Lam Research (LRCX) Competitors $120.47 +1.26 (+1.06%) Closing price 09/16/2025 04:00 PM EasternExtended Trading$120.60 +0.13 (+0.10%) As of 09/16/2025 07:56 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Competitors Stock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestSustainabilityTrendsBuy This Stock LRCX vs. AMAT, KLAC, META, MKSI, MU, NVDA, NVMI, ONTO, ENTG, and AMKRShould you be buying Lam Research stock or one of its competitors? The main competitors of Lam Research include Applied Materials (AMAT), KLA (KLAC), Meta Platforms (META), MKS (MKSI), Micron Technology (MU), NVIDIA (NVDA), Nova (NVMI), Onto Innovation (ONTO), Entegris (ENTG), and Amkor Technology (AMKR). These companies are all part of the "computer and technology" sector. Lam Research vs. Its Competitors Applied Materials KLA Meta Platforms MKS Micron Technology NVIDIA Nova Onto Innovation Entegris Amkor Technology Lam Research (NASDAQ:LRCX) and Applied Materials (NASDAQ:AMAT) are both large-cap computer and technology companies, but which is the superior business? We will contrast the two companies based on the strength of their dividends, valuation, earnings, profitability, media sentiment, analyst recommendations, risk and institutional ownership. Do analysts recommend LRCX or AMAT? Lam Research currently has a consensus price target of $107.96, indicating a potential downside of 10.39%. Applied Materials has a consensus price target of $192.92, indicating a potential upside of 11.17%. Given Applied Materials' higher possible upside, analysts plainly believe Applied Materials is more favorable than Lam Research.Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Lam Research 1 Sell rating(s) 6 Hold rating(s) 20 Buy rating(s) 0 Strong Buy rating(s) 2.70Applied Materials 1 Sell rating(s) 13 Hold rating(s) 16 Buy rating(s) 0 Strong Buy rating(s) 2.50 Does the media refer more to LRCX or AMAT? In the previous week, Lam Research had 12 more articles in the media than Applied Materials. MarketBeat recorded 67 mentions for Lam Research and 55 mentions for Applied Materials. Lam Research's average media sentiment score of 1.31 beat Applied Materials' score of 1.20 indicating that Lam Research is being referred to more favorably in the media. Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment Lam Research 51 Very Positive mention(s) 6 Positive mention(s) 7 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Positive Applied Materials 35 Very Positive mention(s) 5 Positive mention(s) 9 Neutral mention(s) 2 Negative mention(s) 0 Very Negative mention(s) Positive Is LRCX or AMAT a better dividend stock? Lam Research pays an annual dividend of $0.92 per share and has a dividend yield of 0.8%. Applied Materials pays an annual dividend of $1.84 per share and has a dividend yield of 1.1%. Lam Research pays out 22.1% of its earnings in the form of a dividend. Applied Materials pays out 21.9% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Lam Research has raised its dividend for 10 consecutive years and Applied Materials has raised its dividend for 8 consecutive years. Applied Materials is clearly the better dividend stock, given its higher yield and lower payout ratio. Do institutionals and insiders hold more shares of LRCX or AMAT? 84.6% of Lam Research shares are held by institutional investors. Comparatively, 80.6% of Applied Materials shares are held by institutional investors. 0.3% of Lam Research shares are held by company insiders. Comparatively, 0.2% of Applied Materials shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term. Which has more risk & volatility, LRCX or AMAT? Lam Research has a beta of 1.76, meaning that its stock price is 76% more volatile than the S&P 500. Comparatively, Applied Materials has a beta of 1.77, meaning that its stock price is 77% more volatile than the S&P 500. Is LRCX or AMAT more profitable? Lam Research has a net margin of 29.07% compared to Applied Materials' net margin of 23.88%. Lam Research's return on equity of 58.17% beat Applied Materials' return on equity.Company Net Margins Return on Equity Return on Assets Lam Research29.07% 58.17% 26.42% Applied Materials 23.88%40.96%22.99% Which has stronger valuation and earnings, LRCX or AMAT? Applied Materials has higher revenue and earnings than Lam Research. Applied Materials is trading at a lower price-to-earnings ratio than Lam Research, indicating that it is currently the more affordable of the two stocks. CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings RatioLam Research$18.44B8.24$5.36B$4.1628.96Applied Materials$27.18B5.09$7.18B$8.3920.68 SummaryLam Research beats Applied Materials on 12 of the 19 factors compared between the two stocks. Get Lam Research News Delivered to You Automatically Sign up to receive the latest news and ratings for LRCX and its competitors with MarketBeat's FREE daily newsletter. Subscribe Now View SMS TermsBy entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy. New MarketBeat Followers Over TimeWhat are MarkeBeat Followers?This chart shows the number of new MarketBeat users adding LRCX and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period. Skip ChartMedia Sentiment Over TimeWhat is Media Sentiment?This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.Skip Chart LRCX vs. The Competition Export to ExcelMetricLam ResearchELEC COMP IndustryComputer SectorNASDAQ ExchangeMarket Cap$150.33B$46.13B$32.03B$10.31BDividend Yield0.77%2.24%3.15%4.63%P/E Ratio28.96693.68448.9126.51Price / Sales8.24232.451,721.80123.58Price / Cash26.6792.4437.2060.46Price / Book15.635.787.436.29Net Income$5.36B$551.26M$809.77M$270.51M7 Day Performance12.21%4.10%2.64%1.95%1 Month Performance21.06%11.75%5.82%6.33%1 Year Performance57.26%57.99%24,268.62%25.62% Lam Research Competitors List Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)LRCXLam Research4.5299 of 5 stars$120.47+1.1%$107.96-10.4%+58.8%$150.33B$18.44B28.9619,000Positive NewsAMATApplied Materials4.6932 of 5 stars$162.21-0.3%$193.88+19.5%-7.5%$129.23B$27.18B19.3335,700Positive NewsDividend AnnouncementShort Interest ↑KLACKLA4.6442 of 5 stars$907.88+0.3%$890.59-1.9%+34.5%$119.82B$12.16B29.8815,200Positive NewsMETAMeta Platforms4.2844 of 5 stars$759.14+0.9%$822.41+8.3%+46.1%$1.90T$164.50B27.4274,067Trending NewsDividend AnnouncementMKSIMKS4.2151 of 5 stars$108.17+3.5%$119.80+10.7%+9.3%$7.26B$3.59B27.4210,200Positive NewsMUMicron Technology4.3857 of 5 stars$132.01+0.5%$147.54+11.8%+82.2%$147.74B$25.11B23.7948,000Trending NewsUpcoming EarningsAnalyst ForecastNVDANVIDIA4.9438 of 5 stars$169.40+1.4%$207.42+22.4%+49.8%$4.12T$130.50B48.2636,000Trending NewsInsider TradeAnalyst RevisionNVMINova1.5476 of 5 stars$273.50+7.0%$282.50+3.3%+59.7%$8.04B$672.40M37.234,149Short Interest ↑High Trading VolumeONTOOnto Innovation4.0388 of 5 stars$103.69-0.4%$137.86+33.0%-36.3%$5.08B$987.32M25.691,551Positive NewsENTGEntegris4.2545 of 5 stars$82.08+0.1%$105.30+28.3%-15.9%$12.43B$3.24B42.288,200Positive NewsAMKRAmkor Technology4.5528 of 5 stars$24.78+0.6%$26.44+6.7%-10.8%$6.12B$6.32B20.1328,300Positive NewsGap Up Related Companies and Tools Related Companies Applied Materials Alternatives KLA Alternatives Meta Platforms Alternatives MKS Alternatives Micron Technology Alternatives NVIDIA Alternatives Nova Alternatives Onto Innovation Alternatives Entegris Alternatives Amkor Technology Alternatives Top 10 Stock Comparisons Semiconductor Stocks Artificial Intelligence Stocks Growth Stocks Magnificent Seven Stocks Pharmaceutical Stocks Ecommerce Stocks Bitcoin Stocks Meme Stocks Cryptocurrency Stocks Cybersecurity Stocks This page (NASDAQ:LRCX) was last updated on 9/17/2025 by MarketBeat.com Staff From Our PartnersHe Called Nvidia at $1.10. 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