Compare Lam Research Corporation (LRCX) vs Nutanix Inc (NTNX) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Lam Research Corporation vs Nutanix Inc — how do they compare? Lam Research Corporation trades at $232.54 (market cap $295.19B), while Nutanix Inc trades at $60.87 (market cap $16.40B). The key difference: Lam Research Corporation is far larger — about 18× Nutanix Inc's market cap, and Lam Research Corporation pays a 0.56% dividend while Nutanix Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold Lam Research Corporation for 61 Days and Nutanix Inc for 19 Days on average.
| LRCX | NTNX | |
|---|---|---|
Market Cap | $295.19B | $16.40B |
Volume | 10,947,858 | 1,508,909 |
Sector | Technology | Technology |
52-Week High | $433.33 | $74.63 |
52-Week Low | $139.59 | $34.41 |
Typical Hold Time | 61 Days | 19 Days |
Enterprise Value | $291.48B | $15.56B |
Dividend Yield | 0.56% | — |
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 $233.46, up 4.98% today, with strong fundamentals including 32.34% net margin and 70.12% ROE. The stock shows bearish technical signals despite recent price strength, with resistance at $236. Revenue grew to $18.44B in 2025, and analysts project 2026 revenue of $26.1B with expanding margins. Recent earnings beats and AI-driven demand for semiconductor equipment support growth outlook.
Outlook remains positive with 78% analyst buy ratings and $380.41 consensus price target implying significant upside. Key risks include semiconductor cycle volatility and competitive pressures. Strong cash flow generation and debt reduction trends provide financial stability amid market uncertainties.
Nutanix (NTNX) trades at $60.56, up 2.14% today, with a bearish technical signal but strong fundamental performance. The company reported three consecutive quarterly earnings beats, with Q2 2026 EPS of $0.60 beating expectations of $0.49. Revenue growth is robust, projected to rise from $2.54B in 2025 to $2.9B in 2026, while net income margin expanded significantly to 52.81%. Analyst sentiment remains positive with a consensus price target of $78.50 and no sell ratings among 32 analysts.
The outlook is favorable due to consistent earnings outperformance and strategic expansion into external storage and AI, though risks include high valuation multiples like EV/EBITDA of 37.97 and negative ROE of -395.76%. Supply chain pressures and competitive threats in IT services require monitoring. The stock presents a growth opportunity with upside to the price target, balanced by execution risks in a dynamic sector.
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
No sentiment data available yet.
Top news
Latest headlines on both assets
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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 Nutanix Inc
Nutanix, Inc. is a global leader in cloud software and hyperconverged infrastructure (HCI) solutions. The company's platform converges computing, virtualization, and storage into a single, seamless software-defined solution, enabling private, hybrid, and multi-cloud environments. Nutanix helps organizations simplify data center operations, manage their applications across various cloud platforms, and reduce IT complexity, positioning it as a key enabler of modern hybrid cloud strategies.
Read more on NTNX →
