Compare Lam Research Corporation (LRCX) vs PulteGroup, Inc. (PHM) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Lam Research Corporation vs PulteGroup, Inc. — how do they compare? Lam Research Corporation trades at $319.48 (market cap $401.19B), while PulteGroup, Inc. trades at $112.04 (market cap $21.63B). The key difference: Lam Research Corporation is far larger — about 18.5× PulteGroup, Inc.'s market cap, and PulteGroup, Inc. pays the higher dividend (0.92%). Which is the better fit depends on your goals — on Pluang, investors hold Lam Research Corporation for 60 Days and PulteGroup, Inc. for 91 Days on average.
| LRCX | PHM | |
|---|---|---|
Market Cap | $401.19B | $21.63B |
Volume | 8,960,892 | 2,324,729 |
Sector | Technology | Consumer Cyclical |
52-Week High | $433.33 | $142.56 |
52-Week Low | $131.37 | $110.11 |
Typical Hold Time | 60 Days | 91 Days |
Enterprise Value | $399.35B | $22.04B |
Dividend Yield | 0.41% | 0.92% |
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.
PulteGroup (PHM) trades at $111.76, down 0.51% amid broader housing sector pressure from rising mortgage rates. The stock shows bearish technical signals with support near $109-110, while fundamentals reveal solid profitability (11.62% net margin) but declining revenue and earnings trends. Recent quarters show mixed earnings performance with two misses and one beat against expectations.
PHM presents a value opportunity with attractive valuation multiples (P/E 11.6) and analyst consensus target of $139.80, but faces headwinds from housing affordability concerns and volatile cash flows. The stock's near-term trajectory depends on Q3 2026 earnings results due October 22, 2026, with institutional ownership remaining stable despite sector challenges.
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
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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 PulteGroup, Inc.
PulteGroup Inc is one of the largest homebuilders in the United States, operating in 40 markets across 23 states. The company mainly builds single-family detached homes (85% of unit sales) and offers products to entry-level, move-up, and active-adult buyers. PulteGroup offers homebuyers mortgage financing and title agency services through its financial services segment. The company is headquartered in Atlanta.
Read more on PHM →
