Compare Lam Research Corporation (LRCX) vs State Street Technology Select Sector SPDR ETF (XLK) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Lam Research Corporation vs State Street Technology Select Sector SPDR ETF — how do they compare? Lam Research Corporation trades at $318.84 (market cap $401.19B), while State Street Technology Select Sector SPDR ETF trades at $198.78 (market cap $132.55B). The key difference: Lam Research Corporation is far larger — about 3× State Street Technology Select Sector SPDR ETF's market cap, and Lam Research Corporation pays a 0.41% dividend while State Street Technology Select Sector SPDR ETF pays none. Which is the better fit depends on your goals — on Pluang, investors hold Lam Research Corporation for 60 Days and State Street Technology Select Sector SPDR ETF for 50 Days on average.
| LRCX | XLK | |
|---|---|---|
Market Cap | $401.19B | $132.55B |
Volume | 8,960,892 | 9,063,135 |
Sector | Technology | Sector/Thematic |
52-Week High | $433.33 | $202.00 |
52-Week Low | $131.37 | $127.49 |
Typical Hold Time | 60 Days | 50 Days |
Enterprise Value | $399.35B | — |
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 $320.59, down 2.71% on the day, amid a bearish technical signal despite strong fundamentals. The company reported robust earnings beats in recent quarters, with Q2 2026 EPS of $1.82 surpassing the $1.69 estimate, and maintains high profitability with a net income margin of 31.27%. Revenue growth is accelerating, reaching $18.44 billion in 2025, supported by AI-driven demand for semiconductor equipment. Analyst consensus remains strongly bullish with a $375.68 price target, though technical indicators show mixed signals with key support at $314.
LRCX presents a compelling long-term investment opportunity driven by AI infrastructure spending and operational efficiency, but faces near-term volatility from technical bearishness and macroeconomic headwinds. Risks include cyclical semiconductor demand and competitive pressures, yet strong institutional support and consistent earnings outperformance underpin upside potential toward analyst targets.
XLK trades at $197.79, down 1.79% on the day, with a bullish technical signal driven by moving averages. The ETF shows neutral oscillators and key support at $196. Recent news highlights concentration risks in its holdings, with some analysts favoring alternative tech ETFs for better diversification. Dividend activity is scheduled for late 2026.
Outlook remains cautiously optimistic given bullish technicals, but concentration in chip stocks poses a risk. Opportunities include AI-driven growth exposure, while risks involve interest rate sensitivity and sector-specific volatility. Investors should weigh diversification against growth potential.
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 State Street Technology Select Sector SPDR ETF
XLK tracks the Technology Select Sector Index, providing targeted exposure to the largest and most influential technology companies within the S&P 500. It is a highly concentrated, liquid vehicle focused on software, semiconductors, and hardware leaders, serving as the primary benchmark for U.S. large-cap technology performance.
Read more on XLK →
