Lam Research (NASDAQ:LRCX) Insider Ava Harter Sells 1,500 Shares of Stock

Lam Research Corporation (NASDAQ:LRCX) insider Ava Harter sold 1,500 shares of the firm’s stock in a transaction dated Wednesday, March 4th. The stock was sold at an average price of $222.66, for a total value of $333,990.00. Following the transaction, the insider directly owned 53,205 shares in the company, valued at approximately $11,846,625.30. The trade was a 2.74% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link.

Ava Harter also recently made the following trade(s):

• On Monday, March 2nd, Ava Harter sold 4,000 shares of Lam Research stock. The shares were sold at an average price of $232.50, for a total value of $930,000.00.

Lam Research Stock Performance

Shares of NASDAQ LRCX traded down $5.99 during trading hours on Friday, reaching $208.69. The stock had a trading volume of 2,709,165 shares, compared to its average volume of 12,078,849. The firm has a 50-day moving average of $220.52 and a 200-day moving average of $168.05. The firm has a market cap of $260.61 billion, a price-to-earnings ratio of 42.76, a PEG ratio of 2.40 and a beta of 1.77. The company has a current ratio of 2.26, a quick ratio of 1.61 and a debt-to-equity ratio of 0.37. Lam Research Corporation has a fifty-two week low of $56.32 and a fifty-two week high of $256.68.

Lam Research (NASDAQ:LRCX) last released its quarterly earnings results on Wednesday, January 28th. The semiconductor company reported $1.27 EPS for the quarter, topping the consensus estimate of $1.17 by $0.10. The company had revenue of $5.34 billion for the quarter, compared to analyst estimates of $5.23 billion. Lam Research had a return on equity of 62.81% and a net margin of 30.22%.The firm’s revenue was up 22.1% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.91 earnings per share. Lam Research has set its Q3 2026 guidance at 1.250-1.450 EPS. Equities research analysts predict that Lam Research Corporation will post 3.71 earnings per share for the current year.

Lam Research Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, April 8th. Investors of record on Wednesday, March 4th will be given a $0.26 dividend. The ex-dividend date is Wednesday, March 4th. This represents a $1.04 annualized dividend and a yield of 0.5%. Lam Research’s dividend payout ratio is 21.31%.

Wall Street Analysts Forecast Growth

A number of research analysts have commented on the stock. HSBC lifted their price objective on shares of Lam Research from $181.00 to $221.00 and gave the company a “hold” rating in a research note on Friday, January 30th. Wells Fargo & Company raised their price target on Lam Research from $250.00 to $290.00 and gave the stock an “overweight” rating in a report on Thursday, January 29th. Argus upped their price objective on Lam Research from $175.00 to $280.00 in a research note on Tuesday, February 3rd. Zacks Research upgraded Lam Research from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, January 20th. Finally, Needham & Company LLC boosted their target price on Lam Research from $250.00 to $300.00 and gave the company a “buy” rating in a report on Thursday, January 29th. One investment analyst has rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $245.19.

Institutional Trading of Lam Research

Several hedge funds have recently modified their holdings of LRCX. PMV Capital Advisers LLC acquired a new stake in Lam Research in the fourth quarter valued at $25,000. Stance Capital LLC acquired a new position in shares of Lam Research during the 3rd quarter worth $26,000. Bayban purchased a new position in shares of Lam Research in the 4th quarter valued at about $26,000. Howard Hughes Medical Institute acquired a new stake in shares of Lam Research in the second quarter valued at about $27,000. Finally, Triumph Capital Management acquired a new stake in shares of Lam Research in the third quarter valued at about $27,000. 84.61% of the stock is owned by institutional investors and hedge funds.

More Lam Research News

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

• Positive Sentiment: Analyst price-targets imply meaningful upside (consensus ~25%), supporting a bullish narrative that earnings revisions and sustained foundry/AI demand could drive further gains. Wall Street Analysts Think Lam Research (LRCX) Could Surge 25.43%
• Positive Sentiment: Technical action is constructive — LRCX recently crossed above its 50‑day moving average and traded to an intraday high after a key trading signal, which can attract momentum buyers. Lam Research Crossed Above the 50-Day Moving Average Lam Research Shares Hit Intraday High After Key Trading Signal
• Positive Sentiment: Fundamentals remain supportive — recent quarterly beat, strong margins and exposure to wafer‑processing demand for AI/advanced nodes underpin the longer‑term bullish case and institutional interest. Here Is Why Lam Research (LRCX) Is Highly Favored By Billionaires
• Neutral Sentiment: Market write‑ups and reviews (coverage roundups, “too late to buy?” pieces) are increasing visibility and debate over valuation after a big run — useful context but not an immediate catalyst. Is It Worth Investing in Lam Research (LRCX) Based on Wall Street’s Bullish Views? Is It Too Late To Consider Lam Research After Its 184% One Year Surge
• Negative Sentiment: Material insider selling has rattled investors — CFO Douglas Bettinger sold ~50,057 shares (~$11M) and other insiders reported sales; large insider transactions can be perceived negatively even if for diversification or tax reasons. Lam Research CFO Douglas Bettinger Sells 50,057 Shares SEC Filing: CFO Form 4
• Negative Sentiment: Geopolitical tensions and rising energy costs are raising concerns about higher operating expenses at customer fabs and possible supply‑chain disruptions — this sectorwide risk has been a primary near‑term driver of the pullback. Lam Research Is Down 10.6% After Fab Cost Concerns Why Lam Research (LRCX) Stock Is Falling Today

Lam Research Company Profile

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.