Compare Lam Research Corporation (LRCX) vs VanEck Rare Earth/Strategic Metals (REMX) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Lam Research Corporation vs VanEck Rare Earth/Strategic Metals — how do they compare? Lam Research Corporation trades at $318.84 (market cap $401.19B), while VanEck Rare Earth/Strategic Metals trades at $60.97 (market cap $1.75B). The key difference: Lam Research Corporation is far larger — about 229.3× VanEck Rare Earth/Strategic Metals's market cap, and Lam Research Corporation pays a 0.41% dividend while VanEck Rare Earth/Strategic Metals pays none. Which is the better fit depends on your goals — on Pluang, investors hold Lam Research Corporation for 60 Days and VanEck Rare Earth/Strategic Metals for 50 Days on average.
| LRCX | REMX | |
|---|---|---|
Market Cap | $401.19B | $1.75B |
Volume | 8,960,892 | 930,523 |
Sector | Technology | Sector/Thematic |
52-Week High | $433.33 | $109.53 |
52-Week Low | $131.37 | $60.58 |
Typical Hold Time | 60 Days | 50 Days |
Enterprise Value | $399.35B | — |
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) trades at $320.59, down 2.71% on the day, amid a bearish technical signal despite strong fundamentals. The company reported robust earnings beats in recent quarters, with Q2 2026 EPS of $1.82 surpassing the $1.69 estimate, and maintains high profitability with a net income margin of 31.27%. Revenue growth is accelerating, reaching $18.44 billion in 2025, supported by AI-driven demand for semiconductor equipment. Analyst consensus remains strongly bullish with a $375.68 price target, though technical indicators show mixed signals with key support at $314.
LRCX presents a compelling long-term investment opportunity driven by AI infrastructure spending and operational efficiency, but faces near-term volatility from technical bearishness and macroeconomic headwinds. Risks include cyclical semiconductor demand and competitive pressures, yet strong institutional support and consistent earnings outperformance underpin upside potential toward analyst targets.
REMX (VanEck Rare Earth and Strategic Metals ETF) trades at $60.58, down 2.1% with a bearish technical outlook. The ETF shows high volatility and faces pressure from rare earth market dynamics. Recent news highlights geopolitical tensions around critical minerals and China's export controls, while institutional interest includes Bank of America increasing its stake by 72.1% in Q2 2026 (SEC filing, August 2026).
Outlook remains cautious due to sector volatility and China dependency risks. Investment appeal lies in strategic positioning for supply chain independence, but high turnover and exposure fluctuations warrant careful risk assessment. Key catalysts include U.S. policy developments and rare earth supply chain expansions.
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
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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 VanEck Rare Earth/Strategic Metals
REMX invests in global companies involved in producing, refining, and recycling rare earth and strategic metals. It provides targeted exposure to critical minerals used in high-tech and green energy, with top holdings like Albemarle and Pilbara Minerals.
Read more on REMX →
