Weekly Investment Analysts’ Ratings Changes for Lam Research (LRCX)

Lam Research (NASDAQ: LRCX) recently received a number of ratings updates from brokerages and research firms:

• 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.
• 11/11/2025 – Lam Research had its price target raised by analysts at Citigroup Inc. from $175.00 to $190.00. They now have a “buy” rating on the stock.
• 11/8/2025 – Lam Research was downgraded by analysts at Wall Street Zen from a “buy” rating to a “hold” rating.
• 11/5/2025 – Lam Research had its “buy (b-)” rating reaffirmed by analysts at Weiss Ratings.
• 10/27/2025 – Lam Research had its price target raised by analysts at Dbs Bank from $119.40 to $184.20.

Lam Research Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, January 7th. Investors of record on Wednesday, December 3rd will be issued a $0.26 dividend. The ex-dividend date of this dividend is Wednesday, December 3rd. This represents a $1.04 annualized dividend and a yield of 0.6%. Lam Research’s dividend payout ratio is currently 22.91%.

Insiders Place Their Bets

In other news, SVP Vahid Vahedi sold 52,190 shares of the business’s stock in a transaction on Monday, October 13th. The shares were sold at an average price of $138.90, for a total value of $7,249,191.00. Following the transaction, the senior vice president owned 251,047 shares of the company’s stock, valued at approximately $34,870,428.30. The trade was a 17.21% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Bethany Mayer sold 1,298 shares of the stock in a transaction that occurred on Monday, November 3rd. The shares were sold at an average price of $159.99, for a total value of $207,667.02. Following the transaction, 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 ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 102,608 shares of company stock worth $14,916,496. Company 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.