Compare Dell Technologies Inc (DELL) vs Lam Research Corporation (LRCX) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Dell Technologies Inc vs Lam Research Corporation — how do they compare? Dell Technologies Inc trades at $580.31 (market cap $365.31B), while Lam Research Corporation trades at $320.14 (market cap $401.19B). The key difference: Dell Technologies Inc and Lam Research Corporation are close in size by market cap, and Dell Technologies Inc pays the higher dividend (0.44%). Which is the better fit depends on your goals — on Pluang, investors hold Dell Technologies Inc for 57 Days and Lam Research Corporation for 60 Days on average.
| DELL | LRCX | |
|---|---|---|
Market Cap | $365.31B | $401.19B |
Volume | 5,121,365 | 8,960,892 |
Sector | Technology | Technology |
52-Week High | $588.67 | $433.33 |
52-Week Low | $111.10 | $131.37 |
Typical Hold Time | 57 Days | 60 Days |
Enterprise Value | $388.20B | $399.35B |
Dividend Yield | 0.44% | 0.41% |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Dell Technologies (DELL) trades at $575.33, down 0.63% on the day, but maintains a bullish technical trend with strong support near $566. The stock is buoyed by robust AI server demand, with Q2 2026 EPS beating estimates by 43% and fiscal 2027 revenue guidance raised to approximately $192 billion. Recent news highlights a 20% dividend increase and a $74 billion AI server backlog, fueling investor optimism.
Outlook remains positive given explosive AI-driven growth, but risks include execution on massive orders and competitive pressures. Analysts are largely bullish with a $566.35 consensus target, though the current price slightly exceeds it. Shareholders should monitor margin sustainability and debt levels amid rapid expansion.
Lam Research (LRCX) trades at $329.51, down 1.31% on the day, amid strong fundamental performance with revenue growth to $18.44B in 2025 and net income of $5.36B. The stock shows bullish technical signals with moving averages supporting upward momentum, while RSI levels indicate mixed short-term sentiment. Recent earnings beats and a consensus analyst price target of $375.68 suggest potential upside, supported by AI-driven demand for semiconductor equipment.
Outlook remains positive with expanding profit margins and robust cash flow, though valuation multiples like P/E of 55.66 pose risks if growth slows. Key opportunities include AI infrastructure spending and operational efficiency, while risks involve semiconductor cycle volatility and competitive pressures. Institutional sentiment is strongly bullish with 78% buy ratings.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Investor sentiment on Pluang
What Pluang investors did over the last 30 days
Investor sentiment on Pluang
What Pluang investors did over the last 30 days
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
About Dell Technologies Inc
VMware is an industry titan in virtualizing IT infrastructure and became a stand-alone entity after spinning off from Dell Technologies in November 2021. The software provider operates in the three segments: licenses
Read more on DELL →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 →
