Earnings Surge: Social media lit up following Lam Research's fiscal fourth-quarter report, which showed record revenue of $6.72 billion and robust margins that exceeded guidance. Analysts and investors highlighted the 30% year-over-year growth and record operating margins as signs of sustained AI-driven demand.
Market Reaction: The stock's dramatic 20% surge drew widespread commentary, marking its largest single-day gain since 1999. Observers pointed to strong guidance and customer support business momentum as key drivers behind the positive sentiment.
Sector Impact: Broader chip sector enthusiasm spilled over, with many noting how Lam's results reinforced optimism for the AI trade amid similar beats from other tech names. Overall tone remained focused on growth potential without overlooking cyclical risks.
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 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 Revenue
Lam Research had revenues of $6.7B in Q4 2026. This is an increase of 29.99% from the same period in the prior year.
You can track LRCX financials on Quiver Quantitative's LRCX stock page.
You can access data on LRCX stock through the Quiver Quantitative API.
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 Hedge Fund Activity
We have seen 1,344 institutional investors add shares of Lam Research stock to their portfolio, and 1,124 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 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:
- Vijay Rakesh from Mizuho set a target price of $400.0 on 07/09/2026
- Krish Sankar from TD Cowen 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.
