Lam Research Corporation vs Teradyne, Inc. — how do they compare? Lam Research Corporation trades at $319.51 (market cap $401.19B), while Teradyne, Inc. trades at $401.8 (market cap $62.34B). The key difference: Lam Research Corporation is far larger — about 6.4× Teradyne, Inc.'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 Teradyne, Inc. for 37 Days on average.
| LRCX | TER | |
|---|---|---|
Market Cap | $401.19B | $62.34B |
Volume | 8,960,892 | 3,368,404 |
Sector | Technology | Technology |
52-Week High | $433.33 | $483.84 |
52-Week Low | $131.37 | $132.05 |
Typical Hold Time | 60 Days | 37 Days |
Enterprise Value | $399.35B | $62.08B |
Dividend Yield | 0.41% | 0.13% |
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.
Teradyne (TER) trades at $403.88, down 1.92% on the day, yet maintains a bullish technical stance with strong analyst support. The company exhibits robust profitability with a 25.77% net income margin and 36.66% ROE, supported by consecutive earnings beats. Recent news highlights expansion in AI-driven test equipment, including the Magnum E2 and Iris 100 platforms, positioning TER to capitalize on semiconductor and data center demand growth.
The outlook is positive, driven by strategic product launches and strong earnings momentum, with a consensus price target of $461.50 implying ~14% upside. Key risks include execution challenges in a competitive semiconductor equipment market and sensitivity to cyclical industry demand, which could pressure valuation multiples if growth slows.
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 →Teradyne provides testing equipment, including automated test equipment for semiconductors, system testing for hard disk drives, circuit boards, and electronics systems and wireless testing for devices. The firm entered the industrial automation market in 2015, into which it sells collaborative and autonomous robots for factory applications. Teradyne serves numerous end markets and geographies directly and indirectly with its products, but its most significant exposure is to semiconductor testing, which made up 71% of 2021 sales. Teradyne serves vertically integrated, fabless, and foundry chipmakers with its equipment.
Read more on TER →