Compare Digital Realty Trust, Inc. (DLR) vs Lam Research Corporation (LRCX) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Digital Realty Trust, Inc. vs Lam Research Corporation — how do they compare? Digital Realty Trust, Inc. trades at $177.52 (market cap $65.32B), while Lam Research Corporation trades at $327.38 (market cap $401.19B). The key difference: Lam Research Corporation is far larger — about 6.1× Digital Realty Trust, Inc.'s market cap, and Digital Realty Trust, Inc. pays the higher dividend (2.77%). Which is the better fit depends on your goals — on Pluang, investors hold Digital Realty Trust, Inc. for 94 Days and Lam Research Corporation for 60 Days on average.
| DLR | LRCX | |
|---|---|---|
Market Cap | $65.32B | $401.19B |
Volume | 2,563,950 | 8,960,892 |
Sector | Real Estate | Technology |
52-Week High | $203.91 | $433.33 |
52-Week Low | $147.93 | $131.37 |
Typical Hold Time | 94 Days | 60 Days |
Enterprise Value | $84.03B | $399.35B |
Dividend Yield | 2.77% | 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
Digital Realty Trust (DLR) trades at $180.47, down 2.26% today, with a bearish technical signal despite strong analyst support. The data center REIT shows robust revenue growth to $6.11B in 2025 and expanding AI infrastructure partnerships, though valuation metrics remain elevated with a P/E of 85.89. Recent earnings show mixed results with Q2 2026 beating expectations by 150%.
DLR presents a compelling AI infrastructure play with strong growth prospects but faces valuation concerns and execution risks. The consensus price target of $222.35 suggests 23% upside potential, supported by 69% analyst buy ratings. Key risks include high leverage and competitive pressures in the rapidly expanding data center market.
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 Digital Realty Trust, Inc.
Digital Realty owns and operates nearly 300 data centers worldwide. It has more than 35 million rentable square feet across five continents. Digital's offerings range from retail co-location, where an enterprise may rent a single cabinet and rely on Digital to provide all the accommodations, to cold shells, where hyperscale cloud service providers can simply rent much, or all, of a barren, power-connected building. In recent years, Digital Realty has de-emphasized cold shells and now primarily provides higher-level service to tenants, which outsource their related IT needs to Digital. Digital Realty has also moved more into the co-location business, increasingly serving enterprises and facilitating network connections. Digital Realty operates as a real estate investment trust.
Read more on DLR →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 →
