We just received data on a new analyst forecast for $LRCX. Barclays gave a rating of 'Equal-Weight' for $LRCX.
$LRCX Analyst Ratings
Wall Street analysts have issued reports on $LRCX in the last several months. We have seen 15 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- UBS issued a "Buy" rating on 07/21/2025
- Keybanc issued a "Overweight" rating on 07/15/2025
- Cantor Fitzgerald issued a "Overweight" rating on 06/24/2025
- B. Riley Securities issued a "Buy" rating on 06/18/2025
- Oppenheimer issued a "Outperform" rating on 06/17/2025
- JP Morgan issued a "Overweight" rating on 04/24/2025
- Raymond James issued a "Outperform" rating on 04/24/2025
To track analyst ratings and price targets for $LRCX, check out Quiver Quantitative's $LRCX forecast page.
$LRCX 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 $100.0.
Here are some recent targets:
- Tom O'Malley from Barclays set a target price of $83.0 on 07/28/2025
- Timothy Arcuri from UBS set a target price of $120.0 on 07/21/2025
- Steve Barger from Keybanc set a target price of $115.0 on 07/15/2025
- Vijay Rakesh from Mizuho set a target price of $115.0 on 07/14/2025
- Toshiya Hari from Goldman Sachs set a target price of $115.0 on 07/10/2025
- Joseph Quatrochi from Wells Fargo set a target price of $95.0 on 07/08/2025
- Atif Malik from Citigroup set a target price of $108.0 on 07/07/2025
$LRCX Congressional Stock Trading
Members of Congress have traded $LRCX stock 12 times in the past 6 months. Of those trades, 3 have been purchases and 9 have been sales.
Here’s a breakdown of recent trading of $LRCX stock by members of Congress over the last 6 months:
- SENATOR MARKWAYNE MULLIN has traded it 2 times. They made 1 purchase worth up to $50,000 on 05/13 and 1 sale worth up to $100,000 on 04/08.
- REPRESENTATIVE JEFFERSON SHREVE has traded it 4 times. They made 1 purchase worth up to $100,000 on 03/31 and 3 sales worth up to $200,000 on 05/12, 04/07, 03/05.
- SENATOR JOHN BOOZMAN has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 04/16, 02/05.
- REPRESENTATIVE ROBERT BRESNAHAN sold up to $15,000 on 04/08.
- REPRESENTATIVE JULIE JOHNSON sold up to $15,000 on 04/07.
- REPRESENTATIVE MARJORIE TAYLOR GREENE purchased up to $15,000 on 04/04.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. sold up to $50,000 on 01/28.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$LRCX Insider Trading Activity
$LRCX insiders have traded $LRCX stock on the open market 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $LRCX stock by insiders over the last 6 months:
- SESHASAYEE VARADARAJAN (Senior Vice President) has made 0 purchases and 2 sales selling 110,080 shares for an estimated $9,907,200.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$LRCX Hedge Fund Activity
We have seen 24 institutional investors add shares of $LRCX stock to their portfolio, and 60 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- DNB ASSET MANAGEMENT AS added 1,630,501 shares (+172.8%) to their portfolio in Q1 2025, for an estimated $118,537,422
- KOVITZ INVESTMENT GROUP PARTNERS, LLC removed 1,337,822 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $97,259,659
- MENORA MIVTACHIM HOLDINGS LTD. removed 322,170 shares (-23.3%) from their portfolio in Q1 2025, for an estimated $23,421,759
- ODDO BHF ASSET MANAGEMENT SAS added 219,569 shares (+3450.2%) to their portfolio in Q1 2025, for an estimated $15,962,666
- MIVTACHIM THE WORKERS SOCIAL INSURANCE FUND LTD. (UNDER SPECIAL MANAGEMENT) removed 113,000 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $8,215,100
- INSIGHT WEALTH STRATEGIES, LLC removed 103,703 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $7,539,208
- VINVA INVESTMENT MANAGEMENT LTD removed 101,156 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $7,354,041
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
This article is not financial advice. See Quiver Quantitative's disclaimers for more information.
