Compare Applied Materials, Inc. (AMAT) vs Applied Digital Corporation (APLD) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Applied Materials, Inc. vs Applied Digital Corporation — how do they compare? Applied Materials, Inc. trades at $584.73 (market cap $478.36B), while Applied Digital Corporation trades at $29.96 (market cap $8.90B). The key difference: Applied Materials, Inc. is far larger — about 53.7× Applied Digital Corporation's market cap, and Applied Materials, Inc. pays a 0.35% dividend while Applied Digital Corporation pays none. Which is the better fit depends on your goals.
| AMAT | APLD | |
|---|---|---|
Market Cap | $478.36B | $8.90B |
Sector | Technology | Technology |
52-Week High | $723.00 | $49.65 |
52-Week Low | $156.25 | $9.18 |
Enterprise Value | $477.39B | $10.00B |
Dividend Yield | 0.35% | — |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Applied Materials (AMAT) trades at $602.50, up 2.35% recently, with strong technical support near $573 and resistance at $617. The company demonstrates robust fundamentals, including a 29.31% net income margin and consistent earnings beats, while benefiting from AI-driven semiconductor demand highlighted in recent CEO commentary (CNBC, 2026-05-28).
Outlook remains positive given analyst consensus of $644.33 price target and 76.9% buy ratings, though elevated P/E of 56.68 poses valuation risk. Key opportunities include AI infrastructure growth, while risks involve cyclical semiconductor demand and execution challenges in scaling operations.
Applied Digital (APLD) trades at $31.15, down 3.53% today, amid bearish technical signals despite unanimous analyst buy ratings. The company shows strong revenue growth with $144M in 2025 and $319M projected for 2026, but remains unprofitable with negative margins. Recent news highlights APLD's pivot to AI data centers with $36B in contracted lease value, though execution risks and customer concentration persist.
Outlook: High growth potential from AI infrastructure expansion contrasts with profitability challenges and heavy capital spending. Risks include customer concentration and debt load, but analyst consensus targets $76.67 suggest significant upside if execution improves.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
About Applied Materials, Inc.
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 →About Applied Digital Corporation
Applied Digital provides high-performance computing (HPC) infrastructure and cloud services. It designs and operates data centers tailored for AI, machine learning, and other intensive digital workloads across North America.
Read more on APLD →
