Price movement over the last 24 hours
Applied Materials, Inc. vs Cisco Systems Inc — how do they compare? Applied Materials, Inc. trades at $583 (market cap $478.36B), while Cisco Systems Inc trades at $120.71 (market cap $478.14B). The key difference: Applied Materials, Inc. and Cisco Systems Inc are close in size by market cap, and Cisco Systems Inc pays the higher dividend (1.38%). Which is the better fit depends on your goals.
| AMAT | CSCO | |
|---|---|---|
Market Cap | $478.36B | $478.14B |
Sector | Technology | Technology |
52-Week High | $723.00 | $130.00 |
52-Week Low | $156.25 | $66.20 |
Enterprise Value | $477.39B | $492.80B |
Dividend Yield | 0.35% | 1.38% |
Volume | — | 22,887,319 |
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.
Cisco Systems (CSCO) trades at $121.31, up 2.54% with a bullish technical signal. Recent earnings beats and strong AI cybersecurity partnerships drive momentum. The stock shows solid fundamentals with $56.65B revenue and 19.69% net margin, though valuation ratios like P/E of 40.44 appear elevated. Positive analyst sentiment includes a $130.38 consensus target.
Outlook remains positive with AI-driven growth opportunities, but risks include competitive pressures and high debt levels. The stock offers steady dividends and institutional support, yet investors should monitor execution on AI initiatives and macroeconomic headwinds that could impact networking demand.
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 →Cisco Systems, Inc. provides information technology and networking services. The Company offers enterprise network security, software development, data collaboration, cloud computing, and other related services. Cisco Systems serves customers in the United States.
Read more on CSCO →