Lam Research Corporation $LRCX Shares Bought by Advisory Services Network LLC

Advisory Services Network LLC lifted its holdings in shares of Lam Research Corporation (NASDAQ:LRCX) by 2.9% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 167,082 shares of the semiconductor company’s stock after acquiring an additional 4,736 shares during the quarter. Advisory Services Network LLC’s holdings in Lam Research were worth $22,372,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently added to or reduced their stakes in the business. Copley Financial Group Inc. acquired a new stake in shares of Lam Research in the third quarter valued at about $216,000. Livforsakringsbolaget Skandia Omsesidigt boosted its holdings in Lam Research by 2.1% in the 3rd quarter. Livforsakringsbolaget Skandia Omsesidigt now owns 108,550 shares of the semiconductor company’s stock worth $14,551,000 after acquiring an additional 2,200 shares during the period. Hancock Whitney Corp grew its position in Lam Research by 1,766.1% in the third quarter. Hancock Whitney Corp now owns 124,059 shares of the semiconductor company’s stock valued at $16,612,000 after acquiring an additional 117,411 shares in the last quarter. Harvest Investment Services LLC purchased a new stake in shares of Lam Research during the third quarter valued at approximately $293,000. Finally, Palisade Asset Management LLC purchased a new stake in shares of Lam Research during the third quarter valued at approximately $65,000. 84.61% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting Lam Research

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

• Positive Sentiment: Industry tailwinds from AI and memory are being highlighted as a near-term bottleneck that benefits wafer‑fabrication equipment suppliers like Lam, supporting stronger order outlooks for 2026. AI’s Next Bottleneck Is Driving These Stocks Higher
• Positive Sentiment: Brokerage consensus remains constructive: LRCX has a “Moderate Buy” consensus from brokerages, reinforcing buy-side confidence and underpinning demand for the shares. Lam Research Corporation (NASDAQ:LRCX) Receives Consensus Recommendation of “Moderate Buy” from Brokerages
• Positive Sentiment: Analysts and market writeups point to rising DRAM memory spending trends as supportive for Lam’s equipment sales; Morgan Stanley recently nudged its price target higher to $254 (from $244), citing upside from memory/AI capex even while keeping an Equal Weight rating. What Does DRAM Memory Spending Trend Mean for Lam Research (LRCX)
• Positive Sentiment: Investor letters and fund commentary (e.g., Artisan Partners) note a strong demand uptick for Lam, underscoring institutional recognition of improved end‑market dynamics tied to AI and memory. Lam Research (LCRX) Gained From Strong Demand Uptick
• Neutral Sentiment: Market commentary and investor pieces reiterate a bullish thesis on LRCX based on secular AI/memory tailwinds and Lam’s strong margins and prior earnings beat, but note relatively elevated valuation metrics (forward P/E) that could temper near-term upside. Is Lam Research Corporation (LRCX) A Good Stock To Buy Now?

Wall Street Analyst Weigh In

Several brokerages have recently weighed in on LRCX. Deutsche Bank Aktiengesellschaft upped their target price on shares of Lam Research from $260.00 to $290.00 and gave the company a “buy” rating in a research note on Thursday, January 29th. Cantor Fitzgerald reissued an “overweight” rating and issued a $320.00 price objective (up from $265.00) on shares of Lam Research in a research report on Thursday, January 29th. Citic Securities raised their target price on Lam Research from $165.00 to $275.00 and gave the company a “buy” rating in a research note on Friday, January 30th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Lam Research in a research report on Monday, December 29th. Finally, Argus boosted their price target on Lam Research from $175.00 to $280.00 in a research note on Tuesday, February 3rd. One research 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. According to data from MarketBeat.com, Lam Research has a consensus rating of “Moderate Buy” and a consensus price target of $245.35.

Lam Research Stock Up 3.2%

LRCX opened at $226.47 on Wednesday. The company has a market capitalization of $282.81 billion, a P/E ratio of 46.41, a P/E/G ratio of 2.36 and a beta of 1.77. The company has a debt-to-equity ratio of 0.37, a current ratio of 2.26 and a quick ratio of 1.61. The firm’s fifty day moving average price is $225.63 and its two-hundred day moving average price is $175.37. Lam Research Corporation has a fifty-two week low of $56.32 and a fifty-two week high of $256.68.

Lam Research (NASDAQ:LRCX) last released its quarterly earnings data on Wednesday, January 28th. The semiconductor company reported $1.27 EPS for the quarter, topping analysts’ consensus estimates of $1.17 by $0.10. Lam Research had a net margin of 30.22% and a return on equity of 62.81%. The company had revenue of $5.34 billion during the quarter, compared to the consensus estimate of $5.23 billion. During the same period last year, the firm earned $0.91 EPS. The firm’s revenue for the quarter was up 22.1% compared to the same quarter last year. Lam Research has set its Q3 2026 guidance at 1.250-1.450 EPS. On average, analysts anticipate that Lam Research Corporation will post 3.71 EPS for the current year.

Lam Research Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 8th. Stockholders of record on Wednesday, March 4th will be paid a $0.26 dividend. This represents a $1.04 annualized dividend and a dividend yield of 0.5%. The ex-dividend date is Wednesday, March 4th. Lam Research’s dividend payout ratio is currently 21.31%.

Insider Buying and Selling at Lam Research

In related news, CFO Douglas R. Bettinger sold 50,057 shares of the stock in a transaction that occurred on Wednesday, March 4th. The stock was sold at an average price of $224.03, for a total transaction of $11,214,269.71. Following the sale, the chief financial officer directly owned 1,081,705 shares in the company, valued at $242,334,371.15. This represents a 4.42% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Eric Brandt sold 35,000 shares of the firm’s stock in a transaction on Friday, February 6th. The shares were 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 of the company’s stock, valued at $57,235,848. This represents a 12.12% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 130,886 shares of company stock worth $29,658,802 over the last ninety days. Corporate insiders own 0.31% of the company’s stock.

Lam Research 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.