71 West Capital Partners Makes New $1.16 Million Investment in Lam Research Corporation $LRCX

71 West Capital Partners purchased a new stake in Lam Research Corporation (NASDAQ:LRCX) in the 4th quarter, Holdings Channel.com reports. The firm purchased 6,754 shares of the semiconductor company’s stock, valued at approximately $1,156,000.

A number of other institutional investors have also modified their holdings of the business. PMV Capital Advisers LLC bought a new stake in shares of Lam Research during the 4th quarter valued at about $25,000. Stance Capital LLC bought a new stake in shares of Lam Research during the 3rd quarter valued at about $26,000. Triumph Capital Management bought a new stake in shares of Lam Research during the 3rd quarter valued at about $27,000. Core Wealth Advisors LLC bought a new stake in shares of Lam Research during the 4th quarter valued at about $29,000. Finally, Strategic Wealth Investment Group LLC bought a new stake in shares of Lam Research during the 2nd quarter valued at about $29,000. Institutional investors own 84.61% of the company’s stock.

Trending Headlines about Lam Research

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

• Positive Sentiment: Several articles point to Lam Research as a strong growth stock and a long-term winner, citing its earnings outlook and market-beating potential. Is Lam Research (LRCX) a Solid Growth Stock? 3 Reasons to Think “Yes”
• Positive Sentiment: The broader semiconductor rally is also helping LRCX, with chip ETFs and several semiconductor names breaking into new highs as investors rotate back into the sector. Chips Up 8.8% in One Week: 5 Semiconductor Names Breaking Into New Highs
• Positive Sentiment: Another market commentary notes that Lam has surged off its June lows as lower rates and a more favorable Fed backdrop improve risk appetite for semicap stocks. Buy, Hold, or Sell: Lam Research Rocketed 21% Off Its June Lows as a New Fed Begins. Is LRCX Worthwhile at $366?
• Neutral Sentiment: One article on semiconductor ETFs suggests the sector remains a trader favorite, reinforcing broad momentum but not adding company-specific news for Lam Research. Semiconductor ETFs Now Dominate the Most‑Traded List — A Signal You Can’t Ignore
• Neutral Sentiment: Lam’s director Eric Brandt sold shares under a pre-arranged trading plan, which is worth noting but does not necessarily signal a change in outlook. SEC filing for director share sale

Analysts Set New Price Targets

A number of brokerages recently weighed in on LRCX. BNP Paribas Exane boosted their price objective on shares of Lam Research from $250.00 to $260.00 and gave the company a “neutral” rating in a research report on Thursday, April 23rd. Needham & Company LLC reiterated a “buy” rating and issued a $300.00 target price on shares of Lam Research in a research note on Thursday, April 23rd. New Street Research raised their target price on Lam Research from $235.00 to $280.00 and gave the company a “neutral” rating in a research note on Monday, April 27th. Raymond James Financial set a $425.00 target price on Lam Research in a research note on Wednesday, June 10th. Finally, Barclays reiterated an “overweight” rating and issued a $335.00 target price (up from $275.00) on shares of Lam Research in a research note on Thursday. Twenty-eight research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat.com, Lam Research has an average rating of “Moderate Buy” and an average target price of $324.26.

Insiders Place Their Bets

In related news, insider Ava Harter sold 6,010 shares of Lam Research stock in a transaction dated Monday, April 27th. The stock was sold at an average price of $258.66, for a total value of $1,554,546.60. Following the transaction, the insider owned 53,205 shares of the company’s stock, valued at approximately $13,762,005.30. This trade represents a 10.15% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, SVP Neil J. Fernandes sold 7,659 shares of Lam Research stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $309.60, for a total value of $2,371,226.40. Following the completion of the transaction, the senior vice president directly owned 58,470 shares in the company, valued at $18,102,312. This represents a 11.58% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 86,339 shares of company stock worth $27,680,267. 0.31% of the stock is owned by corporate insiders.

Lam Research Price Performance

Shares of Lam Research stock opened at $388.92 on Tuesday. The company has a current ratio of 2.54, a quick ratio of 1.77 and a debt-to-equity ratio of 0.35. The company’s 50-day moving average price is $289.51 and its two-hundred day moving average price is $235.83. Lam Research Corporation has a 52 week low of $87.75 and a 52 week high of $393.07. The stock has a market cap of $486.37 billion, a PE ratio of 73.38, a price-to-earnings-growth ratio of 3.02 and a beta of 1.85.

Lam Research (NASDAQ:LRCX) last issued its quarterly earnings results on Wednesday, April 22nd. The semiconductor company reported $1.47 EPS for the quarter, topping the consensus estimate of $1.36 by $0.11. Lam Research had a net margin of 30.94% and a return on equity of 66.21%. The firm had revenue of $5.84 billion for the quarter, compared to analysts’ expectations of $5.70 billion. During the same period in the previous year, the business earned $1.04 earnings per share. Lam Research’s revenue for the quarter 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, sell-side analysts anticipate that Lam Research Corporation will post 5.7 EPS for the current fiscal year.

Lam Research Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, July 8th. Shareholders of record on Wednesday, June 17th will be given a $0.26 dividend. The ex-dividend date is Wednesday, June 17th. This represents a $1.04 annualized dividend and a yield of 0.3%. Lam Research’s payout ratio is 19.62%.

Lam Research 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.