Lam Research Corporation vs Raytheon Technologies Corp — how do they compare? Lam Research Corporation trades at $318.71 (market cap $401.19B), while Raytheon Technologies Corp trades at $185.97 (market cap $248.42B). The key difference: Lam Research Corporation is the larger of the two by market cap, and Raytheon Technologies Corp pays the higher dividend (1.58%). Which is the better fit depends on your goals — on Pluang, investors hold Lam Research Corporation for 60 Days and Raytheon Technologies Corp for 77 Days on average.
| LRCX | RTX | |
|---|---|---|
Market Cap | $401.19B | $248.42B |
Volume | 8,960,892 | 4,380,368 |
Sector | Technology | Industrials |
52-Week High | $433.33 | $225.49 |
52-Week Low | $131.37 | $157.00 |
Typical Hold Time | 60 Days | 77 Days |
Enterprise Value | $399.35B | $278.97B |
Dividend Yield | 0.41% | 1.58% |
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.
RTX trades at $180.26, down 1.65% today, amid a bearish technical signal but strong fundamental performance. The company reported three consecutive quarterly earnings beats, with Q3 2026 EPS expected at $1.77. Revenue grew to $88.6B in 2025, with net income margin improving to 7.59%. Analyst consensus remains strongly bullish with a $236.27 price target and 65% buy ratings, supported by a $289B backlog and defense sector tailwinds.
The outlook for RTX is positive given robust defense spending, earnings momentum, and analyst confidence. Risks include execution on large contracts, debt levels, and geopolitical uncertainties. The stock offers growth potential with a 30% upside to consensus target, but investors should monitor quarterly execution and defense budget developments.
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 →Raytheon Technologies is a diversified aerospace and defense industrial company formed from the merger of United Technologies and Raytheon, with roughly equal exposure as a supplier to commercial aerospace manufactures and to the defense market as a prime and subprime contractor.
Read more on RTX →