Compare Lam Research Corporation (LRCX) vs Seagate Technology Holdings PLC (STX) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Lam Research Corporation vs Seagate Technology Holdings PLC — how do they compare? Lam Research Corporation trades at $318.84 (market cap $401.19B), while Seagate Technology Holdings PLC trades at $783 (market cap $176.19B). The key difference: Lam Research Corporation is far larger — about 2.3× Seagate Technology Holdings PLC's market cap, and Lam Research Corporation pays the higher dividend (0.41%). Which is the better fit depends on your goals — on Pluang, investors hold Lam Research Corporation for 60 Days and Seagate Technology Holdings PLC for 41 Days on average.
| LRCX | STX | |
|---|---|---|
Market Cap | $401.19B | $176.19B |
Volume | 8,960,892 | 5,061,875 |
Sector | Technology | Technology |
52-Week High | $433.33 | $1.09K |
52-Week Low | $131.37 | $211.63 |
Typical Hold Time | 60 Days | 41 Days |
Enterprise Value | $399.35B | $178.34B |
Dividend Yield | 0.41% | 0.38% |
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.
STX trades at $783, down 3.01% amid concerns about increased competition from Toshiba's planned HDD production expansion. The stock shows strong fundamentals with Q2 2026 EPS beating expectations at $5.71 vs. $5.10, and robust profitability metrics including 26.11% net income margin. Technical indicators are bearish with price near pivot point support at $782, while analyst consensus remains positive with 54% buy ratings and $1,130 price target.
Despite near-term competitive pressures, STX maintains strong AI-driven storage demand positioning. Investment opportunity lies in the company's record margins and nearly sold-out capacity, though risks include potential pricing pressure from increased industry supply and high valuation multiples that may limit upside 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 Seagate Technology Holdings PLC
Seagate is a leading supplier of hard disk drives for data storage to the enterprise and consumer markets. It forms a practical duopoly in the market with its chief rival, Western Digital
Read more on STX →
