Autodesk Inc vs Applied Materials, Inc. — how do they compare? Autodesk Inc trades at $246.86 (market cap $53.12B), while Applied Materials, Inc. trades at $546.51 (market cap $417.31B). The key difference: Applied Materials, Inc. is far larger — about 7.9× Autodesk Inc's market cap, and Applied Materials, Inc. pays a 0.4% dividend while Autodesk Inc pays none. Which is the better fit depends on your goals.
| ADSK | AMAT | |
|---|---|---|
Market Cap | $53.12B | $417.31B |
Sector | Technology | Technology |
52-Week High | $326.79 | $723.00 |
52-Week Low | $187.72 | $156.25 |
Enterprise Value | $52.92B | $416.34B |
Dividend Yield | — | 0.4% |
Signals from Pluang's Aura AI — not financial advice
Autodesk (ADSK) trades at $256.07, up 2.81% with strong technical momentum and bullish moving averages. The company demonstrates robust fundamentals with revenue growth from $4.4B in 2022 to $6.1B in 2025, net income margin expanding to 19.49%, and consistent earnings beats. Recent news highlights AI investments and upcoming Q2 2027 earnings call on August 27, 2026.
Outlook remains positive with 74.5% analyst buy ratings and $302.23 consensus target offering 18% upside. Key risks include elevated valuation multiples (P/E 36.73) and competitive pressures in design software. The stock's technical strength and fundamental growth trajectory support continued investor interest despite overbought RSI signals.
Applied Materials (AMAT) trades at $522.12, down 3.16% on the day, amid a neutral technical signal with support at $510 and resistance at $546. The company has consistently beaten earnings estimates in recent quarters, with Q1 2026 EPS of $2.86 surpassing the $2.68 forecast. Strong profitability is evident with a net margin of 29.31% and ROE of 39.69%, though valuation ratios like a P/E of 49.45 are elevated. Recent news highlights robust AI-driven demand in semiconductor equipment, with CEO Gary Dickerson calling it the industry's strongest period ever (CNBC, 2026-05-28).
The outlook remains positive given analyst consensus with a $662.82 price target and 76.9% buy ratings, but risks include high valuation sensitivity and cyclical semiconductor capital spending. Revenue growth to $29.0B in 2026 with a projected 29.31% net margin supports upside, though investors should monitor competitive pressures and macroeconomic impacts on tech spending.
Trailing returns across standard periods
Latest headlines on both assets
Founded in 1982, Autodesk is an application software company that serves industries in architecture, engineering, and construction.
Read more on ADSK →Applied Materials is the world's largest supplier of semiconductor manufacturing equipment, providing materials engineering solutions to help make nearly every chip in the world. The firm's systems are used in nearly every major process step with the exception of lithography. Key tools include those for chemical and physical vapor deposition, etching, chemical mechanical polishing, wafer- and reticle-inspection, critical dimension measurement, and defect-inspection scanning electron microscopes.
Read more on AMAT →