Q2 EPS Estimates for Lam Research Raised by Zacks Research

Lam Research Co. (NASDAQ:LRCX) – Equities researchers at Zacks Research upped their Q2 2025 EPS estimates for Lam Research in a research note issued on Wednesday, November 13th. Zacks Research analyst R. Department now forecasts that the semiconductor company will earn $0.87 per share for the quarter, up from their previous estimate of $0.83. The consensus estimate for Lam Research’s current full-year earnings is $3.52 per share. Zacks Research also issued estimates for Lam Research’s Q4 2025 earnings at $0.89 EPS, FY2025 earnings at $3.48 EPS, Q3 2026 earnings at $1.00 EPS, Q4 2026 earnings at $1.10 EPS and Q1 2027 earnings at $1.12 EPS.

Several other equities analysts have also recently issued reports on the stock. Wells Fargo & Company lowered their target price on shares of Lam Research from $88.00 to $85.00 and set an “equal weight” rating on the stock in a research note on Thursday, October 24th. Mizuho lowered their price objective on shares of Lam Research from $105.00 to $95.00 and set an “outperform” rating on the stock in a research report on Friday, September 20th. TD Cowen lifted their target price on shares of Lam Research from $100.00 to $105.00 and gave the stock a “buy” rating in a research report on Thursday, August 1st. Deutsche Bank Aktiengesellschaft lowered their price target on Lam Research from $110.00 to $95.00 and set a “buy” rating on the stock in a report on Thursday, August 1st. Finally, Citigroup cut their price objective on Lam Research from $99.00 to $89.30 and set a “buy” rating for the company in a report on Monday, September 16th. Seven analysts have rated the stock with a hold rating and fourteen have assigned a buy rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $97.03.

Lam Research Trading Up 0.7 %

Lam Research stock opened at $70.57 on Monday. Lam Research has a one year low of $68.72 and a one year high of $113.00. The business’s fifty day moving average is $77.17 and its 200 day moving average is $87.83. The stock has a market capitalization of $90.80 billion, a PE ratio of 22.81, a price-to-earnings-growth ratio of 1.11 and a beta of 1.48. The company has a debt-to-equity ratio of 0.53, a current ratio of 2.53 and a quick ratio of 1.74.

Lam Research (NASDAQ:LRCX) last released its quarterly earnings data on Wednesday, October 23rd. The semiconductor company reported $0.86 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.81 by $0.05. The business had revenue of $4.17 billion for the quarter, compared to analysts’ expectations of $4.06 billion. Lam Research had a return on equity of 50.60% and a net margin of 26.02%. The firm’s quarterly revenue was up 19.7% on a year-over-year basis. During the same period in the prior year, the firm posted $6.85 EPS.

Institutional Investors Weigh In On Lam Research

Institutional investors and hedge funds have recently modified their holdings of the stock. CarsonAllaria Wealth Management Ltd. purchased a new position in Lam Research during the second quarter valued at $32,000. RFP Financial Group LLC lifted its position in shares of Lam Research by 52.2% in the second quarter. RFP Financial Group LLC now owns 35 shares of the semiconductor company’s stock worth $37,000 after buying an additional 12 shares in the last quarter. Hobbs Group Advisors LLC bought a new position in Lam Research during the second quarter valued at approximately $40,000. Country Trust Bank purchased a new position in Lam Research during the 2nd quarter valued at approximately $43,000. Finally, MFA Wealth Advisors LLC bought a new stake in Lam Research in the 2nd quarter worth approximately $45,000. Institutional investors own 84.61% of the company’s stock.

Insiders Place Their Bets

In related news, CAO Christina Correia sold 647 shares of the business’s stock in a transaction that occurred on Tuesday, October 1st. The stock was sold at an average price of $817.51, for a total value of $528,928.97. Following the transaction, the chief accounting officer now directly owns 4,267 shares of the company’s stock, valued at approximately $3,488,315.17. The trade was a 13.17 % decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. 0.29% of the stock is currently owned by company insiders.

Lam Research Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, January 8th. Investors of record on Wednesday, December 11th will be issued a $0.23 dividend. This represents a $0.92 annualized dividend and a yield of 1.30%. The ex-dividend date is Wednesday, December 11th. Lam Research’s dividend payout ratio is currently 29.74%.

Lam Research Company Profile

Lam Research Corporation designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of integrated circuits. The company offers ALTUS systems to deposit conformal films for tungsten metallization applications; SABRE electrochemical deposition products for copper interconnect transition that offers copper damascene manufacturing; SOLA ultraviolet thermal processing products for film treatments; and VECTOR plasma-enhanced CVD ALD products.