<p>EP Wealth Advisors LLC 在最近向美国证券交易委员会提交的 13F 文件中表示，其在 Lam Research Corporation (NASDAQ:LRCX - 免费报告) 的持股在第一季度减少了 8.3%。该机构投资者在此期间出售了 3,895 股后，持有 42,799 股这家半导体公司的股票。根据其最新的 SEC 文件，EP Wealth Advisors LLC 在 Lam Research 的持股价值为 3,111,000 美元。</p>
<ul>
<li>4 只半导体股票获得华尔街新评级</li>
</ul>
<p>其他几家机构投资者最近也对 LRCX 的持仓进行了调整。UBS AM，瑞银资产管理美洲有限公司的一个独立业务单位，在第四季度将其在 Lam Research 的持仓提高了 6,383.5%。UBS AM 现在持有 13,574,691 股这家半导体公司的股票，价值 980,500,000 美元，此前在上个季度又收购了 13,365,317 股。Janus Henderson Group PLC 在第四季度购买了 Lam Research 的新股份，价值约为 792,161,000 美元。先锋集团在第一季度将其在 Lam Research 的持仓增加了 6.9%。先锋集团现在持有 129,152,102 股这家半导体公司的股票，价值 9,389,358,000 美元，此前在上个季度又购买了 8,364,375 股。Nuveen LLC 在第一季度购买了 Lam Research 的新股份，价值约为 604,344,000 美元。最后，德意志银行在第四季度将其在 Lam Research 的持仓增加了 1,446.9%。德意志银行现在持有 6,121,504 股这家半导体公司的股票，价值 442,156,000 美元，此前在上个季度又购买了 5,725,777 股。机构投资者持有该公司 84.61% 的股票。</p>
<h2>分析师评级调整</h2>
<p>多位研究分析师最近对 LRCX 股票发表了看法。Argus 将 Lam Research 的目标价从 105.00 美元上调至 120.00 美元，并在 8 月 1 日的研究报告中给予该公司 “买入” 评级。瑞穗证券将 Lam Research 的目标价从 115.00 美元上调至 120.00 美元，并在 8 月 1 日的研究报告中给予该公司 “跑赢大盘” 评级。Needham &amp; Company LLC 将 Lam Research 的目标价从 110.00 美元上调至 115.00 美元，并在 7 月 31 日的研究报告中给予该公司 “买入” 评级。Oppenheimer 将 Lam Research 的目标价从 110.00 美元上调至 120.00 美元，并在 7 月 31 日的研究报告中给予该公司 “跑赢大盘” 评级。最后，B. Riley 在 6 月 18 日的研究报告中重申了 “买入” 评级，并将 Lam Research 的目标价设定为 115.00 美元（之前为 95.00 美元）。二十位分析师对该股票给予了买入评级，六位给予了持有评级，一位给予了卖出评级。根据 MarketBeat.com 的数据，Lam Research 的共识评级为 “适度买入”，平均目标价为 107.22 美元。</p>
<ul>
<li>国会正在抛售这 5 只股票——你应该跟随吗？</li>
</ul>
<p><strong>阅读我们关于 Lam Research 的最新股票报告</strong></p>
<h2>Lam Research 股票表现</h2>
<p>LRCX 股票在周四开盘价为 97.74 美元。该公司的 50 日简单移动平均线为 99.68 美元，200 日简单移动平均线为 85.60 美元。该公司的流动比率为 2.21，速动比率为 1.55，债务与股本比率为 0.38。Lam Research Corporation 的 12 个月低点为 56.32 美元，12 个月高点为 108.02 美元。该公司的市值为 1,237 亿美元，市盈率为 23.50，市盈率/增长比率为 1.29，贝塔系数为 1.76。</p>
<ul>
<li>Lam Research 在乐观的财报后是否触底？</li>
</ul>
<p>Lam Research (NASDAQ:LRCX - 获取免费报告) 最近在 7 月 30 日发布了财报。这家半导体公司报告本季度每股收益为 1.33 美元，超出市场共识预期的 1.21 美元，超出幅度为 0.12 美元。Lam Research 的股本回报率为 58.17%，净利润率为 29.07%。该公司本季度的收入为 51.7 亿美元，而市场共识预期为 49.9 亿美元。去年同期，该公司的每股收益为 1.03 美元。与去年同期相比，该公司的收入增长了 33.6%。Lam Research 已将其 2026 财年第一季度的指导目标设定为 1.100-1.300 每股收益。研究分析师预计 Lam Research Corporation 本财年每股收益将达到 3.71 美元。</p>
<h2>Lam Research 增加股息</h2>
<p>该公司最近还宣布了季度股息，将于 10 月 15 日星期三支付。9 月 24 日星期三的股东将获得 0.26 美元的股息。这比 Lam Research 之前的季度股息 0.23 美元有所增加。除息日期为 9 月 24 日星期三。这相当于每年 1.04 美元的股息，股息收益率为 1.1%。Lam Research 的股息支付比率 (DPR) 为 22.12%。</p>
<h2>Lam Research 公司简介</h2>
<p>(免费报告)</p>
<p>Lam Research Corporation 设计、制造、销售、翻新和服务用于集成电路制造的半导体加工设备。该公司提供用于钨金属化应用的 ALTUS 系统，以沉积符合要求的薄膜；用于铜互连过渡的 SABRE 电化学沉积产品，提供铜大马士革制造；用于薄膜处理的 SOLA 紫外线热处理产品；以及 VECTOR 等离子体增强 CVD ALD 产品。</p>
<h2>特色文章</h2>
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<li>五只我们更看好的股票，胜过 Lam Research</li>
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<li>开学购物达到 400 亿美元：3 只零售股票值得关注</li>
<li>股票中的死亡交叉是什么？</li>
<li>Alphabet 股票在躲避严厉的反垄断措施后大幅上涨</li>
<li>工业产品股票投资</li>
<li>为什么高通在经历数月滞后后表现优于 NVIDIA</li>
</ul>
<p><strong>想看看其他对 LRCX 持有的对冲基金吗？</strong> 访问 HoldingsChannel.com 获取 Lam Research Corporation (NASDAQ:LRCX - 免费报告) 的最新 13F 文件和内幕交易信息。</p>
<p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/SECFilingChart.ashx/query-UHJlZml4PU5BU0RBUSZTeW1ib2w9TFJDWA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/SECFilingChart.ashx/query-UHJlZml4PU5BU0RBUSZTeW1ib2w9TFJDWA"/></p>
<p><em>这条即时新闻提醒是由叙事科学技术和 MarketBeat 的金融数据生成的，旨在为读者提供最快和最准确的报道。此故事在发布前经过了 MarketBeat 编辑团队的审查。如对本故事有任何问题或意见，请发送邮件至 contact@marketbeat.com.</em></p>
<h2>你现在应该投资 1,000 美元在 Lam Research 吗？</h2>
<p>在考虑 Lam Research 之前，你需要听听这个。</p>
<p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其推荐给客户的股票。MarketBeat 已经识别出五只顶级分析师悄悄建议客户现在购买的股票，以便在更广泛的市场注意到之前……而 Lam Research 并不在名单上。</p>
<p>虽然 Lam Research 目前在分析师中获得了中等买入评级，但顶级分析师认为这五只股票更值得购买。</p>
<p>在这里查看这五只股票</p>

拉姆研究

<p>EP Wealth Advisors LLC 在第一季度减少了对 Lam Research Corporation (NASDAQ:LRCX) 的持股比例，下降了 8.3%，目前持有 42,799 股，价值 311 万美元。其他机构投资者，包括瑞银资产管理和先锋集团，显著增加了他们的持仓。分析师们提高了对 LRCX 的目标价格，普遍评级为 “适度买入”，平均目标价格为 107.22 美元。Lam Research 报告了强劲的收益，超出预期，并宣布将股息提高至 0.26 美元，支付日期为 10 月 15 日</p>

<p>EP Wealth Advisors LLC lowered its position in Lam Research Corporation (NASDAQ:LRCX - Free Report) by 8.3% in the 1st quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 42,799 shares of the semiconductor company's stock after selling 3,895 shares during the period. EP Wealth Advisors LLC's holdings in Lam Research were worth $3,111,000 as of its most recent SEC filing.</p>
<div class="lb-trans"><p>EP Wealth Advisors LLC 在最近向美国证券交易委员会提交的 13F 文件中表示，其在 Lam Research Corporation (NASDAQ:LRCX - 免费报告) 的持股在第一季度减少了 8.3%。该机构投资者在此期间出售了 3,895 股后，持有 42,799 股这家半导体公司的股票。根据其最新的 SEC 文件，EP Wealth Advisors LLC 在 Lam Research 的持股价值为 3,111,000 美元。</p>
</div><ul>
<li>4 Semiconductor Stocks Earning Fresh Wall Street Upgrades</li>
</ul>
<div class="lb-trans"><ul>
<li>4 只半导体股票获得华尔街新评级</li>
</ul>
</div><p>Several other institutional investors have also recently made changes to their positions in LRCX. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its position in shares of Lam Research by 6,383.5% in the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 13,574,691 shares of the semiconductor company's stock worth $980,500,000 after acquiring an additional 13,365,317 shares in the last quarter. Janus Henderson Group PLC bought a new position in shares of Lam Research in the 4th quarter worth approximately $792,161,000. Vanguard Group Inc. increased its position in Lam Research by 6.9% during the 1st quarter. Vanguard Group Inc. now owns 129,152,102 shares of the semiconductor company's stock valued at $9,389,358,000 after buying an additional 8,364,375 shares in the last quarter. Nuveen LLC bought a new position in Lam Research during the 1st quarter valued at approximately $604,344,000. Finally, Deutsche Bank AG increased its position in Lam Research by 1,446.9% during the 4th quarter. Deutsche Bank AG now owns 6,121,504 shares of the semiconductor company's stock valued at $442,156,000 after buying an additional 5,725,777 shares in the last quarter. Institutional investors own 84.61% of the company's stock.</p>
<div class="lb-trans"><p>其他几家机构投资者最近也对 LRCX 的持仓进行了调整。UBS AM，瑞银资产管理美洲有限公司的一个独立业务单位，在第四季度将其在 Lam Research 的持仓提高了 6,383.5%。UBS AM 现在持有 13,574,691 股这家半导体公司的股票，价值 980,500,000 美元，此前在上个季度又收购了 13,365,317 股。Janus Henderson Group PLC 在第四季度购买了 Lam Research 的新股份，价值约为 792,161,000 美元。先锋集团在第一季度将其在 Lam Research 的持仓增加了 6.9%。先锋集团现在持有 129,152,102 股这家半导体公司的股票，价值 9,389,358,000 美元，此前在上个季度又购买了 8,364,375 股。Nuveen LLC 在第一季度购买了 Lam Research 的新股份，价值约为 604,344,000 美元。最后，德意志银行在第四季度将其在 Lam Research 的持仓增加了 1,446.9%。德意志银行现在持有 6,121,504 股这家半导体公司的股票，价值 442,156,000 美元，此前在上个季度又购买了 5,725,777 股。机构投资者持有该公司 84.61% 的股票。</p>
</div><h2>Analyst Upgrades and Downgrades</h2>
<div class="lb-trans"><h2>分析师评级调整</h2>
</div><p>A number of research analysts recently weighed in on LRCX shares. Argus raised their price objective on Lam Research from $105.00 to $120.00 and gave the company a &#34;buy&#34; rating in a research report on Friday, August 1st. Mizuho raised their price objective on Lam Research from $115.00 to $120.00 and gave the company an &#34;outperform&#34; rating in a research report on Friday, August 1st. Needham &amp; Company LLC raised their price objective on Lam Research from $110.00 to $115.00 and gave the company a &#34;buy&#34; rating in a research report on Thursday, July 31st. Oppenheimer raised their price objective on Lam Research from $110.00 to $120.00 and gave the company an &#34;outperform&#34; rating in a research report on Thursday, July 31st. Finally, B. Riley reaffirmed a &#34;buy&#34; rating and set a $115.00 price objective (up previously from $95.00) on shares of Lam Research in a research report on Wednesday, June 18th. Twenty analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat.com, Lam Research has a consensus rating of &#34;Moderate Buy&#34; and an average price target of $107.22.</p>
<div class="lb-trans"><p>多位研究分析师最近对 LRCX 股票发表了看法。Argus 将 Lam Research 的目标价从 105.00 美元上调至 120.00 美元，并在 8 月 1 日的研究报告中给予该公司 “买入” 评级。瑞穗证券将 Lam Research 的目标价从 115.00 美元上调至 120.00 美元，并在 8 月 1 日的研究报告中给予该公司 “跑赢大盘” 评级。Needham &amp; Company LLC 将 Lam Research 的目标价从 110.00 美元上调至 115.00 美元，并在 7 月 31 日的研究报告中给予该公司 “买入” 评级。Oppenheimer 将 Lam Research 的目标价从 110.00 美元上调至 120.00 美元，并在 7 月 31 日的研究报告中给予该公司 “跑赢大盘” 评级。最后，B. Riley 在 6 月 18 日的研究报告中重申了 “买入” 评级，并将 Lam Research 的目标价设定为 115.00 美元（之前为 95.00 美元）。二十位分析师对该股票给予了买入评级，六位给予了持有评级，一位给予了卖出评级。根据 MarketBeat.com 的数据，Lam Research 的共识评级为 “适度买入”，平均目标价为 107.22 美元。</p>
</div><ul>
<li>Congress Is Dumping These 5 Stocks—Should You Follow?</li>
</ul>
<div class="lb-trans"><ul>
<li>国会正在抛售这 5 只股票——你应该跟随吗？</li>
</ul>
</div><p><strong>Read Our Latest Stock Report on Lam Research</strong></p>
<div class="lb-trans"><p><strong>阅读我们关于 Lam Research 的最新股票报告</strong></p>
</div><h2>Lam Research Stock Performance</h2>
<div class="lb-trans"><h2>Lam Research 股票表现</h2>
</div><p>Shares of LRCX opened at $97.74 on Thursday. The business's fifty day simple moving average is $99.68 and its two-hundred day simple moving average is $85.60. The company has a current ratio of 2.21, a quick ratio of 1.55 and a debt-to-equity ratio of 0.38. Lam Research Corporation has a 12 month low of $56.32 and a 12 month high of $108.02. The company has a market cap of $123.70 billion, a price-to-earnings ratio of 23.50, a P/E/G ratio of 1.29 and a beta of 1.76.</p>
<div class="lb-trans"><p>LRCX 股票在周四开盘价为 97.74 美元。该公司的 50 日简单移动平均线为 99.68 美元，200 日简单移动平均线为 85.60 美元。该公司的流动比率为 2.21，速动比率为 1.55，债务与股本比率为 0.38。Lam Research Corporation 的 12 个月低点为 56.32 美元，12 个月高点为 108.02 美元。该公司的市值为 1,237 亿美元，市盈率为 23.50，市盈率/增长比率为 1.29，贝塔系数为 1.76。</p>
</div><ul>
<li>Is the Floor in for Lam Research After Bullish Earnings?</li>
</ul>
<div class="lb-trans"><ul>
<li>Lam Research 在乐观的财报后是否触底？</li>
</ul>
</div><p>Lam Research (NASDAQ:LRCX - Get Free Report) last issued its earnings results on Wednesday, July 30th. The semiconductor company reported $1.33 EPS for the quarter, beating the consensus estimate of $1.21 by $0.12. Lam Research had a return on equity of 58.17% and a net margin of 29.07%.The business had revenue of $5.17 billion for the quarter, compared to the consensus estimate of $4.99 billion. During the same period last year, the business posted $1.03 EPS. The company's revenue was up 33.6% compared to the same quarter last year. Lam Research has set its Q1 2026 guidance at 1.100-1.300 EPS. Research analysts anticipate that Lam Research Corporation will post 3.71 earnings per share for the current fiscal year.</p>
<div class="lb-trans"><p>Lam Research (NASDAQ:LRCX - 获取免费报告) 最近在 7 月 30 日发布了财报。这家半导体公司报告本季度每股收益为 1.33 美元，超出市场共识预期的 1.21 美元，超出幅度为 0.12 美元。Lam Research 的股本回报率为 58.17%，净利润率为 29.07%。该公司本季度的收入为 51.7 亿美元，而市场共识预期为 49.9 亿美元。去年同期，该公司的每股收益为 1.03 美元。与去年同期相比，该公司的收入增长了 33.6%。Lam Research 已将其 2026 财年第一季度的指导目标设定为 1.100-1.300 每股收益。研究分析师预计 Lam Research Corporation 本财年每股收益将达到 3.71 美元。</p>
</div><h2>Lam Research Increases Dividend</h2>
<div class="lb-trans"><h2>Lam Research 增加股息</h2>
</div><p>The company also recently declared a quarterly dividend, which will be paid on Wednesday, October 15th. Stockholders of record on Wednesday, September 24th will be paid a $0.26 dividend. This is an increase from Lam Research's previous quarterly dividend of $0.23. The ex-dividend date is Wednesday, September 24th. This represents a $1.04 dividend on an annualized basis and a dividend yield of 1.1%. Lam Research's dividend payout ratio (DPR) is 22.12%.</p>
<div class="lb-trans"><p>该公司最近还宣布了季度股息，将于 10 月 15 日星期三支付。9 月 24 日星期三的股东将获得 0.26 美元的股息。这比 Lam Research 之前的季度股息 0.23 美元有所增加。除息日期为 9 月 24 日星期三。这相当于每年 1.04 美元的股息，股息收益率为 1.1%。Lam Research 的股息支付比率 (DPR) 为 22.12%。</p>
</div><h2>Lam Research Company Profile</h2>
<div class="lb-trans"><h2>Lam Research 公司简介</h2>
</div><p>(Free Report)</p>
<div class="lb-trans"><p>(免费报告)</p>
</div><p>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.</p>
<div class="lb-trans"><p>Lam Research Corporation 设计、制造、销售、翻新和服务用于集成电路制造的半导体加工设备。该公司提供用于钨金属化应用的 ALTUS 系统，以沉积符合要求的薄膜；用于铜互连过渡的 SABRE 电化学沉积产品，提供铜大马士革制造；用于薄膜处理的 SOLA 紫外线热处理产品；以及 VECTOR 等离子体增强 CVD ALD 产品。</p>
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<li>开学购物达到 400 亿美元：3 只零售股票值得关注</li>
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</div><p><strong>Want to see what other hedge funds are holding LRCX?</strong> Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Lam Research Corporation (NASDAQ:LRCX - Free Report).</p>
<div class="lb-trans"><p><strong>想看看其他对 LRCX 持有的对冲基金吗？</strong> 访问 HoldingsChannel.com 获取 Lam Research Corporation (NASDAQ:LRCX - 免费报告) 的最新 13F 文件和内幕交易信息。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/SECFilingChart.ashx/query-UHJlZml4PU5BU0RBUSZTeW1ib2w9TFJDWA" alt="" original-src="https://www.marketbeat.com/scripts/SECFilingChart.ashx?Prefix=NASDAQ&amp;Symbol=LRCX"/></p>
<p><em>This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest and most accurate reporting. This story was reviewed by MarketBeat's editorial team prior to publication. Please send any questions or comments about this story to contact@marketbeat.com.</em></p>
<div class="lb-trans"><p><em>这条即时新闻提醒是由叙事科学技术和 MarketBeat 的金融数据生成的，旨在为读者提供最快和最准确的报道。此故事在发布前经过了 MarketBeat 编辑团队的审查。如对本故事有任何问题或意见，请发送邮件至 contact@marketbeat.com.</em></p>
</div><h2>Should You Invest $1,000 in Lam Research Right Now?</h2>
<div class="lb-trans"><h2>你现在应该投资 1,000 美元在 Lam Research 吗？</h2>
</div><p>Before you consider Lam Research, you'll want to hear this.</p>
<div class="lb-trans"><p>在考虑 Lam Research 之前，你需要听听这个。</p>
</div><p>MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Lam Research wasn't on the list.</p>
<div class="lb-trans"><p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其推荐给客户的股票。MarketBeat 已经识别出五只顶级分析师悄悄建议客户现在购买的股票，以便在更广泛的市场注意到之前……而 Lam Research 并不在名单上。</p>
</div><p>While Lam Research currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.</p>
<div class="lb-trans"><p>虽然 Lam Research 目前在分析师中获得了中等买入评级，但顶级分析师认为这五只股票更值得购买。</p>
</div><p>View The Five Stocks Here</p>
<div class="lb-trans"><p>在这里查看这五只股票</p>
</div>

EP Wealth Advisors LLC 减持了拉姆研究公司 $LRCX 的股份