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Compare Lam Research Corporation (LRCX) vs NetApp Inc. (NTAP) Price & Performance

Lam Research CorporationTrade
NetApp Inc.Trade

Price performance (Past 24H)

Key statistics

Lam Research Corporation vs NetApp Inc. — how do they compare? Lam Research Corporation trades at $328.91 (market cap $389.67B), while NetApp Inc. trades at $200.75 (market cap $38.95B). The key difference: Lam Research Corporation is far larger — about 10× NetApp Inc.'s market cap, and NetApp Inc. pays the higher dividend (1.05%). Which is the better fit depends on your goals.

LRCXNTAP
Market Cap
$389.67B$38.95B
Sector
TechnologyTechnology
52-Week High
$433.33$198.72
52-Week Low
$97.03$94.11
Enterprise Value
$387.83B$38.10B
Dividend Yield
0.33%1.05%

Aura AI Summary

Signals from Pluang's Aura AI — not financial advice

Lam Research Corporation

Lam Research (LRCX) trades at $328.93, up 7.35% with strong technical momentum and bullish moving average signals. The company demonstrates robust fundamentals with 2025 revenue of $18.44B, net income of $5.36B (31.27% margin), and consistent earnings beats. Recent expansion into panel-level packaging and semiconductor workforce development initiatives position LRCX for continued AI-driven growth.

Outlook remains positive with 78% analyst buy ratings and $397.18 consensus price target, though elevated valuation ratios (P/E 54.06) and potential semiconductor cycle volatility present risks. The stock offers exposure to AI infrastructure growth but requires monitoring of competitive threats and capital expenditure trends.

NetApp Inc.

NetApp (NTAP) trades at $200.96, up 1.13% with strong technical momentum as it approaches resistance near $201. The stock shows robust fundamentals with consistent earnings beats (Q1 2026 EPS of $2.43 vs. $2.27 expected) and impressive profitability metrics including 70.74% gross margin and 106.73% ROE. Recent acquisitions of JetStream Software and DataPelago strengthen the company's AI infrastructure capabilities, positioning it for growth in the enterprise data storage market.

Outlook remains positive with Wall Street analysts maintaining a mixed but leaning bullish stance (36.62% Buy ratings). Key opportunities include AI-driven demand for data infrastructure, while risks involve elevated valuation multiples (P/E 31.26) and competitive pressures in the storage sector. The current price sits near analyst consensus target of $170.73, suggesting limited near-term upside potential.

Returns comparison

Trailing returns across standard periods

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