Evercore ISI raises LRCX target to $355 from $300Evercore ISI 上调目标价 拉姆研究 (LRCX)：$300 → $355
Price Target Revision Details
On July 20, 2026, Evercore ISI raised the per-share price target for Lam Research Corporation (ticker: LRCX, market capitalization: $391.8 billion) from $300 to $355, representing an 18.3% increase. LRCX’s latest trading price is $313.93, with a daily gain of 0.2%. This adjustment only revised the price target, with no accompanying change to the firm’s investment rating.
Analyst Sentiment and Cross-Reference
This price target hike reflects an upward adjustment to Evercore ISI’s valuation framework for Lam Research. Per verified independent signals: As of December 31, 2025, the latest 13F institutional holdings filing shows Lam Research has 2,419 institutional holders, an increase of 263 from the prior quarter, with institutional ownership accounting for 83% of the company’s float, including 424 new institutional positions opened in the period. Additionally, per SEC Form 4 filings, recent insider sales offer contextual color: On July 6, 2026, President and CEO Timothy Archer sold 30,000 shares at $390.01, generating approximately $11.7 million in proceeds; on July 14, 2026, director Abhijit Talwalkar sold 18,282 shares, generating roughly $6.12 million in proceeds.
Signal Limitations and Follow-Up Markers
This price target revision represents only Evercore ISI’s independent valuation judgment, and does not constitute investment advice or reflect InvestLog’s official views. The signal does not include specific forward guidance for Lam Research’s quarterly revenue or EPS, nor does it reflect collective consensus across all covering analysts. Follow-up items to monitor include Lam Research’s Q2 2026 earnings report scheduled for July 29, 2026, as well as subsequent rating adjustments from other Wall Street firms covering LRCX.
目标价上调详情
2026年7月20日，Evercore ISI将半导体设备制造商Lam Research（股票代码LRCX，市值3918亿美元）的每股目标价从300美元上调至355美元，上调幅度达18.3%。当前LRCX的盘中股价为313.93美元，当日涨幅0.2%。此次调整仅涉及目标价修订，未同步调整公司的投资评级。
分析师情绪与交叉验证
此次目标价上调反映出Evercore ISI对Lam Research估值框架的乐观调整。结合公开披露的独立信号来看，截至2025年12月31日的13F机构持仓文件显示，Lam Research的机构持有者数量达2419家，较此前季度增加263家，机构持股合计占流通股比例达83%，其中424家机构为当期新建仓。此外，根据美国SEC提交的Form 4文件，近期高管及董事的减持行为也可作为参考：2026年7月6日，公司总裁兼CEO Timothy Archer以390.01美元的价格出售30000股股票，套现约1170万美元；7月14日，董事Abhijit Talwalkar出售18282股，套现约612万美元。
信号局限性与后续关注
此次目标价上调仅代表Evercore ISI的独立估值判断，不构成任何投资建议，也不代表InvestLog的官方观点。该信号未涵盖Lam Research未来季度营收、EPS的具体指引，也无法反映全市场分析师的集体共识。后续需重点关注Lam Research将于2026年7月29日发布的第二季度财报数据，以及其他投行对LRCX的后续评级调整动作。
This analysis was generated by InvestLog AI based on SEC filings, Form 4 insider transactions, Form 144 planned-sale notices, 13F institutional holdings, analyst ratings, and market data. It is for informational purposes only and does not constitute investment advice.这篇研究由 InvestLog AI 基于 SEC 披露、Form 4 内部人交易、Form 144 计划减持、13F 机构持仓、分析师评级和市场数据生成。内容仅供参考，不构成投资建议。