Compare Lam Research Corporation (LRCX) vs Strategy Inc. (MSTR) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Lam Research Corporation vs Strategy Inc. — how do they compare? Lam Research Corporation trades at $318.66 (market cap $383.39B), while Strategy Inc. trades at $97.79 (market cap $38.33B). The key difference: Lam Research Corporation is far larger — about 10× Strategy Inc.'s market cap, and Lam Research Corporation pays a 0.34% dividend while Strategy Inc. pays none. Which is the better fit depends on your goals.
| LRCX | MSTR | |
|---|---|---|
Market Cap | $383.39B | $38.33B |
Sector | Technology | Technology |
52-Week High | $433.33 | $394.39 |
52-Week Low | $97.03 | $82.31 |
Enterprise Value | $381.55B | $57.09B |
Dividend Yield | 0.34% | — |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
No Aura AI signal available yet.
MSTR trades at $100.01, up 3.26% today, with a bullish technical signal despite recent earnings misses. The company reported Q2 2026 EPS of -$24.45 versus -$2.19 expected, continuing a trend of negative profitability. Analyst consensus remains positive with a $210 price target, though fundamentals show significant challenges including a negative net income margin of -6,102.96% and substantial Bitcoin-related investment outflows.
The outlook is mixed: strong analyst support suggests upside potential, but fundamental weaknesses and persistent earnings misses pose substantial risks. Investment opportunity exists if the company can leverage its cash position for growth, while risks include continued operational losses and dependence on Bitcoin market performance.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Top news
Latest headlines on both assets
Top news
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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 Strategy Inc.
MicroStrategy Inc is a provider of enterprise analytics and mobility software. It offers MicroStrategy Analytics platform that delivers reports and dashboards and enables users to conduct ad hoc analysis and share insights through mobile devices or the Web
Read more on MSTR →
