Compare Lam Research Corporation (LRCX) vs Manhattan Associates Inc (MANH) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Lam Research Corporation vs Manhattan Associates Inc — how do they compare? Lam Research Corporation trades at $319.94 (market cap $401.19B), while Manhattan Associates Inc trades at $205.6 (market cap $12.06B). The key difference: Lam Research Corporation is far larger — about 33.3× Manhattan Associates Inc's market cap, and Lam Research Corporation pays a 0.41% dividend while Manhattan Associates Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold Lam Research Corporation for 60 Days and Manhattan Associates Inc for 12 Days on average.
| LRCX | MANH | |
|---|---|---|
Market Cap | $401.19B | $12.06B |
Volume | 8,960,892 | 376,150 |
Sector | Technology | Technology |
52-Week High | $433.33 | $223.76 |
52-Week Low | $131.37 | $120.88 |
Typical Hold Time | 60 Days | 12 Days |
Enterprise Value | $399.35B | $11.93B |
Dividend Yield | 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
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.
MANH trades at $205.29, up 1.57% with strong technical momentum and bullish moving average signals. The company demonstrates robust profitability with 18.67% net margins and consistent earnings beats, though valuation metrics remain elevated. Recent news includes product expansion with Editions launch and ongoing legal investigations regarding fiduciary duties.
Outlook remains positive with analyst consensus at Buy and $210.50 target, though risks include high valuation multiples and legal scrutiny. The stock offers growth potential through strong operational performance but faces headwinds from potential governance concerns and competitive pressures in the software sector.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
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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 →About Manhattan Associates Inc
Manhattan Associates, Inc. is a global leader in supply chain and omnichannel commerce software. The company provides a comprehensive suite of cloud-based and on-premise solutions for warehouse management (WMS), transportation management (TMS), and order management (OMS). MANH's technology helps retailers, wholesalers, and manufacturers manage inventory, optimize logistics, and unify the shopping experience across physical and digital channels.
Read more on MANH →
