Analysts’ Recent Ratings Changes for Lam Research (LRCX)

Lam Research (NASDAQ: LRCX) has recently received a number of price target changes and ratings updates:

• 1/13/2026 – Lam Research had its price target raised by analysts at Bank of America Corporation from $195.00 to $245.00. They now have a “buy” rating on the stock.
• 1/12/2026 – Lam Research had its “outperform” rating reaffirmed by analysts at Sanford C. Bernstein. They now have a $225.00 price target on the stock, up previously from $175.00.
• 1/12/2026 – Lam Research had its “positive” rating reaffirmed by analysts at Susquehanna. They now have a $250.00 price target on the stock.
• 1/9/2026 – Lam Research had its “buy” rating reaffirmed by analysts at The Goldman Sachs Group, Inc.. They now have a $180.00 price target on the stock.
• 1/9/2026 – Lam Research was given a new $220.00 price target on by analysts at Mizuho. They now have an “outperform” rating on the stock.
• 1/8/2026 – Lam Research had its “overweight” rating reaffirmed by analysts at Cantor Fitzgerald. They now have a $265.00 price target on the stock, up previously from $210.00.
• 12/29/2025 – Lam Research had its “buy (b)” rating reaffirmed by analysts at Weiss Ratings.
• 12/23/2025 – Lam Research had its “buy” rating reaffirmed by analysts at UBS Group AG. They now have a $200.00 price target on the stock, up previously from $175.00.
• 12/22/2025 – Lam Research had its “buy (b)” rating reaffirmed by analysts at Weiss Ratings.
• 12/19/2025 – Lam Research had its price target raised by analysts at Deutsche Bank Aktiengesellschaft from $160.00 to $195.00. They now have a “buy” rating on the stock.
• 12/18/2025 – Lam Research had its price target raised by analysts at B. Riley from $180.00 to $195.00. They now have a “buy” rating on the stock.
• 12/17/2025 – Lam Research had its price target raised by analysts at Mizuho from $170.00 to $200.00. They now have an “outperform” rating on the stock.
• 12/16/2025 – Lam Research had its “overweight” rating reaffirmed by analysts at Cantor Fitzgerald. They now have a $210.00 price target on the stock.
• 12/15/2025 – Lam Research had its “buy (b)” rating reaffirmed by analysts at Weiss Ratings.
• 12/15/2025 – Lam Research had its “buy” rating reaffirmed by analysts at Jefferies Financial Group Inc.. They now have a $200.00 price target on the stock, up previously from $175.00.
• 12/8/2025 – Lam Research had its “buy (b)” rating reaffirmed by analysts at Weiss Ratings.
• 12/2/2025 – Lam Research had its price target raised by analysts at Morgan Stanley from $137.00 to $158.00. They now have an “equal weight” rating on the stock.
• 12/1/2025 – Lam Research had its “buy (b)” rating reaffirmed by analysts at Weiss Ratings.
• 11/25/2025 – Lam Research had its “buy” rating reaffirmed by analysts at UBS Group AG. They now have a $175.00 price target on the stock, up previously from $165.00.
• 11/24/2025 – Lam Research had its “buy (b)” rating reaffirmed by analysts at Weiss Ratings.
• 11/24/2025 – Lam Research was downgraded by analysts at Zacks Research from a “strong-buy” rating to a “hold” rating.
• 11/21/2025 – Lam Research had its price target raised by analysts at Sanford C. Bernstein from $170.00 to $175.00. They now have an “outperform” rating on the stock.
• 11/17/2025 – Lam Research had its “buy (b)” rating reaffirmed by analysts at Weiss Ratings.

Lam Research Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Wednesday, January 7th. Stockholders of record on Wednesday, December 3rd were given a dividend of $0.26 per share. This represents a $1.04 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date was Wednesday, December 3rd. Lam Research’s dividend payout ratio is presently 22.91%.

Insiders Place Their Bets

In related news, Director Bethany Mayer sold 1,298 shares of Lam Research stock in a transaction that occurred on Monday, November 3rd. The shares were sold at an average price of $159.99, for a total transaction of $207,667.02. Following the sale, the director directly owned 1,652 shares of the company’s stock, valued at approximately $264,303.48. The trade was a 44.00% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CFO Douglas R. Bettinger sold 40,080 shares of the business’s stock in a transaction on Friday, November 14th. The stock was sold at an average price of $150.60, for a total transaction of $6,036,048.00. Following the sale, the chief financial officer directly owned 987,237 shares in the company, valued at approximately $148,677,892.20. The trade was a 3.90% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 50,418 shares of company stock worth $7,667,305 over the last ninety days. Corporate insiders own 0.31% of the company’s stock.

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.