Alexandria Real Estate Equities Inc vs Lam Research Corporation — how do they compare? Alexandria Real Estate Equities Inc trades at $48.49 (market cap $8.34B), while Lam Research Corporation trades at $327.98 (market cap $438.11B). The key difference: Lam Research Corporation is far larger — about 52.5× Alexandria Real Estate Equities Inc's market cap, and Alexandria Real Estate Equities Inc pays the higher dividend (6.02%). Which is the better fit depends on your goals.
| ARE | LRCX | |
|---|---|---|
Market Cap | $8.34B | $438.11B |
Sector | Real Estate | Technology |
52-Week High | $87.45 | $433.33 |
52-Week Low | $40.41 | $94.84 |
Enterprise Value | $20.80B | $437.10B |
Dividend Yield | 6.02% | 0.3% |
Signals from Pluang's Aura AI — not financial advice
No Aura AI signal available yet.
Lam Research (LRCX) trades at $329.92, down 5.83% amid a broader tech selloff, but maintains a bullish technical signal with strong support at $325. The company reported robust earnings beats in recent quarters, with Q1 2026 EPS of $1.47 exceeding the $1.36 estimate, and revenue growth accelerating to $18.44 billion in 2025. Analyst consensus remains strongly bullish with a $393 price target, driven by AI-driven demand for semiconductor equipment.
Outlook is positive given exposure to AI and memory chip growth, but high valuation multiples pose risks. Key opportunities include record Q4 sales targets and expanding profit margins, while risks involve competitive pressures and market volatility. The stock's recent pullback may offer a buying opportunity for long-term investors focused on semiconductor infrastructure.
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Alexandria Real Estate Equities Inc is an urban office real estate investment trust (REIT). It is engaged in the business of providing space for lease to life science, agtech, and technology tenants. The company has established a significant market presence in key locations, including Greater Boston, the San Francisco Bay Area, New York City, San Diego, Seattle, Maryland, and Research Triangle. Alexandria has a longstanding and proven track record of developing Class A properties clustered in urban life science, agtech, and technology campuses that provide tenants with highly dynamic and collaborative environments. Alexandria also provides strategic capital to transformative life science, agtech, and technology companies through venture capital platform.
Read more on ARE →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 →