Lam Research Corporation vs TeraWulf Inc — how do they compare? Lam Research Corporation trades at $321.4 (market cap $383.63B), while TeraWulf Inc trades at $20.1 (market cap $9.35B). The key difference: Lam Research Corporation is far larger — about 41× TeraWulf Inc's market cap, and Lam Research Corporation pays a 0.34% dividend while TeraWulf Inc pays none. Which is the better fit depends on your goals.
| LRCX | WULF | |
|---|---|---|
Market Cap | $383.63B | $9.35B |
Sector | Technology | Technology |
52-Week High | $433.33 | $28.98 |
52-Week Low | $94.84 | $4.76 |
Enterprise Value | $382.61B | $12.03B |
Dividend Yield | 0.34% | — |
Signals from Pluang's Aura AI — not financial advice
Lam Research (LRCX) trades at $322.00, up 2.78% today, with a bullish technical signal despite mixed moving averages. The stock has consistently beaten earnings estimates, with Q1 2026 EPS of $1.47 surpassing the $1.36 forecast. Revenue grew to $18.44B in 2025, and net income margin improved to 30.94%. Analysts maintain a strong buy consensus with a $396.06 price target, though high valuation multiples like a P/E of 57.99 and sector volatility present risks.
Outlook remains positive driven by AI-related semiconductor demand and operational efficiency, but investors face risks from elevated valuations and industry cyclicality. The stock's proximity to the $319 resistance level suggests near-term momentum could hinge on Q2 2026 earnings results against a $1.69 EPS expectation.
No Aura AI signal available yet.
Trailing returns across standard periods
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 →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 →