Lam Research Corporation vs Sea Limited — how do they compare? Lam Research Corporation trades at $319 (market cap $401.19B), while Sea Limited trades at $95.7 (market cap $56.89B). The key difference: Lam Research Corporation is far larger — about 7.1× Sea Limited's market cap, and Lam Research Corporation pays a 0.41% dividend while Sea Limited pays none. Which is the better fit depends on your goals — on Pluang, investors hold Lam Research Corporation for 60 Days and Sea Limited for 102 Days on average.
| LRCX | SE | |
|---|---|---|
Market Cap | $401.19B | $56.89B |
Volume | 8,960,892 | 5,359,457 |
Sector | Technology | Consumer Cyclical |
52-Week High | $433.33 | $188.00 |
52-Week Low | $131.37 | $78.16 |
Typical Hold Time | 60 Days | 102 Days |
Enterprise Value | $399.35B | $51.92B |
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.
Sea Limited (SE) trades at $95.40, up 0.78% with bearish technical signals but strong fundamentals. The company shows impressive revenue growth from $12.4B in 2022 to $22.9B in 2025, achieving profitability with net income of $1.58B. Recent earnings beat expectations in Q1 and Q2 2026, while analyst consensus remains strongly bullish with a $153.67 price target representing 61% upside potential.
SE presents a compelling growth story with expanding profitability and positive cash flow generation. Key risks include competitive pressures in e-commerce and gaming markets, while the technical bearish signal and recent insider selling warrant monitoring. The significant gap between current price and analyst targets suggests potential for substantial upside if execution continues.
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 →Sea Limited offers information technology services. The Company provides online personal computer and mobile digital content, e-commerce, and payment platforms. Sea serves customers worldwide.
Read more on SE →