Compare Lam Research Corporation (LRCX) vs Novavax Inc (NVAX) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Lam Research Corporation vs Novavax Inc — how do they compare? Lam Research Corporation trades at $319.3 (market cap $401.19B), while Novavax Inc trades at $12.97 (market cap $1.82B). The key difference: Lam Research Corporation is far larger — about 220.4× Novavax Inc's market cap, and Lam Research Corporation pays a 0.41% dividend while Novavax Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold Lam Research Corporation for 60 Days and Novavax Inc for 59 Days on average.
| LRCX | NVAX | |
|---|---|---|
Market Cap | $401.19B | $1.82B |
Volume | 8,960,892 | 6,198,505 |
Sector | Technology | Health |
52-Week High | $433.33 | $12.56 |
52-Week Low | $131.37 | $6.22 |
Typical Hold Time | 60 Days | 59 Days |
Enterprise Value | $399.35B | $1.39B |
Dividend Yield | 0.41% | — |
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.
Novavax (NVAX) trades at $12.41, up 10.61% today, with strong technical momentum and bullish moving average signals. The company shows mixed fundamentals with a low P/E of 3.14 and EV/EBITDA of 1.72, but negative net income margin of -59.87% and negative shareholder equity. Recent earnings beats and FDA approvals for updated COVID-19 vaccines provide near-term catalysts.
Investment outlook remains speculative with significant execution risks despite analyst optimism (74% buy ratings). The company's pivot to Matrix-M adjuvant licensing and partnership model offers growth potential, but negative cash flow and high debt levels pose substantial financial risk. Stock appears undervalued on some metrics but requires careful risk management.
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 Novavax Inc
Novavax, Inc. is a clinical stage biotechnology company. The Company creates novel vaccines to address a broad range of infectious diseases worldwide using proprietary virus-like particle (VLP) technology.
Read more on NVAX →
