Lam Research Corporation vs QXO Inc. Common Stock — how do they compare? Lam Research Corporation trades at $279.27 (market cap $376.82B), while QXO Inc. Common Stock trades at $10.36 (market cap $11.43B). The key difference: Lam Research Corporation is far larger — about 33× QXO Inc. Common Stock's market cap, and Lam Research Corporation pays a 0.44% dividend while QXO Inc. Common Stock pays none. Which is the better fit depends on your goals — on Pluang, investors hold Lam Research Corporation for 61 Days and QXO Inc. Common Stock for 0 Days on average.
| LRCX | QXO | |
|---|---|---|
Market Cap | $376.82B | $11.43B |
Volume | 8,149,593 | 21,645,941 |
Sector | Technology | Industrials |
52-Week High | $433.33 | $27.07 |
52-Week Low | $139.59 | $10.33 |
Typical Hold Time | 61 Days | 0 Days |
Enterprise Value | $374.97B | $16.75B |
Dividend Yield | 0.44% | — |
Signals from Pluang's Aura AI — not financial advice
Lam Research (LRCX) trades at $286.92, down 7.31% in the last session, amid a bearish technical signal. The stock shows strong fundamentals with revenue growth to $18.44B in 2025 and a 31.27% net income margin. Recent quarters have consistently beaten EPS estimates, with Q3 2026 expected at $2.18. Analyst consensus remains strongly bullish with a $375.68 price target, though technical indicators suggest near-term pressure with support at $300.
Outlook: LRCX is positioned to benefit from AI-driven semiconductor equipment demand, with projected revenue growth to $23.2B in 2026. Risks include cyclical industry volatility and execution challenges. The current valuation (P/E 52.28) is high but supported by robust profitability and growth prospects. Institutional sentiment is positive with 78% buy ratings.
QXO trades at $11.02, up 3.57% on the day but down significantly year-to-date amid weak residential demand and integration challenges from its TopBuild acquisition. The stock shows neutral technical signals with support near $10-$11 and resistance at $12. Fundamentally, revenue grew to $6.84B in 2025 but net losses deepened to $279.4M, with a negative profit margin of -5.17% in 2026. Analyst sentiment remains bullish with a $22.89 consensus target, though recent news highlights margin pressure and execution risks.
The outlook hinges on successful integration of acquisitions and EBITDA growth targets, but high execution risk, negative earnings, and sector headwinds pose substantial downside. With 100% buy ratings from analysts and institutional accumulation, patient investors may see upside if management delivers on its playbook, though volatility is expected near-term.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
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 →QXO, Inc. is a distributor of roofing, insulation, waterproofing, and other building materials, serving contractors and builders across US and Canada through its network of branch locations.
Read more on QXO →