Market Cap
$411.1B
LRCX
LAM RESEARCH CORP
$347.49 ▲ +2.17%
Prev close $340.10Market cap$411.1B
ConsensusStrong Buy
12-mo target$375.06 (+7.9%)
▲ Bullish
Analyst conviction 9/10
Insider Selling Cluster (4 insiders)High Impact Filing (8/10)32 New Institutional Positions18 Institutional ExitsCongressional Activity (1) Semiconductors
Snapshot
The big-picture read on LRCX right now — valuation, ownership and activity at a glance.
Cap Size
Mega Cap
Analyst Consensus
Strong Buy (85%)
Inst. Holders
50 funds
Inst. Value
$347.6B
Inst. Activity
32 buys / 18 sells
Insider Activity
$0.00 buy / $91.9M sell
Insider Net $
-$91.9M
Social Sentiment
60° Warm
SEC Reports
5
Congressional
12 trades
Price chart 30d +18.7%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Sep 11, 2026 SEC Short Volume: LRCX — 56.0% short (1.8M / 3.2M)
Short: 1,806,291 | Exempt: 1,578 | TRF Vol: 3,226,439 | Short Ratio: 56.0% | Off-exchange volume (da
Three LRCX insiders, including CEO Timothy Archer and a director, sold a combined $18.4M in open-market shares over a 7-
CLUSTER — Impact 2/10
Two LRCX insiders (a director and a senior VP) sold a combined $8.83M in open-market shares over a 7-day window. The tot
CLUSTER — Impact 2/10
Sep 9, 2026 Insider
Mayer Bethany sold 9,557 shares
Director @ $314.74 ($3.0M)
Sep 9, 2026 Insider
ARCHER TIMOTHY acquired via exercise 30,000 shares
President and CEO @ $30.03 ($901.0K)
Sep 9, 2026 Insider
Sep 4, 2026 SEC ARCHER TIMOTHY sold 30,000 shares
President and CEO @ $319.26 ($9.6M)
Two Lam Research insiders (Chief Legal Officer and Senior Vice President) sold a combined $7.34M in open-market sales ov
CLUSTER — Impact 2/10
Aug 13, 2026 Congress
Sheldon Whitehouse sell
$1,001 - $15,000 — Senate
Analyst ratings buy % +14.9%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
85% rate it Buy or better · 41 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 1, 2026 | B. Riley Securities | MAINTAIN | Buy | 54% |
| Sep 1, 2026 | UBS | MAINTAIN | Buy | 55% |
| Aug 25, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Jul 30, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Jul 30, 2026 | B. Riley Securities | MAINTAIN | Buy | 54% |
| Jul 30, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Jul 30, 2026 | Needham | REITERATE | Buy | 50% |
| Jul 30, 2026 | Jefferies | MAINTAIN | Buy | 53% |
| Jul 20, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Jul 10, 2026 | Stifel | MAINTAIN | Buy | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 10 | 25 | 6 | 0 | 0 | 85% | |
| Aug 1, 2026 | 10 | 25 | 6 | 0 | 0 | 85% | |
| Jul 1, 2026 | 10 | 24 | 7 | 0 | 0 | 83% | |
| Jun 1, 2026 | 10 | 24 | 8 | 0 | 0 | 81% | |
| May 1, 2026 | 10 | 22 | 9 | 0 | 0 | 78% | |
| Apr 1, 2026 | 10 | 21 | 10 | 0 | 0 | 76% | |
| Mar 1, 2026 | 10 | 21 | 10 | 0 | 0 | 76% | |
| Feb 1, 2026 | 10 | 20 | 11 | 0 | 0 | 73% |
Price targets
Where 31 covering analysts think LRCX trades over the next 12 months.
$375.06 +7.9% upside Buy
Current$347.49 Low$290.00 Median$380.00 High$500.00 31 analysts
$290.00$500.00
Analyst rating Strong Buy· 1.5/5 as of Oct 2, 2026
Social media sentiment mood +20.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
60°
Warm
BearishNeutralBullish
Recent posts
Trading in Low IV environment
▲ 1 · 💬 3· ⚡ 0.5
LAM Research (LRCX) investors today
▲ 1 · 💬 0· ⚡ 0.5
China begins making homegrown DUV chipmaking tools, The Information reports
▲ 1 · 💬 0· ⚡ 0.5
Are semiconductor shares still a good investment, or too much growth is already priced in?
▲ 1 · 💬 7· ⚡ 0.5
Buy Semiconductor CapEx Instead of Memory You Monkey (DD on $VECO)
▲ 1 · 💬 8· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
5 SEC filing reports analyzed · 1 bullish, 0 bearish, 0 mixed, 4 neutral · avg impact 3.2/10.
NEUTRALCLUSTER2/10
Three LRCX insiders, including CEO Timothy Archer and a director, sold a combined $18.4M in open-mar
Sep 11, 2026
NEUTRALCLUSTER2/10
Two LRCX insiders (a director and a senior VP) sold a combined $8.83M in open-market shares over a 7
Sep 10, 2026
NEUTRALCLUSTER2/10
Two Lam Research insiders (Chief Legal Officer and Senior Vice President) sold a combined $7.34M in
Sep 4, 2026
NEUTRALCLUSTER2/10
Two Lam Research insiders sold a total of $6.19M in open-market transactions over the past week, but
May 4, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: LRCX — 56.0% short (1.8M / 3.2M)
Short: 1,806,291 | Exempt: 1,578 | TRF Vol: 3,226,439 | Short Ratio: 56.0% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
earnings
Lam Research Corporation Announces September Quarter Financial Conference Call
FREMONT, Calif., Sept. 30, 2026 /PRNewswire/ -- Lam Research Corp. (NASDAQ: LRCX) today announced that the company will host its quarterly financial c
Sep 23, 2026
short_volume
Short Volume: LRCX — 59.4% short (1.4M / 2.4M)
Short: 1,449,639 | Exempt: 5,721 | TRF Vol: 2,442,449 | Short Ratio: 59.4% | Off-exchange volume (dark pool + OTC)
Sep 22, 2026
short_volume
Short Volume: LRCX — 60.1% short (1.8M / 3.0M)
Short: 1,806,488 | Exempt: 2,083 | TRF Vol: 3,007,264 | Short Ratio: 60.1% | Off-exchange volume (dark pool + OTC)
Sep 7, 2026
dark_pool
Dark Pool: LRCX — 7.0M shares, 152,291 trades
Week starting 2026-09-07. Total ATS volume: 7,024,623 shares across 152,291 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.18 | $2.09–$2.28 | 72.9% | +0.0% | 22↑ 0↓ | $8.1B | 25 |
| Next Q | $2.31 | $2.11–$2.55 | 81.6% | +0.0% | 22↑ 0↓ | $8.5B | 25 |
| Current FY | $9.47 | $8.44–$10.82 | 62.7% | +0.1% | 2↑ 0↓ | $34.8B | 30 |
| Next FY | $11.74 | $8.96–$15.12 | 24.0% | +1.6% | 2↑ 0↓ | $41.2B | 26 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.178 | — |
| 7d ago | $2.178 | — |
| 30d ago | $2.178 | — |
| 60d ago | $1.836 | +0.342 |
| 90d ago | $1.812 | +0.366 |
Institutional ownership
Which big funds own LRCX (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $347.6B total value (804,518,361 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 32 institutions added/increased vs 18 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 132,727,776 | $57.5B | 16.5% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 81,683,639 | $35.4B | 10.2% | — |
| STATE STREET CORP | 60,704,130 | $26.3B | 7.6% | — |
| Invesco Ltd. | 52,319,973 | $22.7B | 6.5% | — |
| JPMORGAN CHASE & CO | 45,317,479 | $18.6B | 5.4% | ADD +38.5% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 36,635,534 | $15.9B | 4.6% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 34,506,240 | $14.9B | 4.3% | — |
| FMR LLC | 33,677,858 | $14.6B | 4.2% | — |
| MORGAN STANLEY | 19,217,787 | $8.3B | 2.4% | — |
| NORGES BANK | 18,123,399 | $7.9B | 2.3% | NEW |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | ADD | 32,712,933 | 45,317,479 | +38.5% | $18.6B |
| NORGES BANK | NEW | — | 18,123,399 | — | $7.9B |
| VAN ECK ASSOCIATES CORP | DOUBLED | 2,166,541 | 11,089,395 | +411.8% | $4.8B |
| WELLS FARGO & COMPANY/MN | ADD | 5,141,784 | 7,313,492 | +42.2% | $3.2B |
| Swedbank AB | ADD | 3,588,587 | 4,649,445 | +29.6% | $2.0B |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | TRIM | 5,870,899 | 3,648,551 | -37.9% | $1.6B |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 2,266,862 | 2,869,530 | +26.6% | $1.2B |
| Rafferty Asset Management, LLC | ADD | 1,785,457 | 2,774,672 | +55.4% | $1.2B |
| BNP Paribas Asset Management Holding S.A. | TRIM | 3,444,139 | 2,491,039 | -27.7% | $1.1B |
| Capital Research Global Investors | TRIM | 2,604,483 | 1,702,812 | -34.6% | $737.8M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
6 insiders, 50 transactions. Net -$91.9M — $0.00 bought, $91.9M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 9, 2026 | Mayer Bethany | Director | SELL | 9,557 | $314.74 | $3.0M |
| Sep 9, 2026 | ARCHER TIMOTHY | President and CEO | EXERCISE | 30,000 | $30.03 | $901.0K |
| Sep 9, 2026 | ARCHER TIMOTHY | President and CEO | SELL | 30,000 | $319.26 | $9.6M |
| Sep 2, 2026 | Varadarajan Seshasayee | Senior Vice President | SELL | 12,270 | $291.32 | $3.6M |
| Sep 2, 2026 | Varadarajan Seshasayee | Senior Vice President | SELL | 20,000 | $291.32 | $5.8M |
| Sep 2, 2026 | Varadarajan Seshasayee | Senior Vice President | EXERCISE | 27,480 | $30.03 | $825.3K |
| Sep 2, 2026 | Varadarajan Seshasayee | Senior Vice President | EXERCISE | 12,270 | $59.88 | $734.7K |
| Sep 2, 2026 | Varadarajan Seshasayee | Senior Vice President | SELL | 27,480 | $291.32 | $8.0M |
| Aug 31, 2026 | Harter Ava | Chief Legal Officer | SELL | 5,000 | $302.46 | $1.5M |
| Aug 6, 2026 | ARCHER TIMOTHY | President and CEO | EXERCISE | 30,000 | $30.03 | $901.0K |
Congressional trades
LRCX trades disclosed by members of Congress, with disclosure delay.
6 members · 3 buys / 9 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 13, 2026 | Sheldon Whitehouse | D | SENATE | SELL | $1,001 - $15,000 | Lam Research Corp | Sep 2, 2026(21d) |
| Apr 27, 2026 | David Taylor | R | HOUSE | SELL | $1,001 - $15,000 | Lam Research Corp | May 8, 2026(12d) |
| Apr 27, 2026 | David Taylor | R | HOUSE | SELL | $1,001 - $15,000 | Lam Research Corp | May 8, 2026(12d) |
| Mar 12, 2026 | David Taylor | R | HOUSE | BUY | $1,001 - $15,000 | Lam Research Corp | Mar 23, 2026(12d) |
| Feb 26, 2026 | David Taylor | R | HOUSE | SELL | $1,001 - $15,000 | Lam Research Corp | Mar 9, 2026(12d) |
| Feb 26, 2026 | David Taylor | R | HOUSE | SELL | $1,001 - $15,000 | Lam Research Corp | Mar 9, 2026(12d) |
| Feb 12, 2026 | Anthony Wied | R | HOUSE | SELL | $50,001 - $100,000 | Lam Research Corp | Mar 12, 2026(29d) |
| Feb 9, 2026 | Anthony Wied | R | HOUSE | SELL | $50,001 - $100,000 | Lam Research Corp | Mar 12, 2026(32d) |
| Feb 3, 2026 | Cleo Fields | D | HOUSE | BUY | $15,001 - $50,000 | Lam Research Corp | Feb 25, 2026(23d) |
| Feb 3, 2026 | Anthony Wied | R | HOUSE | SELL | $50,001 - $100,000 | Lam Research Corp | Mar 12, 2026(38d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for LRCX.
Shares short
26,081,081
Settlement Sep 15, 2026
Change vs prior
-6.0%
Semi-monthly cycle
Days to cover
3.1
At avg daily volume
Of shares outstanding
≈2.1%
Estimate — not % of float
All LRCX filing & press-release reports (5)
- CLUSTER reportSep 11, 2026
- CLUSTER reportSep 10, 2026
- CLUSTER reportSep 4, 2026
- CLUSTER reportMay 4, 2026
- 8-K reportApr 22, 2026