Compare Applied Materials, Inc. (AMAT) vs CubeSmart (CUBE) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Applied Materials, Inc. vs CubeSmart — how do they compare? Applied Materials, Inc. trades at $536.78 (market cap $414.54B), while CubeSmart trades at $40.86 (market cap $9.23B). The key difference: Applied Materials, Inc. is far larger — about 44.9× CubeSmart's market cap, and CubeSmart pays the higher dividend (5.17%). Which is the better fit depends on your goals.
| AMAT | CUBE | |
|---|---|---|
Market Cap | $414.54B | $9.23B |
Sector | Technology | Real Estate |
52-Week High | $723.00 | $42.50 |
52-Week Low | $156.25 | $35.36 |
Enterprise Value | $413.57B | $12.76B |
Dividend Yield | 0.41% | 5.17% |
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 $525.61, down 2.51% on the day, amid a neutral technical signal with key support at $510 and resistance at $546. The company shows strong fundamentals with a 29.31% net income margin and consistent earnings beats, including Q1 2026 EPS of $2.86 versus $2.68 expected. Recent news highlights CEO Gary Dickerson's optimism on AI-driven semiconductor demand, calling it the 'greatest time in the history of the industry' (CNBC, 2026-05-28).
Outlook remains positive with a consensus price target of $662.82, implying 26% upside, supported by 76.9% analyst buy ratings. Risks include high valuation multiples like a P/E of 49.12 and cyclical semiconductor equipment demand. The stock offers growth exposure to AI infrastructure but faces volatility from tech sector shifts.
CubeSmart (CUBE) trades at $41.77, down slightly (-0.19%) on the day, with a bullish technical signal from moving averages and a consensus analyst price target of $43.86 offering modest upside. The REIT has demonstrated consistent earnings beats in recent quarters and maintains strong profitability with a 29.41% net income margin. Recent news highlights improving operational trends, including higher occupancy and a raised full-year revenue outlook for 2026, suggesting a potential inflection point.
The outlook is cautiously optimistic, supported by operational momentum and a solid 5% dividend yield. Key risks include a high debt load, with long-term debt of $2.99 billion, and sensitivity to interest rate changes. While analyst sentiment is mixed (44.83% Buy, 51.72% Hold), the stock presents a value opportunity if operational improvements continue, though investors should weigh the debt burden against the stable income profile.
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 CubeSmart
CubeSmart is a real estate investment trust that acquires, owns, and manages self-storage facilities throughout the United States. The company's real estate portfolio is composed of buildings with numerous enclosed storage areas for both residential and commercial customers to rent mainly on a month-by-month basis. Most of CubeSmart's facilities are located in Florida, Texas, California, New York, and Illinois. Cumulatively, these states account for both the majority of the square footage in the company's real estate portfolio and the majority of its revenue. CubeSmart derives nearly all of its revenue from rental income from tenants utilizing its storage facilities.
Read more on CUBE →
