Applied Materials, Inc. vs Applovin Corporation — how do they compare? Applied Materials, Inc. trades at $525.93 (market cap $414.54B), while Applovin Corporation trades at $320.46 (market cap $113.45B). The key difference: Applied Materials, Inc. is far larger — about 3.7× Applovin Corporation's market cap, and Applied Materials, Inc. pays a 0.41% dividend while Applovin Corporation pays none. Which is the better fit depends on your goals.
| AMAT | APP | |
|---|---|---|
Market Cap | $414.54B | $113.45B |
Sector | Technology | Technology |
52-Week High | $723.00 | $733.60 |
52-Week Low | $156.25 | $335.67 |
Enterprise Value | $413.57B | $113.91B |
Dividend Yield | 0.41% | — |
Signals from Pluang's Aura AI — not financial advice
Applied Materials (AMAT) trades at $539.14, up 2.21% today, showing strong momentum amid bullish technical signals and consistent earnings beats. The stock benefits from robust fundamentals including 29.31% net margins and 39.69% ROE, with revenue growth projected to reach $29B in 2026. Recent news highlights CEO Gary Dickerson's optimistic outlook on AI-driven semiconductor demand, calling this 'the greatest time in the history of our industry' (CNBC, 2026-05-28).
Outlook remains positive with 76.9% analyst buy ratings and $662.82 consensus target, though elevated P/E of 50.72 poses valuation risk. Key opportunities include AI infrastructure expansion and strong operating leverage, while risks involve semiconductor cycle volatility and competitive pressures in chip equipment markets.
AppLovin (APP) trades at $346.80, down 3.32% amid a bearish technical outlook despite strong fundamentals. The stock faces selling pressure after Q2 revenue missed expectations, though it maintains exceptional profitability with 64.58% net margins and 53% YoY revenue growth. Analyst consensus remains bullish with an $569.60 price target, but technical indicators show 18 sell signals versus 2 buys.
The stock presents a growth-at-a-reasonable-price opportunity post-selloff, trading at 26x P/E with 80% analyst buy ratings. Key risks include execution volatility in AI-driven ad pricing and high valuation multiples. Upside depends on Q3 results meeting elevated guidance of 47% growth.
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 →AppLovin provides a software platform for mobile app developers to market, monetize, and analyze their apps. Its AI-powered tools help developers grow their business by connecting them with global advertising networks.
Read more on APP →