LRCX vs AMAT: Fair Value Comparison

Lam Research Corp vs. Applied Materials Inc · Semiconductor Equipment & Materials

LRCX's model fair value sits 3.5% below its current price; AMAT's model fair value sits 10.3% below its current price. Of the two, LRCX trades further below its model estimate. Model estimates under stated assumptions. Data as of 2026-10-22.

LRCXAMAT
Price$228.52$374.50
Model fair value (multi-method blend)$220.58$336.08
Model fair value differential-3.5%-10.3%
Methods with a model value above price10 of 1111 of 11
Fundamental strengthA-B+
Next earnings report—2026-11-12

Differential = model fair value versus the current price; positive means the price sits below the model estimate.

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