Lam Research Corporation $LRCX Shares Acquired by Strive Financial Group LLC

Posted by George Bondi on Aug 27th, 2026

Strive Financial Group LLC grew its position in shares of Lam Research Corporation (NASDAQ:LRCX – Free Report) by 110.1% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,113 shares of the semiconductor company’s stock after purchasing an additional 1,631 shares during the quarter. Strive Financial Group LLC’s holdings in Lam Research were worth $1,349,000 as of its most recent SEC filing.

Other hedge funds have also recently added to or reduced their stakes in the company. Bayban purchased a new position in Lam Research in the fourth quarter valued at $26,000. Vermillion Wealth Management Inc. purchased a new position in Lam Research during the first quarter worth approximately $26,000. Cedar Mountain Advisors LLC grew its holdings in 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 purchasing 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 approximately $26,000. Finally, Mcguire Capital Advisors Inc. acquired a new position in shares of Lam Research during the 4th quarter worth approximately $27,000. 84.61% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other Lam Research news, Director Abhijit Y. Talwalkar sold 18,282 shares of the stock in a transaction dated Monday, July 13th. The shares were sold at an average price of $335.00, for a total transaction of $6,124,470.00. Following the completion of the transaction, the director owned 87,142 shares of the company’s stock, valued at $29,192,570. This trade represents a 17.34% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Neil J. Fernandes sold 7,659 shares of the stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $309.60, for a total transaction of $2,371,226.40. Following the transaction, the senior vice president directly owned 58,470 shares of the company’s stock, valued at $18,102,312. The trade was a 11.58% 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 80,441 shares of company stock valued at $27,614,296 over the last 90 days. 0.31% of the stock is owned by company insiders.

Analysts Set New Price Targets

Several brokerages recently commented on LRCX. UBS Group reissued a “buy” rating and issued a $375.00 price target (up from $310.00) on shares of Lam Research in a report on Tuesday, June 9th. Susquehanna reaffirmed a “positive” rating and set a $475.00 price objective (up from $385.00) on shares of Lam Research in a report on Tuesday, June 30th. HSBC reiterated a “hold” rating and issued a $333.00 target price on shares of Lam Research in a research report on Monday, July 27th. Sanford C. Bernstein upped their price target on shares of Lam Research from $325.00 to $340.00 and gave the stock an “outperform” rating in a research report on Thursday, May 21st. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $320.00 price target on shares of Lam Research in a research note on Thursday, July 30th. One investment analyst has rated the stock with a Strong Buy rating, twenty-six have given a Buy rating and five have given a Hold rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $357.31.

Get Our Latest Report on LRCX

Lam Research Trading Down 0.6%

Shares of LRCX stock opened at $312.88 on Thursday. The company has a current ratio of 2.63, a quick ratio of 1.91 and a debt-to-equity ratio of 0.30. The stock has a market cap of $391.51 billion, a price-to-earnings ratio of 54.32, a PEG ratio of 1.25 and a beta of 1.84. The company’s 50-day moving average price is $333.58 and its 200-day moving average price is $288.43. Lam Research Corporation has a twelve month low of $94.11 and a twelve month high of $438.50.

Lam Research (NASDAQ:LRCX – Get Free Report) last posted its quarterly earnings results on Wednesday, July 29th. The semiconductor company reported $1.82 earnings per share for the quarter, beating the consensus estimate of $1.69 by $0.13. The business had revenue of $6.72 billion during the quarter, compared to analysts’ expectations of $6.66 billion. Lam Research had a net margin of 31.27% and a return on equity of 67.60%. The business’s revenue for the quarter was up 30.0% on a year-over-year basis. During the same quarter in the prior year, the company posted $1.33 EPS. Lam Research has set its Q1 2027 guidance at 2.000-2.300 EPS. As a group, equities analysts predict that Lam Research Corporation will post 9.32 earnings per share for the current year.

Trending Headlines about Lam Research

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

Positive Sentiment: AI-focused R&D expansion: Lam Research broke ground on a 120,000-square-foot laboratory in Tualatin, Oregon, as part of a planned investment of more than $3 billion in its global lab network over the next five years. The facility is intended to support collaboration with chipmakers and accelerate equipment innovations for advanced AI semiconductors. Lam Research Oregon lab announcement
Positive Sentiment: Strong AI demand outlook: CEO Tim Archer said increasingly complex AI models require more computing power, bandwidth and storage, creating demand for semiconductor innovation. The investment reinforces Lam’s positioning as a supplier to the AI infrastructure buildout. Lam Research AI investment video
Positive Sentiment: Favorable analyst and fundamentals commentary: Zacks highlighted AI-driven growth, recurring services revenue, earnings momentum and Lam’s balance sheet, while Mizuho maintained an “outperform” rating despite trimming its price target to $365 from $370. Lam’s latest reported quarter also showed 30% year-over-year revenue growth and an earnings beat.
Neutral Sentiment: Investor outreach scheduled: CFO Doug Bettinger will participate in upcoming investor conferences. The events could provide updates on demand, AI exposure and the Oregon investment, but no new financial guidance was announced. Lam Research conference announcement
Negative Sentiment: Investment and valuation concerns: The multibillion-dollar R&D expansion will raise near-term capital and operating costs, while the stock’s high earnings multiple leaves less room for disappointment. The modest analyst price-target reduction may also have limited enthusiasm.

Lam Research Profile

(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.