sold at an average price of $159.99, for a total transaction of $207,667.02. Following the completion of the sale, the director owned 1,652 shares of the company’s stock, valued at $264,303.48. This represents a 44.00% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 50,418 shares of company stock valued at $7,667,305. 0.31% of the stock is owned by insiders.

Hedge Funds Weigh In On Lam Research

Hedge funds and other institutional investors have recently modified their holdings of the company. PMV Capital Advisers LLC bought a new position in shares of Lam Research in the 4th quarter worth approximately $25,000. Stance Capital LLC purchased a new stake in Lam Research during the third quarter valued at approximately $26,000. Triumph Capital Management bought a new position in Lam Research in the third quarter worth approximately $27,000. Harbor Investment Advisory LLC raised its position in Lam Research by 73.9% in the fourth quarter. Harbor Investment Advisory LLC now owns 240 shares of the semiconductor company’s stock worth $41,000 after acquiring an additional 102 shares during the period. Finally, IMG Wealth Management Inc. purchased a new position in shares of Lam Research during the 2nd quarter worth $26,000. 84.61% of the stock is owned by institutional investors.

Key Lam Research News

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

• Positive Sentiment: Rothschild & Co Redburn raised its price target on Lam to $225 and kept a Buy rating, signaling stronger analyst conviction. Rothschild & Co Redburn adjusts Lam Research price target to $225 from $150, maintains buy rating
• Positive Sentiment: Stifel Nicolaus boosted its Lam price target to $250 (from $160) and reiterated a Buy, citing stronger WFE demand — a large upward revision that supports higher upside expectations. LRCX Lam Research price target raised by Stifel
• Positive Sentiment: Bank of America raised its Lam price target to $245, another major house increasing its valuation — reinforcing the analyst-driven momentum behind the stock. Bank of America Increases Lam Research Price Target to $245
• Positive Sentiment: Seeking Alpha upgraded LRCX to Buy, arguing a WFE “supercycle” (revised wafer-fab spending +10–15% YoY) raises sales, EBITDA and FCF forecasts — analyst base-case PT cited near $247 with a bullish scenario higher. Lam Research: Why The WFE Supercycle Changes The Valuation (Rating Upgrade)
• Positive Sentiment: Industry and market coverage point to a stronger WFE backdrop — Stifel and others forecast up to ~15% WFE spending growth in 2026, which directly benefits equipment suppliers like Lam. WFE spending forecast to grow up to 15% in 2026: Stifel
• Positive Sentiment: Barron’s and market coverage note that TSMC’s heavy capex is boosting suppliers (ASML, Lam, AMAT), lending fundamental tailwinds to Lam’s order and revenue outlook. ASML, Lam Research, Applied Materials Surge. Why Chip Stocks Are Getting a Boost.
• Neutral Sentiment: Zacks published momentum-style coverage assessing LRCX as a strong momentum candidate given recent gains; useful for timing/rotation but less directly informative on fundamentals. What Makes Lam Research (LRCX) a Strong Momentum Stock: Buy Now?
• Neutral Sentiment: General analyst-coverage summaries are highlighting broad Street optimism; these stories can amplify moves but are repetitive of the price-target/upgrade news. Why Is Lam Research Stock Soaring Thursday?
• Negative Sentiment: Zacks flags a potential headwind: Lam’s China revenue may fall below 30% in 2026 due to export controls, which could pressure near-term growth if non-China demand doesn’t fully offset the decline. Will LRCX’s China Revenue Drop Below 30% Hurt 2026 Growth Outlook?

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.