Lam Research Corporation vs Tesla, Inc. — how do they compare? Lam Research Corporation trades at $322.34 (market cap $383.63B), while Tesla, Inc. trades at $380.9 (market cap $1.39T). The key difference: Tesla, Inc. is far larger — about 3.6× Lam Research Corporation's market cap, and Lam Research Corporation pays a 0.34% dividend while Tesla, Inc. pays none. Which is the better fit depends on your goals.
| LRCX | TSLA | |
|---|---|---|
Market Cap | $383.63B | $1.39T |
Sector | Technology | Consumer Cyclical |
52-Week High | $433.33 | $489.88 |
52-Week Low | $94.84 | $302.63 |
Enterprise Value | $382.61B | $1.36T |
Dividend Yield | 0.34% | — |
Signals from Pluang's Aura AI — not financial advice
Lam Research (LRCX) trades at $306.96, down 2.02% amid semiconductor sector weakness. The stock shows strong fundamentals with Q1 2026 EPS beating estimates at $1.47 versus $1.36 expected, continuing a pattern of earnings outperformance. Valuation metrics remain elevated with P/E at 59.22 and P/S at 18.3, reflecting premium pricing for AI-driven growth prospects. Technical indicators show bearish momentum with price testing key support at $306.
Outlook remains positive based on analyst consensus with $393 price target (78% buy ratings), though near-term risks include semiconductor cycle volatility and rich valuations. The company's positioning in AI chip manufacturing equipment and strong cash flow generation ($6.17B operating cash flow in 2025) supports long-term growth potential despite sector headwinds.
Tesla trades at $381.64, up 0.21% on the day, amid a bearish technical signal and mixed earnings history. The stock faces valuation concerns with a P/E of 339.06 and P/S of 13.34, while profitability metrics like net income margin have declined to 3.95% in 2025. Recent news highlights regulatory approval for self-driving software in Europe and a potential cheaper EV launch, but delivery misses and competitive pressures weigh on sentiment.
Tesla's outlook balances innovation in autonomy and energy against slowing auto growth and high valuations. Investment opportunities lie in AI and robotics expansion, but risks include execution challenges, intense EV competition, and reliance on future technology adoption. Analyst consensus is mixed with a $409.26 price target, suggesting cautious optimism amid near-term headwinds.
Trailing returns across standard periods
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 →Tesla Inc. designs, manufactures, and sells high-performance electric vehicles and electric vehicle powertrain components. The Company owns its sales and service network and sells electric power train components to other automobile manufacturers. Tesla serves customers worldwide.
Read more on TSLA →