Compare Lam Research Corporation (LRCX) vs Nebius Group NV (NBIS) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Lam Research Corporation vs Nebius Group NV — how do they compare? Lam Research Corporation trades at $319.25 (market cap $401.19B), while Nebius Group NV trades at $222.17 (market cap $59.73B). The key difference: Lam Research Corporation is far larger — about 6.7× Nebius Group NV's market cap, and Lam Research Corporation pays a 0.41% dividend while Nebius Group NV pays none. Which is the better fit depends on your goals — on Pluang, investors hold Lam Research Corporation for 60 Days and Nebius Group NV for 24 Days on average.
| LRCX | NBIS | |
|---|---|---|
Market Cap | $401.19B | $59.73B |
Volume | 8,960,892 | 21,563,700 |
Sector | Technology | Technology |
52-Week High | $433.33 | $286.69 |
52-Week Low | $131.37 | $73.87 |
Typical Hold Time | 60 Days | 24 Days |
Enterprise Value | $399.35B | $61.86B |
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.
NBIS trades at $220.95, down 6.8% on the day, with a bearish technical signal and high valuation ratios (P/E of 845.04). The company reported a net income of $82.50M in 2025, but recent quarterly EPS showed mixed results against expectations. Analyst consensus remains strongly bullish with a price target of $288.67, supported by significant revenue growth projections and strategic AI infrastructure deals.
The outlook for NBIS is clouded by high execution risks amid aggressive expansion, negative cash flow from investing, and insider selling. While analyst optimism and AI demand offer upside potential, investors face volatility from valuation concerns and competitive pressures in the cloud infrastructure sector.
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 Nebius Group NV
Nebius Group N.V. is a technology company specializing in AI, machine learning, and cloud computing solutions. The company provides a range of enterprise-level cloud services, including large-scale data processing, advanced analytics, and AI model development and deployment. Nebius Group focuses on serving businesses that require high-performance, scalable, and secure infrastructure to handle complex computational tasks and accelerate their digital transformation.
Read more on NBIS →
