Applied Materials, Inc. vs Applovin Corporation — how do they compare? Applied Materials, Inc. trades at $576.57 (market cap $478.36B), while Applovin Corporation trades at $471.8 (market cap $170.31B). The key difference: Applied Materials, Inc. is far larger — about 2.8× Applovin Corporation's market cap, and Applied Materials, Inc. pays a 0.35% dividend while Applovin Corporation pays none. Which is the better fit depends on your goals.
| AMAT | APP | |
|---|---|---|
Market Cap | $478.36B | $170.31B |
Sector | Technology | Technology |
52-Week High | $723.00 | $733.60 |
52-Week Low | $156.25 | $335.10 |
Enterprise Value | $477.39B | $171.07B |
Dividend Yield | 0.35% | — |
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.
AppLovin trades at $506.98, down 2.58% today, with a bullish technical setup near pivot point support at $504. The company shows exceptional fundamentals with 59% revenue growth in Q1 2026 and net margins exceeding 64%. Analyst consensus remains strongly bullish with an $644.09 price target, supported by expanding e-commerce advertising share and AI-driven platform growth noted in recent Jefferies research.
The outlook remains positive given consistent earnings beats and projected revenue growth to $6.2B in 2026. Primary risks include premium valuation multiples (P/E 44.09) and competitive pressure in mobile advertising. The stock offers growth exposure but requires monitoring of execution against high expectations.
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 →