Price movement over the last 24 hours
Applied Materials, Inc. vs H2O America — how do they compare? Applied Materials, Inc. trades at $579.35 (market cap $478.36B), while H2O America trades at $61.47 (market cap $2.57B). The key difference: Applied Materials, Inc. is far larger — about 186.1× H2O America's market cap, and H2O America pays the higher dividend (2.86%). Which is the better fit depends on your goals.
| AMAT | HTO | |
|---|---|---|
Market Cap | $478.36B | $2.57B |
Sector | Technology | Technology |
52-Week High | $723.00 | $62.42 |
52-Week Low | $156.25 | $44.44 |
Enterprise Value | $477.39B | $4.29B |
Dividend Yield | 0.35% | 2.86% |
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.
HTO trades at $61.47, showing minimal daily movement (+0.02%) with strong technical bullish signals from moving averages. The company maintains solid fundamentals with 12.87% net income margin and recent Q1 2026 earnings beat. Analyst consensus is strongly bullish with 80% buy ratings and a $61.33 price target, while the company continues its dividend program with a $0.44 H1-26 payment.
HTO presents a stable investment case with consistent profitability and dividend payments, though growth appears moderate. Key risks include execution of the $2.7 billion capex plan and competitive pressures in the utilities sector. The stock's current valuation appears reasonable with P/E of 21.05, suggesting potential for steady returns rather than explosive growth.
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 →H2O America is a utility company that provides essential water and wastewater services, primarily in the United States. The company operates a network of regulated water and wastewater systems, focusing on responsible resource management and high-quality service delivery. HTO aims to expand its operational footprint through acquisitions and internal growth, serving residential, commercial, and industrial customers.
Read more on HTO →