Lam Research Corporation vs Walmart Stores Inc — how do they compare? Lam Research Corporation trades at $320.36 (market cap $401.19B), while Walmart Stores Inc trades at $111.07 (market cap $877.15B). The key difference: Walmart Stores Inc is far larger — about 2.2× Lam Research Corporation's market cap, and Walmart Stores Inc pays the higher dividend (0.9%). Which is the better fit depends on your goals — on Pluang, investors hold Lam Research Corporation for 60 Days and Walmart Stores Inc for 101 Days on average.
| LRCX | WMT | |
|---|---|---|
Market Cap | $401.19B | $877.15B |
Volume | 8,960,892 | 23,616,578 |
Sector | Technology | Consumer Staples |
52-Week High | $433.33 | $134.20 |
52-Week Low | $131.37 | $100.61 |
Typical Hold Time | 60 Days | 101 Days |
Enterprise Value | $399.35B | $939.38B |
Dividend Yield | 0.41% | 0.9% |
Signals from Pluang's Aura AI — not financial advice
Lam Research (LRCX) is trading at $319.42, down 3.06% on the day, amid a broader bearish technical signal. The stock exhibits strong fundamentals with revenue of $18.44B in 2025 and a net income margin of 31.27%, supported by three consecutive quarterly earnings beats. Analyst consensus is overwhelmingly bullish with a 78% buy rating and a $375.68 price target, citing AI-driven demand for semiconductor equipment. Recent news highlights the company's strategic positioning in AI infrastructure and margin expansion targets.
The outlook for LRCX is positive, driven by robust earnings growth and expanding profitability, though valuation multiples remain elevated. Key risks include cyclical semiconductor demand and competitive pressures. With strong institutional support and a clear growth trajectory, the stock presents a compelling opportunity for long-term investors, contingent on sustained execution in a dynamic market.
Walmart (WMT) trades at $108.11, up 0.82% today, with a neutral technical signal and strong fundamentals. Revenue grew to $681.0B in 2025, with net income rising to $19.4B and a 2.85% margin. The company has beaten EPS estimates for three consecutive quarters, and analyst consensus is a Buy with a $128.84 price target. Recent news highlights expansion in AI, e-commerce, and Medicare Advantage plans, supporting market share gains.
The outlook is positive due to consistent earnings beats, digital growth, and strategic initiatives, but risks include high valuation (P/E 40.06), rising costs, and economic sensitivity. Upside potential exists toward the consensus target, though near-term volatility may persist amid inflation concerns.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
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.
Read more on WMT →