Compare Lam Research Corporation (LRCX) vs Northrop Grumman Corporation (NOC) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Lam Research Corporation vs Northrop Grumman Corporation — how do they compare? Lam Research Corporation trades at $318.81 (market cap $401.19B), while Northrop Grumman Corporation trades at $480.06 (market cap $68.83B). The key difference: Lam Research Corporation is far larger — about 5.8× Northrop Grumman Corporation's market cap, and Northrop Grumman Corporation pays the higher dividend (2.04%). Which is the better fit depends on your goals — on Pluang, investors hold Lam Research Corporation for 60 Days and Northrop Grumman Corporation for 81 Days on average.
| LRCX | NOC | |
|---|---|---|
Market Cap | $401.19B | $68.83B |
Volume | 8,960,892 | 1,081,989 |
Sector | Technology | Industrials |
52-Week High | $433.33 | $768.02 |
52-Week Low | $131.37 | $473.46 |
Typical Hold Time | 60 Days | 81 Days |
Enterprise Value | $399.35B | $82.81B |
Dividend Yield | 0.41% | 2.04% |
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 $318.84, down 3.24% on the day, with strong fundamentals including 29.06% net margin and consistent earnings beats. Technical indicators show a bearish short-term signal despite bullish moving averages, with key support at $314 and resistance at $329. Recent news highlights LRCX's positioning in AI-driven semiconductor equipment demand, with revenue growth accelerating to $18.44B in 2025.
Outlook remains positive with 78% analyst buy ratings and $375.68 consensus price target, representing 18% upside. Key risks include semiconductor cycle volatility and execution challenges in maintaining mid-40% operating margins. The stock offers growth exposure to AI infrastructure spending but faces competitive pressures in chip equipment markets.
Northrop Grumman (NOC) trades at $480.72, up 1.53% on the day, with a bearish technical signal from moving averages but strong fundamentals including a P/E of 15.4 and ROE of 26.96%. Recent quarterly EPS beats and a consensus analyst price target of $600.62 suggest upside potential, though the stock faces headwinds from Boeing's recent $20 billion Navy fighter contract win (Seeking Alpha, 2026-10-02).
The outlook for NOC is supported by a record backlog and defense budget tailwinds, but competitive pressures and execution risks on key programs like the B-21 bomber pose challenges. Analyst sentiment is predominantly bullish with 54% buy ratings, indicating confidence in long-term growth despite near-term volatility.
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
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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 Northrop Grumman Corporation
Northrop Grumman is a defense contractor that is diversified across short-cycle and long-cycle businesses. The firm's segments include aeronautics, mission systems, defense services, and space systems. The company's aerospace segment creates the fuselage for the massive F-35 program and produces various piloted and autonomous flight systems. Mission systems creates a variety of sensors and processors for defense hardware. The defense systems segment is a long-range missile manufacturer. Finally, the company's space systems segment produces various space structures, sensors, and satellites.
Read more on NOC →
