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Compare Lam Research Corporation (LRCX) vs Monolithic Power Systems Inc (MPWR) Price & Performance

Lam Research CorporationTrade
Monolithic Power Systems IncTrade

Price performance (Past 24H)

Key statistics

Lam Research Corporation vs Monolithic Power Systems Inc — how do they compare? Lam Research Corporation trades at $324.84 (market cap $389.67B), while Monolithic Power Systems Inc trades at $1,432.7 (market cap $68.90B). The key difference: Lam Research Corporation is far larger — about 5.7× Monolithic Power Systems Inc's market cap, and Monolithic Power Systems Inc pays the higher dividend (0.57%). Which is the better fit depends on your goals.

LRCXMPWR
Market Cap
$389.67B$68.90B
Sector
TechnologyUtilities
52-Week High
$433.33$1.69K
52-Week Low
$97.03$820.74
Enterprise Value
$387.83B$67.51B
Dividend Yield
0.33%0.57%

Aura AI Summary

Signals from Pluang's Aura AI — not financial advice

Lam Research Corporation

Lam Research (LRCX) trades at $328.93, up 7.35% with strong technical momentum and bullish moving average signals. The company demonstrates robust fundamentals with 2025 revenue of $18.44B, net income of $5.36B (31.27% margin), and consistent earnings beats. Recent expansion into panel-level packaging and semiconductor workforce development initiatives position LRCX for continued AI-driven growth.

Outlook remains positive with 78% analyst buy ratings and $397.18 consensus price target, though elevated valuation ratios (P/E 54.06) and potential semiconductor cycle volatility present risks. The stock offers exposure to AI infrastructure growth but requires monitoring of competitive threats and capital expenditure trends.

Monolithic Power Systems Inc

MPWR is trading at $1,437.94, up 4.12% today, reflecting strong momentum after recent earnings beats. The stock shows a bullish technical trend with support at $1,386 and resistance at $1,425. Fundamentally, Q2 2026 revenue surged to $980.6M, driven by 164.3% growth in Enterprise Data, with net income margin expanding to 24.5%. Analyst sentiment is overwhelmingly positive, with 88% recommending Buy and a consensus price target of $1,870.

Outlook remains favorable given robust AI-driven demand and upward earnings revisions, but risks include high valuation multiples (P/E 85.55) and potential double-ordering concerns. The stock offers growth exposure but requires monitoring of execution and competitive pressures in the semiconductor sector.

Returns comparison

Trailing returns across standard periods

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