Compare Lam Research Corporation (LRCX) vs iShares Semiconductor ETF (SOXX) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Lam Research Corporation vs iShares Semiconductor ETF — how do they compare? Lam Research Corporation trades at $319.51 (market cap $401.19B), while iShares Semiconductor ETF trades at $558.58 (market cap $48.19B). The key difference: Lam Research Corporation is far larger — about 8.3× iShares Semiconductor ETF's market cap, and Lam Research Corporation pays a 0.41% dividend while iShares Semiconductor ETF pays none. Which is the better fit depends on your goals — on Pluang, investors hold Lam Research Corporation for 60 Days and iShares Semiconductor ETF for 46 Days on average.
| LRCX | SOXX | |
|---|---|---|
Market Cap | $401.19B | $48.19B |
Volume | 8,960,892 | 10,257,578 |
Sector | Technology | Sector/Thematic |
52-Week High | $433.33 | $655.01 |
52-Week Low | $131.37 | $268.10 |
Typical Hold Time | 60 Days | 46 Days |
Enterprise Value | $399.35B | — |
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) 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.
SOXX trades at $559.67, down 3.99% on the day but maintains a bullish technical outlook with strong moving average signals. The semiconductor ETF benefits from AI-driven demand, with Bank of America projecting the global chip market could nearly double by 2030. Recent news highlights strong September performance and ongoing institutional interest, though Michael Burry's expanded short position signals some bearish sentiment.
The outlook remains positive given structural AI growth catalysts, but investors face valuation concerns with SOXX trading at a P/E premium versus broader markets. Key risks include concentration in top holdings and potential AI development slowdowns. Wall Street maintains generally bullish ratings based on earnings 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 iShares Semiconductor ETF
SOXX provides investors with exposure to U.S. companies that design, manufacture, and distribute semiconductors. It tracks the ICE Semiconductor Index, offering a targeted investment in the technology sector's foundational components, including firms that produce chips, related equipment, and services. SOXX is a key vehicle for investors seeking to capitalize on trends in artificial intelligence, 5G, and other technologies that rely heavily on advanced semiconductor technology.
Read more on SOXX →
