Compare Applied Materials, Inc. (AMAT) vs GE Aerospace (GE) Price & Performance
Price performance
Price movement over the last 24 hours
Key statistics
Key statistics
Applied Materials, Inc. vs GE Aerospace — how do they compare? Applied Materials, Inc. trades at $580 (market cap $478.36B), while GE Aerospace trades at $358.87 (market cap $374.84B). The key difference: Applied Materials, Inc. is the larger of the two by market cap, and GE Aerospace pays the higher dividend (0.52%). Which is the better fit depends on your goals.
| AMAT | GE | |
|---|---|---|
Market Cap | $478.36B | $374.84B |
Sector | Technology | Industrials |
52-Week High | $723.00 | $378.68 |
52-Week Low | $156.25 | $255.42 |
Enterprise Value | $477.39B | $384.14B |
Dividend Yield | 0.35% | 0.52% |
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% 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.
GE Aerospace trades at $359.27, up 0.06% with a bullish technical signal supported by strong earnings beats and robust order growth. The company demonstrates improving fundamentals with revenue growth from $38.7B to $45.9B (2024-2025) and net income margin expansion to 18.98%. Recent defense contracts and commercial engine demand fuel positive sentiment, though elevated valuation ratios (P/E 44.63, P/S 7.9) warrant caution.
Outlook remains positive with 68.6% analyst buy ratings and $399.43 consensus target offering 11% upside. Key opportunities include aerospace demand surge and defense contract wins, while risks involve high debt levels ($19.27B total debt) and rich valuations that may limit near-term gains despite strong operational performance.
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 GE Aerospace
General Electric Company is a globally diversified technology and financial services company. The Company's products and services include aircraft engines, power generation, water processing, and household appliances to medical imaging, business and consumer financing, and industrial products.
Read more on GE →
