Lam Research (NASDAQ:LRCX) Price Target Raised to $265.00

Posted by ABMN Staff on Feb 9th, 2026

Lam Research (NASDAQ:LRCX – Free Report) had its price target hoisted by Rothschild & Co Redburn from $225.00 to $265.00 in a research note published on Friday,MarketScreener reports. Rothschild & Co Redburn currently has a buy rating on the semiconductor company’s stock.

Several other brokerages have also commented on LRCX. Citic Securities boosted their price target 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. Dbs Bank lifted their price objective on Lam Research from $119.40 to $184.20 in a report on Monday, October 27th. Sanford C. Bernstein set a $275.00 target price on Lam Research in a research report on Thursday, January 29th. Wall Street Zen cut Lam Research from a “buy” rating to a “hold” rating in a research report on Saturday, November 8th. Finally, Summit Insights upgraded Lam Research from a “hold” rating to a “buy” rating in a report on Thursday, January 29th. One analyst has rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating and six have assigned a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $244.57.

View Our Latest Report on LRCX

Lam Research Stock Performance

Lam Research stock opened at $231.01 on Friday. The company has a quick ratio of 1.61, a current ratio of 2.26 and a debt-to-equity ratio of 0.37. The company’s 50-day moving average price is $194.38 and its 200-day moving average price is $151.05. Lam Research has a twelve month low of $56.32 and a twelve month high of $251.87. The company has a market cap of $288.48 billion, a PE ratio of 47.34, a price-to-earnings-growth ratio of 2.49 and a beta of 1.78.

Lam Research (NASDAQ:LRCX – Get Free Report) last posted its earnings results on Wednesday, January 28th. The semiconductor company reported $1.27 EPS for the quarter, beating analysts’ consensus estimates of $1.17 by $0.10. The firm had revenue of $5.34 billion for the quarter, compared to analysts’ expectations of $5.23 billion. Lam Research had a return on equity of 62.81% and a net margin of 30.22%.The company’s quarterly revenue was up 22.1% on a year-over-year basis. During the same period last year, the firm earned $0.91 EPS. Lam Research has set its Q3 2026 guidance at 1.250-1.450 EPS. On average, equities research analysts forecast that Lam Research will post 3.71 EPS for the current fiscal year.

Lam Research Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 8th. Investors of record on Wednesday, March 4th will be given a dividend of $0.26 per share. The ex-dividend date of this dividend is Wednesday, March 4th. This represents a $1.04 dividend on an annualized basis and a dividend yield of 0.5%. Lam Research’s dividend payout ratio (DPR) is presently 21.31%.

Insider Activity

In related news, CFO Douglas R. Bettinger sold 40,080 shares of the stock in a transaction dated 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 transaction, the chief financial officer owned 987,237 shares of the company’s stock, valued at approximately $148,677,892.20. This represents a 3.90% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Corporate insiders own 0.31% of the company’s stock.

Hedge Funds Weigh In On Lam Research

Several institutional investors have recently modified their holdings of the business. PMV Capital Advisers LLC acquired a new position in shares of Lam Research during the fourth quarter worth $25,000. IMG Wealth Management Inc. acquired a new position in shares of Lam Research during the 2nd quarter worth about $26,000. Stance Capital LLC purchased a new position in shares of Lam Research in the 3rd quarter valued at about $26,000. Howard Hughes Medical Institute acquired a new stake in shares of Lam Research during the 2nd quarter worth about $27,000. Finally, Triumph Capital Management purchased a new stake in Lam Research during the third quarter worth approximately $27,000. Institutional investors and hedge funds own 84.61% of the company’s stock.

Key Headlines Impacting Lam Research

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

Positive Sentiment: Lam announced a strategic alliance with CEA‑Leti and an internal leadership shift aimed at accelerating AI‑equipment development — investors see this as direct exposure to faster AI capex cycles. Lam Research Targets AI Growth With CEA Leti Deal And Leadership Shift
Positive Sentiment: Celebrity investor/TV host Jim Cramer publicly endorsed adding LRCX to portfolios, raising retail/institutional interest and trading flows. Lam Research (LRCX) Is the Future, Says Jim Cramer
Positive Sentiment: Argus and other analysts lifted price targets (Argus to $280) and the sell‑side average implies roughly 30% upside — upgrades and higher targets support buying interest. Argus Increases Lam Research Price Target to $280.00
Positive Sentiment: Lam declared a $0.26 quarterly dividend (0.5% yield) — modest cash return but signals board confidence in cash flow and capital allocation. Lam Research Corporation Declares Quarterly Dividend
Neutral Sentiment: Zacks and other screens highlight LRCX as a momentum pick amid recent market weakness — this flags participation from quant/momentum funds but also exposes the stock to volatility in a tech selloff. 3 Momentum Anomaly Stocks to Buy as Tech Rout Spooks Markets
Neutral Sentiment: Company announced a board addition and COO transition — governance/leadership updates that deserve monitoring but aren’t an immediate revenue driver. Lam Research Announces Board Addition and COO Transition
Negative Sentiment: Shares had a sharp pullback earlier in the week (noted as “down 10% in two days”), reflecting broader tech/crypto volatility — that recent selling created a short-term risk that some traders are buying into. Down 10 In Two Days, Is Lam Research A Good Buy?

About Lam Research

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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.