Compare Lam Research Corporation (LRCX) vs State Street SPDR S&P Homebuilders ETF (XHB) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Lam Research Corporation vs State Street SPDR S&P Homebuilders ETF — how do they compare? Lam Research Corporation trades at $326.81 (market cap $408.07B), while State Street SPDR S&P Homebuilders ETF trades at $108.36. The key difference: Lam Research Corporation pays a 0.32% dividend while State Street SPDR S&P Homebuilders ETF pays none, and Lam Research Corporation is trading nearer its 52-week high, State Street SPDR S&P Homebuilders ETF nearer its low. Which is the better fit depends on your goals.
| LRCX | XHB | |
|---|---|---|
Market Cap | $408.07B | — |
Sector | Technology | Broad Market / Factor |
52-Week High | $433.33 | $121.36 |
52-Week Low | $97.03 | $94.86 |
Enterprise Value | $406.22B | — |
Dividend Yield | 0.32% | — |
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 $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.
XHB trades at $108.35 with a slight 0.1% daily gain, showing bullish technical momentum with strong moving average support. The ETF benefits from positive housing market developments including new home sales growth and supportive legislation, though mixed economic data creates uncertainty. Technical indicators show overall bullish sentiment with 14 buy signals versus 3 sell signals.
The outlook remains cautiously optimistic as housing affordability legislation and seasonal demand provide tailwinds, but high mortgage rates and record home prices pose headwinds. Key risks include interest rate sensitivity and economic volatility, while institutional positioning suggests selective confidence in the homebuilding sector's recovery prospects.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
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 State Street SPDR S&P Homebuilders ETF
XHB invests in the U.S. homebuilding industry and related sectors. It provides equal-weighted exposure to homebuilders, building products, and home improvement retailers like Home Depot, Lowe's, and Builders FirstSource.
Read more on XHB →
