Gilead Sciences, Inc. vs Lam Research Corporation — how do they compare? Gilead Sciences, Inc. trades at $135.89 (market cap $168.35B), while Lam Research Corporation trades at $327.5 (market cap $389.67B). The key difference: Lam Research Corporation is far larger — about 2.3× Gilead Sciences, Inc.'s market cap, and Gilead Sciences, Inc. pays the higher dividend (2.42%). Which is the better fit depends on your goals.
| GILD | LRCX | |
|---|---|---|
Market Cap | $168.35B | $389.67B |
Sector | Health | Technology |
52-Week High | $155.80 | $433.33 |
52-Week Low | $110.56 | $97.03 |
Enterprise Value | $191.42B | $387.83B |
Dividend Yield | 2.42% | 0.33% |
Signals from Pluang's Aura AI — not financial advice
Gilead Sciences (GILD) trades at $135.78, up 2.04% on the day, with a bullish technical signal and strong support at $134. Recent Q2 2026 earnings beat revenue estimates despite a net loss, driven by 10% base business growth from HIV drugs like Biktarvy. The company raised its full-year sales outlook, but faces a negative net income margin of -10.64% and elevated debt levels.
The outlook is mixed: robust HIV franchise growth and a 67% analyst buy rating support upside to the $151.22 consensus target, but acquisition costs, patent cliff risks, and volatile cash flows pose challenges. Investment appeal hinges on pipeline execution offsetting margin pressure.
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
Gilead Sciences develops and markets therapies to treat life-threatening infectious diseases, with the core of its portfolio focused on HIV and hepatitis B and C. The acquisitions of Corus Pharma, Myogen, CV Therapeutics, Arresto Biosciences, and Calistoga have broadened this focus to include pulmonary and cardiovascular diseases and cancer. Gilead's acquisition of Pharmasset brought rights to hepatitis C drug Sovaldi, which is also part of combination drug Harvoni, and the Kite, Forty Seven, and Immunomedics acquisitions boost Gilead's exposure to cell therapy and noncell therapy in oncology.
Read more on GILD →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 →