Lam Research Corporation vs Magnolia Oil & Gas Corporation Class A Common Stock — how do they compare? Lam Research Corporation trades at $283.83 (market cap $376.82B), while Magnolia Oil & Gas Corporation Class A Common Stock trades at $24.9 (market cap $6.76B). The key difference: Lam Research Corporation is far larger — about 55.7× Magnolia Oil & Gas Corporation Class A Common Stock's market cap, and Magnolia Oil & Gas Corporation Class A Common Stock pays the higher dividend (2.63%). Which is the better fit depends on your goals — on Pluang, investors hold Lam Research Corporation for 61 Days and Magnolia Oil & Gas Corporation Class A Common Stock for 0 Days on average.
| LRCX | MGY | |
|---|---|---|
Market Cap | $376.82B | $6.76B |
Volume | 8,149,593 | 2,815,157 |
Sector | Technology | Energy |
52-Week High | $433.33 | $32.36 |
52-Week Low | $139.59 | $21.24 |
Typical Hold Time | 61 Days | 0 Days |
Enterprise Value | $374.97B | $6.88B |
Dividend Yield | 0.44% | 2.63% |
Signals from Pluang's Aura AI — not financial advice
Lam Research (LRCX) trades at $286.92, down 7.31% in the last session, amid a bearish technical signal. The stock shows strong fundamentals with revenue growth to $18.44B in 2025 and a 31.27% net income margin. Recent quarters have consistently beaten EPS estimates, with Q3 2026 expected at $2.18. Analyst consensus remains strongly bullish with a $375.68 price target, though technical indicators suggest near-term pressure with support at $300.
Outlook: LRCX is positioned to benefit from AI-driven semiconductor equipment demand, with projected revenue growth to $23.2B in 2026. Risks include cyclical industry volatility and execution challenges. The current valuation (P/E 52.28) is high but supported by robust profitability and growth prospects. Institutional sentiment is positive with 78% buy ratings.
Magnolia Oil & Gas (MGY) trades at $25.11, up 2.66% with neutral technical signals. The company demonstrates strong fundamentals with a P/E of 10.97, net income margin of 28.77%, and consistent earnings beats. Recent WildFire Energy acquisition positions MGY for production doubling and significant free cash flow growth, with 2027 FCF projected over $1 billion. Analyst consensus remains strongly bullish with 66.7% buy ratings and $33.78 price target.
MGY presents compelling value with attractive valuation multiples and robust profitability metrics. The WildFire acquisition accelerates growth but introduces integration execution risk. Current price offers 35% upside to consensus target, though oil price volatility and operational execution remain key watchpoints for investors.
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 →Magnolia Oil & Gas Corporation is an independent oil and gas exploration and production company operating in the Eagle Ford Shale and Austin Chalk formations of South Texas.
Read more on MGY →