Compare Applied Materials, Inc. (AMAT) vs International Business Machines Corp (IBM) Price & Performance
Price performance
Price movement over the last 24 hours
Key statistics
Key statistics
Applied Materials, Inc. vs International Business Machines Corp — how do they compare? Applied Materials, Inc. trades at $582.99 (market cap $478.36B), while International Business Machines Corp trades at $288.79 (market cap $270.27B). The key difference: Applied Materials, Inc. is the larger of the two by market cap, and International Business Machines Corp pays the higher dividend (2.35%). Which is the better fit depends on your goals.
| AMAT | IBM | |
|---|---|---|
Market Cap | $478.36B | $270.27B |
Sector | Technology | Technology |
52-Week High | $723.00 | $329.23 |
52-Week Low | $156.25 | $214.64 |
Enterprise Value | $477.39B | $328.29B |
Dividend Yield | 0.35% | 2.35% |
Volume | — | 4,481,527 |
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.
IBM trades at $287.56, down 2.62% today, near key support at $288. The stock shows strong fundamentals with revenue growth to $67.54B in 2025 and net income margin of 15.61%. Recent quarterly earnings consistently beat estimates, and the technical outlook is bullish with moving averages signaling upward momentum. Analyst consensus price target is $309.07, suggesting potential upside from current levels.
Outlook remains positive driven by enterprise AI and quantum computing initiatives, though risks include competitive pressures in software and reliance on legacy systems. Wall Street sentiment is mixed with 47% buy ratings, but institutional interest remains strong. The upcoming Q2 2026 earnings report on July 22 will be critical for near-term direction.
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 International Business Machines Corp
International Business Machines Corporation (IBM) provides computer solutions. The Company offers application, technology consulting and support, process design and operations, cloud, digital workplace, and network services, as well as business resiliency, strategy, and design solutions. IBM serves clients worldwide.
Read more on IBM →
