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 $319.25 (market cap $401.19B), while Strategy Inc. trades at $154.61 (market cap $60.40B). The key difference: Lam Research Corporation is far larger — about 6.6× Strategy Inc.'s market cap, and Lam Research Corporation pays a 0.41% dividend while Strategy Inc. pays none. Which is the better fit depends on your goals — on Pluang, investors hold Lam Research Corporation for 60 Days and Strategy Inc. for 112 Days on average.
| LRCX | MSTR | |
|---|---|---|
Market Cap | $401.19B | $60.40B |
Volume | 8,960,892 | 23,421,830 |
Sector | Technology | Technology |
52-Week High | $433.33 | $320.29 |
52-Week Low | $131.37 | $82.31 |
Typical Hold Time | 60 Days | 112 Days |
Enterprise Value | $399.35B | $79.16B |
Dividend Yield | 0.41% | — |
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) is trading at $319.42, down 3.06% on the day, amid a broader bearish technical signal. The stock exhibits strong fundamentals with revenue of $18.44B in 2025 and a net income margin of 31.27%, supported by three consecutive quarterly earnings beats. Analyst consensus is overwhelmingly bullish with a 78% buy rating and a $375.68 price target, citing AI-driven demand for semiconductor equipment. Recent news highlights the company's strategic positioning in AI infrastructure and margin expansion targets.
The outlook for LRCX is positive, driven by robust earnings growth and expanding profitability, though valuation multiples remain elevated. Key risks include cyclical semiconductor demand and competitive pressures. With strong institutional support and a clear growth trajectory, the stock presents a compelling opportunity for long-term investors, contingent on sustained execution in a dynamic market.
MSTR stock trades at $155.91, up 1.66% on the day, with a bullish technical signal from moving averages but mixed oscillators. The company reported a net loss of $3.85 billion in 2025 on $477.23 million in revenue, with a negative net income margin of -806.35%. Recent news highlights Bitcoin's price surge and Citigroup raising its price target to $240, though the stock has shown volatility around Bitcoin price movements.
The outlook is polarized: analyst consensus is bullish with a $253.36 price target, but fundamental risks are high due to persistent losses, negative cash flow from operations, and heavy debt. Investment opportunity hinges on Bitcoin's performance, while risks include earnings misses and financial instability.
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 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 →
