Lam Research Corporation vs Marathon Digital Holdings Inc — how do they compare? Lam Research Corporation trades at $318.84 (market cap $401.19B), while Marathon Digital Holdings Inc trades at $9.65 (market cap $3.83B). The key difference: Lam Research Corporation is far larger — about 104.7× Marathon Digital Holdings Inc's market cap, and Lam Research Corporation pays a 0.41% dividend while Marathon Digital Holdings Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold Lam Research Corporation for 60 Days and Marathon Digital Holdings Inc for 22 Days on average.
| LRCX | MARA | |
|---|---|---|
Market Cap | $401.19B | $3.83B |
Volume | 8,960,892 | 47,742,698 |
Sector | Technology | Financials |
52-Week High | $433.33 | $22.84 |
52-Week Low | $131.37 | $6.73 |
Typical Hold Time | 60 Days | 22 Days |
Enterprise Value | $399.35B | $5.87B |
Dividend Yield | 0.41% | — |
Signals from Pluang's Aura AI — not financial advice
Lam Research (LRCX) trades at $320.59, down 2.71% on the day, amid a bearish technical signal despite strong fundamentals. The company reported robust earnings beats in recent quarters, with Q2 2026 EPS of $1.82 surpassing the $1.69 estimate, and maintains high profitability with a net income margin of 31.27%. Revenue growth is accelerating, reaching $18.44 billion in 2025, supported by AI-driven demand for semiconductor equipment. Analyst consensus remains strongly bullish with a $375.68 price target, though technical indicators show mixed signals with key support at $314.
LRCX presents a compelling long-term investment opportunity driven by AI infrastructure spending and operational efficiency, but faces near-term volatility from technical bearishness and macroeconomic headwinds. Risks include cyclical semiconductor demand and competitive pressures, yet strong institutional support and consistent earnings outperformance underpin upside potential toward analyst targets.
MARA stock trades at $9.91, down 4.34% today, showing bearish technical momentum despite recent volatility. The company faces significant fundamental challenges with a net income margin of -429.71% and consecutive quarterly earnings misses. Analyst sentiment remains divided with equal buy/hold ratings, while recent news highlights the stock's sensitivity to broader market movements and Bitcoin-related sector trends.
The outlook remains challenging due to persistent losses and negative profitability metrics. While the consensus price target of $13.25 suggests potential upside, investors face substantial execution risks amid heavy cash burn and competitive pressures in the technology sector.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
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 →Marathon Digital Holdings, Inc. is one of the largest publicly traded Bitcoin mining companies in North America. The company focuses on building and operating large-scale, cost-efficient Bitcoin mining facilities. Marathon's strategy centers on increasing its mining hash rate and using sustainable energy sources to expand its Bitcoin production. The company's performance is closely tied to the price of Bitcoin and the overall health of the digital asset mining industry.
Read more on MARA →