Recent Surge: Lam Research Corporation has seen a notable spike in attention on social media following a significant stock price increase of over 5% in recent days. Many are discussing a new 'Buy' rating from a prominent research firm, fueling optimism about the company's future. The stock's connection to AI and high-performance computing demand is also a hot topic.
AI Focus: Conversations often highlight the company’s critical role in supplying semiconductor equipment for AI technologies. Some users express confidence in sustained growth, pointing to strong quarterly revenue figures and expanding margins. However, a few caution about high forward P/E ratios signaling potential risks in 2026.
Note: This discussion summary was generated from an AI condensation of post data.
Lam Research Corporation Insider Trading Activity
Lam Research Corporation 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 Corporation Revenue
Lam Research Corporation 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.
Lam Research Corporation 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.
Lam Research Corporation Hedge Fund Activity
We have seen 849 institutional investors add shares of Lam Research Corporation stock to their portfolio, and 660 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.
Lam Research Corporation 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:
- B. Riley Securities issued a "Buy" rating on 12/18/2025
- 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
- TD Cowen issued a "Buy" rating on 10/23/2025
- JP Morgan issued a "Overweight" rating on 10/23/2025
- Needham issued a "Buy" rating on 10/23/2025
To track analyst ratings and price targets for Lam Research Corporation, check out Quiver Quantitative's $LRCX forecast page.
Lam Research Corporation 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 $160.0.
Here are some recent targets:
- Timothy Arcuri from UBS set a target price of $200.0 on 12/23/2025
- Craig Ellis from B. Riley Securities set a target price of $195.0 on 12/18/2025
- 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
- Atif Malik from Citigroup set a target price of $190.0 on 11/12/2025
- Krish Sankar from TD Cowen set a target price of $170.0 on 10/23/2025
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.
