Lam Research (NASDAQ:LRCX) Insider Sells $1,512,300.00 in Stock

Posted by Francis Steltz on Sep 4th, 2026

Lam Research Corporation (NASDAQ:LRCX – Get Free Report) insider Ava Harter sold 5,000 shares of the company’s stock in a transaction dated Monday, August 31st. The stock was sold at an average price of $302.46, for a total value of $1,512,300.00. Following the completion of the transaction, the insider directly owned 42,462 shares of the company’s stock, valued at approximately $12,843,056.52. This trade represents a 10.53% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Lam Research Stock Performance

NASDAQ:LRCX opened at $292.66 on Friday. The stock has a 50-day moving average price of $322.77 and a 200 day moving average price of $291.28. The stock has a market capitalization of $366.21 billion, a P/E ratio of 50.81, a P/E/G ratio of 1.14 and a beta of 1.85. Lam Research Corporation has a 12-month low of $97.16 and a 12-month high of $438.50. The company has a current ratio of 2.63, a quick ratio of 1.91 and a debt-to-equity ratio of 0.30.

Lam Research (NASDAQ:LRCX – Get Free Report) last posted its quarterly earnings results on Wednesday, July 29th. The semiconductor company reported $1.82 EPS for the quarter, topping analysts’ consensus estimates of $1.69 by $0.13. Lam Research had a return on equity of 67.60% and a net margin of 31.27%.The company had revenue of $6.72 billion for the quarter, compared to analysts’ expectations of $6.66 billion. During the same period in the previous year, the firm earned $1.33 EPS. The firm’s revenue was up 30.0% compared to the same quarter last year. Lam Research has set its Q1 2027 guidance at 2.000-2.300 EPS. Equities research analysts forecast that Lam Research Corporation will post 9.33 EPS for the current fiscal year.

Lam Research Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, October 14th. Investors of record on Wednesday, September 23rd will be given a dividend of $0.33 per share. This is a positive change from Lam Research’s previous quarterly dividend of $0.26. This represents a $1.32 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date is Wednesday, September 23rd. Lam Research’s dividend payout ratio (DPR) is currently 18.06%.

Analysts Set New Price Targets

A number of analysts have issued reports on LRCX shares. Wall Street Zen downgraded shares of Lam Research from a “buy” rating to a “hold” rating in a report on Sunday, May 10th. Bank of America raised their price objective on Lam Research from $330.00 to $480.00 and gave the company a “buy” rating in a research report on Tuesday, June 23rd. Sanford C. Bernstein lifted their target price on Lam Research from $325.00 to $340.00 and gave the stock an “outperform” rating in a report on Thursday, May 21st. UBS Group decreased their target price on Lam Research from $435.00 to $425.00 and set a “buy” rating on the stock in a research report on Tuesday. Finally, Evercore reissued an “outperform” rating and set a $355.00 price target on shares of Lam Research in a research note on Monday, July 20th. One research analyst has rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $358.97.

Check Out Our Latest Analysis on LRCX

Lam Research News Summary

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

Positive Sentiment: Investor coverage continues to identify Lam Research as a beneficiary of AI data-center spending, memory-chip demand and advanced semiconductor manufacturing. Articles point to opportunities across etch, deposition and other wafer-fabrication equipment markets. AI data-center spending article
Positive Sentiment: Lam’s fundamental momentum remains strong. Its latest quarterly results exceeded analyst expectations for earnings and revenue, with revenue up 30% year over year, and management provided quarterly EPS guidance of $2.00 to $2.30. The company also raised its quarterly dividend from $0.26 to $0.33, supporting shareholder returns. Dividend increase article
Positive Sentiment: Lam Research was included in growth-at-a-reasonable-price and AI-investment stock screens, indicating that some analysts believe its earnings growth can support the company’s premium valuation. GARP stocks article
Neutral Sentiment: UBS lowered its Lam Research price target to $425 from $435 but maintained a Buy rating. The reduction signals more measured expectations while the rating still reflects confidence in the company’s long-term prospects. UBS price-target article
Negative Sentiment: Valuation is a key risk after LRCX’s substantial multiyear rally. Recent commentary says the shares appear fully priced, leaving less room for disappointment and making continued gains dependent on strong execution and earnings growth. Lam Research valuation article
Negative Sentiment: An insider sold 5,000 shares valued at approximately $1.5 million. The transaction was conducted under a pre-arranged Rule 10b5-1 plan, which limits its significance, but it contributed to near-term selling pressure. Insider sale article
Negative Sentiment: Rising Treasury yields and renewed inflation concerns are weighing on high-multiple semiconductor stocks by reducing the present value of future growth. Exposure to China and the possibility of limited near-term returns add further caution. Market pressure article

Hedge Funds Weigh In On Lam Research

Several large investors have recently modified their holdings of LRCX. Bayban purchased a new position in Lam Research during the fourth quarter worth $26,000. Vermillion Wealth Management Inc. bought a new position in Lam Research during the first quarter valued at $26,000. Cedar Mountain Advisors LLC raised its stake in shares of Lam Research by 242.9% in the first quarter. Cedar Mountain Advisors LLC now owns 120 shares of the semiconductor company’s stock valued at $26,000 after acquiring an additional 85 shares during the period. Paladin Partners LLC purchased a new stake in shares of Lam Research in the second quarter valued at $26,000. Finally, Mcguire Capital Advisors Inc. bought a new stake in shares of Lam Research in the 4th quarter worth about $27,000. Institutional investors own 84.61% of the company’s stock.

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.