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

Several analysts have recently updated their ratings and price targets for Lam Research (NASDAQ: LRCX):

• 10/19/2026 – Lam Research had its “buy” rating reaffirmed by Deutsche Bank Aktiengesellschaft. They now have a $375.00 price target on the stock.
• 10/5/2026 – Lam Research had its “overweight” rating reaffirmed by Morgan Stanley. They now have a $385.00 price target on the stock, up from $367.00.
• 10/1/2026 – Lam Research was given a new $390.00 price target by Fundamental Research.
• 10/1/2026 – Lam Research had its price target raised by B. Riley Financial, Inc. from $350.00 to $390.00. They now have a “buy” rating on the stock.
• 9/9/2026 – Lam Research was given a new $420.00 price target by Berenberg Bank.
• 9/4/2026 – Lam Research was downgraded by Weiss Ratings from “buy (b)” to “buy (b-)”.
• 9/1/2026 – Lam Research had its price target lowered by UBS Group AG from $435.00 to $425.00. They now have a “buy” rating on the stock.
• 8/25/2026 – Lam Research had its price target lowered by Mizuho from $370.00 to $365.00. They now have an “outperform” rating on the stock.
• 8/21/2026 – Lam Research was upgraded by Weiss Ratings from “buy (b-)” to “buy (b)”.

Lam Research Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, October 14th. Shareholders of record on Wednesday, September 23rd were given a dividend of $0.33 per share. This is a positive change from Lam Research’s previous quarterly dividend of $0.26. The ex-dividend date was Wednesday, September 23rd. This represents a $1.32 dividend on an annualized basis and a dividend yield of 0.5%. Lam Research’s payout ratio is presently 22.92%.

Insider Transactions at Lam Research

In other news, Director Bethany Mayer sold 9,557 shares of the company’s stock in a transaction that occurred on Wednesday, September 9th. The shares were sold at an average price of $314.74, for a total value of $3,007,970.18. Following the completion of the sale, the director directly owned 20,995 shares of the company’s stock, valued at approximately $6,607,966.30. This represents a 31.28% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Ava Harter sold 5,000 shares of the company’s stock in a transaction that occurred on Monday, August 31st. The stock was sold at an average price of $302.46, for a total transaction of $1,512,300.00. Following the completion of the sale, the insider directly owned 42,462 shares of the company’s stock, valued at approximately $12,843,056.52. This represents a 10.53% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.31% of the stock is currently owned by insiders.

Lam Research Corporation (NASDAQ:LRCX) is a semiconductor equipment company that develops and manufactures systems used to fabricate integrated circuits. Its technologies support key stages of wafer processing, helping semiconductor manufacturers create the increasingly complex structures found in memory, logic and other types of chips.

The company’s product portfolio includes etch systems, which selectively remove materials from wafers; deposition systems, which apply thin films; and cleaning solutions used to remove contaminants and residue during manufacturing.