Compare Lam Research Corporation (LRCX) vs Twist Bioscience Corp (TWST) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Lam Research Corporation vs Twist Bioscience Corp — how do they compare? Lam Research Corporation trades at $319.29 (market cap $401.19B), while Twist Bioscience Corp trades at $161.11 (market cap $10.08B). The key difference: Lam Research Corporation is far larger — about 39.8× Twist Bioscience Corp's market cap, and Lam Research Corporation pays a 0.41% dividend while Twist Bioscience Corp pays none. Which is the better fit depends on your goals — on Pluang, investors hold Lam Research Corporation for 60 Days and Twist Bioscience Corp for 27 Days on average.
| LRCX | TWST | |
|---|---|---|
Market Cap | $401.19B | $10.08B |
Volume | 8,960,892 | 4,229,037 |
Sector | Technology | Health |
52-Week High | $433.33 | $205.00 |
52-Week Low | $131.37 | $25.45 |
Typical Hold Time | 60 Days | 27 Days |
Enterprise Value | $399.35B | $10.01B |
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.
Twist Bioscience (TWST) trades at $159.78, up 2.65% today, showing strong momentum despite mixed technical signals. The company continues to demonstrate robust revenue growth, with 2025 revenue reaching $377 million, though profitability remains elusive with a -31.66% net income margin. Recent positive developments include a strategic partnership with Eli Lilly's TuneLab AI platform announced September 16, 2026, driving investor optimism about the company's AI-driven drug discovery capabilities.
While analyst consensus remains bullish with 73% buy ratings, the stock faces significant fundamental challenges including persistent cash burn and negative earnings. The current price exceeds the $145.20 consensus target, suggesting limited near-term upside. Key risks include execution challenges in achieving profitability and dependence on AI partnerships for growth catalysts.
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 Twist Bioscience Corp
Twist Bioscience Corp is a synthetic biology company. It develops a disruptive DNA synthesis platform to industrialize the engineering of biology. The company's DNA synthesis platform utilizes a proprietary semiconductor-based synthetic DNA manufacturing process that synthesizes DNA on silicon instead of on traditional well plastic plates to enable the production of high-quality synthetic DNA faster and affordable as well as overcomes inefficiencies. Powering cost-effective, rapid high-throughput synthesis, it enables researchers to rapidly realize opportunities ahead. Geographically, it derives a majority of revenue from the United States.
Read more on TWST →
