Price movement over the last 24 hours
Applied Materials, Inc. vs Chewy Inc — how do they compare? Applied Materials, Inc. trades at $581 (market cap $478.36B), while Chewy Inc trades at $20.9 (market cap $8.55B). The key difference: Applied Materials, Inc. is far larger — about 55.9× Chewy Inc's market cap, and Applied Materials, Inc. pays a 0.35% dividend while Chewy Inc pays none. Which is the better fit depends on your goals.
| AMAT | CHWY | |
|---|---|---|
Market Cap | $478.36B | $8.55B |
Sector | Technology | Consumer Cyclical |
52-Week High | $723.00 | $42.33 |
52-Week Low | $156.25 | $17.51 |
Enterprise Value | $477.39B | $8.51B |
Dividend Yield | 0.35% | — |
Signals from Pluang's Aura AI — not financial advice
Applied Materials (AMAT) trades at $602.50, up 2.35% today, with strong earnings beats in recent quarters and a consensus analyst price target of $644.33. The stock shows a bullish moving average signal but neutral oscillators, with key resistance at $617 and support at $573. Revenue grew to $28.37B in 2025, with a net income margin of 24.66%, though valuation ratios like P/E of 56.68 are elevated. Recent news highlights CEO Gary Dickerson's optimism on AI-driven semiconductor demand, positioning AMAT for multi-year growth.
The outlook for AMAT is positive, driven by AI infrastructure expansion and consistent earnings outperformance. Risks include high valuation multiples and semiconductor cycle volatility. With 76.9% of analysts rating it a buy and institutional sentiment bullish, the stock offers growth potential but requires monitoring of execution and market conditions.
Chewy (CHWY) trades at $20.88, up 1.02% today, but remains under pressure with a bearish technical signal and recent earnings misses. The company reported strong revenue growth to $11.86B in 2025 and improved net income of $393M, yet faces margin compression and lowered FY26 sales guidance. Analyst sentiment remains overwhelmingly positive with 81.58% buy ratings and a $34.92 consensus target, suggesting significant upside potential from current levels despite near-term challenges.
The investment case balances attractive valuation metrics (P/S 0.69) against cyclical headwinds and competitive pressures. While operational cash flow growth and market share gains in pet healthcare provide long-term catalysts, investor caution is warranted given recent guidance reductions and volatile technical positioning near key support levels.
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 →Chewy is the largest e-commerce pet care retailer in the U.S., generating $8.9 billion in 2021 sales across pet food, treats, hard goods, and pharmacy categories. The firm was founded in 2011, acquired by PetSmart in 2017, and tapped public markets as a standalone company in 2019, after spending a couple of years developing under the aegis of the pet superstore chain. The firm generates sales from pet food, treats, over-the-counter medications, medical prescription fulfillment, and hard goods, like crates, leashes, and bowls.
Read more on CHWY →