Lam Research Corp (LRCX)
NasdaqGS · Price as of · Nasdaq Real Time Price
- Profitability20/20
Profitable and growing: $9.13B net income over the last four reported quarters, up from $6.60B the year before.
- Insider buying vs selling11/20
Insiders are sellers only: 55 sells worth $106.0M, no open-market buys, across the last 13 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 0.5% in a year with no new offering filings. The company is buying back stock.
- Analysts30
- Implied upside+59.4%
- Target range$290.00 to $500.00
LRCX closed at $230.15 on Oct 22, down 25.1% since Sep 23. Chart read: price below both the 50-day and 200-day moving averages; the 50-day is above the 200-day (uptrend structure); trading at 31% of the 52-week range ($139.59 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 September 2, 2026, when Seshasayee Varadarajan, Senior Vice President, sold $17.4M 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 |
|---|---|---|---|---|
| Seshasayee Varadarajan · Senior Vice President | Sell | $17.4M | September 2, 2026 | Routine |
| 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 |
| Timothy Archer · President and CEO | Sell | $26.8M | December 17, 2025 | Routine |
| Ava Harter · Chief Legal Officer | Buy | $601.91 | April 8, 2025 | Notable buy |
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 |
|---|---|---|---|---|
| Mayer Bethany · Director | $3.0M | September 9, 2026 | Executed | Vested shares |
| ARCHER TIMOTHY · Officer, Director | $9.6M | September 9, 2026 | Executed | Routine |
| Varadarajan Seshasayee · Officer | $17.4M | September 2, 2026 | Executed | Routine |
| Harter Ava · Officer | $1.5M | August 31, 2026 | Executed | Routine |
| 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.
Congress trades in LRCX
| Date | Member | Action | Amount | |
|---|---|---|---|---|
| 2026-08-13 | Sheldon Whitehouse RI | Sale (Partial) | $1,001 - $15,000 |
SEC filings
| Form | Filed | Description |
|---|---|---|
| 10-Q | October 22, 2026 | 10-Q |
| 8-K | October 21, 2026 | 8-K |
| ARS | September 24, 2026 | ARS |
| DEFA14A | September 24, 2026 | DEFA14A |
| DEF 14A | September 24, 2026 | DEF 14A |
| 4 | September 10, 2026 | FORM 4 |
| 4 | September 10, 2026 | FORM 4 |
| 144 | September 9, 2026 | View on EDGAR |
Lam Research news
All 17 articles
Articles that mention Lam Research without it being the main subject.
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Record sales, a big jump in profit, and €4.1 billion spent buying back stock. Money tied to future deliveries nearly tripled.
Frequently asked questions
What do analysts expect for LRCX?
30 analysts cover Lam Research Corp (LRCX). The consensus rating is Strong buy. The average price target is $366.90, 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 a 10-Q filed October 22, 2026.