Lam Research Corporation vs Tempus AI — how do they compare? Lam Research Corporation trades at $318.84 (market cap $401.19B), while Tempus AI trades at $70.93 (market cap $12.58B). The key difference: Lam Research Corporation is far larger — about 31.9× Tempus AI's market cap, and Lam Research Corporation pays a 0.41% dividend while Tempus AI pays none. Which is the better fit depends on your goals — on Pluang, investors hold Lam Research Corporation for 60 Days and Tempus AI for 23 Days on average.
| LRCX | TEM | |
|---|---|---|
Market Cap | $401.19B | $12.58B |
Volume | 8,960,892 | 7,444,569 |
Sector | Technology | Broad Market / Factor |
52-Week High | $433.33 | $99.28 |
52-Week Low | $131.37 | $41.55 |
Typical Hold Time | 60 Days | 23 Days |
Enterprise Value | $399.35B | $13.21B |
Dividend Yield | 0.41% | — |
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.
Tempus AI (TEM) trades at $70.93, up 0.91% today, with a bullish technical signal and strong analyst support. The stock shows robust revenue growth, with 2026 revenue reaching $1.4B, but remains unprofitable with a net margin of -17.77%. Recent FDA clearance for its ECG-MR AI product and positive ESMO Congress abstracts highlight innovation momentum, though negative cash flow from operations and insider selling pose concerns.
Outlook is cautiously optimistic given 64% buy ratings and a $72.60 consensus target, but profitability challenges and high valuation multiples (P/S 8.61, P/B 28.27) demand scrutiny. Key risks include sustained losses, competitive pressures, and reliance on financing activities for liquidity.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
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 →Tempus AI Inc is a technology company. It has built the Tempus Platform, which comprises both a technology platform to free healthcare data from silos and an operating system to make the resulting data useful. Its Intelligent Diagnostics use AI, including generative AI, to make laboratory tests more accurate, tailored, and personal.
Read more on TEM →