Compare Lam Research Corporation (LRCX) vs TeraWulf Inc (WULF) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Lam Research Corporation vs TeraWulf Inc — how do they compare? Lam Research Corporation trades at $326.22 (market cap $389.67B), while TeraWulf Inc trades at $17.2 (market cap $8.35B). The key difference: Lam Research Corporation is far larger — about 46.7× TeraWulf Inc's market cap, and Lam Research Corporation pays a 0.33% dividend while TeraWulf Inc pays none. Which is the better fit depends on your goals.
| LRCX | WULF | |
|---|---|---|
Market Cap | $389.67B | $8.35B |
Sector | Technology | Technology |
52-Week High | $433.33 | $28.98 |
52-Week Low | $97.03 | $5.24 |
Enterprise Value | $387.83B | $10.97B |
Dividend Yield | 0.33% | — |
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 $328.93, up 7.35% with strong technical momentum and bullish moving average signals. The company demonstrates robust fundamentals with 2025 revenue of $18.44B, net income of $5.36B (31.27% margin), and consistent earnings beats. Recent expansion into panel-level packaging and semiconductor workforce development initiatives position LRCX for continued AI-driven growth.
Outlook remains positive with 78% analyst buy ratings and $397.18 consensus price target, though elevated valuation ratios (P/E 54.06) and potential semiconductor cycle volatility present risks. The stock offers exposure to AI infrastructure growth but requires monitoring of competitive threats and capital expenditure trends.
WULF trades at $17.04, up 5.19% on the day amid a broader neocloud infrastructure rally. The stock shows bearish technical signals with 17 sell signals versus 2 buys, while fundamentals reveal significant challenges with a -1,179.94% net income margin and consistent earnings misses. Recent Q2 2026 results showed a $0.37 per share loss versus $0.20 expected, though revenue beat estimates. The company is expanding its high-performance computing capacity with 102 MW operational and 336 MW under construction, supported by a major Anthropic leasing agreement.
Despite unanimous analyst buy ratings and a $38 consensus price target representing 123% upside, WULF faces substantial execution risks and profitability concerns. The transition to AI infrastructure offers long-term potential, but near-term losses and high capital requirements create volatility. Investors should weigh the significant growth opportunity against persistent negative cash flow and competitive pressures in the evolving data center market.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
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Latest headlines on both assets
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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 TeraWulf Inc
TeraWulf develops, owns, and operates fully integrated digital infrastructure powered by predominantly zero-carbon energy. It utilizes a hybrid business model that combines industrial-scale Bitcoin mining with high-performance computing (HPC) and AI hosting, leveraging sustainable power sources like nuclear and hydroelectric to deliver low-cost, energy-efficient data center solutions.
Read more on WULF →
