Rothschild & Co Redburn Raises Lam Research (NASDAQ:LRCX) Price Target to $265.00

Lam Research (NASDAQ:LRCX) had its price target hoisted by equities researchers at Rothschild & Co Redburn from $225.00 to $265.00 in a research note issued to investors on Friday,MarketScreener reports. The firm presently has a “buy” rating on the semiconductor company’s stock. Rothschild & Co Redburn’s price objective points to a potential upside of 14.71% from the stock’s current price.

A number of other equities research analysts have also commented on the company. B. Riley Financial reissued a “buy” rating on shares of Lam Research in a research report on Thursday, January 15th. Morgan Stanley upped their price target on Lam Research from $211.00 to $244.00 and gave the company an “equal weight” rating in a research report on Thursday, January 29th. TD Cowen increased their target price on shares of Lam Research from $170.00 to $290.00 and gave the stock a “buy” rating in a research report on Thursday, January 29th. Evercore set a $275.00 target price on shares of Lam Research in a report on Thursday, January 29th. Finally, Weiss Ratings restated a “buy (b)” rating on shares of Lam Research in a research report on Monday, December 29th. One investment analyst has rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating and six have given a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $244.57.

Lam Research Trading Up 8.3%

Shares of Lam Research stock opened at $231.01 on Friday. Lam Research has a 52 week low of $56.32 and a 52 week high of $251.87. The stock has a 50 day moving average price of $194.38 and a two-hundred day moving average price of $150.67. The company has a debt-to-equity ratio of 0.37, a quick ratio of 1.61 and a current ratio of 2.26. The stock has a market capitalization of $288.48 billion, a PE ratio of 47.34, a price-to-earnings-growth ratio of 2.50 and a beta of 1.78.

Lam Research (NASDAQ:LRCX) last announced its quarterly earnings results on Wednesday, January 28th. The semiconductor company reported $1.27 EPS for the quarter, beating analysts’ consensus estimates of $1.17 by $0.10. The business had revenue of $5.34 billion during the quarter, compared to analyst estimates of $5.23 billion. Lam Research had a net margin of 30.22% and a return on equity of 62.81%. Lam Research’s quarterly revenue was up 22.1% on a year-over-year basis. During the same quarter in the previous year, the business posted $0.91 EPS. Lam Research has set its Q3 2026 guidance at 1.250-1.450 EPS. As a group, equities analysts anticipate that Lam Research will post 3.71 earnings per share for the current fiscal year.

Insider Buying and Selling at Lam Research

In other news, CFO Douglas R. Bettinger sold 40,080 shares of the company’s stock in a transaction on Friday, November 14th. The shares were sold at an average price of $150.60, for a total value of $6,036,048.00. Following the completion of the sale, the chief financial officer owned 987,237 shares of the company’s stock, valued at approximately $148,677,892.20. This represents a 3.90% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Insiders own 0.31% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of the business. Lingohr Asset Management GmbH grew its holdings in shares of Lam Research by 590.7% during the third quarter. Lingohr Asset Management GmbH now owns 59,555 shares of the semiconductor company’s stock worth $7,974,000 after buying an additional 50,933 shares in the last quarter. Mediolanum International Funds Ltd boosted its position in Lam Research by 52.0% during the third quarter. Mediolanum International Funds Ltd now owns 262,544 shares of the semiconductor company’s stock worth $34,417,000 after acquiring an additional 89,856 shares during the last quarter. First Citizens Bank & Trust Co. grew its stake in Lam Research by 8.0% during the 3rd quarter. First Citizens Bank & Trust Co. now owns 140,433 shares of the semiconductor company’s stock valued at $18,804,000 after acquiring an additional 10,408 shares in the last quarter. Oregon Public Employees Retirement Fund raised its holdings in Lam Research by 30.9% in the 3rd quarter. Oregon Public Employees Retirement Fund now owns 144,656 shares of the semiconductor company’s stock valued at $19,369,000 after acquiring an additional 34,147 shares during the last quarter. Finally, Truist Financial Corp lifted its stake in Lam Research by 119.6% in the 3rd quarter. Truist Financial Corp now owns 1,676,637 shares of the semiconductor company’s stock worth $224,502,000 after purchasing an additional 913,009 shares in the last quarter. Institutional investors own 84.61% of the company’s stock.

Lam Research News Summary

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

• Positive Sentiment: Lam announced a strategic alliance with CEA‑Leti and an internal leadership shift aimed at accelerating AI‑equipment development — investors see this as direct exposure to faster AI capex cycles. Lam Research Targets AI Growth With CEA Leti Deal And Leadership Shift
• Positive Sentiment: Celebrity investor/TV host Jim Cramer publicly endorsed adding LRCX to portfolios, raising retail/institutional interest and trading flows. Lam Research (LRCX) Is the Future, Says Jim Cramer
• Positive Sentiment: Argus and other analysts lifted price targets (Argus to $280) and the sell‑side average implies roughly 30% upside — upgrades and higher targets support buying interest. Argus Increases Lam Research Price Target to $280.00
• Positive Sentiment: Lam declared a $0.26 quarterly dividend (0.5% yield) — modest cash return but signals board confidence in cash flow and capital allocation. Lam Research Corporation Declares Quarterly Dividend
• Neutral Sentiment: Zacks and other screens highlight LRCX as a momentum pick amid recent market weakness — this flags participation from quant/momentum funds but also exposes the stock to volatility in a tech selloff. 3 Momentum Anomaly Stocks to Buy as Tech Rout Spooks Markets
• Neutral Sentiment: Company announced a board addition and COO transition — governance/leadership updates that deserve monitoring but aren’t an immediate revenue driver. Lam Research Announces Board Addition and COO Transition
• Negative Sentiment: Shares had a sharp pullback earlier in the week (noted as “down 10% in two days”), reflecting broader tech/crypto volatility — that recent selling created a short-term risk that some traders are buying into. Down 10 In Two Days, Is Lam Research A Good Buy?

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.