Compare Lam Research Corporation (LRCX) vs TransMedics Group Inc (TMDX) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Lam Research Corporation vs TransMedics Group Inc — how do they compare? Lam Research Corporation trades at $318.84 (market cap $401.19B), while TransMedics Group Inc trades at $77.87 (market cap $2.74B). The key difference: Lam Research Corporation is far larger — about 146.4× TransMedics Group Inc's market cap, and Lam Research Corporation pays a 0.41% dividend while TransMedics Group Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold Lam Research Corporation for 60 Days and TransMedics Group Inc for 24 Days on average.
| LRCX | TMDX | |
|---|---|---|
Market Cap | $401.19B | $2.74B |
Volume | 8,960,892 | 949,331 |
Sector | Technology | Health |
52-Week High | $433.33 | $150.42 |
52-Week Low | $131.37 | $61.99 |
Typical Hold Time | 60 Days | 24 Days |
Enterprise Value | $399.35B | $3.13B |
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.
TransMedics Group (TMDX) trades at $77.87, down 3.95% on the day, amid a bearish technical signal and recent earnings misses. The company maintains strong profitability with a 22.69% net income margin and 36.28% ROE, though 2026 projections show margin compression. Analyst consensus remains bullish with a $99.75 price target, but sentiment is clouded by multiple legal investigations into fiduciary duties announced in late August and September 2026.
The stock faces near-term pressure from technical weakness and legal overhangs, but solid fundamentals and analyst conviction suggest long-term potential if execution improves. Key risks include ongoing legal scrutiny, margin pressures from heavy investment, and volatility around future earnings reports.
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 TransMedics Group Inc
TransMedics is a pioneering medical technology company that is disrupting the organ transplant market with its Organ Care System (OCS™). By replacing traditional cold storage with portable warm perfusion, the OCS maintains donor organs in a near-physiologic state, allowing for continuous assessment and optimization. Through its National OCS Program (NOP™), TransMedics provides an end-to-end clinical and logistics solution, including a dedicated aviation fleet, to maximize the utilization of donor organs and improve patient outcomes.
Read more on TMDX →
