Applied Materials, Inc. vs Cipher Mining Inc — how do they compare? Applied Materials, Inc. trades at $549 (market cap $417.31B), while Cipher Mining Inc trades at $17.87 (market cap $7.14B). The key difference: Applied Materials, Inc. is far larger — about 58.4× Cipher Mining Inc's market cap, and Applied Materials, Inc. pays a 0.4% dividend while Cipher Mining Inc pays none. Which is the better fit depends on your goals.
| AMAT | CIFR | |
|---|---|---|
Market Cap | $417.31B | $7.14B |
Sector | Technology | Basic Materials |
52-Week High | $723.00 | $29.18 |
52-Week Low | $156.25 | $4.72 |
Enterprise Value | $416.34B | $11.90B |
Dividend Yield | 0.4% | — |
Signals from Pluang's Aura AI — not financial advice
Applied Materials (AMAT) trades at $522.12, down 3.16% on the day, amid a neutral technical signal with support at $510 and resistance at $546. The company has consistently beaten earnings estimates in recent quarters, with Q1 2026 EPS of $2.86 surpassing the $2.68 forecast. Strong profitability is evident with a net margin of 29.31% and ROE of 39.69%, though valuation ratios like a P/E of 49.45 are elevated. Recent news highlights robust AI-driven demand in semiconductor equipment, with CEO Gary Dickerson calling it the industry's strongest period ever (CNBC, 2026-05-28).
The outlook remains positive given analyst consensus with a $662.82 price target and 76.9% buy ratings, but risks include high valuation sensitivity and cyclical semiconductor capital spending. Revenue growth to $29.0B in 2026 with a projected 29.31% net margin supports upside, though investors should monitor competitive pressures and macroeconomic impacts on tech spending.
CIFR trades at $17.87, up 9.43% in 24 hours, but remains in a bearish technical trend with significant fundamental challenges. The company reported a Q2 2026 loss of $0.65 per share, missing estimates, with revenue of $191 million and a net loss of $1.1 billion. Despite negative profitability metrics, analyst consensus is unanimously bullish with a $31.78 price target, citing progress in transitioning from Bitcoin mining to AI data center operations.
The outlook hinges on successful execution of its AI infrastructure pivot, but high valuation ratios and persistent losses pose substantial risks. Near-term support lies at $16, while resistance is at $18. Investor sentiment is divided between optimism over AI contracts and concerns over cash burn and mining dependency.
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 →Cipher Mining is an industrial-scale technology company focused on Bitcoin mining infrastructure. It develops and operates data centers in the US designed to strengthen the Bitcoin network and support decentralized finance.
Read more on CIFR →