Compare Lam Research Corporation (LRCX) vs NetEase Inc (NTES) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Lam Research Corporation vs NetEase Inc — how do they compare? Lam Research Corporation trades at $326.24 (market cap $389.67B), while NetEase Inc trades at $127.56 (market cap $82.75B). The key difference: Lam Research Corporation is far larger — about 4.7× NetEase Inc's market cap, and NetEase Inc pays the higher dividend (2.36%). Which is the better fit depends on your goals.
| LRCX | NTES | |
|---|---|---|
Market Cap | $389.67B | $82.75B |
Sector | Technology | Media |
52-Week High | $433.33 | $159.34 |
52-Week Low | $97.03 | $109.26 |
Enterprise Value | $387.83B | $59.05B |
Dividend Yield | 0.33% | 2.36% |
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 $326.02, up 6.4% in 24 hours, with a bullish technical signal and strong earnings beats. The stock shows robust fundamentals with a 29.06% net income margin and 65.07% ROE in 2025, supported by positive analyst sentiment and expansion into panel-level packaging. Recent news highlights AI-driven semiconductor demand as a key growth catalyst.
Outlook remains positive given consensus price target of $397.18 and 78% buy ratings, though high P/E of 54.06 and competitive pressures from new entrants like SpaceX's Terrafab pose risks. Revenue growth to $23.2B in 2026 suggests sustained momentum, but investors should monitor execution amid industry volatility.
NetEase (NTES) trades at $124.08, down 6.99% over the past 24 hours, with a P/E ratio of 16.31 and strong profitability metrics including a 29.84% net income margin. Recent earnings show mixed results with a Q1 2026 beat but Q3 and Q4 2025 misses. Technical indicators suggest a bullish trend with support at $126 and resistance at $129. The company maintains robust cash flow from operations of $50.74 billion in 2025 and recently announced a $0.72 dividend for H1 2026.
Outlook remains positive with 82% analyst buy ratings and a projected 34.7% upside potential. Key opportunities include international expansion and strong free cash flow generation, while risks involve competitive pressures in gaming and regulatory uncertainties in China. Revenue growth is steady, reaching $112.63 billion in 2025, supporting a solid fundamental base for long-term investors.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
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 NetEase Inc
NetEase, which started on an internet portal service in 1997, is a leading online services provider in China. Its key services include online/mobile games, cloud music, media, advertising, email, live streaming, online education, and e-commerce. The company develops and operates some of the China's most popular PC client and mobile games, and it partners with global leading game developers, such as Blizzard Entertainment and Mojang (a Microsoft subsidiary).
Read more on NTES →
