Amplify Cybersecurity ETF vs Lam Research Corporation — how do they compare? Amplify Cybersecurity ETF trades at $118.96, while Lam Research Corporation trades at $311.09 (market cap $383.39B). The key difference: Lam Research Corporation pays a 0.34% dividend while Amplify Cybersecurity ETF pays none, and Amplify Cybersecurity ETF is trading nearer its 52-week high, Lam Research Corporation nearer its low. Which is the better fit depends on your goals.
| HACK | LRCX | |
|---|---|---|
Sector | Sector/Thematic | Technology |
52-Week High | $119.19 | $433.33 |
52-Week Low | $70.69 | $97.03 |
Market Cap | — | $383.39B |
Enterprise Value | — | $381.55B |
Dividend Yield | — | 0.34% |
Signals from Pluang's Aura AI — not financial advice
HACK is trading at $115.42, up 1.97% with strong bullish momentum from moving averages. The ETF recently hit a 52-week high and is positioned to benefit from escalating cybersecurity spending, which is forecast to exceed $300 billion in 2026. Technical indicators show the stock is near resistance at $116 with RSI suggesting mild overbought conditions. Institutional interest is growing, with D.A. Davidson increasing its position by 44.8% in Q1 2026.
The outlook remains positive as AI-driven cyber threats fuel demand for cybersecurity solutions. Key risks include market volatility and competitive pressures from other cybersecurity ETFs. Analyst sentiment is bullish with the ETF capturing the full cybersecurity stack as enterprises increase digital defense budgets amid rising AI-powered threats.
Lam Research (LRCX) trades at $311.35, up 1.82% today, with a bullish technical signal and strong earnings beats in recent quarters. The stock shows robust fundamentals, including a 29.06% net income margin and 65.07% ROE for 2025, alongside positive cash flow trends. Recent news highlights AI-driven demand for semiconductor equipment, with upgrades to Strong Buy by Zacks Investment Research on August 10, 2026.
Outlook is positive due to AI chip supercycle momentum and analyst consensus price target of $397.18, offering ~28% upside. Risks include high valuation multiples (P/E of 54.05) and semiconductor market volatility. Institutional activity is mixed, with some trimming positions amid overall bullish sentiment.
Trailing returns across standard periods
Latest headlines on both assets
HACK provides diversified exposure to the global cybersecurity industry. It invests across the full value chain, including hardware, software, and consulting services, with key holdings in firms like Broadcom, Cisco, and Palo Alto Networks.
Read more on HACK →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 →