Applied Materials, Inc. vs American Well Corp — how do they compare? Applied Materials, Inc. trades at $506 (market cap $435.21B), while American Well Corp trades at $12.95 (market cap $215.16M). The key difference: Applied Materials, Inc. is far larger — about 2022.7× American Well Corp's market cap, and Applied Materials, Inc. pays a 0.39% dividend while American Well Corp pays none. Which is the better fit depends on your goals.
| AMAT | AMWL | |
|---|---|---|
Market Cap | $435.21B | $215.16M |
Sector | Technology | Health |
52-Week High | $723.00 | $13.58 |
52-Week Low | $156.25 | $3.78 |
Enterprise Value | $434.24B | $22.19M |
Dividend Yield | 0.39% | — |
Signals from Pluang's Aura AI — not financial advice
Applied Materials (AMAT) trades at $534.54, up 1.7% with strong bullish momentum driven by AI semiconductor demand. The stock shows robust fundamentals with 29.31% net margins and consistent earnings beats, though valuations remain elevated at 51.57 P/E. Technical indicators signal bullish momentum with support at $536 and resistance at $552. Recent CEO commentary highlights unprecedented industry growth as AI drives semiconductor equipment demand.
Outlook remains positive with 76.9% analyst buy ratings and $662.82 consensus target offering 24% upside. Key risks include cyclical semiconductor demand and execution challenges in scaling production. The AI-driven equipment supercycle provides multi-year growth runway, but investors should monitor margin sustainability amid increased competition.
AMWL trades at $12.94, down 0.38% with a bullish technical signal. The company shows improving fundamentals with three consecutive quarterly earnings beats and narrowing losses. Revenue declined to $249.33M in 2025 but net losses improved from -$270M to -$95.70M. Recent news highlights Amwell's strategic developments including a Department of Defense contract and leadership changes at Amazon's healthcare unit.
While AMWL shows operational improvement with reduced cash burn and earnings momentum, the stock faces challenges from declining revenue and persistent losses. Analyst consensus leans cautious with 67% hold ratings. Key risks include execution on profitability targets and competitive pressures in telehealth. The path to cash-flow breakeven in Q4 2026 remains critical for valuation upside.
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 →American Well Corp is a telehealth company enabling digital delivery of care for its customers. Its platform, Amwell, digital care delivery solution that equips health systems, health plans, government, and innovator clients with the tools to enable new models of care for their patients and members enabling care delivery across the full healthcare continuum - from primary and urgent care in the home to high acuity specialty consults, such as telestroke and telepsychiatry, in the hospital. It provides both on-demand and scheduled consultations. Its Health Plan Programs include Virtual Primary Care, Musculoskeletal Care, Dermatology Care, and Chronic Care among others and its Health System Modules include Acute Behavioral Health, ED Triage, Pediatrics and Telestroke among others.
Read more on AMWL →