Compare Lam Research Corporation (LRCX) vs Vertiv Holdings Co (VRT) Price & Performance

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Price performance (Past 24H)

Key statistics

Lam Research Corporation vs Vertiv Holdings Co — how do they compare? Lam Research Corporation trades at $317.14 (market cap $383.63B), while Vertiv Holdings Co trades at $298.12 (market cap $112.03B). The key difference: Lam Research Corporation is far larger — about 3.4× Vertiv Holdings Co's market cap, and Lam Research Corporation pays the higher dividend (0.34%). Which is the better fit depends on your goals.

	LRCX	VRT
Market Cap	$383.63B	$112.03B
Sector	Technology	Technology
52-Week High	$433.33	$376.23
52-Week Low	$94.84	$121.82
Enterprise Value	$382.61B	$112.80B
Dividend Yield	0.34%	0.09%

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Aura AI Summary

Signals from Pluang's Aura AI — not financial advice

Lam Research Corporation

No Aura AI signal available yet.

Vertiv Holdings Co

Vertiv Holdings (VRT) trades at $291.67, up 0.73% with strong analyst support (94.7% buy ratings) and a $402.92 consensus price target. The stock shows bearish technical signals but maintains robust fundamentals with 14.37% net margins and consistent earnings beats. Recent news highlights AI infrastructure demand driving Vertiv's $15 billion backlog and expansion in Malaysia to support growth.

Outlook remains positive given AI-driven data center investments, though premium valuations (P/E 72.75) and technical weakness near support at $282 pose near-term risks. Earnings on July 29 will be critical for confirming growth trajectory amid competitive pressures.

Aura AI is an analytical signal, not financial advice — do your own research.

Returns comparison

Trailing returns across standard periods

Top news

Latest headlines on both assets

LRCX

Adams Diversified Equity Fund posts 10.8% NAV return in H1 2026, beating S&P 500's 10.2%.GlobeNewsWire · 4 days agoBullish View details →

VRT

Vertiv expands Italy facility to double chiller production for AI data center cooling by 2026PRNewsWire · 4 hours agoBullish Vertiv acquires Strategic Thermal Labs to boost liquid cooling tech for AI and HPC data centersPRNewsWire · 1 day agoBullish View details →

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.

About Vertiv Holdings Co

Vertiv is a global leader in critical digital infrastructure, providing essential power, cooling, and IT management solutions for data centers, communication networks, and industrial facilities. As the primary provider of advanced thermal management and liquid cooling systems, Vertiv is a central player in the AI revolution, enabling the extreme density and power requirements of next-generation GPU-driven computing.