Compare Lam Research Corporation (LRCX) vs NetApp Inc. (NTAP) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Lam Research Corporation vs NetApp Inc. — how do they compare? Lam Research Corporation trades at $320.36 (market cap $401.19B), while NetApp Inc. trades at $237.14 (market cap $45.38B). The key difference: Lam Research Corporation is far larger — about 8.8× NetApp Inc.'s market cap, and NetApp Inc. pays the higher dividend (0.9%). Which is the better fit depends on your goals — on Pluang, investors hold Lam Research Corporation for 60 Days and NetApp Inc. for 56 Days on average.
| LRCX | NTAP | |
|---|---|---|
Market Cap | $401.19B | $45.38B |
Volume | 8,960,892 | 2,264,311 |
Sector | Technology | Technology |
52-Week High | $433.33 | $235.84 |
52-Week Low | $131.37 | $94.11 |
Typical Hold Time | 60 Days | 56 Days |
Enterprise Value | $399.35B | $44.34B |
Dividend Yield | 0.41% | 0.9% |
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.
NTAP trades at $235.68, near its 52-week high, with a bullish technical outlook supported by moving averages and strong quarterly earnings beats. The company reported robust profitability with a net income margin of 19.19% and ROE of 114.82% for 2025. Recent news highlights strategic AI partnerships with Oracle and Supermicro, enhancing its data infrastructure offerings and market positioning.
The stock presents growth potential driven by AI-driven demand and expanding partnerships, but faces risks from high valuation multiples and competitive pressures. Analyst consensus is mixed with a hold rating bias, though price targets suggest moderate downside from current levels. Investors should weigh strong fundamentals against valuation concerns and market 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
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 NetApp Inc.
NetApp is a leading provider of enterprise data management and storage solutions. The company's three operating business units are products, software maintenance, and hardware maintenance. NetApp transitioned from a data center storage firm to a company with software data management solutions for multicloud environments. The California-headquartered company sells globally and has approximately 10,000 employees.
Read more on NTAP →
