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

A number of firms have modified their ratings and price targets on shares of Lam Research (NASDAQ: LRCX) recently:

• 10/27/2025 – Lam Research had its price target raised by analysts at Dbs Bank from $119.40 to $184.20.
• 10/23/2025 – Lam Research had its “overweight” rating reaffirmed by analysts at Cantor Fitzgerald. They now have a $170.00 price target on the stock.
• 10/23/2025 – Lam Research had its “buy” rating reaffirmed by analysts at Cowen Inc.
• 10/23/2025 – Lam Research was given a new $200.00 price target on by analysts at Oppenheimer Holdings, Inc.. They now have an “outperform” rating on the stock.
• 10/23/2025 – Lam Research was given a new $160.00 price target on by analysts at Stifel Nicolaus. They now have a “buy” rating on the stock.
• 10/23/2025 – Lam Research was given a new $165.00 price target on by analysts at UBS Group AG. They now have a “buy” rating on the stock.
• 10/23/2025 – Lam Research had its price target raised by analysts at BNP Paribas Exane from $80.00 to $140.00. They now have a “neutral” rating on the stock.
• 10/23/2025 – Lam Research had its price target raised by analysts at Deutsche Bank Aktiengesellschaft from $150.00 to $160.00. They now have a “buy” rating on the stock.
• 10/23/2025 – Lam Research had its price target raised by analysts at Evercore ISI from $115.00 to $170.00. They now have an “outperform” rating on the stock.
• 10/23/2025 – Lam Research had its price target raised by analysts at New Street Research from $105.00 to $140.00. They now have a “neutral” rating on the stock.
• 10/23/2025 – Lam Research had its price target raised by analysts at JPMorgan Chase & Co. from $113.00 to $165.00. They now have an “overweight” rating on the stock.
• 10/23/2025 – Lam Research had its price target raised by analysts at Wells Fargo & Company from $135.00 to $145.00. They now have an “equal weight” rating on the stock.
• 10/23/2025 – Lam Research had its price target raised by analysts at Berenberg Bank from $122.00 to $165.00. They now have a “buy” rating on the stock.
• 10/23/2025 – Lam Research had its price target raised by analysts at Susquehanna from $135.00 to $200.00. They now have a “positive” rating on the stock.
• 10/23/2025 – Lam Research had its price target raised by analysts at Needham & Company LLC from $150.00 to $160.00. They now have a “buy” rating on the stock.
• 10/23/2025 – Lam Research had its price target raised by analysts at Citigroup Inc. from $120.00 to $175.00. They now have a “buy” rating on the stock.
• 10/23/2025 – Lam Research had its price target raised by analysts at Morgan Stanley from $125.00 to $137.00. They now have an “equal weight” rating on the stock.
• 10/23/2025 – Lam Research had its price target raised by analysts at Mizuho from $162.00 to $170.00. They now have an “outperform” rating on the stock.
• 10/23/2025 – Lam Research had its price target raised by analysts at TD Cowen from $145.00 to $170.00. They now have a “buy” rating on the stock.
• 10/20/2025 – Lam Research was given a new $142.00 price target on by analysts at Barclays PLC. They now have an “equal weight” rating on the stock.
• 10/20/2025 – Lam Research was upgraded by analysts at Zacks Research from a “hold” rating to a “strong-buy” rating.
• 10/20/2025 – Lam Research had its price target raised by analysts at B. Riley from $160.00 to $175.00. They now have a “buy” rating on the stock.
• 10/16/2025 – Lam Research was given a new $162.00 price target on by analysts at Mizuho. They now have an “outperform” rating on the stock.
• 10/14/2025 – Lam Research had its price target raised by analysts at Cantor Fitzgerald from $155.00 to $170.00. They now have an “overweight” rating on the stock.
• 10/14/2025 – Lam Research had its price target raised by analysts at Rothschild & Co Redburn from $140.00 to $150.00. They now have a “buy” rating on the stock.
• 10/13/2025 – Lam Research was given a new $135.00 price target on by analysts at Stifel Nicolaus. They now have a “buy” rating on the stock.
• 10/13/2025 – Lam Research had its price target raised by analysts at TD Cowen from $125.00 to $145.00. They now have a “buy” rating on the stock.
• 10/8/2025 – Lam Research had its “buy (b-)” rating reaffirmed by analysts at Weiss Ratings.
• 10/8/2025 – Lam Research had its price target raised by analysts at The Goldman Sachs Group, Inc. from $115.00 to $160.00. They now have a “buy” rating on the stock.
• 10/4/2025 – Lam Research was upgraded by analysts at Wall Street Zen from a “hold” rating to a “buy” rating.
• 10/2/2025 – Lam Research had its price target raised by analysts at Wells Fargo & Company from $98.00 to $135.00. They now have an “equal weight” rating on the stock.
• 10/1/2025 – Lam Research had its price target raised by analysts at Cantor Fitzgerald from $120.00 to $155.00. They now have an “overweight” rating on the stock.
• 10/1/2025 – Lam Research had its price target raised by analysts at Rothschild & Co Redburn from $115.00 to $140.00. They now have a “buy” rating on the stock.
• 9/30/2025 – Lam Research was given a new $127.00 price target on by analysts at HSBC Holdings plc. They now have a “hold” rating on the stock.
• 9/30/2025 – Lam Research was upgraded by analysts at Hsbc Global Res to a “hold” rating.
• 9/29/2025 – Lam Research was upgraded by analysts at Deutsche Bank Aktiengesellschaft from a “hold” rating to a “buy” rating. They now have a $150.00 price target on the stock, up previously from $100.00.
• 9/27/2025 – Lam Research had its “buy (b-)” rating reaffirmed by analysts at Weiss Ratings.
• 9/24/2025 – Lam Research had its price target raised by analysts at B. Riley from $130.00 to $160.00. They now have a “buy” rating on the stock.
• 9/22/2025 – Lam Research was given a new $125.00 price target on by analysts at Morgan Stanley. They now have an “equal weight” rating on the stock.
• 9/20/2025 – Lam Research was downgraded by analysts at Wall Street Zen from a “buy” rating to a “hold” rating.
• 9/12/2025 – Lam Research had its price target raised by analysts at Mizuho from $120.00 to $130.00. They now have an “outperform” rating on the stock.
• 9/8/2025 – Lam Research had its price target raised by analysts at Citigroup Inc. from $113.00 to $120.00. They now have a “buy” rating on the stock.

Lam Research Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, October 15th. Investors of record on Wednesday, September 24th were issued a dividend of $0.26 per share. The ex-dividend date of this dividend was Wednesday, September 24th. This represents a $1.04 dividend on an annualized basis and a yield of 0.6%. This is a positive change from Lam Research’s previous quarterly dividend of $0.23. Lam Research’s payout ratio is 22.91%.

Insider Buying and Selling at Lam Research

In other Lam Research news, SVP Vahid Vahedi sold 52,190 shares of the stock in a transaction dated Monday, October 13th. The shares were sold at an average price of $138.90, for a total transaction of $7,249,191.00. Following the sale, the senior vice president owned 251,047 shares of the company’s stock, valued at $34,870,428.30. This represents a 17.21% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Ava Harter sold 9,010 shares of the business’s stock in a transaction dated Monday, October 27th. The stock was sold at an average price of $157.47, for a total transaction of $1,418,804.70. Following the completion of the transaction, the insider directly owned 56,786 shares of the company’s stock, valued at approximately $8,942,091.42. This represents a 13.69% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.31% of the company’s stock.

Lam Research Corporation designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of integrated circuits. The company offers ALTUS systems to deposit conformal films for tungsten metallization applications; SABRE electrochemical deposition products for copper interconnect transition that offers copper damascene manufacturing; SOLA ultraviolet thermal processing products for film treatments; and VECTOR plasma-enhanced CVD ALD products.