Advyzon Investment Management LLC Sells 16,634 Shares of Lam Research Corporation $LRCX

Advyzon Investment Management LLC cut its stake in shares of Lam Research Corporation (NASDAQ:LRCX) by 58.9% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 11,605 shares of the semiconductor company’s stock after selling 16,634 shares during the quarter. Advyzon Investment Management LLC’s holdings in Lam Research were worth $1,554,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in LRCX. Howard Hughes Medical Institute bought a new stake in Lam Research during the 2nd quarter worth approximately $27,000. Strategic Wealth Investment Group LLC bought a new stake in Lam Research in the 2nd quarter valued at about $29,000. Delos Wealth Advisors LLC purchased a new stake in Lam Research during the second quarter valued at about $30,000. Bank of Jackson Hole Trust lifted its stake in shares of Lam Research by 111.1% during the 2nd quarter. Bank of Jackson Hole Trust now owns 380 shares of the semiconductor company’s stock valued at $37,000 after buying an additional 200 shares in the last quarter. Finally, Barnes Dennig Private Wealth Management LLC purchased a new position in shares of Lam Research in the second quarter valued at $38,000. Institutional investors own 84.61% of the company’s stock.

Analysts Set New Price Targets

LRCX has been the topic of a number of recent analyst reports. Royal Bank Of Canada reissued an “outperform” rating and issued a $290.00 price target (up from $260.00) on shares of Lam Research in a report on Thursday, January 29th. The Goldman Sachs Group set a $262.00 price target on shares of Lam Research and gave the company a “buy” rating in a report on Thursday, January 29th. Zacks Research upgraded shares of Lam Research from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, January 20th. New Street Research raised their price objective on shares of Lam Research from $195.00 to $235.00 and gave the company a “neutral” rating in a research report on Friday, January 30th. Finally, Evercore set a $275.00 price objective on shares of Lam Research in a report on Thursday, January 29th. One equities research 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. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $244.88.

Lam Research News Roundup

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

• Positive Sentiment: TD Cowen raised its price target sharply to $290 (from $170) and kept a Buy rating, highlighting the large 2026 WFE market opportunity that benefits Lam. Is Lam Research (LRCX) One of the Best Growth Stocks to Buy for the Next 20 Years?
• Positive Sentiment: BofA’s Vivek Arya named Lam his top semiconductor-equipment pick, citing a projected ~$135B industry spending surge in 2026 as AI demand forces multi-year factory investment — a direct tailwind for Lam’s tools. Lam Research Named Top Semiconductor Pick As AI-Driven Manufacturing Supercycle Shifts Into High Gear
• Positive Sentiment: Lam’s Boise expansion strengthens its operational ties with Micron and positions the company to capture increased demand for AI memory production equipment. This local expansion is being read as evidence of customers ramping capacity. Lam Research Boise Expansion Deepens Micron Ties In AI Memory Cycle
• Positive Sentiment: Multiple bullish write-ups argue Lam has durable growth attributes that could drive strong multi-year returns, reinforcing investor conviction around the AI/memory-driven cycle. 3 Reasons Growth Investors Will Love Lam Research (LRCX) 3 Reasons Growth Investors Will Love Lam Research (LRCX) Is Lam Research (LRCX) One of the Best Growth Stocks to Buy for the Next 20 Years?
• Neutral Sentiment: A report about Japan’s Toto (a supplier to chip-equipment makers) and activist interest may signal broader supply‑chain positioning for chip-equipment suppliers, but it’s peripheral to Lam’s core demand drivers. This Toilet Stock Is Surging as an AI Bet. An Activist Sees More Gains.
• Neutral Sentiment: Two short-interest data entries in the feed show zero or inconsistent values (0 shares / NaN), which appears to be a reporting/data issue rather than a meaningful change in betting against the stock. Monitor reliable short-interest releases for any real pressure.
• Neutral Sentiment: Articles discussing the evolving Lam narrative compile the above themes (upgraded targets, expansion, AI cycle) — useful context but largely reiterative rather than new catalysts. How The Narrative Around Lam Research (LRCX) Is Evolving With New Forecasts And Expansion Moves

Insider Transactions at Lam Research

In related news, Director Eric Brandt sold 35,000 shares of Lam Research stock in a transaction that occurred on Friday, February 6th. The stock was sold at an average price of $225.60, for a total transaction of $7,896,000.00. Following the sale, the director owned 253,705 shares of the company’s stock, valued at approximately $57,235,848. This trade represents a 12.12% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Insiders own 0.31% of the company’s stock.

Lam Research Stock Up 3.2%

Shares of Lam Research stock opened at $244.92 on Friday. The company has a debt-to-equity ratio of 0.37, a current ratio of 2.26 and a quick ratio of 1.61. The firm has a market cap of $305.85 billion, a price-to-earnings ratio of 50.19, a PEG ratio of 2.55 and a beta of 1.78. The company has a 50-day moving average of $209.11 and a 200 day moving average of $159.86. Lam Research Corporation has a 1 year low of $56.32 and a 1 year high of $251.87.

Lam Research (NASDAQ:LRCX) last announced its quarterly earnings data on Wednesday, January 28th. The semiconductor company reported $1.27 earnings per share for the quarter, topping analysts’ consensus estimates of $1.17 by $0.10. Lam Research had a net margin of 30.22% and a return on equity of 62.81%. The company had revenue of $5.34 billion during the quarter, compared to analyst estimates of $5.23 billion. During the same period in the previous year, the business earned $0.91 EPS. The firm’s revenue for the quarter was up 22.1% on a year-over-year basis. Lam Research has set its Q3 2026 guidance at 1.250-1.450 EPS. As a group, sell-side analysts anticipate that Lam Research Corporation will post 3.71 earnings per share for the current fiscal year.

Lam Research Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 8th. Stockholders of record on Wednesday, March 4th will be paid a $0.26 dividend. 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 0.4%. Lam Research’s dividend payout ratio is 21.31%.

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.