BigBearai Holdings Inc vs Lam Research Corporation — how do they compare? BigBearai Holdings Inc trades at $3.25 (market cap $1.60B), while Lam Research Corporation trades at $328.25 (market cap $389.67B). The key difference: Lam Research Corporation is far larger — about 243.5× BigBearai Holdings Inc's market cap, and Lam Research Corporation pays a 0.33% dividend while BigBearai Holdings Inc pays none. Which is the better fit depends on your goals.
| BBAI | LRCX | |
|---|---|---|
Market Cap | $1.60B | $389.67B |
Sector | Technology | Technology |
52-Week High | $8.91 | $433.33 |
52-Week Low | $2.61 | $97.03 |
Enterprise Value | $1.30B | $387.83B |
Dividend Yield | — | 0.33% |
Signals from Pluang's Aura AI — not financial advice
BigBear.ai (BBAI) trades at $3.25, up 0.62% with a bullish technical signal. The company reported Q2 2026 revenue growth of 13% and margin expansion but missed EPS expectations. With a P/S ratio of 11.31 and negative profitability metrics, the stock faces fundamental challenges despite recent contract wins and product innovation in defense AI solutions.
Outlook remains cautious with persistent losses and cash burn offset by government contract momentum. Investment opportunity lies in defense AI specialization, while risks include execution challenges and competitive pressures. Analyst consensus shows 75% hold rating, reflecting balanced skepticism about near-term profitability.
Lam Research (LRCX) trades at $328.93, up 7.35% with strong technical momentum and bullish moving average signals. The company demonstrates robust fundamentals with 2025 revenue of $18.44B, net income of $5.36B (31.27% margin), and consistent earnings beats. Recent expansion into panel-level packaging and semiconductor workforce development initiatives position LRCX for continued AI-driven growth.
Outlook remains positive with 78% analyst buy ratings and $397.18 consensus price target, though elevated valuation ratios (P/E 54.06) and potential semiconductor cycle volatility present risks. The stock offers exposure to AI infrastructure growth but requires monitoring of competitive threats and capital expenditure trends.
Trailing returns across standard periods
Latest headlines on both assets
BigBearai Holdings Inc is a specialized provider of AI-driven decision intelligence solutions, primarily serving the U.S. defense, intelligence, and national security communities. It operationalizes complex data into actionable insights through its core modules—Observe, Orient, and Dominate—to support mission-critical operations and logistics.
Read more on BBAI →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 →