LAM RESEARCH ($LRCX) posted quarterly earnings results for Q4 2026 on Wednesday, July 29th. The company reported earnings of $1.82 per share, beating estimates of $1.72 by $0.10. The company also reported revenue of $6,722,240,000, missing estimates of $6,797,914,072 by $-75,674,072.
Stock price change since market close: +5.91%
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 54 times in the past 6 months. Of those trades, 0 have been purchases and 54 have been sales.
Here’s a breakdown of recent trading of $LRCX stock by insiders over the last 6 months:
- ERIC BRANDT has made 0 purchases and 45 sales selling 144,000 shares for an estimated $47,025,855.
- DOUGLAS R BETTINGER (Chief Financial Officer & EVP) has made 0 purchases and 2 sales selling 90,386 shares for an estimated $20,498,812.
- TIMOTHY ARCHER (President and CEO) sold 30,000 shares for an estimated $11,700,300
- NEIL J FERNANDES (Senior Vice President) has made 0 purchases and 2 sales selling 25,829 shares for an estimated $7,007,120.
- ABHIJIT Y TALWALKAR sold 18,282 shares for an estimated $6,124,470
- AVA HARTER (Chief Legal Officer) has made 0 purchases and 3 sales selling 11,510 shares for an estimated $2,818,536.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
LAM RESEARCH Hedge Fund Activity
We have seen 1,342 institutional investors add shares of LAM RESEARCH stock to their portfolio, and 1,114 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC added 6,893,278 shares (+25.8%) to their portfolio in Q1 2026, for an estimated $1,417,947,284
- GOLDMAN SACHS GROUP INC removed 4,359,777 shares (-29.4%) from their portfolio in Q1 2026, for an estimated $896,806,128
- CORIENT PRIVATE WEALTH LLC removed 4,093,544 shares (-78.7%) from their portfolio in Q1 2026, for an estimated $842,042,000
- J. STERN & CO. LLP removed 3,439,713 shares (-99.4%) from their portfolio in Q1 2026, for an estimated $707,548,964
- CITADEL ADVISORS LLC removed 3,126,734 shares (-73.7%) from their portfolio in Q1 2026, for an estimated $643,169,183
- ARTISAN PARTNERS LIMITED PARTNERSHIP removed 2,921,363 shares (-36.7%) from their portfolio in Q1 2026, for an estimated $600,924,369
- JENNISON ASSOCIATES LLC added 2,523,351 shares (+296.9%) to their portfolio in Q1 2026, for an estimated $519,053,300
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
LAM RESEARCH Congressional Stock Trading
Members of Congress have traded $LRCX stock 8 times in the past 6 months. Of those trades, 3 have been purchases and 5 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 6 times. They made 1 purchase worth up to $15,000 on 03/12 and 5 sales worth up to $75,000 on 06/05, 04/27, 02/26.
- SENATOR ALAN ARMSTRONG purchased up to $15,000 on 03/27.
- REPRESENTATIVE CLEO FIELDS purchased up to $50,000 on 02/03.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
LAM RESEARCH Price Targets
Multiple analysts have issued price targets for $LRCX recently. We have seen 19 analysts offer price targets for $LRCX in the last 6 months, with a median target of $375.0.
Here are some recent targets:
- Krish Sankar from TD Cowen set a target price of $400.0 on 07/09/2026
- Vijay Rakesh from Mizuho set a target price of $400.0 on 07/09/2026
- Shane Brett from Morgan Stanley set a target price of $404.0 on 07/06/2026
- Mehdi Hosseini from Susquehanna set a target price of $475.0 on 06/30/2026
- C.J. Muse from Cantor Fitzgerald set a target price of $500.0 on 06/29/2026
- Vivek Arya from B of A Securities set a target price of $480.0 on 06/23/2026
- Joe Quatrochi from Wells Fargo set a target price of $450.0 on 06/22/2026
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.
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