Deutsche Bank Aktiengesellschaft Boosts Lam Research (NASDAQ:LRCX) Price Target to $325.00

Lam Research (NASDAQ:LRCX) had its target price raised by stock analysts at Deutsche Bank Aktiengesellschaft from $300.00 to $325.00 in a research report issued to clients and investors on Thursday,MarketScreener reports. The firm presently has a “buy” rating on the semiconductor company’s stock. Deutsche Bank Aktiengesellschaft’s price objective indicates a potential upside of 21.65% from the company’s current price.

A number of other equities analysts have also commented on LRCX. Argus lifted their price target on shares of Lam Research from $175.00 to $280.00 in a report on Tuesday, February 3rd. Needham & Company LLC reiterated a “buy” rating and issued a $300.00 price objective on shares of Lam Research in a research note on Thursday. Erste Group Bank downgraded Lam Research from a “buy” rating to a “hold” rating in a research note on Thursday, April 2nd. Citic Securities upped their price objective on shares of Lam Research from $165.00 to $275.00 and gave the stock a “buy” rating in a report on Friday, January 30th. Finally, Zacks Research lowered Lam Research from a “strong-buy” rating to a “hold” rating in a report on Monday, April 6th. Twenty-six equities research analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $283.65.

Lam Research Stock Performance

Shares of NASDAQ LRCX opened at $267.16 on Thursday. The stock has a 50 day moving average of $234.34 and a 200-day moving average of $197.02. The company has a market capitalization of $333.62 billion, a P/E ratio of 48.78, a P/E/G ratio of 2.83 and a beta of 1.78. Lam Research has a 12 month low of $67.55 and a 12 month high of $273.50. 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 (NASDAQ:LRCX) last issued its quarterly earnings data on Wednesday, April 22nd. The semiconductor company reported $1.47 EPS for the quarter, beating the consensus estimate of $1.36 by $0.11. Lam Research had a net margin of 30.94% and a return on equity of 67.07%. The business had revenue of $5.84 billion during the quarter, compared to the consensus estimate of $5.70 billion. During the same quarter in the prior year, the firm earned $1.04 EPS. The firm’s revenue was up 23.8% compared to the same quarter last year. Lam Research has set its Q4 2026 guidance at 1.500-1.800 EPS. As a group, equities research analysts predict that Lam Research will post 5.29 EPS for the current year.

Insiders Place Their Bets

In other Lam Research news, CFO Douglas R. Bettinger sold 50,057 shares of the firm’s stock in a transaction on Wednesday, March 4th. The stock was sold at an average price of $224.03, for a total value of $11,214,269.71. Following the completion of the sale, the chief financial officer directly owned 1,081,705 shares of the company’s stock, valued at $242,334,371.15. This trade represents a 4.42% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, Director Eric Brandt sold 35,000 shares of the business’s stock in a transaction on Friday, February 6th. The shares were sold at an average price of $225.60, for a total value of $7,896,000.00. Following the completion of the sale, the director owned 253,705 shares in the company, valued at approximately $57,235,848. The trade was a 12.12% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 130,886 shares of company stock valued at $29,658,802 over the last ninety days. 0.31% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Lam Research

Several institutional investors have recently added to or reduced their stakes in the business. Greenup Street Wealth Management LLC increased its stake in shares of Lam Research by 1.8% in the first quarter. Greenup Street Wealth Management LLC now owns 2,433 shares of the semiconductor company’s stock worth $520,000 after purchasing an additional 44 shares in the last quarter. Triumph Capital Management lifted its stake in shares of Lam Research by 22.5% during the 4th quarter. Triumph Capital Management now owns 245 shares of the semiconductor company’s stock valued at $42,000 after buying an additional 45 shares in the last quarter. Traphagen Investment Advisors LLC lifted its stake in shares of Lam Research by 2.4% during the 4th quarter. Traphagen Investment Advisors LLC now owns 1,963 shares of the semiconductor company’s stock valued at $336,000 after buying an additional 46 shares in the last quarter. Bank of Jackson Hole Trust boosted its holdings in Lam Research by 12.6% in the 4th quarter. Bank of Jackson Hole Trust now owns 428 shares of the semiconductor company’s stock worth $73,000 after buying an additional 48 shares during the period. Finally, Field & Main Bank grew its stake in Lam Research by 1.1% in the 4th quarter. Field & Main Bank now owns 4,615 shares of the semiconductor company’s stock valued at $790,000 after buying an additional 50 shares in the last quarter. 84.61% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting Lam Research

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

• Positive Sentiment: Q3 results beat and management raised Q4 guidance — Lam posted $1.47 EPS on $5.84B revenue (beats) and issued Q4 EPS guidance of $1.50–1.80 with revenue guidance above consensus; the print and outlook underpin the rally. Press Release / Slide Deck
• Positive Sentiment: AI demand driving revenue and margin expansion — Company commentary and analyst notes point to record support sales and strong AI-driven wafer fab equipment demand boosting near-term revenues and margins. Yahoo: Sales surprise & AI demand
• Positive Sentiment: Broad analyst upgrades and big price-target hikes — Multiple firms (TD Cowen, Berenberg, Susquehanna, Jefferies, Mizuho, Bank of America, Wells Fargo, etc.) raised targets and reiterated Buy/Outperform ratings, signaling higher consensus expectations for multi-year WFE (wafer fab equipment) demand. InsiderMonkey: Analyst raises roundup
• Positive Sentiment: JPMorgan and other flagship calls highlight a sustained supercycle — JPMorgan raised its target to $315 and argues the report resets the multi-year WFE framework, supporting further upside. 247WallSt: JPMorgan $315 target
• Neutral Sentiment: Market coverage and earnings-call transcripts available for deeper due diligence — Investors can review the call transcript and slide deck to assess demand sustainability, book-to-bill, and inventory commentary. Seeking Alpha: Earnings transcript
• Neutral Sentiment: Coverage asking if the rally leaves little upside — Several articles question valuation after a large one‑year run and suggest investors weigh future growth vs. rich multiples. Yahoo: Is it too late after 300% surge?
• Negative Sentiment: Valuation concerns flagged by some analysts/commentators — Commentary warns the AI upcycle is real but that the stock’s steep run-up makes it expensive relative to forward multiples, which could cap near-term gains if growth slows. Seeking Alpha: Valuation critique
• Neutral Sentiment: Short-term news flow: trading headlines and summaries — Markets reported the stock trading up after the beat; daily moves will likely track further flow of orders, analyst reactions and any update to supply-chain or backlog commentary. AmericanBankingNews: Trading headlines

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.