Applied Materials, Inc. vs American Superconductor Corporation — how do they compare? Applied Materials, Inc. trades at $549.32 (market cap $417.31B), while American Superconductor Corporation trades at $32.63 (market cap $1.56B). The key difference: Applied Materials, Inc. is far larger — about 267.5× American Superconductor Corporation's market cap, and Applied Materials, Inc. pays a 0.4% dividend while American Superconductor Corporation pays none. Which is the better fit depends on your goals.
| AMAT | AMSC | |
|---|---|---|
Market Cap | $417.31B | $1.56B |
Sector | Technology | Technology |
52-Week High | $723.00 | $66.68 |
52-Week Low | $156.25 | $25.95 |
Enterprise Value | $416.34B | $1.42B |
Dividend Yield | 0.4% | — |
Signals from Pluang's Aura AI — not financial advice
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.
AMSC trades at $32.64, up 5.32% in 24 hours, with a bearish technical signal from moving averages. Recent Q1 2026 earnings missed estimates despite record revenue growth, while Q4 2025 and Q1 2026 beat expectations. The company shows strong profitability with a net income margin of 42.56% and ROE of 30.16%, but faces margin pressure and a high EV/EBITDA of 65.73. News highlights record orders and backlog growth amid concerns over valuation and business mix.
Outlook is mixed: bullish fundamentals from earnings beats and order momentum contrast with bearish technicals and valuation risks. Opportunities lie in Grid and Wind segment expansion, but investors face headwinds from margin compression and competitive pressures. Analyst consensus leans buy (53.33%), suggesting cautious optimism for growth execution.
Trailing returns across standard periods
Latest headlines on both assets
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 →AMSC provides energy technology solutions for smarter and cleaner power grids. It offers wind turbine electronic controls and advanced grid systems that enhance the reliability and efficiency of renewable energy networks.
Read more on AMSC →