Compare Lam Research Corporation (LRCX) vs Wolfspeed Inc (WOLF) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Lam Research Corporation vs Wolfspeed Inc — how do they compare? Lam Research Corporation trades at $319 (market cap $401.19B), while Wolfspeed Inc trades at $30.37 (market cap $1.64B). The key difference: Lam Research Corporation is far larger — about 244.6× Wolfspeed Inc's market cap, and Lam Research Corporation pays a 0.41% dividend while Wolfspeed Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold Lam Research Corporation for 60 Days and Wolfspeed Inc for 19 Days on average.
| LRCX | WOLF | |
|---|---|---|
Market Cap | $401.19B | $1.64B |
Volume | 8,960,892 | 22,772,687 |
Sector | Technology | Technology |
52-Week High | $433.33 | $73.68 |
52-Week Low | $131.37 | $14.80 |
Typical Hold Time | 60 Days | 19 Days |
Enterprise Value | $399.35B | $2.35B |
Dividend Yield | 0.41% | — |
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.
Wolfspeed (WOLF) trades at $30.62, down 2.39% today, with a bullish technical signal supported by moving averages. The company shows improving quarterly earnings performance with recent beats, though 2025 fundamentals reveal significant losses (-$1.61B net income) and negative margins. Recent news highlights expansion of 200mm silicon carbide substrates and AI infrastructure exposure. Analyst consensus price target sits at $54.32, representing 77% upside potential from current levels.
Wolfspeed presents a high-risk, high-reward opportunity with strong analyst upside potential but substantial fundamental challenges. The company's path to profitability depends on successful execution of its silicon carbide technology roadmap and achieving breakeven revenue targets. Near-term volatility is expected given ongoing operational challenges and investor investigations, while long-term prospects hinge on AI infrastructure adoption.
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 Wolfspeed Inc
Wolfspeed is the global leader in wide bandgap semiconductors, specializing in silicon carbide (SiC) and gallium nitride (GaN) materials and devices. It operates a vertically integrated model, controlling the entire process from raw material substrate production to advanced power modules, serving as a critical infrastructure provider for electric vehicles (EVs), renewable energy, and AI data centers.
Read more on WOLF →
