Price movement over the last 24 hours
American Superconductor Corporation vs Lam Research Corporation — how do they compare? American Superconductor Corporation trades at $35.49 (market cap $1.74B), while Lam Research Corporation trades at $337.69 (market cap $438.11B). The key difference: Lam Research Corporation is far larger — about 251.8× American Superconductor Corporation's market cap, and Lam Research Corporation pays a 0.3% dividend while American Superconductor Corporation pays none. Which is the better fit depends on your goals.
| AMSC | LRCX | |
|---|---|---|
Market Cap | $1.74B | $438.11B |
Sector | Technology | Technology |
52-Week High | $66.68 | $433.33 |
52-Week Low | $25.95 | $94.84 |
Enterprise Value | $1.61B | $437.10B |
Dividend Yield | — | 0.3% |
Signals from Pluang's Aura AI — not financial advice
AMSC trades at $35.96, down 3.26% today amid bearish technical signals. The stock shows strong fundamentals with recent earnings beats and robust profitability metrics including 44.73% net margin and 35.56% ROE. Revenue grew 34% year-over-year to $299.2 million in 2025, though cash flow trends show negative net cash flow of -$6.9M. Analyst sentiment remains positive with 53% buy ratings despite recent insider selling activity.
The outlook remains cautiously optimistic given strong order backlog growth of 40% and expanding role in AI energy infrastructure. Key risks include valuation concerns at 66.72x EV/EBITDA and acquisition-driven growth versus organic expansion. Earnings momentum and grid technology positioning provide upside potential if execution continues.
Lam Research (LRCX) trades at $350.33, down 0.8% on the day, with a neutral technical signal and bullish moving averages. The stock shows strong fundamentals with revenue growth to $18.44B in 2025 and net income of $5.36B, supported by consistent earnings beats. Recent news highlights AI-driven demand for semiconductor equipment, though valuation ratios like a P/E of 66.22 raise concerns about premium pricing.
Outlook remains positive with a consensus price target of $393, representing 12% upside, driven by AI infrastructure spending. Risks include high valuation sensitivity and semiconductor cycle volatility. Analyst sentiment is strongly bullish with 78% buy ratings, but investors should monitor execution against elevated expectations.
Trailing returns across standard periods
Latest headlines on both assets
AMSC provides energy technology solutions for smarter and cleaner power grids. It offers wind turbine electronic controls and advanced grid systems that enhance the reliability and efficiency of renewable energy networks.
Read more on AMSC →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 →