Applied Materials, Inc. vs Google Inc — how do they compare? Applied Materials, Inc. trades at $575.96 (market cap $478.36B), while Google Inc trades at $353.72 (market cap $4.35T). The key difference: Google Inc is far larger — about 9.1× Applied Materials, Inc.'s market cap, and Applied Materials, Inc. pays the higher dividend (0.35%). Which is the better fit depends on your goals.
| AMAT | GOOG | |
|---|---|---|
Market Cap | $478.36B | $4.35T |
Sector | Technology | Technology |
52-Week High | $723.00 | $399.06 |
52-Week Low | $156.25 | $181.31 |
Enterprise Value | $477.39B | $4.31T |
Dividend Yield | 0.35% | 0.25% |
Volume | — | 1,511,127 |
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.
Alphabet (GOOG) trades at $355.03, down 0.34% on the day, with a neutral technical signal and strong fundamental performance. The stock shows robust revenue growth, with 2025 revenue reaching $402.84 billion and net income of $132.17 billion, supported by consistent earnings beats. Analyst consensus is overwhelmingly bullish with an 86.84% buy rating and a $457.50 price target, indicating significant upside potential from current levels.
The outlook for GOOG remains positive driven by AI investments and cloud growth, but risks include regulatory scrutiny and high valuation multiples. With strong cash flow generation and institutional support, the stock presents a compelling opportunity for growth-oriented investors, though market volatility and competitive pressures warrant monitoring.
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 →Alphabet Inc. operates as a holding company. The Company, through its subsidiaries, provides web-based search, advertisements, maps, software applications, mobile operating systems, consumer content, enterprise solutions, commerce, and hardware products.
Read more on GOOG →