Paragon Private Wealth Management LLC Invests $289,000 in Lam Research Corporation $LRCX

Paragon Private Wealth Management LLC purchased a new stake in shares of Lam Research Corporation (NASDAQ:LRCX) during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 2,160 shares of the semiconductor company’s stock, valued at approximately $289,000.

Several other institutional investors and hedge funds also recently bought and sold shares of LRCX. IMG Wealth Management Inc. purchased a new stake in shares of Lam Research in the second quarter valued at $26,000. Howard Hughes Medical Institute purchased a new stake in Lam Research in the 2nd quarter worth about $27,000. Sound Income Strategies LLC bought a new stake in Lam Research in the third quarter worth about $41,000. Tripletail Wealth Management LLC purchased a new position in shares of Lam Research during the third quarter valued at approximately $44,000. Finally, Strategic Wealth Investment Group LLC bought a new position in shares of Lam Research during the second quarter valued at approximately $29,000. 84.61% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Lam Research

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

• Positive Sentiment: Evercore ISI raised its price target sharply to $241 and kept an “outperform” rating, giving formal analyst backing that likely supported buying interest. Evercore ISI adjusts price target on Lam Research to $241 from $170; maintains outperform rating
• Positive Sentiment: Analyst commentary (Zacks) highlights AI-driven foundry demand lifting Lam’s Systems revenues in Q2, with strong traction for advanced etch and deposition tools—an operational tailwind for near-term sales and margins. AI-Driven Foundry Demand Likely to Boost LRCX’s Systems Revenues in Q2
• Positive Sentiment: MarketBeat analysis ranks Lam among top equipment names for 2026, noting high-margin recurring revenue and recent strong top-line growth—this narrative supports investor appetite amid the AI chip cycle. Which Semiconductor Equipment Stock Has More Upside in 2026? (LRCX)
• Neutral Sentiment: Lam appeared on Benzinga’s list of names trending among investors today, indicating heightened attention and volume but not necessarily a directional fundamental change. Seagate Technology, Texas Instruments, Richtech Robotics, Corning And Lam Research: Why These 5 Stocks Are On Investors’ Radars Today
• Negative Sentiment: MSN coverage flags that China-related headwinds could weigh on Lam’s outlook—geopolitical or market softness in China remains a downside risk that could temper future guidance or order patterns. Lam Research leans on AI tailwinds as China weighs on outlook

Insider Transactions at Lam Research

In other Lam Research news, Director Bethany Mayer sold 1,298 shares of the firm’s stock in a transaction that occurred on Monday, November 3rd. The shares were sold at an average price of $159.99, for a total value of $207,667.02. Following the completion of the sale, the director directly owned 1,652 shares in the company, valued at $264,303.48. This trade represents a 44.00% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO Douglas R. Bettinger sold 40,080 shares of Lam Research stock in a transaction on Friday, November 14th. The stock was sold at an average price of $150.60, for a total transaction of $6,036,048.00. Following the completion of the transaction, the chief financial officer directly owned 987,237 shares in the company, valued at $148,677,892.20. This represents a 3.90% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 41,408 shares of company stock worth $6,248,501 over the last 90 days. Company insiders own 0.31% of the company’s stock.

Analyst Ratings Changes

Several brokerages have commented on LRCX. Dbs Bank upped their price objective on Lam Research from $119.40 to $184.20 in a research report on Monday, October 27th. Weiss Ratings restated a “buy (b)” rating on shares of Lam Research in a research note on Monday, December 29th. Barclays set a $195.00 price target on shares of Lam Research in a research note on Thursday, January 15th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $260.00 price objective (up previously from $195.00) on shares of Lam Research in a research note on Wednesday, January 21st. Finally, TD Cowen reaffirmed a “buy” rating on shares of Lam Research in a research report on Thursday, October 23rd. One investment analyst has rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating and seven have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $202.81.

Lam Research Trading Up 7.0%

Shares of NASDAQ:LRCX opened at $238.46 on Wednesday. The company has a market capitalization of $299.51 billion, a PE ratio of 52.52, a P/E/G ratio of 2.82 and a beta of 1.77. The company has a current ratio of 2.21, a quick ratio of 1.60 and a debt-to-equity ratio of 0.37. Lam Research Corporation has a 12-month low of $56.32 and a 12-month high of $239.50. The business’s fifty day simple moving average is $181.49 and its 200-day simple moving average is $143.70.

Lam Research Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, January 7th. Shareholders of record on Wednesday, December 3rd were issued a $0.26 dividend. The ex-dividend date was Wednesday, December 3rd. This represents a $1.04 dividend on an annualized basis and a yield of 0.4%. Lam Research’s payout ratio is currently 22.91%.

Lam Research Company Profile

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.