Lam Research (LRCX.US) Officer Plans to Sell $4.64 Million in Common Stock via Form 144
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 23 hours ago
0mins
Should l Buy LRCX?
Source: moomoo
- Stock Sale Announcement: Lam Research officer Fernandes Neil J intends to sell 18,170 shares of its common stock on May 1.
- Market Value: The total market value of the shares to be sold is approximately $4.64 million.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy LRCX?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on LRCX
Wall Street analysts forecast LRCX stock price to fall
22 Analyst Rating
18 Buy
4 Hold
0 Sell
Strong Buy
Current: 257.860
Low
142.00
Averages
192.50
High
265.00
Current: 257.860
Low
142.00
Averages
192.50
High
265.00
About LRCX
Lam Research Corporation is a global supplier of wafer fabrication equipment and services to the semiconductor industry. The Company designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of integrated circuits. Its products and services are designed to help its customers build devices that are used in a variety of electronic products, including mobile phones, personal computers, cloud and enterprise servers, wearables, automotive vehicles and data storage devices. Its product families include ALTUS, SABRE, SPEED, Striker, VECTOR, Flex, Vantex, Kiyo, Versys Metal, Syndion, Coronus, and DV-Prime, Da Vinci, EOS, and SP Series. Its customer base includes semiconductor memory, foundries, and integrated device manufacturers that make products such as non-volatile memory, dynamic random-access memory, and logic devices. It offers services in areas like nanoscale manufacturing enablement, chemistry, plasma and fluidics, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Mixed Performance in US Indices as Apple’s Strong Earnings Boost Market
- Apple's Strong Earnings: Apple Inc. (AAPL) reported Q2 revenue of $111.18 billion, exceeding the consensus of $109.66 billion, and forecasted Q3 revenue growth of 14% to 17%, significantly above the expected 9.1%, which propelled the Dow Jones Industrial Average up over 4%.
- Software Stocks Surge: Atlassian (TEAM) posted Q3 revenue of $1.79 billion, surpassing the consensus of $1.69 billion, leading to a stock price increase of over 20%, which not only boosted the software sector but also enhanced investor confidence in tech stocks.
- Oil Price Volatility: WTI crude oil prices fell more than 3% due to developments in the US-Iran agreement, temporarily easing inflation concerns and contributing to stock market gains, highlighting the energy market's influence on the overall economy.
- Weak Manufacturing Data: The April ISM manufacturing index remained unchanged at 52.7, below the expected 53.2, while the prices paid sub-index rose to a four-year high of 84.6, indicating increasing price pressures that could impact Federal Reserve policy decisions.
See More
Lam Research (LRCX.US) Officer Plans to Sell $4.64 Million in Common Stock via Form 144
- Stock Sale Announcement: Lam Research officer Fernandes Neil J intends to sell 18,170 shares of its common stock on May 1.
- Market Value: The total market value of the shares to be sold is approximately $4.64 million.
See More
Mixed Performance in US Indices as Apple’s Strong Earnings Boost Market Sentiment
- Apple's Strong Earnings: Apple Inc. (AAPL) reported Q2 revenue of $111.18 billion, exceeding the consensus of $109.66 billion, and forecasted Q3 revenue growth of 14% to 17%, significantly above the 9.1% estimate, which propelled the Dow Jones Industrial Average up over 4%.
- Software Stocks Surge: Atlassian (TEAM) posted Q3 revenue of $1.79 billion, surpassing the consensus of $1.69 billion, leading to a stock price increase of over 25%, which not only boosted the software sector's performance but also enhanced investor confidence in tech stocks.
- Oil Price Fluctuations: WTI crude oil prices fell more than 1% after Iran responded to the latest US amendments on the agreement, despite an early advance, indicating that inflation concerns may be easing, but geopolitical factors remain a potential risk for oil prices.
- Overall Market Performance: So far, 81% of the 303 S&P 500 companies that reported Q1 earnings have beaten estimates, with overall Q1 earnings projected to climb 12% year-over-year, suggesting that improving corporate profitability may continue to support stock market gains.
See More
U.S. Stocks Surge, Led by Tech Gains
- Tech Stock Rally: Alphabet reported Q1 revenue of $94.57 billion, exceeding the consensus of $91.57 billion, leading to a more than 9% stock increase, which not only boosted the overall market but also set new highs, indicating strong recovery potential in the tech sector.
- Chipmakers Surge: Qualcomm's Q2 adjusted revenue of $10.60 billion surpassed expectations of $10.56 billion, resulting in a stock surge of over 15%, which not only enhanced its market position but also lifted the entire semiconductor sector.
- Positive Economic Data: U.S. initial jobless claims fell to 189,000, a 57-year low, reflecting a robust labor market that further bolstered investor confidence in economic recovery, contributing to the stock market's rise.
- Oil Price Decline Supports Stocks: WTI crude oil prices fell by more than 1%, lowering inflation expectations and bond yields, which provided support for the stock market, with the 10-year T-note yield dropping to 4.38%, creating a favorable financing environment for equities.
See More
U.S. Stocks Close Lower, Weighed Down by Tech Sector
- Tech Sector Decline: Technology stocks fell broadly as concerns about the return on massive AI investments grew, with OpenAI missing its new user and sales targets, putting pressure on shares of partners like Nvidia and Oracle, which negatively impacted market sentiment.
- Positive Economic Data: Despite the market downturn, the U.S. consumer confidence index unexpectedly rose to 92.8, surpassing expectations, indicating economic resilience that could provide support for the market.
- Surging Oil Prices: WTI crude oil prices jumped over 3% to a two-week high amid escalating tensions between the U.S. and Iran in the Strait of Hormuz, potentially exacerbating the global energy crisis and pushing inflation expectations higher.
- Fed Policy Expectations: The market anticipates that the Federal Reserve will keep interest rates unchanged at the upcoming meeting, focusing on oil prices and inflation dynamics, reflecting a cautious outlook on the economic landscape.
See More
Chip Equipment Spending Surge Benefits Lam Research Significantly
- Surge in Spending: Chip equipment spending surged in 2025, with Lam Research emerging as a major beneficiary in etching and process control, as the industry is projected to reach $250 billion by 2030, indicating robust market demand.
- Market Share Gains: Lam Research recorded an impressive 800 basis point increase in market share in etch/deposition, showcasing its competitive edge in the rapidly growing semiconductor equipment market, while KLA also saw a 150 basis point gain due to metrology advancements.
- Industry Growth Forecast: Semiconductor sales are expected to hit $1.38 trillion in 2026, a 74% year-over-year increase, with further growth to $1.58 trillion in 2027, reflecting strong recovery and investment confidence in the sector.
- Policy Risks: The Trump Administration's push for chip equipment makers to halt shipments to the Hua Hong region of China introduces uncertainty for companies like Lam Research, necessitating close monitoring of policy changes and their market impacts.
See More
Mixed Performance in US Indices as Apple’s Strong Earnings Boost Market
- Apple's Strong Earnings: Apple Inc. (AAPL) reported Q2 revenue of $111.18 billion, exceeding the consensus of $109.66 billion, and forecasted Q3 revenue growth of 14% to 17%, significantly above the expected 9.1%, which propelled the Dow Jones Industrial Average up over 4%.
- Software Stocks Surge: Atlassian (TEAM) posted Q3 revenue of $1.79 billion, surpassing the consensus of $1.69 billion, leading to a stock price increase of over 20%, which not only boosted the software sector but also enhanced investor confidence in tech stocks.
- Oil Price Volatility: WTI crude oil prices fell more than 3% due to developments in the US-Iran agreement, temporarily easing inflation concerns and contributing to stock market gains, highlighting the energy market's influence on the overall economy.
- Weak Manufacturing Data: The April ISM manufacturing index remained unchanged at 52.7, below the expected 53.2, while the prices paid sub-index rose to a four-year high of 84.6, indicating increasing price pressures that could impact Federal Reserve policy decisions.
See More
Lam Research (LRCX.US) Officer Plans to Sell $4.64 Million in Common Stock via Form 144
- Stock Sale Announcement: Lam Research officer Fernandes Neil J intends to sell 18,170 shares of its common stock on May 1.
- Market Value: The total market value of the shares to be sold is approximately $4.64 million.
See More
Mixed Performance in US Indices as Apple’s Strong Earnings Boost Market Sentiment
- Apple's Strong Earnings: Apple Inc. (AAPL) reported Q2 revenue of $111.18 billion, exceeding the consensus of $109.66 billion, and forecasted Q3 revenue growth of 14% to 17%, significantly above the 9.1% estimate, which propelled the Dow Jones Industrial Average up over 4%.
- Software Stocks Surge: Atlassian (TEAM) posted Q3 revenue of $1.79 billion, surpassing the consensus of $1.69 billion, leading to a stock price increase of over 25%, which not only boosted the software sector's performance but also enhanced investor confidence in tech stocks.
- Oil Price Fluctuations: WTI crude oil prices fell more than 1% after Iran responded to the latest US amendments on the agreement, despite an early advance, indicating that inflation concerns may be easing, but geopolitical factors remain a potential risk for oil prices.
- Overall Market Performance: So far, 81% of the 303 S&P 500 companies that reported Q1 earnings have beaten estimates, with overall Q1 earnings projected to climb 12% year-over-year, suggesting that improving corporate profitability may continue to support stock market gains.
See More
U.S. Stocks Surge, Led by Tech Gains
- Tech Stock Rally: Alphabet reported Q1 revenue of $94.57 billion, exceeding the consensus of $91.57 billion, leading to a more than 9% stock increase, which not only boosted the overall market but also set new highs, indicating strong recovery potential in the tech sector.
- Chipmakers Surge: Qualcomm's Q2 adjusted revenue of $10.60 billion surpassed expectations of $10.56 billion, resulting in a stock surge of over 15%, which not only enhanced its market position but also lifted the entire semiconductor sector.
- Positive Economic Data: U.S. initial jobless claims fell to 189,000, a 57-year low, reflecting a robust labor market that further bolstered investor confidence in economic recovery, contributing to the stock market's rise.
- Oil Price Decline Supports Stocks: WTI crude oil prices fell by more than 1%, lowering inflation expectations and bond yields, which provided support for the stock market, with the 10-year T-note yield dropping to 4.38%, creating a favorable financing environment for equities.
See More
U.S. Stocks Close Lower, Weighed Down by Tech Sector
- Tech Sector Decline: Technology stocks fell broadly as concerns about the return on massive AI investments grew, with OpenAI missing its new user and sales targets, putting pressure on shares of partners like Nvidia and Oracle, which negatively impacted market sentiment.
- Positive Economic Data: Despite the market downturn, the U.S. consumer confidence index unexpectedly rose to 92.8, surpassing expectations, indicating economic resilience that could provide support for the market.
- Surging Oil Prices: WTI crude oil prices jumped over 3% to a two-week high amid escalating tensions between the U.S. and Iran in the Strait of Hormuz, potentially exacerbating the global energy crisis and pushing inflation expectations higher.
- Fed Policy Expectations: The market anticipates that the Federal Reserve will keep interest rates unchanged at the upcoming meeting, focusing on oil prices and inflation dynamics, reflecting a cautious outlook on the economic landscape.
See More
Chip Equipment Spending Surge Benefits Lam Research Significantly
- Surge in Spending: Chip equipment spending surged in 2025, with Lam Research emerging as a major beneficiary in etching and process control, as the industry is projected to reach $250 billion by 2030, indicating robust market demand.
- Market Share Gains: Lam Research recorded an impressive 800 basis point increase in market share in etch/deposition, showcasing its competitive edge in the rapidly growing semiconductor equipment market, while KLA also saw a 150 basis point gain due to metrology advancements.
- Industry Growth Forecast: Semiconductor sales are expected to hit $1.38 trillion in 2026, a 74% year-over-year increase, with further growth to $1.58 trillion in 2027, reflecting strong recovery and investment confidence in the sector.
- Policy Risks: The Trump Administration's push for chip equipment makers to halt shipments to the Hua Hong region of China introduces uncertainty for companies like Lam Research, necessitating close monitoring of policy changes and their market impacts.
See More
