Price movement over the last 24 hours
Applied Materials, Inc. vs Carvana Co — how do they compare? Applied Materials, Inc. trades at $582 (market cap $478.36B), while Carvana Co trades at $65.83 (market cap $47.15B). The key difference: Applied Materials, Inc. is far larger — about 10.1× Carvana Co's market cap, and Applied Materials, Inc. pays a 0.35% dividend while Carvana Co pays none. Which is the better fit depends on your goals.
| AMAT | CVNA | |
|---|---|---|
Market Cap | $478.36B | $47.15B |
Sector | Technology | Consumer Cyclical |
52-Week High | $723.00 | $95.69 |
52-Week Low | $156.25 | $56.27 |
Enterprise Value | $477.39B | $49.80B |
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.
Carvana (CVNA) trades at $65.83, down 1.92% on the day, with a bearish technical signal from moving averages but neutral oscillators. The company reported strong revenue growth to $20.32B in 2025 and net income of $1.41B, though Q2 2026 earnings are pending. Recent corporate actions include stock splits, and positive news highlights expansion into new-car sales and same-day delivery services. The stock shows improving cash flow trends, with operating cash flow reaching $1.04B in 2025.
Outlook: CVNA presents a mixed picture with robust revenue growth and profitability improvements offset by high valuation multiples and technical bearishness. Investment opportunity lies in continued operational scaling and market expansion, but risks include debt levels and competitive pressures. Analysts maintain a bullish consensus price target of $93.92, suggesting potential upside if execution continues.
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 →Carvana Co is an e-commerce platform for buying and selling used cars. The company derives revenue from used vehicle sales, wholesale vehicle sales and other sales and revenues. The other sales and revenues include sales of loans originated and sold in securitization transactions or to financing partners, commissions received on VSCs and sales of GAP waiver coverage.
Read more on CVNA →