Noesis Capital Mangement Corp Purchases 2,490 Shares of Lam Research Corporation $LRCX

Noesis Capital Mangement Corp increased its holdings in shares of Lam Research Corporation (NASDAQ:LRCX) by 15.0% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 19,123 shares of the semiconductor company’s stock after purchasing an additional 2,490 shares during the period. Noesis Capital Mangement Corp’s holdings in Lam Research were worth $2,561,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently bought and sold shares of the stock. IMG Wealth Management Inc. acquired a new position in shares of Lam Research in the 2nd quarter valued at $26,000. Howard Hughes Medical Institute acquired a new stake in Lam Research during the 2nd quarter valued at $27,000. Sound Income Strategies LLC bought a new position in shares of Lam Research in the third quarter valued at about $41,000. Tripletail Wealth Management LLC acquired a new position in shares of Lam Research during the third quarter worth approximately $44,000. Finally, Strategic Wealth Investment Group LLC acquired a new position in Lam Research during the 2nd quarter worth $29,000. 84.61% of the stock is owned by institutional investors.

Lam Research News Roundup

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

• Positive Sentiment: Analysts and the market have spotlighted Lam’s AI?focused wafer?processing tools, driving heavy buying interest and helping lift the stock in recent sessions. Lam Research (LRCX) Is Up 19.1% After Analysts Spotlight Its AI-Focused Chipmaking Tools
• Positive Sentiment: Wall Street coverage remains constructive: multiple recent buy/overweight ratings and price targets reflect continued analyst bullishness on secular AI and cloud demand for Lam’s equipment. Lam Research Corporation Stock (LRCX) Opinions on Recent ‘Buy’ Rating and AI Demand
• Positive Sentiment: Longer?term research pieces continue to rate LRCX as a top semiconductor equipment name based on revenue/earnings momentum and AI tailwinds. These narratives support investor conviction despite higher multiples. Why Lam Research (LRCX) is a Top Stock for the Long-Term
• Neutral Sentiment: Lam scheduled its December?quarter earnings call for Jan. 28 — an event that will likely be the next major catalyst (guidance, backlog and AI demand commentary are key). Lam Research Corporation Announces December Quarter Financial Conference Call
• Neutral Sentiment: Coverage pieces debating whether LRCX remains attractive after a ~153% one?year run highlight valuation and momentum trade considerations — useful context but not immediate catalysts. Is Lam Research (LRCX) Still Attractive After A 153% One Year Share Price Surge
• Negative Sentiment: Today’s pullback outpaced the broader market — Zacks notes a decline versus the prior session, consistent with short?term profit?taking after the recent rally. Why Lam Research (LRCX) Dipped More Than Broader Market Today
• Negative Sentiment: Significant insider selling (multiple senior exec sales reported) and some institutional rebalancing have been noted — these can create added near?term selling pressure or signal opportunistic profit?taking. Lam Research Corporation Stock (LRCX) Opinions on Recent ‘Buy’ Rating and AI Demand

Insider Buying and Selling

In related news, insider Ava Harter sold 9,010 shares of Lam Research stock in a transaction dated Monday, October 27th. The stock was sold at an average price of $157.47, for a total value of $1,418,804.70. Following the sale, the insider owned 56,786 shares of the company’s stock, valued at approximately $8,942,091.42. The trade was a 13.69% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Douglas R. Bettinger sold 40,080 shares of the business’s stock in a transaction that occurred on Friday, November 14th. The stock was sold at an average price of $150.60, for a total value of $6,036,048.00. Following the transaction, the chief financial officer directly owned 987,237 shares in the company, valued at $148,677,892.20. This trade represents a 3.90% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 102,608 shares of company stock worth $14,916,496 over the last 90 days. 0.31% of the stock is currently owned by insiders.

Analysts Set New Price Targets

A number of equities analysts have issued reports on LRCX shares. Wall Street Zen cut shares of Lam Research from a “buy” rating to a “hold” rating in a research note on Saturday, November 8th. Dbs Bank increased their price target on Lam Research from $119.40 to $184.20 in a research note on Monday, October 27th. Evercore ISI lifted their price objective on Lam Research from $115.00 to $170.00 and gave the stock an “outperform” rating in a research note on Thursday, October 23rd. UBS Group restated a “buy” rating and set a $200.00 target price (up previously from $175.00) on shares of Lam Research in a report on Tuesday, December 23rd. Finally, Morgan Stanley upped their price target on Lam Research from $137.00 to $158.00 and gave the company an “equal weight” rating in a research note on Tuesday, December 2nd. Twenty-six equities research analysts have rated the stock with a Buy rating and ten have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Lam Research presently has an average rating of “Moderate Buy” and an average target price of $161.21.

Lam Research Price Performance

LRCX stock opened at $203.18 on Thursday. The stock has a market cap of $255.19 billion, a PE ratio of 44.75, a price-to-earnings-growth ratio of 2.39 and a beta of 1.77. The stock has a 50-day moving average price of $163.98 and a two-hundred day moving average price of $131.44. Lam Research Corporation has a 1 year low of $56.32 and a 1 year high of $210.45. The company has a current ratio of 2.21, a quick ratio of 1.60 and a debt-to-equity ratio of 0.37.

Lam Research (NASDAQ:LRCX) last posted its quarterly earnings data on Wednesday, October 22nd. The semiconductor company reported $1.26 earnings per share for the quarter, topping the consensus estimate of $1.22 by $0.04. Lam Research had a return on equity of 60.60% and a net margin of 29.66%.The company had revenue of $5.32 billion during the quarter, compared to analysts’ expectations of $5.23 billion. During the same period in the prior year, the firm earned $0.86 earnings per share. Lam Research’s revenue for the quarter was up 27.7% compared to the same quarter last year. Lam Research has set its Q2 2026 guidance at 1.050-1.250 EPS. Equities analysts forecast that Lam Research Corporation will post 3.71 EPS for the current fiscal year.

Lam Research Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, January 7th. Investors of record on Wednesday, December 3rd were given a $0.26 dividend. The ex-dividend date of this dividend was Wednesday, December 3rd. This represents a $1.04 dividend on an annualized basis and a yield of 0.5%. Lam Research’s dividend payout ratio (DPR) is 22.91%.

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.