Lam Research Corporation vs Palantir Technologies Inc — how do they compare? Lam Research Corporation trades at $325.5 (market cap $389.67B), while Palantir Technologies Inc trades at $172.28 (market cap $420.39B). The key difference: Lam Research Corporation and Palantir Technologies Inc are close in size by market cap, and Lam Research Corporation pays a 0.33% dividend while Palantir Technologies Inc pays none. Which is the better fit depends on your goals.
| LRCX | PLTR | |
|---|---|---|
Market Cap | $389.67B | $420.39B |
Sector | Technology | Technology |
52-Week High | $433.33 | $207.18 |
52-Week Low | $97.03 | $107.27 |
Enterprise Value | $387.83B | $411.19B |
Dividend Yield | 0.33% | — |
Signals from Pluang's Aura AI — not financial advice
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Palantir (PLTR) trades at $175.20, up 1.85% with strong bullish technical signals and consistent earnings beats. The stock shows impressive fundamental growth with revenue reaching $4.48 billion in 2025 and net income margin expanding to 36.3%. Recent quarterly EPS results have exceeded expectations, driving positive investor sentiment despite elevated valuation multiples. Technical indicators show bullish momentum with the current price near pivot point resistance at $175.
Outlook remains positive with accelerating revenue growth and expanding margins, though high valuation ratios (P/E 149.52, P/S 73.07) present risk. Analyst consensus targets $213.44 with 50% buy ratings, but insider selling and Michael Burry's bearish stance highlight caution. The stock offers growth potential but requires monitoring of execution risks and competitive pressures in the AI software space.
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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 →Palantir Technologies provides organizations with solutions to manage large disparate data sets in an attempt to gain insight and drive operational outcomes. Founded in 2003, Palantir released its Gotham software platform in 2008, which focuses on the government intelligence and defense sectors. Palantir expanded into various commercial markets with its Foundry software platform in 2016 with the intent of becoming the data operating system for companies and industries. The Denver company had 125 customers as of its initial public offering and roughly splits its revenue between commercial and government customers.
Read more on PLTR →