TIMOTHY ARCHER, the President and CEO of $LRCX, sold 113,300 shares of the company on 12-17-2025 for an estimated $18,565,338. We received data on the trade from a recent SEC filing. This was a sale of approximately 10.8% of their shares of this class of stock. Following this trade, they now own 932,409 shares of this class of $LRCX stock.
$LRCX Insider Trading Activity
$LRCX insiders have traded $LRCX stock on the open market 8 times in the past 6 months. Of those trades, 0 have been purchases and 8 have been sales.
Here’s a breakdown of recent trading of $LRCX stock by insiders over the last 6 months:
- TIMOTHY ARCHER (President and CEO) has made 0 purchases and 2 sales selling 163,300 shares for an estimated $26,758,338.
- VAHID VAHEDI (Senior Vice President) sold 52,190 shares for an estimated $7,249,191
- DOUGLAS R BETTINGER (Chief Financial Officer & EVP) sold 40,080 shares for an estimated $6,036,048
- AVA HARTER (Chief Legal Officer) has made 0 purchases and 2 sales selling 9,010 shares for an estimated $1,418,774.
- BETHANY MAYER has made 0 purchases and 2 sales selling 1,328 shares for an estimated $212,452.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$LRCX Hedge Fund Activity
We have seen 843 institutional investors add shares of $LRCX stock to their portfolio, and 716 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO removed 10,677,588 shares (-26.3%) from their portfolio in Q3 2025, for an estimated $1,429,729,033
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 10,490,054 shares (+70.0%) to their portfolio in Q3 2025, for an estimated $1,404,618,230
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added 10,053,978 shares (+781.3%) to their portfolio in Q3 2025, for an estimated $1,346,227,654
- WINSLOW CAPITAL MANAGEMENT, LLC removed 8,287,385 shares (-99.7%) from their portfolio in Q3 2025, for an estimated $1,109,680,851
- FIL LTD removed 5,667,090 shares (-79.7%) from their portfolio in Q3 2025, for an estimated $758,823,351
- AMERIPRISE FINANCIAL INC removed 5,125,168 shares (-16.8%) from their portfolio in Q3 2025, for an estimated $686,259,995
- PRICE T ROWE ASSOCIATES INC /MD/ removed 3,851,229 shares (-56.0%) from their portfolio in Q3 2025, for an estimated $515,679,563
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$LRCX Revenue
$LRCX had revenues of $5.3B in Q1 2026. This is an increase of 27.74% from the same period in the prior year.
You can track LRCX financials on Quiver Quantitative's LRCX stock page.
$LRCX Congressional Stock Trading
Members of Congress have traded $LRCX stock 10 times in the past 6 months. Of those trades, 3 have been purchases and 7 have been sales.
Here’s a breakdown of recent trading of $LRCX stock by members of Congress over the last 6 months:
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
- REPRESENTATIVE DAVID TAYLOR has traded it 4 times. They made 0 purchases and 4 sales worth up to $60,000 on 09/22, 07/18.
- REPRESENTATIVE JONATHAN L. JACKSON has traded it 2 times. They made 1 purchase worth up to $15,000 on 08/13 and 1 sale worth up to $15,000 on 09/03.
- SENATOR SHELDON WHITEHOUSE sold up to $50,000 on 08/28.
- REPRESENTATIVE BYRON DONALDS has traded it 2 times. They made 2 purchases worth up to $30,000 on 08/07 and 0 sales.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$LRCX Analyst Ratings
Wall Street analysts have issued reports on $LRCX in the last several months. We have seen 14 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Mizuho issued a "Outperform" rating on 12/17/2025
- UBS issued a "Buy" rating on 11/25/2025
- Citigroup issued a "Buy" rating on 11/12/2025
- Needham issued a "Buy" rating on 10/23/2025
- TD Cowen issued a "Buy" rating on 10/23/2025
- B. Riley Securities issued a "Buy" rating on 10/23/2025
- Susquehanna issued a "Positive" rating on 10/23/2025
To track analyst ratings and price targets for $LRCX, check out Quiver Quantitative's $LRCX forecast page.
$LRCX Price Targets
Multiple analysts have issued price targets for $LRCX recently. We have seen 22 analysts offer price targets for $LRCX in the last 6 months, with a median target of $160.0.
Here are some recent targets:
- Vijay Rakesh from Mizuho set a target price of $200.0 on 12/17/2025
- Blayne Curtis from Jefferies set a target price of $200.0 on 12/15/2025
- Joseph Moore from Morgan Stanley set a target price of $158.0 on 12/02/2025
- Timothy Arcuri from UBS set a target price of $175.0 on 11/25/2025
- Atif Malik from Citigroup set a target price of $190.0 on 11/12/2025
- Craig Ellis from B. Riley Securities set a target price of $180.0 on 10/23/2025
- Ed Yang from Oppenheimer set a target price of $200.0 on 10/23/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information.
