Compare Applied Materials, Inc. (AMAT) vs Broadcom Inc (AVGO) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Applied Materials, Inc. vs Broadcom Inc — how do they compare? Applied Materials, Inc. trades at $571.87 (market cap $478.36B), while Broadcom Inc trades at $386.5 (market cap $1.90T). The key difference: Broadcom Inc is far larger — about 4× Applied Materials, Inc.'s market cap, and Broadcom Inc pays the higher dividend (0.65%). Which is the better fit depends on your goals.
| AMAT | AVGO | |
|---|---|---|
Market Cap | $478.36B | $1.90T |
Sector | Technology | Technology |
52-Week High | $723.00 | $481.57 |
52-Week Low | $156.25 | $274.38 |
Enterprise Value | $477.39B | $1.95T |
Dividend Yield | 0.35% | 0.65% |
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.
Broadcom (AVGO) trades at $399.97, down 0.28% on the day, with strong technical momentum showing bullish moving average signals. The company demonstrates robust fundamentals with Q1 2026 EPS beating expectations at $2.44 versus $2.40, continuing a pattern of earnings outperformance. Recent news highlights a significant $30 billion Apple chip supply deal extending through 2031, providing substantial revenue visibility for its custom AI silicon operations.
Broadcom presents a compelling growth story driven by AI semiconductor demand and strategic partnerships, with analyst consensus strongly bullish (86% buy ratings) and a $510.43 price target suggesting 28% upside. Key risks include high valuation multiples (P/E 66.55) and dependence on major customers like Apple, though strong cash flow generation ($27.54B operating cash flow in 2025) supports dividend payments and debt reduction.
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 Broadcom Inc
Broadcom--the combined entity of Broadcom and Avago--boasts a highly diverse product portfolio across an array of end markets. Avago focused primarily on radio frequency filters and amplifiers used in high-end smartphones, such as the Apple iPhone and Samsung Galaxy devices, in addition to an assortment of solutions for wired infrastructure, enterprise storage, and industrial end markets. Legacy Broadcom targeted networking semiconductors, such as switch and physical layer chips, broadband products (such as television set-top box processors), and connectivity chips that handle standards such as Wi-Fi and Bluetooth. The company has acquired Brocade, CA Technologies, Symantec's enterprise security business, and has a pending deal to acquire VMware to bolster its offerings in software.
Read more on AVGO →
