LAM RESEARCH CORP
Reads like this one publish minutes after the filing lands on EDGAR. Get them as JSON over the API or inside your AI agent over MCP.
Lam Research (LRCX) announced a $3B expansion of its Oregon labs and a 27% dividend increase to $0.33 per share. The stock has a 58.14% YTD return but cooled recently. Analysts debate its valuation, with some seeing it as 9.5% undervalued at $323.38, while others note its high P/E of 50.4x.
Lam Research (LRCX), a semiconductor equipment company, has a $377.7B market cap and supplies wafer fabrication systems. Its stock fell 33.8% from its 52-week high but rose 69.4% YTD, outperforming the Nasdaq. LRCX increased its quarterly dividend by 27%, and analysts give it a 'Strong Buy' rating with a mean price target of $372.78, suggesting 28.5% upside.
Varadarajan Seshasayee (Senior Vice President) sold 59,750 shares of LAM RESEARCH CORP (LRCX) at $291.32 ($17.41M total) across 3 trades on 2026-09-02 under a Rule 10b5-1 trading plan.
Over the past 7 days, alphai's AI scored 13 news stories mentioning LRCX (LAM RESEARCH CORP). Coverage has skewed bullish: 10 bullish, 3 neutral, and 0 bearish.
Recent LRCX coverage spans corporate actions, insider activity and earnings.
In the last 30 days, LRCX insiders filed 5 SEC Form 4 transactions — no purchases and 5 sales ($27.9M). The most active reporter was Varadarajan Seshasayee, Senior Vice President, with 3 filings. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
The expansion signals long‑term growth capacity while the dividend hike may attract income‑focused investors.
Dividend hike signals strong cash flow and may attract income-focused investors.
Large insider sale may signal reduced confidence or portfolio rebalancing, potentially pressuring the stock short term.
Positive earnings guidance suggests near‑term upside for Lam Research.
The article frames Lam’s near-term demand visibility (NAND, HBM, and etch/processing tools) as reinforcing both seasonality and raised equipment spending expectations.
alphai scores every news story that mentions LRCX with an AI model for sentiment and relevance, and aggregates insider trades from LAM RESEARCH CORP's SEC EDGAR Form 4 filings. Figures refresh continuously.
Lam Research (LRCX) announced a $3B expansion of its Oregon labs and a 27% dividend increase to $0.33 per share. The stock has a 58.14% YTD return but cooled recently. Analysts debate its valuation, with some seeing it as 9.5% undervalued at $323.38, while others note its high P/E of 50.4x.
2 min readLam Research (LRCX), a semiconductor equipment company, has a $377.7B market cap and supplies wafer fabrication systems. Its stock fell 33.8% from its 52-week high but rose 69.4% YTD, outperforming the Nasdaq. LRCX increased its quarterly dividend by 27%, and analysts give it a 'Strong Buy' rating with a mean price target of $372.78, suggesting 28.5% upside.
2 min readVaradarajan Seshasayee (Senior Vice President) sold 59,750 shares of LAM RESEARCH CORP (LRCX) at $291.32 ($17.41M total) across 3 trades on 2026-09-02 under a Rule 10b5-1 trading plan.
1 min readLam Research (LRCX) is benefiting from a memory chip supply crunch, with revenue up 26% and earnings up 39% in fiscal 2026. The company expects 52% revenue growth and 71% earnings growth in the current quarter. Deloitte projects memory manufacturer capex to rise significantly, favoring Lam's semiconductor equipment sales. Analysts forecast 62% EPS growth for fiscal 2027, with potential for further upside.
3 min readLam Research (LRCX) has historically outperformed the S&P 500 by 7.46% on average from September to January, beating the index in 17 of the past 20 periods. Strong demand for NAND, high bandwidth memory, and AI-related chipmaking equipment is driving growth. The company reported record fiscal 2026 results with $23.2B revenue, $5.82 EPS, and a 52% gross margin, raising long-term profitability targets.
7 min readHarter Ava (Chief Legal Officer) sold 5,000 shares of LAM RESEARCH CORP (LRCX) at $302.46 ($1.51M total) on 2026-08-31 under a Rule 10b5-1 trading plan.
1 min readUBS maintained a 'Buy' rating on Lam Research (LRCX) but lowered its price target from $435 to $425. GuruFocus estimates LRCX as 94.5% overvalued, with a GF Value of $150.71 vs. current price of $293.18. Insiders sold $68.3M in shares over three months. The company's GF Score is 85/100, reflecting strong profitability and growth but poor valuation.
1 min readLam Research (LRCX) began constructing a $3B AI lab in Oregon, part of a $3B global investment. The company also raised its quarterly dividend by 27%. Analysts project $37.5B revenue and $12.4B earnings by 2029, a 7% upside. Some expect higher revenue and earnings, but risks include customer concentration and heavy R&D spending.
3 min readTaiwan's Ministry of Economic Affairs approved Lam Research's NT$9.835 billion (US$310 million) investment in its Taiwan subsidiary for semiconductor equipment R&D. Other approved investments include Zhen Ding Technology's NT$3 billion in Boardtek Electronics, Nuvoton's 15 billion yen in its Japan unit, and Foxconn's US$57.01 million in Mitsubishi Fuso Bus.
2 min readMizuho reiterated 'Outperform' ratings for memory stocks, including Micron (MU) and SanDisk (SNDK), citing undervaluation and long-term supply shortages. MU's price target was lowered to $1,300 (39.4% upside), while SNDK's target was adjusted to $1,875 (28% upside) with projected EPS growth. Bank of America also maintained a 'BUY' rating for SK Hynix (SKHY), expecting tight supply and stable ASPs.
2 min read
