Q2 Earnings Strength: Social media discussions praise Lam Research's Q2 fiscal 2026 results, where revenue hit $5.344 billion, beating expectations and marking over 22 percent year-over-year growth. Commentators highlight the firm's robust financial health amid sector challenges.
Upcoming Q3 Focus: Traders eye the March quarter earnings call on April 22, scrutinizing margin pressures and reliance on China revenue. AI-fueled demand for advanced chip systems is seen as a key offset to potential headwinds.
Semiconductor Rally: The stock climbed nearly 9 percent in recent trading, mirroring gains across peers like Intel and Micron. Optimism swirls around sustained AI momentum, though some note elevated valuations tempering near-term enthusiasm.
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 14 times in the past 6 months. Of those trades, 0 have been purchases and 14 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.
- VAHID VAHEDI (Senior Vice President) sold 52,190 shares for an estimated $7,249,191
- 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 1,043 institutional investors add shares of Lam Research stock to their portfolio, and 996 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 13 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:
- 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
- Mehdi Hosseini from Susquehanna set a target price of $325.0 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.
