Lam Research Corp (LRCX)
NasdaqGS · Price as of · Nasdaq Real Time Price
- Profitability20/20
Profitable and growing: $7.27B net income over the last four reported quarters, up from $5.96B the year before.
- Insider buying vs selling11/20
Insiders are sellers only: 53 sells worth $96.3M, no open-market buys, across the last 20 Form 4s. Routine executive selling is common, so this is only a mild negative. Separately, 1 new 5%+ stake disclosure (13D/13G) hit in the last 6 months, which is big-money accumulation.
- Dilution and offerings15/15
Share count down 1.1% in a year with no new offering filings. The company is buying back stock.
- Analysts31
- Implied upside+23.0%
- Target range$290.00 to $500.00
- EPS expected$2.18 +73%
- A year ago$1.26
- Revenue expected$8.13B +53%
- Estimate range$2.09 to $2.28
LRCX closed at $301.90 on Aug 28, up 1.4% since Jul 30. Chart read: price above the 200-day moving average but below the 50-day; the 50-day is above the 200-day (uptrend structure); trading at 61% of the 52-week range ($97.03 to $433.33).
Insider buying and selling at Lam Research Corp (LRCX)
The most recent Form 4 on record for Lam Research Corp (LRCX) is July 2, 2026, when Timothy Archer, President and CEO, sold $11.7M of stock. That sale ran under a pre-arranged 10b5-1 plan, so it was scheduled ahead of time rather than decided that week.
| Insider | Action | Value | Date | Type |
|---|---|---|---|---|
| Timothy Archer · President and CEO | Sell | $11.7M | July 2, 2026 | Routine |
| Eric Brandt · Director | Sell | $20.0M | June 12, 2026 | Routine |
| Eric Brandt · Director | Sell | $19.1M | June 11, 2026 | Routine |
| Douglas R Bettinger · Chief Financial Officer & EVP | Sell | $11.2M | March 4, 2026 | Own call |
| Timothy Archer · President and CEO | Sell | $26.8M | December 17, 2025 | Routine |
| Ava Harter · Chief Legal Officer | Buy | $601.91 | April 8, 2025 | Own call |
Filed notices to sell
A Form 144 is filed beforean insider sells restricted stock. The Form 4 reporting the completed trade isn't due until two business days after the sale, so these land first. They are intentions, not transactions.
| Insider | Value | Filed | Status | Type |
|---|---|---|---|---|
| ARCHER TIMOTHY · Officer, Director | $9.0M | August 6, 2026 | Executed | Routine |
How Congress has done in LRCX
Every purchase of LRCX disclosed by a member of Congress in the last 5 years, scored over the 12 months after the trade date against SPY over the same window.
| Measure | LRCX | SPY |
|---|---|---|
| Median 12-month return after purchase | +79.6% | +23.7% |
| Median difference vs SPY | +56.9% | — |
| Purchases that beat SPY | 11 of 17 (65%) | — |
| Members who bought | 9 | — |
Most frequent buyers: Marjorie Taylor Greene (4), Markwayne Mullin (4), Jonathan Jackson (2), Josh Gottheimer (2), Byron Donalds (1).
These are not returns anyone actually earned. Disclosures report a dollar bracket and no share count, so every purchase is counted once and weighted equally, and sales are not matched back to the buys that opened them. 2 of the 17 purchases are disclosed as a spouse's or dependent's rather than the member's own. Purchases from the last 12 months are excluded because their window has not closed yet.
SEC filings
| Form | Filed | Description |
|---|---|---|
| 8-K | August 27, 2026 | 8-K |
| 10-K | August 7, 2026 | 10-K |
| 4 | August 7, 2026 | FORM 4 |
| 4 | August 6, 2026 | FORM 4 |
| 144 | August 6, 2026 | View on EDGAR |
| 8-K | July 29, 2026 | 8-K |
| 4 | July 14, 2026 | FORM 4 |
| 144 | July 13, 2026 | View on EDGAR |
Articles that mention Lam Research without it being the main subject.
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Congressman Tony Wied sold up to $250,000 worth of AMD stock and loaded up on software stocks
Wisconsin Rep. Tony Wied sold up to $250,000 of AMD on June 3, then bought Adobe (ADBE), Salesforce (CRM), ServiceNow, HubSpot and The Trade Desk six days later. His February filing showed the same move out of chips and into software.
Frequently asked questions
When does LRCX report earnings?
Lam Research Corp (LRCX) is scheduled to report quarterly results on October 21, 2026, after the close. The 25-analyst consensus is $2.18 per share on revenue of $8.13B for the quarter ending September 30, 2026, against $1.26 and $5.32B a year earlier. It has beaten the consensus EPS estimate in all four of the last four quarters.
What do analysts expect for LRCX?
31 analysts cover Lam Research Corp (LRCX). The consensus rating is Strong buy. The average price target is $371.19, in a range of $290.00 to $500.00.
Are insiders buying or selling LRCX?
We track Form 4 filings for Lam Research Corp (LRCX). The activity listed on this page shows 1 open-market purchase and 5 qualifying sales. Each row is labelled Routine when the filer declared a pre-arranged 10b5-1 plan, Tax withholding when shares were sold automatically to cover the tax on a vest, or Own call when neither applies.
Has Congress made money trading LRCX?
9 members of Congress have disclosed buying LRCX in the last 5 years, 17 purchases in total. Measured over the 12 months after each trade date, the median purchase returned +79.6% against +23.7% for SPY over the same windows, and 11 of the 17 (65%) beat the index. These are not returns anyone actually earned: congressional disclosures report a dollar bracket and no share count, so each purchase is counted once and weighted equally, and later sales are not matched back to the buys that opened them.
Where can I see LRCX SEC filings?
Recent filings are listed on this page, newest first. The latest is an 8-K filed August 27, 2026.