Lam Research Corporation vs Toast Inc. Class A Common Stock — how do they compare? Lam Research Corporation trades at $279.27 (market cap $376.82B), while Toast Inc. Class A Common Stock trades at $29.65 (market cap $17.85B). The key difference: Lam Research Corporation is far larger — about 21.1× Toast Inc. Class A Common Stock's market cap, and Lam Research Corporation pays a 0.44% dividend while Toast Inc. Class A Common Stock pays none. Which is the better fit depends on your goals — on Pluang, investors hold Lam Research Corporation for 61 Days and Toast Inc. Class A Common Stock for 0 Days on average.
| LRCX | TOST | |
|---|---|---|
Market Cap | $376.82B | $17.85B |
Volume | 8,149,593 | 6,311,718 |
Sector | Technology | Technology |
52-Week High | $433.33 | $39.02 |
52-Week Low | $139.59 | $22.33 |
Typical Hold Time | 61 Days | 0 Days |
Enterprise Value | $374.97B | $16.10B |
Dividend Yield | 0.44% | — |
Signals from Pluang's Aura AI — not financial advice
Lam Research (LRCX) trades at $286.92, down 7.31% in the last session, amid a bearish technical signal. The stock shows strong fundamentals with revenue growth to $18.44B in 2025 and a 31.27% net income margin. Recent quarters have consistently beaten EPS estimates, with Q3 2026 expected at $2.18. Analyst consensus remains strongly bullish with a $375.68 price target, though technical indicators suggest near-term pressure with support at $300.
Outlook: LRCX is positioned to benefit from AI-driven semiconductor equipment demand, with projected revenue growth to $23.2B in 2026. Risks include cyclical industry volatility and execution challenges. The current valuation (P/E 52.28) is high but supported by robust profitability and growth prospects. Institutional sentiment is positive with 78% buy ratings.
Toast (TOST) trades at $30.89, down 1.37% on the day, with neutral technical indicators showing support at $30 and resistance at $32. The company demonstrates strong fundamental performance with 23% revenue growth in Q2 2026 to $1.91B and expanding profit margins, though valuation metrics remain elevated with a P/E of 39.1. Recent expansion into convenience stores with Toast Fuel and AI-driven product enhancements signal continued growth initiatives.
The outlook remains positive with 61.8% analyst buy ratings and a $38.22 consensus price target representing 24% upside potential. Key risks include execution challenges in new market segments and competitive pressures in the restaurant technology space, while strong earnings beats and institutional support provide confidence in the growth trajectory.
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 →Toast Inc. provides a cloud-based technology platform for the restaurant industry, combining point-of-sale hardware and software with payment processing, online ordering, payroll, and supplier management tools. The platform serves restaurants ranging from single locations to multi-unit groups across US.
Read more on TOST →