Applied Materials, Inc. vs Credo Technology Group Holding Ltd — how do they compare? Applied Materials, Inc. trades at $551 (market cap $417.31B), while Credo Technology Group Holding Ltd trades at $269 (market cap $46.19B). The key difference: Applied Materials, Inc. is far larger — about 9× Credo Technology Group Holding Ltd's market cap, and Applied Materials, Inc. pays a 0.4% dividend while Credo Technology Group Holding Ltd pays none. Which is the better fit depends on your goals.
| AMAT | CRDO | |
|---|---|---|
Market Cap | $417.31B | $46.19B |
Sector | Technology | Technology |
52-Week High | $723.00 | $302.52 |
52-Week Low | $156.25 | $87.81 |
Enterprise Value | $416.34B | $44.77B |
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.
CRDO trades at $268.16, up 11.76% in 24 hours, with a bullish technical signal and strong institutional interest. The company reported robust earnings beats in recent quarters, with Q1 2026 EPS of $1.16 exceeding expectations. Revenue surged to $436.78 million in 2025, and net income margin expanded to 35.37% in 2026. Positive news highlights Credo's role in AI infrastructure, including contributions to the Open Compute Project.
Outlook is positive due to AI-driven demand and strong financials, but risks include premium valuations (P/E 98.68) and customer concentration. Analyst consensus is bullish with a $285.42 price target. Investors should monitor execution risks and market volatility amid high growth 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 →Credo Technology provides high-speed connectivity solutions for AI-driven applications and hyperscale data centers. Its products enable faster, more energy-efficient data transmission for cloud and telecom infrastructure.
Read more on CRDO →