Compare Analog Devices, Inc. (ADI) vs Lam Research Corporation (LRCX) Price & Performance
Price performance
Price movement over the last 24 hours
Key statistics
Key statistics
Analog Devices, Inc. vs Lam Research Corporation — how do they compare? Analog Devices, Inc. trades at $385.24 (market cap $184.62B), while Lam Research Corporation trades at $332.3 (market cap $407.85B). The key difference: Lam Research Corporation is far larger — about 2.2× Analog Devices, Inc.'s market cap, and Analog Devices, Inc. pays the higher dividend (1.16%). Which is the better fit depends on your goals.
| ADI | LRCX | |
|---|---|---|
Market Cap | $184.62B | $407.85B |
Sector | Technology | Technology |
52-Week High | $445.48 | $433.33 |
52-Week Low | $220.68 | $94.84 |
Enterprise Value | $189.87B | $406.83B |
Dividend Yield | 1.16% | 0.32% |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Analog Devices (ADI) trades at $379.03, up 0.5% with neutral technical signals. The company demonstrates strong fundamentals with consistent earnings beats (Q3-Q1 2026) and robust profitability (26% net margin). Recent acquisition of Empower Semiconductor and AI-driven semiconductor demand provide growth catalysts. Cash flow remains positive at $508M in 2025, though net cash flow is projected to decline to $61M in 2026.
Outlook remains positive with 79.6% analyst buy ratings and $471 consensus price target (24% upside). Key risks include elevated valuation multiples (P/E 57.9) and debt-to-asset ratio increase to 17.9%. The stock offers dividend income ($1.10 H1-26) while benefiting from semiconductor industry tailwinds, though margin sustainability and competitive pressures warrant monitoring.
Lam Research (LRCX) trades at $326.13, down 7.19% amid a broader chip stock sell-off, yet maintains a bullish technical signal with strong support at $323. The company reported robust earnings beats in recent quarters, with Q1 2026 EPS of $1.47 exceeding expectations, and demonstrates solid fundamentals including a 30.94% net income margin and positive cash flow trends. Analyst sentiment remains overwhelmingly positive with a $378 consensus price target.
LRCX's outlook is supported by AI-driven demand for semiconductor equipment, though valuation multiples appear elevated. Key risks include sector volatility and competitive pressures, but institutional bullishness and consistent execution provide a favorable backdrop for long-term growth investors.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
About Analog Devices, Inc.
Analog Devices is a leading analog, mixed signal, and digital signal processing chipmaker. The firm has a significant market share lead in converter chips, which are used to translate analog signals to digital and vice versa. The company serves tens of thousands of customers, and more than half of its chip sales are made to industrial and automotive end markets. Analog Devices' chips are also incorporated into wireless infrastructure equipment.
Read more on ADI →About Lam Research Corporation
Lam Research manufactures equipment used to fabricate semiconductors. The firm is focused on the etching, deposition, and clean markets, which are key steps in the semiconductor manufacturing process, especially for 3D NAND flash storage, advanced DRAM, and leading-edge logic/foundry chipmakers. Lam's flagship Kiyo, Vector, and Sabre products are sold in all major geographies to key customers such as Samsung Electronics, Micron, Intel, and Taiwan Semiconductor Manufacturing.
Read more on LRCX →
