Compare · BE vs LRCX
BE vs LRCX
Side-by-side comparison of Bloom Energy Corporation (BE) and Lam Research Corporation (LRCX): market cap, price performance, sector, and recent activity on the wire.
Summary
- BE operates in Energy, while LRCX operates in Technology - the two are in different parts of the market.
- LRCX is the larger of the two at $393.74B, about 6.1x BE ($64.04B).
- Over the past year, BE is up 335.1% and LRCX is up 203.6% - BE leads by 131.5 points.
- BE has been more active in the news (14 items in the past 4 weeks vs 5 for LRCX).
- Both have 25 recent analyst ratings on file.
- Company
- Bloom Energy Corporation
- Lam Research Corporation
- Price
- -
- -
- Market cap
- $64.04B
- $393.74B
- 1M return
- +15.55%
- +7.98%
- 1Y return
- +335.06%
- +203.61%
- Industry
- Industrial Machinery/Components
- Industrial Machinery/Components
- Exchange
- NYSE
- NASDAQ
- IPO
- 2018
- 1984
- News (4w)
- 14
- 5
- Recent ratings
- 25
- 25
Bloom Energy Corporation
Bloom Energy Corporation designs, manufactures, and sells solid-oxide fuel cell systems for on-site power generation in the United States, Japan, China, India, and the Republic of Korea. The company offers Bloom Energy Server, a power generation platform that converts standard low-pressure natural gas, biogas, or hydrogen into electricity through an electrochemical process without combustion. It serves hospitals, healthcare companies, retailers, and data centers. The company was formerly known as Ion America Corp. and changed its name to Bloom Energy Corporation in September 2006. Bloom Energy Corporation was incorporated in 2001 and is headquartered in San Jose, California.
Lam Research Corporation
Lam Research Corporation designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of integrated circuits. The company offers ALTUS systems to deposit conformal films for tungsten metallization applications; SABRE electrochemical deposition products for copper interconnect transition that offers copper damascene manufacturing; SOLA ultraviolet thermal processing products for film treatments; and VECTOR plasma-enhanced CVD ALD products. It also provides SPEED gapfill high-density plasma chemical vapor deposition products; and Striker single-wafer atomic layer deposition products for dielectric film solutions. In addition, the company offers Flex for dielectric etch applications; Kiyo for conductor etch applications; Syndion for through-silicon via etch applications; and Versys metal products for metal etch processes. Further, it provides Coronus bevel clean products to enhance die yield; Da Vinci, DV-Prime, EOS, and SP series products to address various wafer cleaning applications; and Metryx mass metrology systems for high precision in-line mass measurement in semiconductor wafer manufacturing. The company sells its products and services to semiconductors industry in the United States, China, Europe, Japan, Korea, Southeast Asia, Taiwan, and internationally. Lam Research Corporation was incorporated in 1980 and is headquartered in Fremont, California.
Latest BE
- Bloom Energy Introduces Power Connect, Cutting Onsite Power Installation Time by Over 40%
- Chief Commercial Officer Joshi Aman sold $1,130,665 worth of shares (4,677 units at $241.75) as part of a pre-agreed trading plan, decreasing direct ownership by 3% to 159,130 units (SEC Form 4) to satisfy tax liability
- Director Immelt Jeffrey R sold $7,167,300 worth of shares (30,000 units at $238.91) as part of a pre-agreed trading plan, decreasing direct ownership by 13% to 201,243 units (SEC Form 4)
- Chief Operations Officer Chitoori Satish sold $496,087 worth of shares (2,053 units at $241.64) as part of a pre-agreed trading plan, decreasing direct ownership by 0.99% to 205,364 units (SEC Form 4) (tax withholding)
- Officer Soderberg Shawn Marie sold $676,272 worth of shares (2,895 units at $233.60), decreasing direct ownership by 2% to 129,370 units (SEC Form 4) to satisfy tax liability
- SEC Form 144 filed by Bloom Energy Corporation
- Director Chambers John T sold $3,750,000 worth of shares (15,000 units at $250.00) as part of a pre-agreed trading plan (SEC Form 4)
- Amendment: SEC Form SCHEDULE 13G/A filed by Bloom Energy Corporation
- SEC Form 144 filed by Bloom Energy Corporation
- A Rural Utility Just Put Truck-Delivered Batteries Into Service
Latest LRCX
- Lam Research Announces Plans to Invest More than $3B to Expand Global Lab Network, Increase Innovation Velocity in the AI Era
- Lam Research and NY Creates Team Up to Enable Training of University Students for the Semiconductor Workforce
- SEC Form 10-K filed by Lam Research Corporation
- President and CEO Archer Timothy exercised 30,000 shares at a strike of $30.03 and sold $9,000,000 worth of shares (30,000 units at $300.00) as part of a pre-agreed trading plan (SEC Form 4)
- Chief Legal Officer Harter Ava covered exercise/tax liability with 5,790 shares, decreasing direct ownership by 11% to 47,462 units (SEC Form 4) to cover withholding tax
- Lam Research Corporation filed SEC Form 8-K: Results of Operations and Financial Condition, Financial Statements and Exhibits
- Lam Research Corporation Reports Financial Results for the Quarter Ended June 28, 2026
- The Hidden Layer of the AI Boom: Robotics, Packaging Equipment Companies Are Thriving
- Director Talwalkar Abhijit Y sold $6,124,470 worth of shares (18,282 units at $335.00) as part of a pre-agreed trading plan, decreasing direct ownership by 17% to 87,142 units (SEC Form 4)
- Lam Research Corporation Announces June Quarter Financial Conference Call