Lam Research Corporation vs Sea Limited — how do they compare? Lam Research Corporation trades at $320.06 (market cap $383.63B), while Sea Limited trades at $106.5 (market cap $64.73B). The key difference: Lam Research Corporation is far larger — about 5.9× Sea Limited's market cap, and Lam Research Corporation pays a 0.34% dividend while Sea Limited pays none. Which is the better fit depends on your goals.
| LRCX | SE | |
|---|---|---|
Market Cap | $383.63B | $64.73B |
Sector | Technology | Media |
52-Week High | $433.33 | $196.50 |
52-Week Low | $94.84 | $78.16 |
Enterprise Value | $382.61B | $57.78B |
Dividend Yield | 0.34% | — |
Signals from Pluang's Aura AI — not financial advice
Lam Research (LRCX) trades at $322.00, up 2.78% today, with a bullish technical signal despite mixed moving averages. The stock has consistently beaten earnings estimates, with Q1 2026 EPS of $1.47 surpassing the $1.36 forecast. Revenue grew to $18.44B in 2025, and net income margin improved to 30.94%. Analysts maintain a strong buy consensus with a $396.06 price target, though high valuation multiples like a P/E of 57.99 and sector volatility present risks.
Outlook remains positive driven by AI-related semiconductor demand and operational efficiency, but investors face risks from elevated valuations and industry cyclicality. The stock's proximity to the $319 resistance level suggests near-term momentum could hinge on Q2 2026 earnings results against a $1.69 EPS expectation.
Sea Limited (SE) trades at $106.26, up 2.12% with a neutral technical signal. The company shows strong revenue growth, reaching $22.94 billion in 2025 with a net income margin of 6.36%. Recent earnings beat expectations in Q1 2026 but missed in prior quarters. Analyst sentiment remains bullish with a $131 consensus price target, though insider selling has drawn attention amid a 30% stock decline over the past year.
The outlook is mixed: robust fundamentals and analyst support suggest upside potential, but risks include earnings volatility, competitive pressures, and geopolitical factors affecting sentiment. The stock's valuation at a P/E of 41.61 requires sustained growth to justify current levels, making execution critical for future performance.
Trailing returns across standard periods
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 →