Lam Research (LRCX) Competitors $140.35 -8.80 (-5.90%) Closing price 04:00 PM EasternExtended Trading$141.05 +0.70 (+0.50%) As of 06:41 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. ACLS, AMAT, KLAC, META, MKSI, MU, NVDA, ONTO, ENTG, and AMKRShould you be buying Lam Research stock or one of its competitors? The main competitors of Lam Research include Axcelis Technologies (ACLS), Applied Materials (AMAT), KLA (KLAC), Meta Platforms (META), MKS (MKSI), Micron Technology (MU), NVIDIA (NVDA), 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 Axcelis Technologies Applied Materials KLA Meta Platforms MKS Micron Technology NVIDIA Onto Innovation Entegris Amkor Technology Lam Research (NASDAQ:LRCX) and Axcelis Technologies (NASDAQ:ACLS) are both computer and technology companies, but which is the better investment? We will contrast the two companies based on the strength of their institutional ownership, risk, media sentiment, analyst recommendations, profitability, dividends, valuation and earnings. Which has more volatility and risk, LRCX or ACLS? Lam Research has a beta of 1.84, indicating that its stock price is 84% more volatile than the S&P 500. Comparatively, Axcelis Technologies has a beta of 1.75, indicating that its stock price is 75% more volatile than the S&P 500. Does the media refer more to LRCX or ACLS? In the previous week, Lam Research had 42 more articles in the media than Axcelis Technologies. MarketBeat recorded 61 mentions for Lam Research and 19 mentions for Axcelis Technologies. Lam Research's average media sentiment score of 1.20 beat Axcelis Technologies' score of 0.43 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 37 Very Positive mention(s) 7 Positive mention(s) 11 Neutral mention(s) 2 Negative mention(s) 0 Very Negative mention(s) Positive Axcelis Technologies 2 Very Positive mention(s) 3 Positive mention(s) 12 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Neutral Do analysts rate LRCX or ACLS? Lam Research currently has a consensus price target of $119.20, indicating a potential downside of 15.07%. Axcelis Technologies has a consensus price target of $98.75, indicating a potential upside of 18.04%. Given Axcelis Technologies' higher possible upside, analysts plainly believe Axcelis Technologies is more favorable than Lam Research.Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Lam Research 0 Sell rating(s) 8 Hold rating(s) 23 Buy rating(s) 0 Strong Buy rating(s) 2.74Axcelis Technologies 0 Sell rating(s) 4 Hold rating(s) 3 Buy rating(s) 0 Strong Buy rating(s) 2.43 Which has better earnings and valuation, LRCX or ACLS? Lam Research has higher revenue and earnings than Axcelis Technologies. Axcelis Technologies 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$18.44B9.60$5.36B$4.1633.74Axcelis Technologies$1.02B2.58$200.99M$4.8917.11 Is LRCX or ACLS more profitable? Lam Research has a net margin of 29.07% compared to Axcelis Technologies' net margin of 17.69%. Lam Research's return on equity of 58.17% beat Axcelis Technologies' return on equity.Company Net Margins Return on Equity Return on Assets Lam Research29.07% 58.17% 26.42% Axcelis Technologies 17.69%16.26%12.27% Do institutionals & insiders have more ownership in LRCX or ACLS? 84.6% of Lam Research shares are held by institutional investors. Comparatively, 90.0% of Axcelis Technologies shares are held by institutional investors. 0.3% of Lam Research shares are held by company insiders. Comparatively, 0.5% of Axcelis Technologies shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth. SummaryLam Research beats Axcelis Technologies on 12 of the 16 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$176.99B$45.44B$32.42B$10.53BDividend Yield0.71%2.13%3.16%4.67%P/E Ratio33.74692.01495.3826.86Price / Sales9.60386.902,010.08185.42Price / Cash32.6340.6235.0131.10Price / Book18.206.447.536.72Net Income$5.36B$551.26M$819.01M$276.44M7 Day Performance4.82%5.79%2.27%3.13%1 Month Performance36.33%37.40%11.13%10.21%1 Year Performance74.11%67.67%24,144.38%40.35% Lam Research Competitors List Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)LRCXLam Research4.4888 of 5 stars$140.35-5.9%$119.20-15.1%+82.9%$176.99B$18.44B33.7419,000Positive NewsAnalyst UpgradeACLSAxcelis Technologies4.1078 of 5 stars$96.60-0.9%$90.00-6.8%-12.6%$3.03B$1.02B19.751,563Positive NewsAMATApplied Materials4.4968 of 5 stars$205.42+0.7%$194.15-5.5%+10.9%$163.76B$27.18B24.5035,700Trending NewsKLACKLA4.561 of 5 stars$1,065.69+0.1%$900.29-15.5%+44.7%$140.42B$12.16B35.0915,200METAMeta Platforms4.4617 of 5 stars$742.59-0.2%$826.05+11.2%+20.1%$1.87T$164.50B26.8874,067Trending NewsAnalyst ForecastMKSIMKS4.1363 of 5 stars$122.54+0.6%$119.80-2.2%+31.7%$8.22B$3.59B31.0610,200Positive NewsMUMicron Technology4.9108 of 5 stars$163.44+3.9%$184.77+13.0%+86.8%$183.00B$37.38B21.5448,000Trending NewsAnalyst DowngradeGap UpNVDANVIDIA4.8922 of 5 stars$181.16-89.8%$210.21+16.0%+48.5%$4.40T$130.50B51.6036,000Trending NewsAnalyst ForecastONTOOnto Innovation3.8048 of 5 stars$130.75+2.5%$146.43+12.0%-30.4%$6.41B$987.32M32.371,551Positive NewsENTGEntegris4.3704 of 5 stars$93.59+0.5%$105.30+12.5%-10.6%$14.19B$3.24B48.248,200AMKRAmkor Technology4.8093 of 5 stars$28.62-1.4%$26.44-7.6%+0.2%$7.07B$6.32B23.2628,300Trending NewsOptions VolumeGap Up Related Companies and Tools Related Companies Axcelis Technologies Alternatives Applied Materials Alternatives KLA Alternatives Meta Platforms Alternatives MKS Alternatives Micron Technology Alternatives NVIDIA 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 10/7/2025 by MarketBeat.com Staff From Our PartnersMagnificent 7 being replaced by the “Hidden 7”?BULLISH: It's time to buy this 'hidden' AI stock An award-winning stock-rating system has turned BULLISH on...Chaikin Analytics | SponsoredAn $8 trillion-dollar discovery 17,000 ft underwater A strange rock pulled from the ocean floor may hold the key to a $16 trillion resource boom. 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