Rothschild & Co Redburn Raises Lam Research (NASDAQ:LRCX) Price Target to $225.00

Lam Research (NASDAQ:LRCX) had its target price hoisted by investment analysts at Rothschild & Co Redburn from $150.00 to $225.00 in a research report issued on Tuesday,MarketScreener reports. The brokerage presently has a “buy” rating on the semiconductor company’s stock. Rothschild & Co Redburn’s price target would indicate a potential upside of 3.46% from the stock’s current price.

LRCX has been the subject of a number of other reports. Berenberg Bank raised their target price on shares of Lam Research from $122.00 to $165.00 and gave the company a “buy” rating in a report on Thursday, October 23rd. Royal Bank Of Canada set a $260.00 target price on shares of Lam Research in a research report on Wednesday. Citigroup increased their price target on shares of Lam Research from $175.00 to $190.00 and gave the company a “buy” rating in a report on Tuesday, November 11th. Dbs Bank lifted their price target on Lam Research from $119.40 to $184.20 in a research report on Monday, October 27th. Finally, Wall Street Zen cut Lam Research from a “buy” rating to a “hold” rating in a research note on Saturday, November 8th. Twenty-eight analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $189.55.

Lam Research Stock Performance

Shares of Lam Research stock traded up $8.68 during trading on Tuesday, hitting $217.47. 15,241,327 shares of the company’s stock traded hands, compared to its average volume of 14,973,418. The business has a 50-day simple moving average of $169.22 and a 200-day simple moving average of $135.54. The company has a debt-to-equity ratio of 0.37, a current ratio of 2.21 and a quick ratio of 1.60. The stock has a market capitalization of $273.15 billion, a P/E ratio of 47.90, a PEG ratio of 2.47 and a beta of 1.77. Lam Research has a 1 year low of $56.32 and a 1 year high of $229.57.

Lam Research (NASDAQ:LRCX) last announced its earnings results on Wednesday, October 22nd. The semiconductor company reported $1.26 EPS for the quarter, beating analysts’ consensus estimates of $1.22 by $0.04. The business had revenue of $5.32 billion during the quarter, compared to analysts’ expectations of $5.23 billion. Lam Research had a net margin of 29.66% and a return on equity of 60.60%. The firm’s revenue was up 27.7% on a year-over-year basis. During the same period in the prior year, the company earned $0.86 earnings per share. Lam Research has set its Q2 2026 guidance at 1.050-1.250 EPS. As a group, analysts forecast that Lam Research will post 3.71 EPS for the current year.

Insider Transactions at Lam Research

In other Lam Research news, CFO Douglas R. Bettinger sold 40,080 shares of Lam Research stock in a transaction that occurred on Friday, November 14th. The shares were sold at an average price of $150.60, for a total transaction of $6,036,048.00. Following the completion of the sale, the chief financial officer directly owned 987,237 shares in the company, valued at approximately $148,677,892.20. The trade was a 3.90% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, insider Ava Harter sold 9,010 shares of the company’s stock in a transaction on Monday, October 27th. The shares were sold at an average price of $157.47, for a total transaction of $1,418,804.70. Following the completion of the sale, the insider directly owned 56,786 shares in the company, valued at approximately $8,942,091.42. The trade was a 13.69% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 50,418 shares of company stock worth $7,667,305 over the last three months. 0.31% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Abound Wealth Management increased its position in shares of Lam Research by 6.9% in the 4th quarter. Abound Wealth Management now owns 931 shares of the semiconductor company’s stock valued at $159,000 after purchasing an additional 60 shares during the last quarter. Catalyst Private Wealth LLC grew its stake in shares of Lam Research by 4.2% during the fourth quarter. Catalyst Private Wealth LLC now owns 1,658 shares of the semiconductor company’s stock worth $284,000 after purchasing an additional 67 shares in the last quarter. Gryphon Financial Partners LLC increased its holdings in Lam Research by 4.0% in the fourth quarter. Gryphon Financial Partners LLC now owns 1,752 shares of the semiconductor company’s stock valued at $300,000 after buying an additional 68 shares during the last quarter. Gilliland Jeter Wealth Management LLC raised its stake in Lam Research by 0.3% in the third quarter. Gilliland Jeter Wealth Management LLC now owns 26,501 shares of the semiconductor company’s stock valued at $3,548,000 after buying an additional 69 shares in the last quarter. Finally, Gold Investment Management Ltd. raised its position in shares of Lam Research by 0.5% during the 3rd quarter. Gold Investment Management Ltd. now owns 14,736 shares of the semiconductor company’s stock worth $1,973,000 after acquiring an additional 70 shares in the last quarter. 84.61% of the stock is owned by hedge funds and other institutional investors.

Key Lam Research News

Here are the key news stories impacting Lam Research this week:

• Positive Sentiment: Multiple brokerages raised price targets and maintained Buy/Outperform ratings, lifting sentiment (Rothschild & Co Redburn to $225). MarketScreener Tickerreport
• Positive Sentiment: Stifel raised its target sharply to $250 and flagged stronger WFE spending forecasts — a direct bullish signal for equipment vendors like Lam. The Fly
• Positive Sentiment: Bank of America raised its price target to $245, adding to analyst momentum and reinforcing upside expectations. AmericanBankingNews
• Positive Sentiment: Seeking Alpha upgraded LRCX to Buy, citing a WFE supercycle, lifted wafer‑fab spending forecasts (10–15% YoY), and materially higher EBITDA/FCF estimates — providing a higher valuation base case. Seeking Alpha
• Positive Sentiment: Broader industry capex news: Barron’s highlights heavy TSMC spending that benefits ASML, Lam and Applied — reinforcing demand tailwinds for Lam’s equipment. Barron’s
• Neutral Sentiment: Market commentary and momentum writeups (Zacks, Benzinga) note LRCX’s strong YTD performance and investor interest, which can amplify moves but add little new fundamental info. Zacks
• Negative Sentiment: Geopolitical/export risks: analysts warn Lam’s China revenue could fall below 30% in 2026 due to export curbs — a potential headwind if Chinese demand or share shifts materially affect sales. Zacks (China revenue)

About Lam Research

Lam Research Corporation (NASDAQ: LRCX) is a global supplier of wafer fabrication equipment and services to the semiconductor industry. Founded in 1980 by David K. Lam and headquartered in Fremont, California, the company develops and manufactures systems used in multiple stages of semiconductor device production, including thin film deposition, plasma etch, wafer cleaning and related process modules and automation.

Lam’s product portfolio covers core process technologies employed by logic and memory manufacturers, with equipment designed to support advanced-node patterning, 3D NAND and other emerging device architectures.