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Vahid Vahedi, Senior Vice President at Lam Research (NASDAQ:LRCX), a prominent semiconductor equipment manufacturer with a market capitalization of $176 billion and "GREAT" financial health according to InvestingPro, sold 52,190 shares of common stock on October 13, 2025, at a price of $138.90, for a total transaction value of $7,249,191. The stock, which has gained over 100% in the past six months, is currently trading above its Fair Value. Following the transaction, Vahedi directly owns 251,047 shares, which includes unvested restricted stock units. The sale was executed under a pre-arranged Rule 10b5-1 trading plan adopted on June 11, 2025. For comprehensive insider trading analysis and 18 additional key insights about LRCX, visit InvestingPro, where you’ll find detailed Pro Research Reports covering what really matters for informed investment decisions.
In other recent news, Lam Research has been the focus of several analyst updates and market developments. Stifel has raised its price target for Lam Research to $135, maintaining a Buy rating, due to optimism about the company’s position in the semiconductor equipment market. Conversely, KeyBanc Capital Markets downgraded Lam Research from Overweight to Sector Weight after the company’s stock exceeded their price target, citing its recent performance. HSBC initiated coverage with a Hold rating and a $127 price target, noting Lam Research’s potential benefits from growing demand for wafer fab equipment. Stifel also highlighted improvements in hyperscaler forecasts, which could positively impact Lam Research’s memory market position. Additionally, Lam Research shares saw gains alongside other computer hardware and storage companies like Sandisk, Western Digital, and Seagate Technology. This sector-wide rally is attributed to new export regulations that are expected to boost flash pricing. These developments reflect Lam Research’s dynamic role in the semiconductor industry.
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