Research Analysts’ Recent Ratings Updates for Lam Research (LRCX)

Lam Research (NASDAQ: LRCX) has recently received a number of price target changes and ratings updates:

• 4/15/2026 – Lam Research had its “buy” rating reaffirmed by Deutsche Bank Aktiengesellschaft.
• 4/13/2026 – Lam Research had its price target raised by Stifel Nicolaus from $280.00 to $300.00. They now have a “buy” rating on the stock.
• 4/10/2026 – Lam Research had its “buy (b-)” rating reaffirmed by Weiss Ratings.
• 4/9/2026 – Lam Research had its price target raised by Susquehanna from $325.00 to $350.00. They now have a “positive” rating on the stock.
• 4/6/2026 – Lam Research was downgraded by Zacks Research from “strong-buy” to “hold”.
• 4/6/2026 – Lam Research had its price target raised by Morgan Stanley from $254.00 to $260.00. They now have an “equal weight” rating on the stock.
• 4/2/2026 – Lam Research was downgraded by Erste Group Bank AG from “buy” to “hold”.
• 3/31/2026 – Lam Research had its price target raised by New Street Research from $140.00 to $235.00. They now have a “neutral” rating on the stock.
• 3/10/2026 – Lam Research had its price target raised by Barclays PLC from $250.00 to $255.00. They now have an “equal weight” rating on the stock.
• 2/25/2026 – Lam Research had its price target raised by Morgan Stanley from $244.00 to $254.00. They now have an “equal weight” rating on the stock.

Lam Research Announces Dividend

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

Insider Buying and Selling

In related news, insider Ava Harter sold 4,000 shares of Lam Research stock in a transaction dated Monday, March 2nd. The stock was sold at an average price of $232.50, for a total transaction of $930,000.00. Following the transaction, the insider directly owned 54,705 shares of the company’s stock, valued at $12,718,912.50. The trade was a 6.81% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO Douglas R. Bettinger sold 50,057 shares of Lam Research stock in a transaction dated Wednesday, March 4th. The stock was sold at an average price of $224.03, for a total value of $11,214,269.71. Following the transaction, the chief financial officer directly owned 1,081,705 shares in the company, valued at approximately $242,334,371.15. The trade was a 4.42% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 130,886 shares of company stock valued at $29,658,802 over the last three months. Company insiders own 0.31% of the company’s stock.

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.