Price movement over the last 24 hours
Applied Materials, Inc. vs Hewlett Packard Enterprise Co — how do they compare? Applied Materials, Inc. trades at $580.64 (market cap $478.36B), while Hewlett Packard Enterprise Co trades at $47.92 (market cap $64.28B). The key difference: Applied Materials, Inc. is far larger — about 7.4× Hewlett Packard Enterprise Co's market cap, and Hewlett Packard Enterprise Co pays the higher dividend (1.17%). Which is the better fit depends on your goals.
| AMAT | HPE | |
|---|---|---|
Market Cap | $478.36B | $64.28B |
Sector | Technology | Technology |
52-Week High | $723.00 | $56.14 |
52-Week Low | $156.25 | $19.81 |
Enterprise Value | $477.39B | $80.23B |
Dividend Yield | 0.35% | 1.17% |
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.
HPE trades at $48.50, down 1.22% on the day, with strong technical momentum showing a bullish moving average signal despite neutral oscillators. The company demonstrates robust revenue growth, reaching $34.30 billion in 2025, with earnings consistently beating expectations in recent quarters. Analyst consensus remains positive with a $69.69 price target, representing 44% upside potential. Recent news highlights HPE's strategic positioning in AI infrastructure with a nearly $6 billion backlog and benefits from Juniper Networks acquisition driving networking revenue growth.
HPE presents a compelling investment case with strong AI-driven growth prospects and improving fundamentals, though investors face risks from elevated valuation multiples and competitive pressures. The stock's technical setup supports further upside toward resistance levels near $50-52, while fundamental improvements in margins and cash flow generation provide support for long-term growth trajectory.
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 →Hewlett Packard Enterprise is an information technology vendor that provides hardware and software to enterprises. Its primary product lines are compute servers, storage arrays, and networking equipment.
Read more on HPE →