Compare Lam Research Corporation (LRCX) vs Monolithic Power Systems Inc (MPWR) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Lam Research Corporation vs Monolithic Power Systems Inc — how do they compare? Lam Research Corporation trades at $318.84 (market cap $401.19B), while Monolithic Power Systems Inc trades at $1,386.29 (market cap $67.32B). The key difference: Lam Research Corporation is far larger — about 6× Monolithic Power Systems Inc's market cap, and Monolithic Power Systems Inc pays the higher dividend (0.58%). Which is the better fit depends on your goals — on Pluang, investors hold Lam Research Corporation for 60 Days and Monolithic Power Systems Inc for 25 Days on average.
| LRCX | MPWR | |
|---|---|---|
Market Cap | $401.19B | $67.32B |
Volume | 8,960,892 | 826,960 |
Sector | Technology | Technology |
52-Week High | $433.33 | $1.69K |
52-Week Low | $131.37 | $856.96 |
Typical Hold Time | 60 Days | 25 Days |
Enterprise Value | $399.35B | $65.92B |
Dividend Yield | 0.41% | 0.58% |
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) 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.
MPWR trades at $1,369.80, down 3.94% today but maintains strong technical momentum with bullish moving averages. The company demonstrates robust fundamentals with 24.5% net income margin and consistent earnings beats, supported by AI infrastructure demand. Recent news highlights CEO stock sales and a strategic manufacturing partnership with GlobalFoundries to expand capacity.
Outlook remains positive with 88% analyst buy ratings and $1,830 consensus price target, though premium valuations (P/E 83.6) and insider selling present near-term risks. Revenue growth to $3.3B in 2026 and expanding AI market opportunities support long-term potential, but investors should monitor execution risks and competitive pressures.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Investor sentiment on Pluang
What Pluang investors did over the last 30 days
Investor sentiment on Pluang
What Pluang investors did over the last 30 days
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
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 Monolithic Power Systems Inc
Monolithic Power Systems, Inc. is a global leader in high-performance, analog, and mixed-signal semiconductors. The company specializes in power management solutions, providing integrated circuits (ICs) for a wide range of applications, including computing, automotive, industrial, and communications. MPWR's proprietary process technology is designed to deliver highly energy-efficient and compact power solutions, positioning the company as a key supplier for the next generation of electronic devices.
Read more on MPWR →
