Lam Research Corporation vs Recursion Pharmaceuticals Inc — how do they compare? Lam Research Corporation trades at $320.36 (market cap $401.19B), while Recursion Pharmaceuticals Inc trades at $4.23 (market cap $2.14B). The key difference: Lam Research Corporation is far larger — about 187.5× Recursion Pharmaceuticals Inc's market cap, and Lam Research Corporation pays a 0.41% dividend while Recursion Pharmaceuticals Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold Lam Research Corporation for 60 Days and Recursion Pharmaceuticals Inc for 23 Days on average.
| LRCX | RXRX | |
|---|---|---|
Market Cap | $401.19B | $2.14B |
Volume | 8,960,892 | 30,789,535 |
Sector | Technology | Health |
52-Week High | $433.33 | $6.79 |
52-Week Low | $131.37 | $2.84 |
Typical Hold Time | 60 Days | 23 Days |
Enterprise Value | $399.35B | $1.66B |
Dividend Yield | 0.41% | — |
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.
RXRX trades at $4.255, down 0.35% on the day, with a bullish technical signal from moving averages. The company reported a net loss of $644.76 million in 2025 on $74.26 million revenue, with a negative net income margin of -961.97%. Recent news highlights strategic AI partnerships, including an extended data license with Tempus AI announced September 21, 2026, and pipeline progress presented at the Morgan Stanley Healthcare Conference.
The outlook remains speculative, driven by AI-powered drug discovery potential and partnership milestones, but significant execution risk persists due to heavy losses and high cash burn. Analyst consensus is mixed with 40% buy ratings, reflecting optimism for long-term platform value against near-term financial challenges.
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 →Recursion Pharmaceuticals, Inc. is a clinical-stage biotechnology company leveraging artificial intelligence (AI) and machine learning to industrialize drug discovery. The company's unique approach combines one of the world's largest biological and chemical datasets with automated wet-lab and computational systems to map human biology and identify potential therapeutic candidates across a range of diseases, including oncology and rare diseases. Recursion aims to accelerate the traditionally slow and expensive process of drug development.
Read more on RXRX →