3,780 Shares in Lam Research Corporation $LRCX Acquired by Sterling Investment Advisors Ltd.

Posted by Brenda Bartman on Sep 9th, 2026

Sterling Investment Advisors Ltd. bought a new position in Lam Research Corporation (NASDAQ:LRCX – Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm bought 3,780 shares of the semiconductor company’s stock, valued at approximately $1,638,000.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Bayban bought a new stake in shares of Lam Research during the 4th quarter valued at about $26,000. Vermillion Wealth Management Inc. bought a new position in Lam Research in the first quarter worth about $26,000. Cedar Mountain Advisors LLC raised its stake in Lam Research by 242.9% in the first quarter. Cedar Mountain Advisors LLC now owns 120 shares of the semiconductor company’s stock worth $26,000 after buying an additional 85 shares in the last quarter. Paladin Partners LLC purchased a new stake in Lam Research in the second quarter worth about $26,000. Finally, Mcguire Capital Advisors Inc. purchased a new stake in Lam Research in the fourth quarter worth about $27,000. 84.61% of the stock is currently owned by institutional investors.

Trending Headlines about Lam Research

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

Positive Sentiment: AI-related semiconductor investment, high-bandwidth memory production and advanced DRAM spending are supporting demand for Lam Research’s wafer-fabrication equipment. Higher earnings estimates and potential updates from upcoming management presentations are adding to the bullish outlook. Why Is Lam Research Corp LRCX Stock Suddenly Gaining Momentum?
Positive Sentiment: Lam Research’s latest quarterly results exceeded expectations, with earnings per share of $1.82 versus a $1.69 consensus estimate and revenue of $6.72 billion versus $6.66 billion expected. Revenue increased 30% year over year, while company guidance calls for fiscal first-quarter 2027 EPS of $2.00 to $2.30.
Positive Sentiment: Analysts and financial commentators remain constructive, citing record revenue, margin expansion, strong AI-chip demand and favorable long-term earnings prospects. The stock has substantially outperformed broader computer-and-technology benchmarks, and brokerages collectively maintain a “Moderate Buy” rating. Lam Research Receives Consensus Rating of Moderate Buy
Neutral Sentiment: Recent technical readings are mixed: Williams %R indicates buying interest, while MACD and RSI remain neutral. Upcoming management presentations could provide more information on customer spending and clarify whether the current momentum is sustainable.
Neutral Sentiment: A report about Lam Research backing a structured MRI study appears unrelated to the semiconductor company’s core operations and is unlikely to be a meaningful stock catalyst. Lam Research Backs Structured MRI Study
Negative Sentiment: Despite the favorable outlook, LRCX has nearly tripled over the past year and trades at an elevated earnings multiple. That performance increases the risk of profit-taking or a pullback if AI-related spending slows, estimates disappoint or management offers cautious guidance.

Insider Transactions at Lam Research

In other Lam Research news, Director Eric Brandt sold 54,500 shares of Lam Research stock in a transaction that occurred on Thursday, June 11th. The shares were sold at an average price of $350.80, for a total transaction of $19,118,600.00. Following the transaction, the director owned 199,205 shares of the company’s stock, valued at $69,881,114. The trade was a 21.48% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Ava Harter sold 5,000 shares of Lam Research stock in a transaction on Monday, August 31st. The shares were sold at an average price of $302.46, for a total transaction of $1,512,300.00. Following the transaction, the insider owned 42,462 shares in the company, valued at approximately $12,843,056.52. This trade represents a 10.53% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 77,782 shares of company stock worth $26,755,370 in the last 90 days. 0.31% of the stock is currently owned by insiders.

Analysts Set New Price Targets

Several equities research analysts recently weighed in on LRCX shares. Weiss Ratings cut Lam Research from a “buy (b)” rating to a “buy (b-)” rating in a research note on Friday. Wells Fargo & Company reaffirmed an “overweight” rating and issued a $350.00 target price (down from $450.00) on shares of Lam Research in a research report on Thursday, July 30th. Zacks Research upgraded shares of Lam Research from a “hold” rating to a “strong-buy” rating in a research note on Friday, July 17th. Citigroup reissued a “buy” rating and set a $450.00 price objective (up from $315.00) on shares of Lam Research in a research note on Wednesday, June 17th. Finally, Oppenheimer restated an “outperform” rating and issued a $400.00 price objective (up from $330.00) on shares of Lam Research in a report on Monday, June 15th. One 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, Lam Research presently has an average rating of “Moderate Buy” and an average target price of $358.97.

View Our Latest Stock Report on LRCX

Lam Research Trading Up 4.2%

NASDAQ:LRCX opened at $320.42 on Wednesday. The stock has a market cap of $400.95 billion, a price-to-earnings ratio of 55.63, a PEG ratio of 1.22 and a beta of 1.85. The company has a quick ratio of 1.91, a current ratio of 2.63 and a debt-to-equity ratio of 0.30. The company’s 50 day moving average price is $317.01 and its 200-day moving average price is $292.86. Lam Research Corporation has a 52 week low of $104.46 and a 52 week high of $438.50.

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

Lam Research Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, October 14th. Shareholders of record on Wednesday, September 23rd will be given a $0.33 dividend. The ex-dividend date is Wednesday, September 23rd. This is a boost from Lam Research’s previous quarterly dividend of $0.26. This represents a $1.32 annualized dividend and a yield of 0.4%. Lam Research’s payout ratio is 22.92%.

About Lam Research

(Free Report)

Lam Research Corporation is a semiconductor equipment company that develops and manufactures systems used in the fabrication of integrated circuits. Its equipment supports key wafer-processing steps, including deposition, etch, wafer cleaning, and related processes used to create and connect the microscopic features found on semiconductor devices.

The company serves semiconductor manufacturers producing a range of products, including memory, logic, and specialty chips. In addition to manufacturing equipment, Lam Research provides installation, maintenance, spare parts, upgrades, technical support, and other services intended to help customers operate and improve their fabrication facilities.

Founded in 1980, Lam Research is headquartered in Fremont, California, and serves customers through a global network of offices, engineering facilities, and support operations.