Price movement over the last 24 hours
AGCO Corporation vs Lam Research Corporation — how do they compare? AGCO Corporation trades at $112.95 (market cap $8.24B), while Lam Research Corporation trades at $335.1 (market cap $407.85B). The key difference: Lam Research Corporation is far larger — about 49.5× AGCO Corporation's market cap, and AGCO Corporation pays the higher dividend (1.05%). Which is the better fit depends on your goals.
| AGCO | LRCX | |
|---|---|---|
Market Cap | $8.24B | $407.85B |
Sector | Industrials | Technology |
52-Week High | $140.49 | $433.33 |
52-Week Low | $100.14 | $94.84 |
Enterprise Value | $10.41B | $406.83B |
Dividend Yield | 1.05% | 0.32% |
Signals from Pluang's Aura AI — not financial advice
AGCO trades at $113.75, down 2.35% today, with a neutral technical signal and bullish moving averages. The company shows solid fundamentals with a P/E of 11.41 and net income margin of 7.43%, supported by three consecutive earnings beats. Recent news highlights marketing initiatives and fuel efficiency advancements, while cash flow improved to $249.10M in 2025 from negative levels in prior years.
The outlook remains positive with a consensus price target of $147.50, implying 30% upside, though risks include agricultural sector volatility and debt levels. Earnings momentum and valuation discounts present opportunities, but investor sentiment is balanced with equal buy/hold ratings from analysts.
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.
Trailing returns across standard periods
Latest headlines on both assets
Agco is a global manufacturer of agricultural equipment. The company has five principal brands: Fendt, Massey Ferguson, Challenger, Valtra, and GSI. Unlike its competitors, Agco's product line extends beyond self-propelled equipment and implements by offering grain handling systems and livestock management solutions. Its products are available through a global dealer network, which includes over 3,200 dealer and distribution locations. Additionally, Agco offers both retail and wholesale financing to customers through its joint venture with Rabobank, a European food and agriculture focused bank.
Read more on AGCO →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 →