Compare Applied Materials, Inc. (AMAT) vs Delta Air Lines, Inc. (DAL) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Applied Materials, Inc. vs Delta Air Lines, Inc. — how do they compare? Applied Materials, Inc. trades at $574.59 (market cap $478.36B), while Delta Air Lines, Inc. trades at $86.02 (market cap $57.41B). The key difference: Applied Materials, Inc. is far larger — about 8.3× Delta Air Lines, Inc.'s market cap, and Delta Air Lines, Inc. pays the higher dividend (0.89%). Which is the better fit depends on your goals.
| AMAT | DAL | |
|---|---|---|
Market Cap | $478.36B | $57.41B |
Sector | Technology | Industrials |
52-Week High | $723.00 | $93.66 |
52-Week Low | $156.25 | $51.15 |
Enterprise Value | $477.39B | $72.73B |
Dividend Yield | 0.35% | 0.89% |
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 $602.50, up 2.35% recently, with strong technical support near $573 and resistance at $617. The company demonstrates robust fundamentals, including a 29.31% net income margin and consistent earnings beats, while benefiting from AI-driven semiconductor demand highlighted in recent CEO commentary (CNBC, 2026-05-28).
Outlook remains positive given analyst consensus of $644.33 price target and 76.9% buy ratings, though elevated P/E of 56.68 poses valuation risk. Key opportunities include AI infrastructure growth, while risks involve cyclical semiconductor demand and execution challenges in scaling operations.
Delta Air Lines (DAL) trades at $87.39, down 1.81% today, but maintains a bullish technical outlook with strong support at $86. The company reported Q2 2026 EPS of $2.45, beating estimates by 64%, driven by premium demand and World Cup traffic benefits. Revenue growth remains robust at 14% year-over-year, with a net income margin of 6.87%. Analysts are overwhelmingly bullish with an 82% buy rating and a $106.07 price target, implying 21% upside. Cash flow trends show consistent operational strength, with 2025 net cash flow at $1.08 billion.
DAL presents a compelling investment case with earnings momentum, reasonable valuation (P/E 14.49), and analyst confidence. Key risks include fuel cost volatility and competitive pricing pressure, but strong corporate travel demand and dividend growth support long-term value. The stock's current dip offers a potential entry point near technical support levels.
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 Delta Air Lines, Inc.
Atlanta-based Delta Air Lines is one of the world's largest airlines, with a network of over 300 destinations in more than 50 countries. Delta operates a hub-and-spoke system network, where it gathers and distributes passengers across the globe through key locations such as Atlanta, New York, Salt Lake City, Detroit, Seattle, and Minneapolis-St. Paul. Delta's sale of frequent flier miles, particularly to American Express, is a major driver of the firm's profits.
Read more on DAL →
