Crowdstrike Holdings Inc vs Lam Research Corporation — how do they compare? Crowdstrike Holdings Inc trades at $275.04 (market cap $269.31B), while Lam Research Corporation trades at $318.84 (market cap $401.19B). The key difference: Lam Research Corporation is the larger of the two by market cap, and Lam Research Corporation pays a 0.41% dividend while Crowdstrike Holdings Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold Crowdstrike Holdings Inc for 97 Days and Lam Research Corporation for 60 Days on average.
| CRWD | LRCX | |
|---|---|---|
Market Cap | $269.31B | $401.19B |
Volume | 9,381,560 | 8,960,892 |
Sector | Technology | Technology |
52-Week High | $278.86 | $433.33 |
52-Week Low | $87.56 | $131.37 |
Typical Hold Time | 97 Days | 60 Days |
Enterprise Value | $265.11B | $399.35B |
Dividend Yield | — | 0.41% |
Signals from Pluang's Aura AI — not financial advice
CrowdStrike (CRWD) trades at $263.01, down 0.92% on the day but near its 52-week high of $267.69. The stock shows strong technical momentum with bullish moving averages and has consistently beaten earnings expectations in recent quarters. Revenue growth remains robust, reaching $3.95 billion in 2025, though profitability metrics show modest net income margins. Analyst sentiment is overwhelmingly positive with 76% buy ratings and a consensus price target of $235.74.
CrowdStrike presents a compelling growth story with strong revenue expansion and AI-driven cybersecurity demand, but faces valuation concerns with elevated P/S and P/B ratios. The company's integration with OpenAI Marketplace and identity business growth provide catalysts, while competitive pressures and execution risks remain key considerations for investors.
Lam Research (LRCX) trades at $320.59, down 2.71% on the day, amid a bearish technical signal despite strong fundamentals. The company reported robust earnings beats in recent quarters, with Q2 2026 EPS of $1.82 surpassing the $1.69 estimate, and maintains high profitability with a net income margin of 31.27%. Revenue growth is accelerating, reaching $18.44 billion in 2025, supported by AI-driven demand for semiconductor equipment. Analyst consensus remains strongly bullish with a $375.68 price target, though technical indicators show mixed signals with key support at $314.
LRCX presents a compelling long-term investment opportunity driven by AI infrastructure spending and operational efficiency, but faces near-term volatility from technical bearishness and macroeconomic headwinds. Risks include cyclical semiconductor demand and competitive pressures, yet strong institutional support and consistent earnings outperformance underpin upside potential toward analyst targets.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
CrowdStrike Holdings provides cybersecurity products and services aimed at protecting organizations from cyberthreats. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, identity protection, and log management. CrowdStrike went public in 2019 and serves customers worldwide.
Read more on CRWD →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 →