Price movement over the last 24 hours
Aehr Test Systems vs Applied Materials, Inc. — how do they compare? Aehr Test Systems trades at $66.05 (market cap $2.11B), while Applied Materials, Inc. trades at $574.92 (market cap $440.25B). The key difference: Applied Materials, Inc. is far larger — about 208.6× Aehr Test Systems's market cap, and Applied Materials, Inc. pays a 0.38% dividend while Aehr Test Systems pays none. Which is the better fit depends on your goals.
| AEHR | AMAT | |
|---|---|---|
Market Cap | $2.11B | $440.25B |
Sector | Technology | Technology |
52-Week High | $116.58 | $723.00 |
52-Week Low | $13.29 | $156.25 |
Enterprise Value | $2.08B | $439.28B |
Dividend Yield | — | 0.38% |
Signals from Pluang's Aura AI — not financial advice
AEHR trades at $72.33, up 3.38% today, with a bullish technical signal driven by oversold RSI readings near 24.5, though moving averages remain bearish. The company reported Q1 2026 EPS of -$0.05, beating expectations, but maintains negative profitability margins and cash flow. Recent news highlights strong order growth from AI and silicon photonics customers, including a follow-on system order announced June 17, 2026.
Outlook is mixed: robust order book and AI sector tailwinds support growth, but high P/S of 46.6 and persistent losses pose valuation risks. Analyst consensus is cautious with 33% buy ratings. Key risks include execution on orders and cash burn.
Applied Materials (AMAT) trades at $592.79, down 1.78% on the day, amid a broader bullish technical trend. The stock has consistently beaten earnings expectations in recent quarters, with Q1 2026 EPS of $2.86 surpassing the $2.68 estimate. Strong profitability is evident with a net income margin of 29.31% and ROE of 39.69%. Recent news highlights the company's positioning in the AI-driven semiconductor equipment boom, with the CEO calling it 'the greatest time in the history of our industry' (CNBC, 2026-05-28).
The outlook remains positive, supported by robust analyst sentiment (76.92% buy ratings) and a consensus price target of $622.57, offering potential upside. Key risks include high valuation multiples (P/E of 55.77) and dependence on sustained semiconductor capital expenditure cycles. The stock presents an opportunity for growth investors aligned with the AI infrastructure theme, but requires monitoring of execution and market cyclicality.
Trailing returns across standard periods
Latest headlines on both assets
Aehr Test Systems provides testing and burn-in solutions for the semiconductor industry. Its systems ensure the reliability of AI processors, data center chips, and electric vehicle components at the wafer and package levels.
Read more on AEHR →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 →