Freeport-McMoRan Inc vs Lam Research Corporation — how do they compare? Freeport-McMoRan Inc trades at $69.3 (market cap $96.42B), while Lam Research Corporation trades at $326.56 (market cap $389.67B). The key difference: Lam Research Corporation is far larger — about 4× Freeport-McMoRan Inc's market cap, and Freeport-McMoRan Inc pays the higher dividend (0.87%). Which is the better fit depends on your goals.
| FCX | LRCX | |
|---|---|---|
Market Cap | $96.42B | $389.67B |
Sector | Basic Materials | Technology |
52-Week High | $71.73 | $433.33 |
52-Week Low | $35.34 | $97.03 |
Enterprise Value | $102.70B | $387.83B |
Dividend Yield | 0.87% | 0.33% |
Signals from Pluang's Aura AI — not financial advice
FCX trades at $69.23, down 1.84% on the day, with a bullish technical signal supported by moving averages and strong support at $68. The company reported Q2 2026 EPS of $0.68, beating estimates, and maintains robust cash flow from operations of $5.61 billion in 2025. Recent news highlights growth from Grasberg ramp-up and copper market tailwinds.
Outlook is positive with a consensus price target of $73.85, reflecting 6.7% upside, driven by earnings beats and expansion projects. Risks include commodity price volatility and execution challenges at new mines. Analyst sentiment is strongly bullish with 61% buy ratings, but overbought RSI levels suggest near-term caution.
Lam Research (LRCX) trades at $326.02, up 6.4% in 24 hours, with a bullish technical signal and strong earnings beats. The stock shows robust fundamentals with a 29.06% net income margin and 65.07% ROE in 2025, supported by positive analyst sentiment and expansion into panel-level packaging. Recent news highlights AI-driven semiconductor demand as a key growth catalyst.
Outlook remains positive given consensus price target of $397.18 and 78% buy ratings, though high P/E of 54.06 and competitive pressures from new entrants like SpaceX's Terrafab pose risks. Revenue growth to $23.2B in 2026 suggests sustained momentum, but investors should monitor execution amid industry volatility.
Trailing returns across standard periods
Latest headlines on both assets
Freeport-McMoRan Inc is an international mining company. It operates geographically diverse assets with proven and probable mineral reserves of copper, gold and molybdenum. The company's portfolio of assets includes the Grasberg minerals district in Indonesia
Read more on FCX →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 →