LAM RESEARCH ($LRCX) is expected to release its quarterly earnings data on Wednesday, July 30th after market close, per Finnhub. Analysts are expecting revenue of $5,108,526,180 and earnings of $1.23 per share.
You can see Quiver Quantitative's $LRCX stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
LAM RESEARCH Insider Trading Activity
LAM RESEARCH insiders have traded $LRCX stock on the open market 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $LRCX stock by insiders over the last 6 months:
- SESHASAYEE VARADARAJAN (Senior Vice President) has made 0 purchases and 2 sales selling 110,080 shares for an estimated $9,907,200.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
LAM RESEARCH Hedge Fund Activity
We have seen 24 institutional investors add shares of LAM RESEARCH stock to their portfolio, and 60 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- DNB ASSET MANAGEMENT AS added 1,630,501 shares (+172.8%) to their portfolio in Q1 2025, for an estimated $118,537,422
- KOVITZ INVESTMENT GROUP PARTNERS, LLC removed 1,337,822 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $97,259,659
- MENORA MIVTACHIM HOLDINGS LTD. removed 322,170 shares (-23.3%) from their portfolio in Q1 2025, for an estimated $23,421,759
- ODDO BHF ASSET MANAGEMENT SAS added 219,569 shares (+3450.2%) to their portfolio in Q1 2025, for an estimated $15,962,666
- MIVTACHIM THE WORKERS SOCIAL INSURANCE FUND LTD. (UNDER SPECIAL MANAGEMENT) removed 113,000 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $8,215,100
- INSIGHT WEALTH STRATEGIES, LLC removed 103,703 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $7,539,208
- VINVA INVESTMENT MANAGEMENT LTD removed 101,156 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $7,354,041
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
LAM RESEARCH Congressional Stock Trading
Members of Congress have traded $LRCX stock 12 times in the past 6 months. Of those trades, 3 have been purchases and 9 have been sales.
Here’s a breakdown of recent trading of $LRCX stock by members of Congress over the last 6 months:
- SENATOR MARKWAYNE MULLIN has traded it 2 times. They made 1 purchase worth up to $50,000 on 05/13 and 1 sale worth up to $100,000 on 04/08.
- REPRESENTATIVE JEFFERSON SHREVE has traded it 4 times. They made 1 purchase worth up to $100,000 on 03/31 and 3 sales worth up to $200,000 on 05/12, 04/07, 03/05.
- SENATOR JOHN BOOZMAN has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 04/16, 02/05.
- REPRESENTATIVE ROBERT BRESNAHAN sold up to $15,000 on 04/08.
- REPRESENTATIVE JULIE JOHNSON sold up to $15,000 on 04/07.
- REPRESENTATIVE MARJORIE TAYLOR GREENE purchased up to $15,000 on 04/04.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. sold up to $50,000 on 01/28.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
LAM RESEARCH Analyst Ratings
Wall Street analysts have issued reports on $LRCX in the last several months. We have seen 15 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- UBS issued a "Buy" rating on 07/21/2025
- Keybanc issued a "Overweight" rating on 07/15/2025
- Cantor Fitzgerald issued a "Overweight" rating on 06/24/2025
- B. Riley Securities issued a "Buy" rating on 06/18/2025
- Oppenheimer issued a "Outperform" rating on 06/17/2025
- Evercore ISI Group issued a "Outperform" rating on 04/24/2025
- JP Morgan issued a "Overweight" rating on 04/24/2025
To track analyst ratings and price targets for LAM RESEARCH, check out Quiver Quantitative's $LRCX forecast page.
LAM RESEARCH Price Targets
Multiple analysts have issued price targets for $LRCX recently. We have seen 21 analysts offer price targets for $LRCX in the last 6 months, with a median target of $100.0.
Here are some recent targets:
- Tom O'Malley from Barclays set a target price of $83.0 on 07/28/2025
- Timothy Arcuri from UBS set a target price of $120.0 on 07/21/2025
- Steve Barger from Keybanc set a target price of $115.0 on 07/15/2025
- Vijay Rakesh from Mizuho set a target price of $115.0 on 07/14/2025
- Toshiya Hari from Goldman Sachs set a target price of $115.0 on 07/10/2025
- Joseph Quatrochi from Wells Fargo set a target price of $95.0 on 07/08/2025
- Atif Malik from Citigroup set a target price of $108.0 on 07/07/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
