Compare Applovin Corporation (APP) vs Lam Research Corporation (LRCX) Price & Performance
Price performance
Price movement over the last 24 hours
Key statistics
Key statistics
Applovin Corporation vs Lam Research Corporation — how do they compare? Applovin Corporation trades at $507.47 (market cap $170.31B), while Lam Research Corporation trades at $339.2 (market cap $438.11B). The key difference: Lam Research Corporation is far larger — about 2.6× Applovin Corporation's market cap, and Lam Research Corporation pays a 0.3% dividend while Applovin Corporation pays none. Which is the better fit depends on your goals.
| APP | LRCX | |
|---|---|---|
Market Cap | $170.31B | $438.11B |
Sector | Technology | Technology |
52-Week High | $733.60 | $433.33 |
52-Week Low | $335.10 | $94.84 |
Enterprise Value | $171.07B | $437.10B |
Dividend Yield | — | 0.3% |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
AppLovin trades at $506.98, down 2.58% today, with a bullish technical setup near pivot point support at $504. The company shows exceptional fundamentals with 59% revenue growth in Q1 2026 and net margins exceeding 64%. Analyst consensus remains strongly bullish with an $644.09 price target, supported by expanding e-commerce advertising share and AI-driven platform growth noted in recent Jefferies research.
The outlook remains positive given consistent earnings beats and projected revenue growth to $6.2B in 2026. Primary risks include premium valuation multiples (P/E 44.09) and competitive pressure in mobile advertising. The stock offers growth exposure but requires monitoring of execution against high expectations.
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.
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 Applovin Corporation
AppLovin provides a software platform for mobile app developers to market, monetize, and analyze their apps. Its AI-powered tools help developers grow their business by connecting them with global advertising networks.
Read more on APP →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 →
