Lam Research Corporation vs Walmart Stores Inc — how do they compare? Lam Research Corporation trades at $325.98 (market cap $408.07B), while Walmart Stores Inc trades at $116.14 (market cap $923.22B). The key difference: Walmart Stores Inc is far larger — about 2.3× Lam Research Corporation's market cap, and Walmart Stores Inc pays the higher dividend (0.85%). Which is the better fit depends on your goals.
| LRCX | WMT | |
|---|---|---|
Market Cap | $408.07B | $923.22B |
Sector | Technology | Consumer Staples |
52-Week High | $433.33 | $134.20 |
52-Week Low | $97.03 | $96.05 |
Enterprise Value | $406.22B | $986.67B |
Dividend Yield | 0.32% | 0.85% |
Volume | — | 5,675,288 |
Signals from Pluang's Aura AI — not financial advice
Lam Research (LRCX) trades at $326.02, up 6.4% in 24 hours, with a bullish technical signal and strong earnings beats. The stock shows robust fundamentals with a 29.06% net income margin and 65.07% ROE in 2025, supported by positive analyst sentiment and expansion into panel-level packaging. Recent news highlights AI-driven semiconductor demand as a key growth catalyst.
Outlook remains positive given consensus price target of $397.18 and 78% buy ratings, though high P/E of 54.06 and competitive pressures from new entrants like SpaceX's Terrafab pose risks. Revenue growth to $23.2B in 2026 suggests sustained momentum, but investors should monitor execution amid industry volatility.
Walmart (WMT) trades at $113.26, up 0.53% on the day, with a neutral technical signal and strong fundamental performance. Recent quarterly earnings consistently beat expectations, with Q1 2026 EPS of $0.66 matching forecasts. Revenue grew to $681.0B in 2025, and net income margin improved to 3.13%. The stock faces resistance near $114, while analyst sentiment remains bullish with a $142 consensus target. News highlights include AI tool innovations and drone delivery expansions, supporting operational efficiency.
The outlook for WMT is positive due to earnings growth and strategic initiatives, but valuation multiples like a P/E of 39.88 pose risks if growth slows. Competitive pressure from Amazon and consumer spending sensitivity are key concerns. Institutional analysts favor buys, suggesting upside potential, though investors should monitor execution against guidance.
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Latest headlines on both assets
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 →Walmart Inc. operates discount stores, supercenters, and neighborhood markets. The Company offers merchandise such as apparel, house wares, small appliances, electronics, musical instruments, books, home improvement, shoes, jewelry, toddler, games, household essentials, pets, pharmaceutical products, party supplies, and automotive tools. Walmart serves customers worldwide.
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