Compare Applied Materials, Inc. (AMAT) vs Dell Technologies Inc (DELL) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Applied Materials, Inc. vs Dell Technologies Inc — how do they compare? Applied Materials, Inc. trades at $548.54 (market cap $417.31B), while Dell Technologies Inc trades at $455 (market cap $284.93B). The key difference: Applied Materials, Inc. is the larger of the two by market cap, and Dell Technologies Inc pays the higher dividend (0.57%). Which is the better fit depends on your goals.
| AMAT | DELL | |
|---|---|---|
Market Cap | $417.31B | $284.93B |
Sector | Technology | Technology |
52-Week High | $723.00 | $467.27 |
52-Week Low | $156.25 | $111.10 |
Enterprise Value | $416.34B | $304.51B |
Dividend Yield | 0.4% | 0.57% |
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 $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.
Dell Technologies stock trades at $457.93, up 0.92% on the day, near its 52-week high. Recent earnings beats, including Q1 2026 EPS of $4.86 versus $2.96 expected, highlight strong operational performance. The technical outlook is bullish with support at $448 and resistance at $471. Revenue for 2025 reached $95.57 billion with net income of $4.59 billion, though cash flow trends show net outflows.
The outlook remains positive driven by AI server demand and commercial PC refresh cycles, with a consensus price target of $503.76 implying 10% upside. Risks include valuation concerns at a P/E of 35.14 and competitive pressures in the tech hardware sector. Institutional sentiment is bullish with 57.78% of analysts rating Buy.
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 Dell Technologies Inc
VMware is an industry titan in virtualizing IT infrastructure and became a stand-alone entity after spinning off from Dell Technologies in November 2021. The software provider operates in the three segments: licenses
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