Semiconductor Rally Ignites: Social media buzz surrounds Lam Research's sharp gains, with shares up over 17% in the past month amid an AI-fueled semiconductor boom. Traders point to strong momentum in equipment demand as chipmakers ramp up production. The discussion reflects bullish enthusiasm for the sector's trajectory.
Analyst Optimism Builds: Recent price target hikes, including one to $325, have fueled positive chatter on Lam Research's long-term prospects in NAND cycles and beyond. Investors highlight capital intensity driving growth in memory and AI applications. Conversations underscore confidence in sustained revenue expansion.
Leveraged Plays Surge: Leveraged ETFs tied to Lam Research rank among top performers year-to-date, amplifying trader interest in its upside. Amid broader chip equipment strength, some note dips as buying opportunities despite daily volatility. Overall sentiment stays firmly positive on AI tailwinds.
Note: This discussion summary was generated from an AI condensation of post data.
Lam Research Insider Trading Activity
Lam Research insiders have traded $LRCX stock on the open market 13 times in the past 6 months. Of those trades, 0 have been purchases and 13 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.
- DOUGLAS R BETTINGER (Chief Financial Officer & EVP) has made 0 purchases and 3 sales selling 130,466 shares for an estimated $26,534,860.
- ERIC BRANDT has made 0 purchases and 2 sales selling 35,000 shares for an estimated $7,896,150.
- AVA HARTER (Chief Legal Officer) has made 0 purchases and 4 sales selling 14,510 shares for an estimated $2,682,764.
- 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 Revenue
Lam Research had revenues of $5.3B in Q2 2026. This is an increase of 22.14% from the same period in the prior year.
You can track LRCX financials on Quiver Quantitative's LRCX stock page.
Lam Research Congressional Stock Trading
Members of Congress have traded $LRCX stock 9 times in the past 6 months. Of those trades, 3 have been purchases and 6 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 $145,000 on 02/26, 01/16, 01/08.
- REPRESENTATIVE CLEO FIELDS purchased up to $50,000 on 02/03.
- SENATOR JOHN BOOZMAN sold up to $15,000 on 01/08.
- SENATOR MARKWAYNE MULLIN purchased up to $100,000 on 12/29.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Lam Research Hedge Fund Activity
We have seen 1,061 institutional investors add shares of Lam Research stock to their portfolio, and 1,015 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 38,239,309 shares (-75.0%) from their portfolio in Q4 2025, for an estimated $6,545,804,914
- PRICE T ROWE ASSOCIATES INC /MD/ added 10,666,540 shares (+352.2%) to their portfolio in Q4 2025, for an estimated $1,825,898,317
- BLACKROCK, INC. added 10,000,727 shares (+8.0%) to their portfolio in Q4 2025, for an estimated $1,711,924,447
- JPMORGAN CHASE & CO removed 6,436,253 shares (-21.5%) from their portfolio in Q4 2025, for an estimated $1,101,757,788
- NORDEA INVESTMENT MANAGEMENT AB removed 3,909,309 shares (-34.6%) from their portfolio in Q4 2025, for an estimated $669,195,514
- FRANKLIN RESOURCES INC added 3,671,073 shares (+57.0%) to their portfolio in Q4 2025, for an estimated $628,414,276
- CORIENT PRIVATE WEALTH LLC added 3,649,553 shares (+235.5%) to their portfolio in Q4 2025, for an estimated $624,730,482
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Lam Research Analyst Ratings
Wall Street analysts have issued reports on $LRCX in the last several months. We have seen 12 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 01/29/2026
- Goldman Sachs issued a "Buy" rating on 01/29/2026
- RBC Capital issued a "Outperform" rating on 01/15/2026
- Wells Fargo issued a "Overweight" 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
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 $262.0.
Here are some recent targets:
- Mehdi Hosseini from Susquehanna set a target price of $350.0 on 04/09/2026
- Joseph Moore from Morgan Stanley set a target price of $260.0 on 04/06/2026
- Tom O'Malley from Barclays set a target price of $255.0 on 03/10/2026
- Atif Malik from Citigroup set a target price of $300.0 on 01/29/2026
- Charles Shi from Needham set a target price of $300.0 on 01/29/2026
- C.J. Muse from Cantor Fitzgerald set a target price of $320.0 on 01/29/2026
- Mark Lipacis from Evercore ISI Group set a target price of $275.0 on 01/29/2026
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.
