Jim Cramer Highlighted 16 Noteworthy S&P 500 Stocks
The first month of 2026 is officially in the books. So before we move on to another very busy week of earnings, I want to go over the state of the market.
Lam Research Corp (LRCX)
Market is closed
Sector: Special Industry Machinery, Nec
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Hosking Partners Jeremy Hosking | 138,487 | $23,706,205 | -14% | 0.81% |
| 2. | Lee Munder Capital Group Lee Munder | 75,032 | $12,843,978 | -22% | 0.73% |
| 3. | Impax Asset Management Ian Simm | 44,180 | $7,562,732 | +254% | 0.05% |
| 4. | Navellier & Associates Louis Navellier | 34,600 | $5,922,828 | 0.66% | |
| 5. | Bayforest Capital Theodoros Tsagaris | 371 | $63,508 | -95% | 0.05% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $63.66 | 9 | $601.91 | 65,056 | 2025-04-08 | Filing | |
| $460.35 | 1,736 | $799,167.60 | 49,991 | 2022-04-26 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $163.86 | 113,300 | $18,565,338.00 | 932,409 | 2025-12-17 | Filing | |
| $163.86 | 50,000 | $8,193,000.00 | 932,409 | 2025-12-17 | Filing | |
| $150.60 | 40,080 | $6,036,048.00 | 987,237 | 2025-11-14 | Filing | |
| $159.52 | 30 | $4,785.60 | 3,257 | 2025-11-07 | Filing | |
| $159.99 | 1,298 | $207,667.02 | 1,652 | 2025-11-03 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 131,185,330 | $22,456,304,790 | 0.33% | |
| 2. | 7,781,054 | $1,331,960,824 | 0.22% | |
| 3. | 7,403,443 | $1,278,278,469 | 1.1% | |
| 4. | 4,179,870 | $715,510,147 | 0.23% | |
| 5. | 4,175,648 | $714,927,182 | 0.69% |
News See All
B. Riley Liftes PT on Lam Research Corporation to $310, Reiterates Buy Rating
Craig Ellis from B. Riley raised the price target on Lam Research as the company exceeded Q2 FY2026 earnings and Q3 guidance.
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Analysts Lift Price Targets on Lam Research Corporation (LRCX ) Following Strong Quarter Results
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Lam Research Corporation (NASDAQ:LRCX) Q2 2026 Earnings Call Transcript
Operator: Good day, and welcome to the Lam Research Corporation December 2025 Earnings Conference Call. All participants will be in listen-only mode.
Lam Research (LRCX) Poised to Benefit From Expanding Advanced Foundry and NAND Investments
Lam Research Corporation (NASDAQ:LRCX) is among Goldman Sachs’ top semiconductor stock picks.
Jim Cramer Talked About These 12 Stocks and the Memory Shortage
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Lam Research (LRCX) Has a Shortage That Can't Be Met, Says Jim Cramer
Lam Research Corporation (NASDAQ:LRCX) is an American semiconductor manufacturing equipment provider. Its shares are up by 194% over the past year and by 20% year-to-date.
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