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LAM Research Corp Stock: price and insider trades · United States
No insider purchase over the last 90 days. The latest was filed 06 Aug 2025.
LAM Research Corp: what insiders have been doing
Headquartered in Fremont, United States, LAM Research Corp belongs to the Technology sector and traces its origins to 1980. Filings by its managers are published through SEC (Form 4). Between 18 October 2025 and 18 October 2026, 24 insiders published 103 filings.
The flow runs one way only: 55 sales worth €36.0M, from 6 insiders, and no purchase. The amount is not disclosed for 43 filings. One trade stands out by size: a sale of €7.0M from Archer Timothy, disclosed on 18 December 2025.
For context, the typical company on the same exchange (median of 5,458 companies) published 22 filings over the same period, against 103 filings here. Since 2016, the database holds 2 purchases and 132 sales by insiders of the company. For the fiscal year to 28 June 2026, the annual 10-K puts revenue at 23.23 bn USD and net income at 7.27 bn USD, and the dividend at 1.04 USD per share.
Typically, a trade is published a median of 3 days after it takes place. For comparison, the SEC allows two business days to file a Form 4. Selling is not necessarily a view on the stock: liquidity needs and diversification are common motives.
For comparison within the same sector, see the insider buying recorded at Gitlab Inc. and Baozun Inc. Source: insider filings from SEC (Form 4). Past trades are no guide to future returns.
Insider Decl.
371
Thresholds
n/a
Buy Volume
€751,390
2 ops. · all time
Sell Volume
€121M
132 ops. · all time
Who traded when
BuySaleEric Brandt44 sales
Harter Ava1 buy4 sales
Bethany Mayer3 sales
Seshasayee Varadarajan3 sales
Bettinger Douglas R1 sale
Timothy Archer1 sale
+1 other insider
Since the insiders bought
- +214.0%Entry US$99.15 · Close at T+365 US$311.35
- +8.2%Entry US$48.45 · Close at T+365 US$52.41
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
Analyst consensus: bullish or bearish?
Analysts rate LAM Research Corp Strong Buy (bullish), based on 31 analysts. Average price target: US$375.81.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 8,228 of 24,161 companies
59.5
score / 100
Value33
Quality86
FCF yld1.5%
Earn yld2.2%
EV/EBITDA37.7x
ROE65%
Gross mgn50%
Net mgn31%
Debt/EBITDA0.4x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2026FY ended June 2026 · cache
US$263.94
Analyst consensus
31 analystsStrong buy
US$290.00Target US$375.81(+42%)US$500.00
Income statement
RevenueUS$23.2B
Gross profitUS$11.7B50% margin
EBITDAUS$8.9B38% margin
Net incomeUS$7.3B31.3% margin
Valuation
PER (trailing)45.8x
PER (forward)22.4x
P/Book26.5x
Beta1.85
Balance sheet & cash
Market capUS$330.3B
Total debtUS$3.7B
Free Cash FlowUS$4.9B
Debt / Equity33%
Profitability & ownership
ROE65.1%
ROA22.8%
% insiders0.3%
% institutions88.8%
Last declaration on 10 September 2026
Declarations371 total
9,557 shares@ US$314.740.0008% mcap89.8% of flowCommon StockSEC:0001405693-26-000011:0
30,000 shares@ US$30.0330.0002% mcap0.7% of flowCommon StockSEC:0001343600-26-000013:0
30,000 shares@ US$319.260.0024% mcap8.0% of flowCommonSEC144:0001959173-26-006806
9,557 shares@ US$314.740.0008% mcap100.0% of flowCOMMON CLASS ASEC144:0001969223-26-001013
27,480 shares@ US$291.320.0020% mcap31.9% of flowCommon StockSEC:0001707827-26-000006:4
20,000 shares@ US$291.320.0015% mcap23.2% of flowCommon StockSEC:0001707827-26-000006:0
12,270 shares@ US$59.8810.0002% mcap2.9% of flowCommon StockSEC:0001707827-26-000006:1
12,270 shares@ US$291.320.0009% mcap14.2% of flowCommon StockSEC:0001707827-26-000006:2
27,480 shares@ US$30.0330.0002% mcap3.3% of flowCommon StockSEC:0001707827-26-000006:3
5,000 shares@ US$302.460.0004% mcap21.5% of flowCommonSEC144:0001959173-26-006537
30,000 shares@ US$30.0330.0002% mcap0.8% of flowCommon StockSEC:0001343600-26-000011:0
30,000 shares@ US$300.000.0023% mcap7.5% of flowCommonSEC144:0001959173-26-005699
5,790 shares@ US$307.420.0005% mcap25.5% of flowCommon StockSEC:0001642415-26-000010:0
18,282 shares@ US$335.000.0016% mcap62.4% of flowCommonSEC144:0001959173-26-005202
30,000 shares@ US$30.0330.0002% mcap0.8% of flowCommon StockSEC:0001343600-26-000009:0
30,000 shares@ US$390.010.0030% mcap9.9% of flowCommonSEC144:0001959173-26-005041
1,895 sharesCommon StockSEC:0001190639-26-000004:2
2,832 sharesCommon StockSEC:0001190639-26-000004:8
1,100 sharesCommon StockSEC:0001190639-26-000006:2
974 sharesCommon StockSEC:0001190639-26-000004:0
1,083 sharesCommon StockSEC:0001190639-26-000004:1
1,277 sharesCommon StockSEC:0001190639-26-000004:3
1,070 sharesCommon StockSEC:0001190639-26-000004:4
3,644 sharesCommon StockSEC:0001190639-26-000004:5
1,481 sharesCommon StockSEC:0001190639-26-000004:6
25 of 371 declarations
About LAM Research Corp
Lam Research Corp. (Nasdaq: LRCX) is a leading U.S.-listed semiconductor equipment company headquartered in Fremont, California, United States. The company designs, manufactures, and services wafer fabrication equipment used by chipmakers worldwide. For investors in France, Belgium, and Switzerland, Lam is a high-quality proxy for advanced semiconductor capital spending, with direct exposure to the technology roadmaps of memory, logic, and specialty device manufacturers. ([investor.lamresearch.com](https://investor.lamresearch.com/overview?utm_source=openai))
Founded in 1980, Lam Research built its franchise around critical process technologies used in semiconductor manufacturing. Its core strengths include plasma etch, thin-film deposition, wafer cleaning, and process control / metrology solutions. These tools sit at essential steps in chip production and are required to build increasingly complex 3D structures and advanced nodes. That process specialization gives Lam a durable competitive position in a concentrated global market where only a few suppliers offer the breadth, precision, and production reliability required by leading-edge fabs. ([lamresearch.com](https://www.lamresearch.com/products/?utm_source=openai))
Read moreShow less
In practical terms, Lam serves customers across memory, foundry, logic, and specialty segments. The company’s products are used in transistor formation, interconnect formation, patterning, advanced memory, packaging, sensors, analog/mixed-signal devices, and power electronics. Its value proposition is not just hardware delivery, but also process know-how, yield improvement, and close engineering collaboration with major semiconductor manufacturers. This makes Lam particularly relevant in periods when chipmakers expand capacity or shift to more advanced manufacturing steps. ([lamresearch.com](https://www.lamresearch.com/ja/products/products-overview/?utm_source=openai))
Geographically, Lam operates globally, with a footprint spanning North America, Asia, and Europe. Its international presence supports customer proximity, service execution, and co-development programs with leading fabs and research partners. The company also continues to emphasize manufacturing and engineering capabilities in the United States while maintaining a worldwide operational network. ([investor.lamresearch.com](https://investor.lamresearch.com/overview?utm_source=openai))
Recent news highlights the company’s alignment with the AI-driven semiconductor cycle and U.S. manufacturing expansion. In 2026, Lam announced deeper investment in Boise to support projected growth in U.S. semiconductor manufacturing, and it also disclosed collaborations with IBM and CEA-Leti aimed at advancing sub-1nm logic scaling and specialty technology research. In addition, Lam said it was recognized by Ethisphere as one of the World’s Most Ethical Companies for the fourth consecutive year, underscoring its governance and compliance profile. ([newsroom.lamresearch.com](https://newsroom.lamresearch.com/2026-02-17-Lam-Research-Deepens-Investment-in-Boise-to-Support-Projected-Growth-in-U-S-Semiconductor-Manufacturing?utm_source=openai))
From a market perspective, Lam Research trades on the Nasdaq in the United States and remains closely tied to semiconductor capex cycles, memory demand, and the pace of advanced-node adoption. That makes it a strategically important name for investors seeking exposure to the picks-and-shovels layer of the AI and digital infrastructure buildout. ([investor.lamresearch.com](https://investor.lamresearch.com/overview?utm_source=openai))
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