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Why Lam Research (LRCX) Stock Is Up Today

Investivoq PriceTracker

Lam Research (LRCX) is up 4.7% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver is a broad rebound in semiconductor stocks after a strong quarterly report from AI cloud infrastructure company CoreWeave helped restore confidence in AI-related spending. Lam Research also appears to be getting support from its recently announced $25 billion share repurchase authorization, which has kept investor attention on the stock during the sector’s recovery.

Details:

  • Semiconductor shares moved higher in premarket trading on November 11, with the main chip ETF rising about 5% as investors reacted to upbeat results and guidance from CoreWeave.
  • Lam Research was part of that chip-equipment rally, suggesting today’s gain is tied at least in part to sector momentum rather than a company-specific filing released this morning.
  • On November 5, Lam Research announced a new $25 billion buyback authorization and a quarterly dividend of $0.33 per share, giving the stock an additional capital-return catalyst.
  • Recent fund-flow data also showed sizable net ETF buying in Lam Research earlier this week, which may have added technical support as money rotated back into semiconductor names.

    • Sources:

    Lam Research Investor Relations, Yahoo Finance, Investing.com

    Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

    $LRCX Insider Trading Activity

    LRCX Insider Trades

    $LRCX insiders have traded $LRCX stock on the open market 56 times in the past 6 months. Of those trades, 0 have been purchases and 56 have been sales.

    Here’s a breakdown of recent trading of $LRCX stock by insiders over the last 6 months:

    • ERIC BRANDT has made 0 purchases and 43 sales selling 109,000 shares for an estimated $39,129,705.
    • TIMOTHY ARCHER (President and CEO) has made 0 purchases and 4 sales selling 121,400 shares for an estimated $37,406,528.
    • SESHASAYEE VARADARAJAN (Senior Vice President) has made 0 purchases and 3 sales selling 59,750 shares for an estimated $17,406,370.
    • ABHIJIT Y TALWALKAR sold 18,282 shares for an estimated $6,124,470
    • BETHANY MAYER has made 0 purchases and 3 sales selling 10,292 shares for an estimated $3,185,728.
    • NEIL J FERNANDES (Senior Vice President) sold 7,659 shares for an estimated $2,371,226
    • AVA HARTER (Chief Legal Officer) sold 5,000 shares for an estimated $1,512,300

    To track insider transactions, check out Investivoq's insider trading dashboard. You can access data on insider stock transactions through the Investivoq API insider transaction endpoint.

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    $LRCX Hedge Fund Activity

    We have seen 1,514 institutional investors add shares of $LRCX stock to their portfolio, and 1,459 decrease their positions in their most recent quarter.

    Here are some of the largest recent moves:

    • JPMORGAN CHASE & CO added 45,317,479 shares (+inf%) to their portfolio in Q2 2026, for an estimated $19,637,423,175
    • INVESCO LTD. added 28,064,410 shares (+115.7%) to their portfolio in Q2 2026, for an estimated $12,161,150,785
    • PRICE T ROWE ASSOCIATES INC /MD/ added 11,356,938 shares (+85.8%) to their portfolio in Q2 2026, for an estimated $4,921,301,943
    • VAN ECK ASSOCIATES CORP added 8,922,854 shares (+411.8%) to their portfolio in Q2 2026, for an estimated $3,866,540,323
    • SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 7,698,872 shares (+inf%) to their portfolio in Q2 2026, for an estimated $3,336,152,203
    • ARTISAN PARTNERS LIMITED PARTNERSHIP removed 4,243,428 shares (-84.4%) from their portfolio in Q2 2026, for an estimated $1,838,804,655
    • BAILLIE GIFFORD & CO added 3,496,694 shares (+6028782.8%) to their portfolio in Q3 2026, for an estimated $1,148,698,945

    To track hedge funds' stock portfolios, check out Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq API 13F endpoint.

    $LRCX Congressional Stock Trading

    Members of Congress have traded $LRCX stock 3 times in the past 6 months. Of those trades, 1 have been purchases and 2 have been sales.

    Here’s a breakdown of recent trading of $LRCX stock by members of Congress over the last 6 months:

    • REPRESENTATIVE DAVID TAYLOR has traded it 2 times. They made 1 purchase worth up to $15,000 on 10/15 and 1 sale worth up to $15,000 on 06/05.
    • SENATOR SHELDON WHITEHOUSE sold up to $15,000 on 08/13.

    To track congressional stock trading, check out Investivoq's congressional trading dashboard. You can access data on congressional stock trades through the Investivoq API Congress trades endpoint.

    $LRCX Price Targets

    Multiple analysts have issued price targets for $LRCX recently. We have seen 12 analysts offer price targets for $LRCX in the last 6 months, with a median target of $402.0.

    Here are some recent targets:

    • Vijay Rakesh from Mizuho set a target price of $400.0 on 07/09/2026
    • Krish Sankar from TD Cowen set a target price of $400.0 on 07/09/2026
    • Shane Brett from Morgan Stanley set a target price of $404.0 on 07/06/2026
    • Mehdi Hosseini from Susquehanna set a target price of $475.0 on 06/30/2026
    • C.J. Muse from Cantor Fitzgerald set a target price of $500.0 on 06/29/2026
    • Vivek Arya from B of A Securities set a target price of $480.0 on 06/23/2026
    • Joe Quatrochi from Wells Fargo set a target price of $450.0 on 06/22/2026

    This article is not financial advice. See Investivoq's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.