Compare Lam Research Corporation (LRCX) vs Peloton Interactive Inc (PTON) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Lam Research Corporation vs Peloton Interactive Inc — how do they compare? Lam Research Corporation trades at $319 (market cap $401.19B), while Peloton Interactive Inc trades at $5.07 (market cap $2.16B). The key difference: Lam Research Corporation is far larger — about 185.7× Peloton Interactive Inc's market cap, and Lam Research Corporation pays a 0.41% dividend while Peloton Interactive Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold Lam Research Corporation for 60 Days and Peloton Interactive Inc for 37 Days on average.
| LRCX | PTON | |
|---|---|---|
Market Cap | $401.19B | $2.16B |
Volume | 8,960,892 | 11,369,487 |
Sector | Technology | Consumer Cyclical |
52-Week High | $433.33 | $7.86 |
52-Week Low | $131.37 | $3.71 |
Typical Hold Time | 60 Days | 37 Days |
Enterprise Value | $399.35B | $2.66B |
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.
Peloton (PTON) trades at $5.06, up 4.33% on the day, but remains in a bearish technical trend. The company reported its first full-year net profit in fiscal 2026, with Q2 2026 EPS beating expectations at $0.13 versus $0.12, though revenue declined to $2.49B in 2025. Recent news highlights the launch of a new, more affordable Tread Flex treadmill and AI-powered coaching features as part of its turnaround strategy. Analyst consensus is a 'Buy' with a $8.00 price target, but negative shareholder equity and high debt levels pose significant risks.
The outlook is mixed; cost-cutting and new product launches support a path to sustained profitability, but subscriber declines, high leverage, and insider selling temper optimism. The stock offers speculative upside if execution improves, yet remains vulnerable to competitive pressures and macroeconomic headwinds. Investors should weigh the potential for operational turnaround against persistent financial and business model challenges.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
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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 Peloton Interactive Inc
Peloton Interactive Inc operates an interactive fitness platform. It operates its business in two reportable segments: Connected Fitness Products and Subscription. Connected Fitness Product revenue consists of sales of bike and tread and related accessories, associated fees for delivery and installation, and extended warranty agreements. Subscription revenue consists of revenue generated from monthly Connected Fitness Subscription and Digital Subscription. The company generates the majority of the revenue from the sale of Connected Fitness Products.
Read more on PTON →
