Compare Lam Research Corporation (LRCX) vs VanEck Semiconductor ETF (SMH) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Lam Research Corporation vs VanEck Semiconductor ETF — how do they compare? Lam Research Corporation trades at $322.8 (market cap $383.63B), while VanEck Semiconductor ETF trades at $584.45. The key difference: Lam Research Corporation pays a 0.34% dividend while VanEck Semiconductor ETF pays none, and VanEck Semiconductor ETF is trading nearer its 52-week high, Lam Research Corporation nearer its low. Which is the better fit depends on your goals.
| LRCX | SMH | |
|---|---|---|
Market Cap | $383.63B | — |
Sector | Technology | — |
52-Week High | $433.33 | $668.91 |
52-Week Low | $94.84 | $283.95 |
Enterprise Value | $382.61B | — |
Dividend Yield | 0.34% | — |
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 $306.96, down 2.02% amid semiconductor sector weakness. The stock shows strong fundamentals with Q1 2026 EPS beating estimates at $1.47 versus $1.36 expected, continuing a pattern of earnings outperformance. Valuation metrics remain elevated with P/E at 59.22 and P/S at 18.3, reflecting premium pricing for AI-driven growth prospects. Technical indicators show bearish momentum with price testing key support at $306.
Outlook remains positive based on analyst consensus with $393 price target (78% buy ratings), though near-term risks include semiconductor cycle volatility and rich valuations. The company's positioning in AI chip manufacturing equipment and strong cash flow generation ($6.17B operating cash flow in 2025) supports long-term growth potential despite sector headwinds.
SMH trades at $558.83, up 0.54% with a bearish technical signal from moving averages. The ETF faces sector volatility amid AI-driven selloffs, with key support at $547 and resistance at $566. Recent news highlights institutional accumulation by Assetmark Inc. while chip stocks correct from highs.
Outlook hinges on semiconductor cycle resilience; risks include crowded trades and geopolitical tensions. Diversification within SMH’s top-heavy portfolio may cushion volatility, but investor caution is warranted given bearish momentum and sector reset warnings from BofA (Market Watch, July 17, 2026).
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
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 Semiconductor ETF
The fund normally invests at least 80% of its total assets in securities that comprise the target index. The index includes common stocks and depositary receipts of US exchange-listed companies in the semiconductor industry. Such companies may include medium-capitalization companies and foreign companies that are listed on a US exchange. The fund is non-diversified.
Read more on SMH →
