Lam Research Corporation (NASDAQ:LRCX) Receives Consensus Rating of “Moderate Buy” from Analysts

Shares of Lam Research Corporation (NASDAQ:LRCXGet Free Report) have been given a consensus recommendation of “Moderate Buy” by the thirty-two analysts that are currently covering the stock, MarketBeat.com reports. Five analysts have rated the stock with a hold rating, twenty-six have assigned a buy rating and one has assigned a strong buy rating to the company. The average 12 month price objective among brokers that have updated their coverage on the stock in the last year is $361.8067.

Several analysts recently weighed in on LRCX shares. Oppenheimer reissued an “outperform” rating and issued a $400.00 price objective (up from $330.00) on shares of Lam Research in a research note on Monday, June 15th. Wells Fargo & Company reaffirmed an “overweight” rating and set a $350.00 target price (down from $450.00) on shares of Lam Research in a research report on Thursday, July 30th. Jefferies Financial Group set a $335.00 target price on Lam Research and gave the stock a “buy” rating in a report on Thursday, July 30th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $320.00 price target on shares of Lam Research in a research note on Thursday, July 30th. Finally, Weiss Ratings lowered Lam Research from a “buy (b)” rating to a “buy (b-)” rating in a research note on Friday, September 4th.

Read Our Latest Stock Report on Lam Research

Insider Transactions at Lam Research

In other news, Director Bethany Mayer sold 9,557 shares of the stock in a transaction on Wednesday, September 9th. The shares were sold at an average price of $314.74, for a total transaction of $3,007,970.18. Following the completion of the sale, the director directly owned 20,995 shares in the company, valued at $6,607,966.30. This represents a 31.28% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, insider Ava Harter sold 5,000 shares of Lam Research stock in a transaction on Monday, August 31st. The stock was sold at an average price of $302.46, for a total transaction of $1,512,300.00. Following the transaction, the insider directly owned 42,462 shares of the company’s stock, valued at $12,843,056.52. This represents a 10.53% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 32,839 shares of company stock worth $10,644,740 over the last three months. 0.31% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Several hedge funds have recently made changes to their positions in LRCX. Fideuram Asset Management Ireland dac acquired a new position in shares of Lam Research in the 4th quarter valued at $10,035,000. Rokos Capital Management LLP increased its holdings in Lam Research by 42.0% in the 1st quarter. Rokos Capital Management LLP now owns 259,921 shares of the semiconductor company’s stock worth $55,532,000 after acquiring an additional 76,840 shares in the last quarter. Aware Super Pty Ltd as trustee of Aware Super acquired a new position in Lam Research during the first quarter worth $59,973,000. Y Intercept Hong Kong Ltd purchased a new position in Lam Research during the first quarter valued at $26,489,000. Finally, Krilogy Financial LLC lifted its holdings in Lam Research by 19.5% during the first quarter. Krilogy Financial LLC now owns 28,111 shares of the semiconductor company’s stock valued at $6,006,000 after purchasing an additional 4,584 shares in the last quarter. 84.61% of the stock is owned by institutional investors.

Lam Research Price Performance

Shares of LRCX opened at $273.49 on Tuesday. Lam Research has a 12-month low of $117.03 and a 12-month high of $438.50. The business has a 50-day simple moving average of $311.84 and a two-hundred day simple moving average of $294.39. 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 stock has a market cap of $342.22 billion, a PE ratio of 47.48, a PEG ratio of 1.18 and a beta of 1.85.

Lam Research (NASDAQ:LRCXGet Free Report) last released its quarterly earnings data on Wednesday, July 29th. The semiconductor company reported $1.82 earnings per share (EPS) for the quarter, beating the consensus estimate 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 during the quarter, compared to the consensus estimate of $6.66 billion. During the same quarter in the prior year, the firm posted $1.33 earnings per share. 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. Analysts anticipate that Lam Research will post 9.33 earnings per share for the current fiscal year.

Lam Research Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, October 14th. Stockholders of record on Wednesday, September 23rd will be paid a $0.33 dividend. The ex-dividend date of this dividend is Wednesday, September 23rd. This represents a $1.32 dividend on an annualized basis and a dividend yield of 0.5%. This is an increase from Lam Research’s previous quarterly dividend of $0.26. Lam Research’s payout ratio is currently 18.06%.

About Lam Research

(Get 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.

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Analyst Recommendations for Lam Research (NASDAQ:LRCX)

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