Moran Wealth Management LLC Buys 5,442 Shares of Lam Research Corporation $LRCX

Moran Wealth Management LLC raised its stake in shares of Lam Research Corporation (NASDAQ:LRCX) by 6.4% in the 4th quarter, HoldingsChannel.com reports. The firm owned 91,119 shares of the semiconductor company’s stock after purchasing an additional 5,442 shares during the period. Moran Wealth Management LLC’s holdings in Lam Research were worth $15,598,000 as of its most recent filing with the SEC.

Several other institutional investors have also recently made changes to their positions in the stock. PMV Capital Advisers LLC bought a new position in shares of Lam Research during the 4th quarter valued at approximately $25,000. Stance Capital LLC purchased a new position in Lam Research during the third quarter valued at approximately $26,000. Triumph Capital Management bought a new position in shares of Lam Research in the third quarter worth approximately $27,000. Strategic Wealth Investment Group LLC bought a new position in shares of Lam Research in the second quarter worth approximately $29,000. Finally, Measured Wealth Private Client Group LLC purchased a new stake in shares of Lam Research in the third quarter worth $40,000. Institutional investors own 84.61% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts recently weighed in on LRCX shares. Weiss Ratings restated a “buy (b-)” rating on shares of Lam Research in a research note on Friday, April 10th. Barclays increased their price target on Lam Research from $250.00 to $255.00 and gave the stock an “equal weight” rating in a research note on Tuesday, March 10th. TD Cowen raised their price target on Lam Research from $170.00 to $290.00 and gave the company a “buy” rating in a report on Thursday, January 29th. B. Riley Financial restated a “buy” rating on shares of Lam Research in a research report on Thursday, January 15th. Finally, JPMorgan Chase & Co. increased their target price on Lam Research from $165.00 to $300.00 and gave the stock an “overweight” rating in a research report on Thursday, January 29th. Twenty-seven research analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the stock. According to MarketBeat, Lam Research presently has an average rating of “Moderate Buy” and an average target price of $247.26.

Lam Research Price Performance

Shares of Lam Research stock opened at $267.60 on Friday. The firm has a market cap of $334.17 billion, a PE ratio of 54.84, a PEG ratio of 2.78 and a beta of 1.78. The stock has a 50 day moving average of $231.88 and a 200 day moving average of $193.71. The company has a current ratio of 2.26, a quick ratio of 1.61 and a debt-to-equity ratio of 0.37. Lam Research Corporation has a 12 month low of $61.14 and a 12 month high of $273.50.

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

Lam Research Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, April 8th. Investors of record on Wednesday, March 4th were paid a dividend of $0.26 per share. The ex-dividend date of this dividend was Wednesday, March 4th. This represents a $1.04 dividend on an annualized basis and a yield of 0.4%. Lam Research’s dividend payout ratio is presently 21.31%.

Key Lam Research News

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

• Positive Sentiment: Analyst write-ups and feature coverage highlight record semiconductor manufacturing demand and an upcoming “massive investor update” that could reinforce bullish guidance; the story frames Lam as a primary beneficiary of industry capacity expansion. Lam Research Stock Analysis: Buy or Sell Before the Massive Investor Update?
• Positive Sentiment: Zacks says Lam is likely to beat Q3 estimates as strong AI-chip demand and rising DRAM capex lift equipment spending — expectations for an earnings beat are directly supportive of the share rally. LRCX Likely to Beat Q3 Earnings Estimates: How to Play the Stock?
• Positive Sentiment: A separate Zacks preview urges investors to look beyond headline EPS/revenue — highlighting margin drivers and backlog indicators that could validate stronger-than-expected results and lift sentiment if reported. Lam Research (LRCX) Q3 Earnings Preview: What You Should Know Beyond the Headline Estimates
• Positive Sentiment: Reports that Elon Musk’s Terafab project is contacting semiconductor equipment suppliers raise the theoretical prospect of new, large-scale customers for makers of chip fabrication tools — a longer‑term demand driver for suppliers like Lam. Tesla, SpaceX Search For Suppliers For Elon Musk’s Terafab Project: Report
• Neutral Sentiment: Barron’s research/ratings page is updated — useful for tracking analyst coverage but it presents no single new catalyst; check for any rating or target changes that could move the stock. Lam Research Corp.
• Neutral Sentiment: Industry tracker: TSMC beat and raised its outlook, signaling broad AI-driven capacity growth that supports Lam’s end market — but the note also flags geopolitical and macro uncertainties that could affect timing or spending. Stocks to Watch: TSMC, Abbott Laboratories, Nvidia, Netflix

Insider Activity at Lam Research

In other Lam Research news, Director Eric Brandt sold 35,000 shares of the stock in a transaction on Friday, February 6th. The shares were sold at an average price of $225.60, for a total transaction of $7,896,000.00. Following the completion of the transaction, the director owned 253,705 shares in the company, valued at $57,235,848. This trade represents a 12.12% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CFO Douglas R. Bettinger sold 50,057 shares of Lam Research stock in a transaction on Wednesday, March 4th. The stock was sold at an average price of $224.03, for a total transaction of $11,214,269.71. Following the completion of the transaction, the chief financial officer directly owned 1,081,705 shares of the company’s stock, valued at $242,334,371.15. The trade was a 4.42% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 130,886 shares of company stock valued at $29,658,802 over the last 90 days. 0.31% of the stock is owned by corporate insiders.

About Lam Research

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.