Compare Lam Research Corporation (LRCX) vs Oracle Corporation (ORCL) Price & Performance

Lam Research CorporationTrade

Oracle CorporationTrade

Price performance (Past 24H)

Key statistics

Lam Research Corporation vs Oracle Corporation — how do they compare? Lam Research Corporation trades at $324.6 (market cap $383.63B), while Oracle Corporation trades at $122.2 (market cap $349.63B). The key difference: Lam Research Corporation and Oracle Corporation are close in size by market cap, and Oracle Corporation pays the higher dividend (1.65%). Which is the better fit depends on your goals.

	LRCX	ORCL
Market Cap	$383.63B	$349.63B
Sector	Technology	Technology
52-Week High	$433.33	$328.33
52-Week Low	$94.84	$121.37
Enterprise Value	$382.61B	$478.88B
Dividend Yield	0.34%	1.65%

View details →View details →

Aura AI Summary

Signals from Pluang's Aura AI — not financial advice

Lam Research Corporation

Lam Research (LRCX) trades at $306.96, down 2.02% amid semiconductor sector weakness. The stock shows strong fundamentals with Q1 2026 EPS beating estimates at $1.47 versus $1.36 expected, continuing a pattern of earnings outperformance. Valuation metrics remain elevated with P/E at 59.22 and P/S at 18.3, reflecting premium pricing for AI-driven growth prospects. Technical indicators show bearish momentum with price testing key support at $306.

Outlook remains positive based on analyst consensus with $393 price target (78% buy ratings), though near-term risks include semiconductor cycle volatility and rich valuations. The company's positioning in AI chip manufacturing equipment and strong cash flow generation ($6.17B operating cash flow in 2025) supports long-term growth potential despite sector headwinds.

Oracle Corporation

No Aura AI signal available yet.

Aura AI is an analytical signal, not financial advice — do your own research.

Returns comparison

Trailing returns across standard periods

Top news

Latest headlines on both assets

LRCX

Adams Diversified Equity Fund posts 10.8% NAV return in H1 2026, beating S&P 500's 10.2%.GlobeNewsWire · 4 days agoBullish View details →

ORCL

Big tech's hidden debt hits $1.65T, raising investor risk amid AI investment surge.Finbold · 6 hours agoBearish Oracle shifts to AI hyperscale, faces credit downgrade but shows strong growth potential.Stuart Mooney · 1 day agoNeutral Oracle faces risks as AI investments pressure cash flow amid competition, but stock may be undervalued for a rebound.Seeking Alpha · 3 days agoBearish View details →

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.

About Oracle Corporation

Oracle provides database technology and enterprise resource planning, or ERP, software to enterprises around the world. Founded in 1977, Oracle pioneered the first commercial SQL-based relational database management system. Today, Oracle has 430,000 customers in 175 countries, supported by its base of 136,000 employees.