Lam Research (LRCX) Competitors $97.69 -4.05 (-3.98%) Closing price 07/22/2025 04:00 PM EasternExtended Trading$99.01 +1.32 (+1.35%) As of 05:45 AM 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, TER, ONTO, ENTG, and AEISShould 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), Teradyne (TER), Onto Innovation (ONTO), Entegris (ENTG), and Advanced Energy Industries (AEIS). 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 Teradyne Onto Innovation Entegris Advanced Energy Industries Lam Research (NASDAQ:LRCX) and Applied Materials (NASDAQ:AMAT) are both large-cap computer and technology companies, but which is the better business? We will contrast the two companies based on the strength of their earnings, media sentiment, profitability, analyst recommendations, institutional ownership, dividends, valuation and risk. Do analysts rate LRCX or AMAT? Lam Research currently has a consensus price target of $100.57, indicating a potential upside of 2.95%. Applied Materials has a consensus price target of $204.74, indicating a potential upside of 9.40%. Given Applied Materials' higher possible upside, analysts clearly believe Applied Materials is more favorable than Lam Research.Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Lam Research 0 Sell rating(s) 6 Hold rating(s) 17 Buy rating(s) 1 Strong Buy rating(s) 2.79Applied Materials 0 Sell rating(s) 8 Hold rating(s) 17 Buy rating(s) 0 Strong Buy rating(s) 2.68 Is LRCX or AMAT more profitable? Lam Research has a net margin of 27.18% compared to Applied Materials' net margin of 24.06%. Lam Research's return on equity of 53.21% beat Applied Materials' return on equity.Company Net Margins Return on Equity Return on Assets Lam Research27.18% 53.21% 24.07% Applied Materials 24.06%40.15%22.42% Which has more volatility & risk, LRCX or AMAT? Lam Research has a beta of 1.68, indicating that its share price is 68% more volatile than the S&P 500. Comparatively, Applied Materials has a beta of 1.69, indicating that its share price is 69% more volatile than the S&P 500. 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 0.9%. Applied Materials pays an annual dividend of $1.84 per share and has a dividend yield of 1.0%. Lam Research pays out 25.6% of its earnings in the form of a dividend. Applied Materials pays out 22.4% 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. Does the media refer more to LRCX or AMAT? In the previous week, Applied Materials had 8 more articles in the media than Lam Research. MarketBeat recorded 49 mentions for Applied Materials and 41 mentions for Lam Research. Applied Materials' average media sentiment score of 1.32 beat Lam Research's score of 1.19 indicating that Applied Materials is being referred to more favorably in the news media. Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment Lam Research 30 Very Positive mention(s) 3 Positive mention(s) 7 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Positive Applied Materials 41 Very Positive mention(s) 2 Positive mention(s) 6 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Positive Do insiders and institutionals have more ownership in 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 endowments, hedge funds and large money managers believe a company is poised for long-term growth. Which has preferable earnings and valuation, 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$14.91B8.38$3.83B$3.5927.21Applied Materials$27.18B5.53$7.18B$8.2222.77 SummaryLam Research beats Applied Materials on 10 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. Email Address 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$130.14B$39.83B$28.84B$9.45BDividend Yield0.90%2.13%3.02%4.03%P/E Ratio27.2346.5334.0219.90Price / Sales8.38268.511,817.9885.79Price / Cash30.5392.5838.1358.29Price / Book14.965.247.595.67Net Income$3.83B$528.96M$781.12M$258.18M7 Day Performance-2.67%0.99%2.17%2.81%1 Month Performance6.64%10.96%8.53%13.53%1 Year Performance1.79%29.55%52,878.53%17.68% Lam Research Competitors List Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)LRCXLam Research4.3302 of 5 stars$97.69-4.0%$100.57+2.9%0.0%$130.14B$14.91B27.2317,450Trending NewsUpcoming EarningsAnalyst ForecastAMATApplied Materials4.8304 of 5 stars$197.28-0.3%$204.74+3.8%-16.3%$158.44B$27.18B24.0235,700Positive NewsKLACKLA4.6559 of 5 stars$921.86-0.3%$840.33-8.8%+10.2%$122.24B$11.55B33.6015,230Positive NewsAnalyst ForecastMETAMeta Platforms3.6799 of 5 stars$722.37+0.7%$729.38+1.0%+44.6%$1.81T$164.50B28.1574,067Trending NewsUpcoming EarningsAnalyst ForecastMKSIMKS4.7425 of 5 stars$104.93-1.4%$118.80+13.2%-22.7%$7.08B$3.65B31.3310,200Positive NewsAnalyst ForecastMUMicron Technology4.9754 of 5 stars$119.08-4.4%$146.44+23.0%-5.3%$133.27B$33.81B21.4648,000Trending NewsNVDANVIDIA4.5321 of 5 stars$164.56-0.2%$177.03+7.6%+35.2%$4.02T$130.50B53.1036,000Trending NewsTERTeradyne4.8235 of 5 stars$95.37-1.7%$112.50+18.0%-39.3%$15.30B$2.82B26.946,500Upcoming EarningsAnalyst ForecastONTOOnto Innovation4.8398 of 5 stars$99.15-2.6%$141.67+42.9%-53.5%$4.84B$1.03B22.421,551Positive NewsENTGEntegris4.5333 of 5 stars$86.29-1.5%$109.33+26.7%-31.1%$13.05B$3.24B42.268,200Positive NewsUpcoming EarningsDividend AnnouncementAnalyst ForecastInsider TradeGap DownAEISAdvanced Energy Industries4.2383 of 5 stars$141.24+0.4%$126.89-10.2%+24.5%$5.32B$1.48B72.7810,000 Related Companies and Tools Related Companies Applied Materials Alternatives KLA Alternatives Meta Platforms Alternatives MKS Alternatives Micron Technology Alternatives NVIDIA Alternatives Teradyne Alternatives Onto Innovation Alternatives Entegris Alternatives Advanced Energy Industries 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 7/23/2025 by MarketBeat.com Staff From Our PartnersINVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting OffRight now, we’re witnessing a monumental shift in the world.Traders Agency | SponsoredMarket Panic: Trump Just Dropped a Bomb on Your Stockstock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...American Alternative | SponsoredGoogle did what!?!?A new technology has sparked a modern-day gold rush in Silicon Valley. 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