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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 $326.25 (market cap $389.67B), while NetApp Inc. trades at $200.57 (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 $306.4, down 1.59% on the day, with a neutral technical signal. The company shows strong fundamentals, including a 31.27% net income margin and three consecutive quarterly EPS beats. Recent news highlights expansion into panel-level packaging and workforce development collaborations, supporting growth in the AI-driven semiconductor equipment sector.

Outlook remains positive with a consensus price target of $397.18, implying significant upside. Risks include competitive pressures from new entrants like SpaceX's Terafab and reliance on AI chip demand cycles. Analyst sentiment is strongly bullish with 78% buy ratings, but investors should monitor execution against high valuation multiples.

NetApp Inc.

NetApp (NTAP) trades at $198.72, up 4.85% today, near its consensus price target high of $200. The stock shows strong technical momentum with bullish moving averages and recent earnings beats. Revenue grew to $6.57B in 2025 with an 18.43% net margin, while acquisitions like JetStream Software and DataPelago enhance its AI infrastructure capabilities. Cash flow turned positive at $840M in 2025 after two years of negative net flows.

Outlook is positive given earnings consistency and strategic AI investments, but high valuation ratios (P/E 31.26) and overbought RSI levels near 85 pose near-term risks. Analyst consensus leans Hold (50.7%), suggesting cautious optimism amid growth execution and competitive pressures in data storage.

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