F5 Inc vs Lam Research Corporation — how do they compare? F5 Inc trades at $402.24 (market cap $23.79B), while Lam Research Corporation trades at $315.84 (market cap $419.48B). The key difference: Lam Research Corporation is far larger — about 17.6× F5 Inc's market cap, and Lam Research Corporation pays a 0.31% dividend while F5 Inc pays none. Which is the better fit depends on your goals.
| FFIV | LRCX | |
|---|---|---|
Market Cap | $23.79B | $419.48B |
Sector | Technology | Technology |
52-Week High | $431.26 | $433.33 |
52-Week Low | $223.99 | $94.84 |
Enterprise Value | $22.60B | $418.46B |
Dividend Yield | — | 0.31% |
Signals from Pluang's Aura AI — not financial advice
F5 (FFIV) trades at $403.30, down 6.48% on the day, yet maintains a bullish technical trend with strong fundamental performance. The company has consistently beaten earnings estimates in recent quarters, with Q1 2026 EPS of $3.90 surpassing the $3.46 expectation. Revenue growth is steady, reaching $3.09 billion in 2025, supported by strategic expansions into AI security, including the acquisition of SurePath AI and new platform launches.
The outlook is positive, driven by robust profitability and strategic positioning in application security. However, risks include high valuation multiples and competitive pressures. Analyst consensus is a 'Hold' with a $397 price target, slightly below the current price, indicating cautious optimism amid growth initiatives.
No Aura AI signal available yet.
Trailing returns across standard periods
Latest headlines on both assets
F5 is a market leader in the application delivery controller market. The company sells products for networking traffic, security, and policy management. Its products ensure applications are safely routed in efficient manners within on-premises data centers and across cloud environments. More than half of its revenue is based on providing services, and its three customer verticals are enterprises, service providers, and government entities. The Seattle-based firm was incorporated in 1996 and generates sales globally.
Read more on FFIV →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 →