Compare Lam Research Corporation (LRCX) vs USA Rare Earth Inc. Class A Common Stock (USAR) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Lam Research Corporation vs USA Rare Earth Inc. Class A Common Stock — how do they compare? Lam Research Corporation trades at $279.73 (market cap $359.06B), while USA Rare Earth Inc. Class A Common Stock trades at $9.94 (market cap $3.87B). The key difference: Lam Research Corporation is far larger — about 92.8× USA Rare Earth Inc. Class A Common Stock's market cap, and Lam Research Corporation pays a 0.46% dividend while USA Rare Earth 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 USA Rare Earth Inc. Class A Common Stock for 0 Days on average.
| LRCX | USAR | |
|---|---|---|
Market Cap | $359.06B | $3.87B |
Volume | 10,336,294 | 20,993,390 |
Sector | Technology | Basic Materials |
52-Week High | $433.33 | $33.68 |
52-Week Low | $139.59 | $10.32 |
Typical Hold Time | 61 Days | 0 Days |
Enterprise Value | $357.21B | $2.35B |
Dividend Yield | 0.46% | — |
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 $301.11, down 2.73% on the day, amid a bearish technical signal but strong fundamentals. The stock has consistently beaten earnings estimates in recent quarters, with Q3 2026 results pending. Revenue grew to $18.44B in 2025, with a net income margin of 31.27% and robust cash flow from operations of $6.17B. Analyst sentiment remains overwhelmingly positive, with a consensus price target of $375.68.
LRCX presents a compelling long-term opportunity driven by AI-driven semiconductor equipment demand, though near-term technical weakness and high valuation multiples pose risks. The company's strategic positioning in advanced chip manufacturing supports growth, but investors should monitor execution against earnings expectations and competitive dynamics in the semiconductor equipment sector.
USA Rare Earth (USAR) trades at $11.265, down 4.7% today and near its 52-week low, reflecting persistent sector pressure. The company shows severe financial strain with a net income margin of -2,159.3% and negative cash flow from operations, though analyst consensus remains unanimously bullish with a $34.57 price target. Recent news highlights strategic investments in a $1.2 billion South Carolina facility and a $2.8 billion Brazil acquisition to build a mine-to-magnet supply chain, positioning it for long-term growth amid U.S. critical mineral initiatives.
The stock presents high risk due to extreme losses and cash burn but offers speculative upside if government funding and project milestones materialize. Key risks include execution challenges, reliance on future financing, and sector volatility. Investors should weigh the bullish analyst outlook against the company's current financial instability and macroeconomic headwinds affecting rare earth markets.
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 USA Rare Earth Inc. Class A Common Stock
USA Rare Earth is building an integrated rare earth and permanent magnet supply chain spanning mining, metal and alloy production, and magnet manufacturing, with assets including the Round Top heavy rare earth deposit in Texas, a magnet manufacturing facility in Stillwater, Oklahoma, and metal-and-alloy producer Less Common Metals.
Read more on USAR →
