Compare Lam Research Corporation (LRCX) vs Western Digital Corp (WDC) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Lam Research Corporation vs Western Digital Corp — how do they compare? Lam Research Corporation trades at $319 (market cap $401.19B), while Western Digital Corp trades at $395.8 (market cap $147.23B). The key difference: Lam Research Corporation is far larger — about 2.7× Western Digital Corp's market cap, and Lam Research Corporation pays the higher dividend (0.41%). Which is the better fit depends on your goals — on Pluang, investors hold Lam Research Corporation for 60 Days and Western Digital Corp for 37 Days on average.
| LRCX | WDC | |
|---|---|---|
Market Cap | $401.19B | $147.23B |
Volume | 8,960,892 | 9,341,468 |
Sector | Technology | Technology |
52-Week High | $433.33 | $746.23 |
52-Week Low | $131.37 | $113.13 |
Typical Hold Time | 60 Days | 37 Days |
Enterprise Value | $399.35B | $146.70B |
Dividend Yield | 0.41% | 0.15% |
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.
Western Digital (WDC) trades at $397.28, down 1.96% amid recent sector volatility. The stock shows strong fundamentals with a 14.61 P/E ratio and impressive 71.97% net income margin, supported by three consecutive quarterly earnings beats. Technical indicators suggest bearish momentum with the price near pivot point support at $397. Recent news highlights competitive pressures from Toshiba's planned HDD production expansion, contributing to the stock's recent decline.
WDC presents a compelling value opportunity with strong profitability metrics and analyst consensus favoring bullish sentiment (72% buy ratings). However, investors face near-term risks from increased competition in AI storage markets and potential margin pressure. The $647.58 consensus price target suggests significant upside potential if the company maintains its competitive positioning and executes on growth initiatives.
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 Western Digital Corp
Western Digital is a vertically integrated supplier of data storage solutions, spanning both hard disk drives and solid-state drives. In the HDD market it forms a practical duopoly with Seagate, and it is the largest global producer of NAND flash chips for SSDs in a joint venture with competitor Kioxia.
Read more on WDC →
