Compare Lam Research Corporation (LRCX) vs SanDisk (SNDK) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Lam Research Corporation vs SanDisk — how do they compare? Lam Research Corporation trades at $318.81 (market cap $401.19B), while SanDisk trades at $1,581.9 (market cap $232.61B). The key difference: Lam Research Corporation is the larger of the two by market cap, and Lam Research Corporation pays a 0.41% dividend while SanDisk pays none. Which is the better fit depends on your goals — on Pluang, investors hold Lam Research Corporation for 60 Days and SanDisk for 8 Days on average.
| LRCX | SNDK | |
|---|---|---|
Market Cap | $401.19B | $232.61B |
Volume | 8,960,892 | 9,218,054 |
Sector | Technology | Technology |
52-Week High | $433.33 | $2.34K |
52-Week Low | $131.37 | $116.91 |
Typical Hold Time | 60 Days | 8 Days |
Enterprise Value | $399.35B | $228.03B |
Dividend Yield | 0.41% | — |
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 $318.84, down 3.24% on the day, with strong fundamentals including 29.06% net margin and consistent earnings beats. Technical indicators show a bearish short-term signal despite bullish moving averages, with key support at $314 and resistance at $329. Recent news highlights LRCX's positioning in AI-driven semiconductor equipment demand, with revenue growth accelerating to $18.44B in 2025.
Outlook remains positive with 78% analyst buy ratings and $375.68 consensus price target, representing 18% upside. Key risks include semiconductor cycle volatility and execution challenges in maintaining mid-40% operating margins. The stock offers growth exposure to AI infrastructure spending but faces competitive pressures in chip equipment markets.
SNDK trades at $1,581.82, down 6.54% amid recent volatility, yet maintains strong analyst support with 87.5% buy ratings and a $2,160 consensus price target. The stock shows exceptional profitability metrics including 71.47% gross margins and 91.64% ROE, though current earnings reflect a net loss of -$1.64B for 2025. Recent news highlights institutional positioning shifts and AI-driven memory demand dynamics affecting performance.
Outlook remains cautiously optimistic given projected 2026 revenue growth to $20.2B and net profit of $11.4B, but risks include memory cycle volatility and competitive pressures. Technical indicators suggest near-term bearish pressure with key support at $1,575, while fundamental strength in profitability metrics supports long-term growth potential.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Investor sentiment on Pluang
What Pluang investors did over the last 30 days
Investor sentiment on Pluang
What Pluang investors did over the last 30 days
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 SanDisk
Sandisk is a semiconductor memory company specializing in NAND flash technology. Its storage products support consumer devices, enterprise systems, and cloud and AI infrastructure.
Read more on SNDK →
