Compare Equinix Inc (EQIX) vs Lam Research Corporation (LRCX) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Equinix Inc vs Lam Research Corporation — how do they compare? Equinix Inc trades at $1,008.8 (market cap $100.85B), while Lam Research Corporation trades at $327.72 (market cap $419.48B). The key difference: Lam Research Corporation is far larger — about 4.2× Equinix Inc's market cap, and Equinix Inc pays the higher dividend (1.93%). Which is the better fit depends on your goals.
| EQIX | LRCX | |
|---|---|---|
Market Cap | $100.85B | $419.48B |
Sector | Real Estate | Technology |
52-Week High | $1.12K | $433.33 |
52-Week Low | $726.09 | $94.84 |
Enterprise Value | $121.14B | $418.46B |
Dividend Yield | 1.93% | 0.31% |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Equinix (EQIX) trades at $1,016.33, down 0.7% on the day, with a bearish technical signal despite strong analyst support. The company reported 2025 revenue of $9.22B and net income of $1.35B, with profitability improving but recent quarterly EPS misses. Cash flow trends show aggressive capital expenditure with negative net cash flow in 2025. The stock benefits from AI infrastructure partnerships and a 74.5% analyst buy rating.
Outlook remains positive due to AI-driven demand and global data center expansion, but high valuation multiples and rising debt levels pose risks. The consensus price target of $1,110 suggests upside potential, though technical indicators signal near-term caution. Key catalysts include Q2 2026 earnings and execution on growth investments.
Lam Research (LRCX) trades at $346.10, up 4.9% in the last session, reflecting strong momentum in semiconductor equipment stocks. The stock exhibits bullish technical signals with support at $340 and resistance at $350. Fundamentally, the company reported revenue of $18.44B and net income of $5.36B in 2025, with a robust net margin of 30.94%. Recent quarterly earnings consistently beat expectations, and analyst consensus remains overwhelmingly positive with a $393 price target. The company benefits from AI-driven demand for advanced chip fabrication equipment.
The outlook for LRCX is positive, driven by secular growth in AI and high-performance computing, which fuels demand for its wafer fabrication equipment. Investment opportunities include continued market share gains and margin expansion. Key risks include cyclical semiconductor capital expenditure downturns, intense competition from peers like Applied Materials, and a premium valuation (P/E of 63.41) that leaves the stock vulnerable to multiple compression if growth expectations moderate.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
About Equinix Inc
Equinix is a retail provider of data centers, enabling hundreds of enterprise tenants to house their servers and networking equipment in a collocated environment. Tenants can then connect with each other, through cloud service providers and telecom networks. Equinix operates 240 data centers in 66 markets worldwide and owns just less than half of them. The firm has roughly 10,000 customers, including 2,000 networks, that are dispersed over five verticals: Cloud and IT Services, Content Providers, Network and Mobile Services, Financial Services, and Enterprise. About 70% of Equinix's revenue comes from renting space to tenants and related services, and more than 15% comes from connecting customers with each other. Equinix operates as a real estate investment trust.
Read more on EQIX →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 →
