LAM RESEARCH ($LRCX) posted quarterly earnings results for Q2 2026 on Wednesday, January 28th. The company reported earnings of $1.27 per share, beating estimates of $1.19 by $0.08. The company also reported revenue of $5,344,790,000, beating estimates of $5,344,575,691 by $214,309.
Stock price change since market close: +3.83%
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 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.
LAM RESEARCH Hedge Fund Activity
We have seen 1,016 institutional investors add shares of LAM RESEARCH stock to their portfolio, and 832 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
- NORDEA INVESTMENT MANAGEMENT AB removed 3,909,309 shares (-34.6%) from their portfolio in Q4 2025, for an estimated $669,195,514
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 11 times in the past 6 months. Of those trades, 4 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 DAVID TAYLOR has traded it 4 times. They made 0 purchases and 4 sales worth up to $130,000 on 01/08, 09/22.
- SENATOR MARKWAYNE MULLIN purchased up to $100,000 on 12/29.
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
- 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.
LAM RESEARCH 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:
- Needham issued a "Buy" rating on 01/20/2026
- Wells Fargo issued a "Overweight" rating on 01/15/2026
- RBC Capital issued a "Outperform" rating on 01/15/2026
- Bernstein issued a "Outperform" rating on 01/12/2026
- Mizuho issued a "Outperform" rating on 01/09/2026
- B. Riley Securities issued a "Buy" rating on 12/18/2025
- UBS issued a "Buy" rating on 11/25/2025
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 $220.0.
Here are some recent targets:
- Atif Malik from Citigroup set a target price of $265.0 on 01/22/2026
- Melissa Weathers from Deutsche Bank set a target price of $260.0 on 01/21/2026
- Timothy Arcuri from UBS set a target price of $255.0 on 01/20/2026
- Charles Shi from Needham set a target price of $250.0 on 01/20/2026
- Joseph Quatrochi from Wells Fargo set a target price of $250.0 on 01/15/2026
- Srini Pajjuri from RBC Capital set a target price of $260.0 on 01/15/2026
- Brian Chin from Stifel set a target price of $250.0 on 01/14/2026
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.
