Lam Research Corporation vs Nvidia Corp — how do they compare? Lam Research Corporation trades at $328.02 (market cap $389.67B), while Nvidia Corp trades at $223.5 (market cap $5.27T). The key difference: Nvidia Corp is far larger — about 13.5× Lam Research Corporation's market cap, and Nvidia Corp pays the higher dividend (0.46%). Which is the better fit depends on your goals.
| LRCX | NVDA | |
|---|---|---|
Market Cap | $389.67B | $5.27T |
Sector | Technology | Technology |
52-Week High | $433.33 | $235.75 |
52-Week Low | $97.03 | $165.17 |
Enterprise Value | $387.83B | $5.20T |
Dividend Yield | 0.33% | 0.46% |
Signals from Pluang's Aura AI — not financial advice
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.
NVIDIA (NVDA) trades at $223.09, up 2.54% today, with strong technical momentum as the price approaches resistance near $224. The company demonstrates exceptional fundamental strength with 55.84% net profit margins and 114.29% ROE for 2025, supported by consistent earnings beats. Recent news highlights AI leadership driving revenue growth acceleration, though some articles caution about growth sustainability given the stock's massive run-up.
Outlook remains positive with Wall Street consensus target of $325.86 implying 46% upside, though risks include peak AI spending concerns and increased competition. The stock presents a compelling growth opportunity but requires careful risk management given elevated valuations and technical overbought conditions.
Trailing returns across standard periods
Latest headlines on both assets
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 →NVIDIA Corporation designs, develops, and markets three dimensional (3D) graphics processors and related software. The Company offers products that provides interactive 3D graphics to the mainstream personal computer market.
Read more on NVDA →