Lam Research Corporation (NASDAQ:LRCX - Get Free Report) insider Ava Harter sold 6,010 shares of the business's stock in a transaction that occurred on Monday, April 27th. The stock was sold at an average price of $258.66, for a total value of $1,554,546.60. Following the sale, the insider directly owned 53,205 shares of the company's stock, valued at $13,762,005.30. This represents a 10.15% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website.
Ava Harter also recently made the following trade(s):
- On Wednesday, March 4th, Ava Harter sold 1,500 shares of Lam Research stock. The stock was sold at an average price of $222.66, for a total value of $333,990.00.
- On Monday, March 2nd, Ava Harter sold 4,000 shares of Lam Research stock. The stock was sold at an average price of $232.50, for a total value of $930,000.00.
Lam Research Stock Performance
Shares of LRCX opened at $251.37 on Wednesday. The company has a debt-to-equity ratio of 0.35, a quick ratio of 1.77 and a current ratio of 2.54. The stock has a 50 day moving average price of $235.78 and a two-hundred day moving average price of $200.31. The firm has a market capitalization of $314.36 billion, a P/E ratio of 47.43, a P/E/G ratio of 2.16 and a beta of 1.78. Lam Research Corporation has a 52 week low of $68.53 and a 52 week high of $275.84.
Lam Research (NASDAQ:LRCX - Get Free Report) last issued its quarterly earnings data on Wednesday, April 22nd. The semiconductor company reported $1.47 EPS for the quarter, topping analysts' consensus estimates of $1.36 by $0.11. Lam Research had a return on equity of 66.21% and a net margin of 30.94%.The firm had revenue of $5.84 billion during the quarter, compared to analyst estimates of $5.70 billion. During the same period in the previous year, the company posted $1.04 EPS. The company's revenue for the quarter was up 23.8% on a year-over-year basis. Lam Research has set its Q4 2026 guidance at 1.500-1.800 EPS. Equities analysts forecast that Lam Research Corporation will post 5.65 earnings per share for the current fiscal year.
Lam Research Announces Dividend
The firm also recently announced a quarterly dividend, which was paid on Wednesday, April 8th. Stockholders of record on Wednesday, March 4th were paid a $0.26 dividend. This represents a $1.04 dividend on an annualized basis and a dividend yield of 0.4%. The ex-dividend date was Wednesday, March 4th. Lam Research's payout ratio is presently 19.62%.
More Lam Research News
Here are the key news stories impacting Lam Research this week:
- Positive Sentiment: Analysts and outlets continue to highlight strong fundamentals and momentum for LRCX—Zacks pieces call out earnings growth, price strength and momentum appeal, supporting longer‑term demand thesis tied to AI and memory ramps. Earnings Growth & Price Strength Make LRCX a Stock to Watch
- Positive Sentiment: Broker price targets were raised by some firms (New Street raised its target to $280; another report shows a jump to ~$310), signaling continued upside expectations from sell‑side analysts and supporting medium‑term upside. New Street Adjusts Price Target to $280 Price Target Increased to 310.72
- Neutral Sentiment: Mainstream coverage is mixed on whether the stock is a buy right now despite bullish analyst commentary—some stories caution that aggregate broker recommendations can be overly optimistic, suggesting investor caution on near‑term timing. Is LRCX a Buy as Wall Street Analysts Look Optimistic?
- Negative Sentiment: An insider (Ava Harter) sold ~6,010 shares (SEC Form 4 filed), reducing her stake; insider selling can raise short‑term concern among investors even when the amount is relatively modest versus total float. SEC Filing — Insider Sale
- Negative Sentiment: Sector‑wide profit taking and renewed US‑China geopolitical friction around AI tech weighed on semiconductors today, triggering a pullback after last week’s rally and pressuring LRCX along with peers. Semiconductor Pullback After Geopolitical Tensions
Institutional Trading of Lam Research
Institutional investors have recently added to or reduced their stakes in the business. Generali Investments Management Co LLC grew its position in Lam Research by 62.0% in the 4th quarter. Generali Investments Management Co LLC now owns 36,274 shares of the semiconductor company's stock worth $6,209,000 after purchasing an additional 13,878 shares during the period. Lingohr Asset Management GmbH grew its position in Lam Research by 590.7% in the 3rd quarter. Lingohr Asset Management GmbH now owns 59,555 shares of the semiconductor company's stock worth $7,974,000 after purchasing an additional 50,933 shares during the period. Mediolanum International Funds Ltd grew its position in Lam Research by 52.0% in the 3rd quarter. Mediolanum International Funds Ltd now owns 262,544 shares of the semiconductor company's stock worth $34,417,000 after purchasing an additional 89,856 shares during the period. First Citizens Bank & Trust Co. grew its position in Lam Research by 8.0% in the 3rd quarter. First Citizens Bank & Trust Co. now owns 140,433 shares of the semiconductor company's stock worth $18,804,000 after purchasing an additional 10,408 shares during the period. Finally, Thoroughbred Financial Services LLC grew its position in Lam Research by 115.2% in the 3rd quarter. Thoroughbred Financial Services LLC now owns 22,198 shares of the semiconductor company's stock worth $2,972,000 after purchasing an additional 11,883 shares during the period. 84.61% of the stock is currently owned by hedge funds and other institutional investors.
Wall Street Analysts Forecast Growth
A number of brokerages have recently weighed in on LRCX. Deutsche Bank Aktiengesellschaft boosted their target price on Lam Research from $300.00 to $325.00 and gave the stock a "buy" rating in a research note on Thursday, April 23rd. Zacks Research cut shares of Lam Research from a "strong-buy" rating to a "hold" rating in a report on Monday, April 6th. Weiss Ratings raised shares of Lam Research from a "buy (b-)" rating to a "buy (b)" rating in a report on Friday. Needham & Company LLC reaffirmed a "buy" rating and issued a $300.00 price target on shares of Lam Research in a report on Thursday, April 23rd. Finally, Evercore increased their target price on Lam Research from $275.00 to $300.00 and gave the company an "outperform" rating in a research note on Thursday, April 23rd. Twenty-six investment analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and an average target price of $285.94.
Read Our Latest Stock Report on Lam Research
Lam Research Company Profile
(
Get Free Report)
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.
Further Reading
This instant news alert was generated by narrative science technology and financial data from InsiderTrades.com in order to provide readers with the fastest and most accurate reporting. Please send any questions or comments about this story to [email protected].
