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Compare Lam Research Corporation (LRCX) vs Vistra Corp (VST) Price & Performance

Lam Research CorporationTrade
Vistra CorpTrade

Price performance (Past 24H)

Key statistics

Lam Research Corporation vs Vistra Corp — how do they compare? Lam Research Corporation trades at $318.84 (market cap $401.19B), while Vistra Corp trades at $161.48 (market cap $52.41B). The key difference: Lam Research Corporation is far larger — about 7.7× Vistra Corp's market cap, and Vistra Corp pays the higher dividend (0.59%). Which is the better fit depends on your goals — on Pluang, investors hold Lam Research Corporation for 60 Days and Vistra Corp for 32 Days on average.

LRCXVST
Market Cap
$401.19B$52.41B
Volume
8,960,89211,278,074
Sector
TechnologyUtilities
52-Week High
$433.33$210.85
52-Week Low
$131.37$134.71
Typical Hold Time
60 Days32 Days
Enterprise Value
$399.35B$74.34B
Dividend Yield
0.41%0.59%

Aura AI Summary

Signals from Pluang's Aura AI — not financial advice

Lam Research Corporation

Lam Research (LRCX) trades at $320.59, down 2.71% on the day, amid a bearish technical signal despite strong fundamentals. The company reported robust earnings beats in recent quarters, with Q2 2026 EPS of $1.82 surpassing the $1.69 estimate, and maintains high profitability with a net income margin of 31.27%. Revenue growth is accelerating, reaching $18.44 billion in 2025, supported by AI-driven demand for semiconductor equipment. Analyst consensus remains strongly bullish with a $375.68 price target, though technical indicators show mixed signals with key support at $314.

LRCX presents a compelling long-term investment opportunity driven by AI infrastructure spending and operational efficiency, but faces near-term volatility from technical bearishness and macroeconomic headwinds. Risks include cyclical semiconductor demand and competitive pressures, yet strong institutional support and consistent earnings outperformance underpin upside potential toward analyst targets.

Vistra Corp

Vistra Corp. (VST) trades at $161.48, down 3.14% on the day, amid mixed earnings history but strong analyst support. Technicals are bullish with support at $152 and resistance at $164, while fundamentals show robust profitability with an 11.55% net margin and 75.73% ROE. Recent developments include a $4.2 billion US loan for nuclear expansion and a 20-year power deal with New Era Energy, positioning Vistra to capitalize on AI-driven electricity demand.

The outlook is positive with a consensus price target of $215.23 implying 33% upside, driven by nuclear scale and data center partnerships. Risks include earnings volatility and high debt, but institutional bullishness and AI power scarcity trends offer a compelling growth narrative for investors seeking exposure to the energy transition.

Returns comparison

Trailing returns across standard periods

Investor sentiment on Pluang

What Pluang investors did over the last 30 days

LRCX
95% Buy5% Sell
Avg holding period · 60 Days
VST
49% Buy51% Sell
Avg holding period · 32 Days

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 Vistra Corp

Vistra is a leading integrated retail electricity and power generation company that serves as a critical infrastructure provider for the digital economy. It operates a diversified portfolio of zero-carbon nuclear and renewable assets alongside a massive, flexible natural gas fleet, positioning it as an indispensable partner for energy-intensive AI data centers and industrial electrification.

Read more on VST →