Lam Research (NASDAQ:LRCX) Stock Price Expected to Rise, Deutsche Bank Aktiengesellschaft Analyst Says

Lam Research (NASDAQ:LRCX) had its price objective hoisted by research analysts at Deutsche Bank Aktiengesellschaft from $300.00 to $325.00 in a research note issued to investors on Thursday,MarketScreener reports. The firm presently has a “buy” rating on the semiconductor company’s stock. Deutsche Bank Aktiengesellschaft’s price target indicates a potential upside of 21.37% from the company’s current price.

Other equities analysts have also recently issued reports about the company. Rothschild & Co Redburn lifted their price target on Lam Research from $225.00 to $265.00 and gave the stock a “buy” rating in a research note on Friday, February 6th. B. Riley Financial reaffirmed a “buy” rating on shares of Lam Research in a research note on Monday. Erste Group Bank cut Lam Research from a “buy” rating to a “hold” rating in a research note on Thursday, April 2nd. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $290.00 price target on shares of Lam Research in a research note on Thursday. Finally, Summit Insights raised Lam Research from a “hold” rating to a “buy” rating in a research note on Thursday, January 29th. Twenty-six analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company. According to MarketBeat, Lam Research has an average rating of “Moderate Buy” and an average target price of $283.65.

Lam Research Stock Performance

Shares of NASDAQ LRCX opened at $267.78 on Thursday. The stock has a market cap of $334.40 billion, a price-to-earnings ratio of 50.52, a P/E/G ratio of 2.69 and a beta of 1.78. The company has a current ratio of 2.54, a quick ratio of 1.61 and a debt-to-equity ratio of 0.35. Lam Research has a 1-year low of $68.53 and a 1-year high of $275.84. The stock’s 50-day moving average is $234.99 and its 200 day moving average is $197.84.

Lam Research (NASDAQ:LRCX) last announced its quarterly earnings data on Wednesday, April 22nd. The semiconductor company reported $1.47 earnings per share for the quarter, beating analysts’ consensus estimates of $1.36 by $0.11. The company had revenue of $5.84 billion for the quarter, compared to analysts’ expectations of $5.70 billion. Lam Research had a return on equity of 66.21% and a net margin of 30.94%.Lam Research’s revenue for the quarter was up 23.8% compared to the same quarter last year. During the same period last year, the firm posted $1.04 EPS. Lam Research has set its Q4 2026 guidance at 1.500-1.800 EPS. On average, sell-side analysts anticipate that Lam Research will post 5.43 EPS for the current fiscal year.

Insider Transactions at Lam Research

In other news, Director Eric Brandt sold 35,000 shares of Lam Research stock in a transaction that occurred on Friday, February 6th. The stock was sold at an average price of $225.60, for a total value of $7,896,000.00. Following the sale, the director directly owned 253,705 shares in the company, valued at approximately $57,235,848. This trade represents a 12.12% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Ava Harter sold 1,500 shares of Lam Research stock in a transaction that occurred on Wednesday, March 4th. The stock was sold at an average price of $222.66, for a total value of $333,990.00. Following the completion of the sale, the insider owned 53,205 shares in the company, valued at approximately $11,846,625.30. This represents a 2.74% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 130,886 shares of company stock worth $29,658,802. 0.31% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Lam Research

A number of large investors have recently made changes to their positions in LRCX. Norges Bank bought a new stake in shares of Lam Research in the 4th quarter worth approximately $3,645,427,000. Price T Rowe Associates Inc. MD grew its position in shares of Lam Research by 352.2% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 13,695,210 shares of the semiconductor company’s stock worth $2,344,347,000 after buying an additional 10,666,540 shares during the last quarter. Arrowstreet Capital Limited Partnership grew its position in shares of Lam Research by 781.3% in the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 11,340,865 shares of the semiconductor company’s stock worth $1,518,542,000 after buying an additional 10,053,978 shares during the last quarter. Franklin Resources Inc. grew its position in shares of Lam Research by 57.0% in the 4th quarter. Franklin Resources Inc. now owns 10,110,560 shares of the semiconductor company’s stock worth $1,730,724,000 after buying an additional 3,671,073 shares during the last quarter. Finally, Corient Private Wealth LLC grew its position in shares of Lam Research by 235.5% in the 4th quarter. Corient Private Wealth LLC now owns 5,199,441 shares of the semiconductor company’s stock worth $890,040,000 after buying an additional 3,649,553 shares during the last quarter. 84.61% of the stock is currently owned by institutional investors.

Key Lam Research News

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

• Positive Sentiment: Q3 results beat expectations (EPS $1.47, revenue $5.84B) and management gave strong FY guidance tied to AI demand — investors view this as confirmation of a multi-year WFE upcycle. Earnings & press coverage
• Positive Sentiment: Major analysts have lifted price targets across the board (examples: TD Cowen $340, Susquehanna $385, JPMorgan $315, BofA $330), signaling upgraded revenue and margin forecasts driven by AI memory and logic chip spending. Analyst target upgrades
• Positive Sentiment: Several bank research notes reiterated buy/outperform ratings and sizable upside, reinforcing momentum and prompting institutional buyers to add exposure. Deutsche Bank price target raise
• Neutral Sentiment: Broad market action (Dow slip while Nasdaq gains) and strong moves in other chip names (Intel, AMD, Arm) contributed to sector flow into semiconductor-equipment names including LRCX. Market breadth coverage
• Neutral Sentiment: Not all firms moved to buy: a few kept neutral/equal-weight stances (e.g., Morgan Stanley, BNP Paribas), showing some analysts want to see more cycles of delivery before upgrading conviction. Morgan Stanley note
• Negative Sentiment: Valuation concerns: commentary and analysis warn the stock reflects a lot of AI upside already — some investors may view multiple and momentum as stretched, which could amplify pullbacks on any growth-slow surprises. Valuation caution analysis

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.