Weekly Analysts’ Ratings Updates for Lam Research (LRCX)

A number of research firms have changed their ratings and price targets for Lam Research (NASDAQ: LRCX):

• 2/3/2026 – Lam Research had its price target raised by analysts at Argus from $175.00 to $280.00.
• 1/30/2026 – Lam Research had its price target raised by analysts at New Street Research from $195.00 to $235.00. They now have a “neutral” rating on the stock.
• 1/30/2026 – Lam Research had its price target raised by analysts at Citic Securities from $165.00 to $275.00. They now have a “buy” rating on the stock.
• 1/30/2026 – Lam Research had its price target raised by analysts at HSBC Holdings plc from $181.00 to $221.00. They now have a “hold” rating on the stock.
• 1/29/2026 – Lam Research had its “outperform” rating reaffirmed by analysts at Royal Bank Of Canada. They now have a $290.00 price target on the stock, up previously from $260.00.
• 1/29/2026 – Lam Research was given a new $275.00 price target on by analysts at Evercore Inc.
• 1/29/2026 – Lam Research had its “sector weight” rating reaffirmed by analysts at KeyCorp.
• 1/29/2026 – Lam Research was given a new $275.00 price target on by analysts at Sanford C. Bernstein.
• 1/29/2026 – Lam Research was given a new $325.00 price target on by analysts at Susquehanna. They now have a “positive” rating on the stock.
• 1/29/2026 – Lam Research had its “overweight” rating reaffirmed by analysts at Cantor Fitzgerald. They now have a $320.00 price target on the stock, up previously from $265.00.
• 1/29/2026 – Lam Research was given a new $300.00 price target on by analysts at UBS Group AG.
• 1/29/2026 – Lam Research was given a new $262.00 price target on by analysts at The Goldman Sachs Group, Inc.. They now have a “buy” rating on the stock.
• 1/29/2026 – Lam Research was given a new $250.00 price target on by analysts at Barclays PLC.
• 1/29/2026 – Lam Research had its “outperform” rating reaffirmed by analysts at Oppenheimer Holdings, Inc.. They now have a $265.00 price target on the stock.
• 1/29/2026 – Lam Research had its price target raised by analysts at Morgan Stanley from $211.00 to $244.00. They now have an “equal weight” rating on the stock.
• 1/29/2026 – Lam Research had its price target raised by analysts at Citigroup Inc. from $265.00 to $300.00. They now have a “buy” rating on the stock.
• 1/29/2026 – Lam Research had its price target raised by analysts at UBS Group AG from $255.00 to $275.00. They now have a “buy” rating on the stock.
• 1/29/2026 – Lam Research had its price target raised by analysts at JPMorgan Chase & Co. from $165.00 to $300.00. They now have an “overweight” rating on the stock.
• 1/29/2026 – Lam Research had its price target raised by analysts at Stifel Nicolaus from $250.00 to $280.00. They now have a “buy” rating on the stock.
• 1/29/2026 – Lam Research had its price target raised by analysts at Wells Fargo & Company from $250.00 to $290.00. They now have an “overweight” rating on the stock.
• 1/29/2026 – Lam Research had its price target raised by analysts at Deutsche Bank Aktiengesellschaft from $260.00 to $290.00. They now have a “buy” rating on the stock.
• 1/29/2026 – Lam Research had its price target raised by analysts at Needham & Company LLC from $250.00 to $300.00. They now have a “buy” rating on the stock.
• 1/29/2026 – Lam Research was upgraded by analysts at Summit Insights from a “hold” rating to a “buy” rating.
• 1/29/2026 – Lam Research had its price target raised by analysts at TD Cowen from $170.00 to $290.00. They now have a “buy” rating on the stock.
• 1/28/2026 – Lam Research was given a new $265.00 price target on by analysts at Mizuho.
• 1/26/2026 – Lam Research had its price target raised by analysts at Evercore Inc from $170.00 to $241.00. They now have an “outperform” rating on the stock.
• 1/22/2026 – Lam Research had its “buy” rating reaffirmed by analysts at Citigroup Inc.. They now have a $265.00 price target on the stock, up previously from $190.00.
• 1/22/2026 – Lam Research had its price target raised by analysts at New Street Research from $140.00 to $195.00. They now have a “neutral” rating on the stock.
• 1/21/2026 – Lam Research had its “buy” rating reaffirmed by analysts at Deutsche Bank Aktiengesellschaft. They now have a $260.00 price target on the stock, up previously from $195.00.
• 1/20/2026 – Lam Research had its “buy” rating reaffirmed by analysts at UBS Group AG. They now have a $255.00 price target on the stock, up previously from $200.00.
• 1/20/2026 – Lam Research had its “buy” rating reaffirmed by analysts at Needham & Company LLC. They now have a $250.00 price target on the stock, up previously from $160.00.
• 1/20/2026 – Lam Research was upgraded by analysts at Zacks Research from a “hold” rating to a “strong-buy” rating.
• 1/15/2026 – Lam Research was given a new $211.00 price target on by analysts at Morgan Stanley.
• 1/15/2026 – Lam Research had its “buy” rating reaffirmed by analysts at B. Riley Financial, Inc..
• 1/15/2026 – Lam Research was given a new $195.00 price target on by analysts at Barclays PLC.
• 1/15/2026 – Lam Research was given a new $250.00 price target on by analysts at Wells Fargo & Company. They now have an “overweight” rating on the stock.
• 1/15/2026 – Lam Research was upgraded by analysts at Wells Fargo & Company from an “equal weight” rating to an “overweight” rating. They now have a $250.00 price target on the stock, up previously from $145.00.
• 1/14/2026 – Lam Research was given a new $260.00 price target on by analysts at Royal Bank Of Canada.
• 1/14/2026 – Lam Research is now covered by analysts at Royal Bank Of Canada. They set an “outperform” rating and a $260.00 price target on the stock.
• 1/14/2026 – Lam Research was upgraded by analysts at Royal Bank Of Canada to a “moderate buy” rating.
• 1/14/2026 – Lam Research had its price target raised by analysts at Stifel Nicolaus from $160.00 to $250.00. They now have a “buy” rating on the stock.
• 1/13/2026 – Lam Research had its price target raised by analysts at Rothschild & Co Redburn from $150.00 to $225.00. They now have a “buy” rating on the stock.
• 1/13/2026 – Lam Research had its price target raised by analysts at Bank of America Corporation from $195.00 to $245.00. They now have a “buy” rating on the stock.
• 1/12/2026 – Lam Research had its “outperform” rating reaffirmed by analysts at Sanford C. Bernstein. They now have a $225.00 price target on the stock, up previously from $175.00.
• 1/12/2026 – Lam Research had its “positive” rating reaffirmed by analysts at Susquehanna. They now have a $250.00 price target on the stock.
• 1/9/2026 – Lam Research had its “buy” rating reaffirmed by analysts at The Goldman Sachs Group, Inc.. They now have a $180.00 price target on the stock.
• 1/9/2026 – Lam Research was given a new $220.00 price target on by analysts at Mizuho. They now have an “outperform” rating on the stock.
• 1/9/2026 – Lam Research had its price target raised by analysts at HSBC Holdings plc from $127.00 to $181.00. They now have a “hold” rating on the stock.
• 1/8/2026 – Lam Research had its “overweight” rating reaffirmed by analysts at Cantor Fitzgerald. They now have a $265.00 price target on the stock, up previously from $210.00.
• 12/29/2025 – Lam Research had its “buy (b)” rating reaffirmed by analysts at Weiss Ratings.
• 12/23/2025 – Lam Research had its “buy” rating reaffirmed by analysts at UBS Group AG. They now have a $200.00 price target on the stock, up previously from $175.00.
• 12/22/2025 – Lam Research had its “buy (b)” rating reaffirmed by analysts at Weiss Ratings.
• 12/19/2025 – Lam Research had its price target raised by analysts at Deutsche Bank Aktiengesellschaft from $160.00 to $195.00. They now have a “buy” rating on the stock.
• 12/18/2025 – Lam Research had its price target raised by analysts at B. Riley Financial, Inc. from $180.00 to $195.00. They now have a “buy” rating on the stock.
• 12/17/2025 – Lam Research had its price target raised by analysts at Mizuho from $170.00 to $200.00. They now have an “outperform” rating on the stock.
• 12/16/2025 – Lam Research had its “overweight” rating reaffirmed by analysts at Cantor Fitzgerald. They now have a $210.00 price target on the stock.
• 12/15/2025 – Lam Research had its “buy (b)” rating reaffirmed by analysts at Weiss Ratings.
• 12/15/2025 – Lam Research had its “buy” rating reaffirmed by analysts at Jefferies Financial Group Inc.. They now have a $200.00 price target on the stock, up previously from $175.00.
• 12/8/2025 – Lam Research had its “buy (b)” rating reaffirmed by analysts at Weiss Ratings.

Lam Research Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, April 8th. Shareholders of record on Wednesday, March 4th will be issued a $0.26 dividend. The ex-dividend date of this dividend is Wednesday, March 4th. This represents a $1.04 annualized dividend and a dividend yield of 0.5%. Lam Research’s dividend payout ratio is currently 21.31%.

Insider Activity at Lam Research

In other news, CFO Douglas R. Bettinger sold 40,080 shares of the 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 sale, the chief financial officer owned 987,237 shares in the company, valued at approximately $148,677,892.20. This represents a 3.90% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Company insiders own 0.31% of the company’s stock.

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.