Compare GE Aerospace (GE) vs Lam Research Corporation (LRCX) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
GE Aerospace vs Lam Research Corporation — how do they compare? GE Aerospace trades at $308.2 (market cap $317.10B), while Lam Research Corporation trades at $319 (market cap $401.19B). The key difference: Lam Research Corporation is the larger of the two by market cap, and GE Aerospace pays the higher dividend (0.62%). Which is the better fit depends on your goals — on Pluang, investors hold GE Aerospace for 111 Days and Lam Research Corporation for 60 Days on average.
| GE | LRCX | |
|---|---|---|
Market Cap | $317.10B | $401.19B |
Volume | 6,320,106 | 8,960,892 |
Sector | Industrials | Technology |
52-Week High | $381.22 | $433.33 |
52-Week Low | $273.25 | $131.37 |
Typical Hold Time | 111 Days | 60 Days |
Enterprise Value | $326.91B | $399.35B |
Dividend Yield | 0.62% | 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
GE Aerospace trades at $303.62, down 1.86% amid broader market weakness, with technical indicators showing bearish momentum despite strong fundamentals. The company has consistently beaten earnings expectations with Q2 2026 EPS of $2.02 exceeding estimates, while revenue growth accelerated to $45.86 billion in 2025. Recent news highlights GE's $12 billion acquisition of Consolidated Precision Products to address supply chain constraints in jet engine components.
The stock presents a compelling value opportunity with a 35% upside to the consensus price target of $409.60, supported by 24 buy ratings and no sell recommendations. However, high valuation multiples and integration risks from the CPP acquisition warrant caution. Strong free cash flow generation and shareholder returns through dividends and buybacks provide downside protection.
Lam Research (LRCX) is trading at $319.42, down 3.06% on the day, amid a broader bearish technical signal. The stock exhibits strong fundamentals with revenue of $18.44B in 2025 and a net income margin of 31.27%, supported by three consecutive quarterly earnings beats. Analyst consensus is overwhelmingly bullish with a 78% buy rating and a $375.68 price target, citing AI-driven demand for semiconductor equipment. Recent news highlights the company's strategic positioning in AI infrastructure and margin expansion targets.
The outlook for LRCX is positive, driven by robust earnings growth and expanding profitability, though valuation multiples remain elevated. Key risks include cyclical semiconductor demand and competitive pressures. With strong institutional support and a clear growth trajectory, the stock presents a compelling opportunity for long-term investors, contingent on sustained execution in a dynamic market.
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 GE Aerospace
General Electric Company is a globally diversified technology and financial services company. The Company's products and services include aircraft engines, power generation, water processing, and household appliances to medical imaging, business and consumer financing, and industrial products.
Read more on GE →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 →
