Applied Materials, Inc. vs IONQ Inc — how do they compare? Applied Materials, Inc. trades at $579.96 (market cap $478.36B), while IONQ Inc trades at $39.42 (market cap $16.00B). The key difference: Applied Materials, Inc. is far larger — about 29.9× IONQ Inc's market cap, and Applied Materials, Inc. pays a 0.35% dividend while IONQ Inc pays none. Which is the better fit depends on your goals.
| AMAT | IONQ | |
|---|---|---|
Market Cap | $478.36B | $16.00B |
Sector | Technology | Technology |
52-Week High | $723.00 | $82.09 |
52-Week Low | $156.25 | $26.59 |
Enterprise Value | $477.39B | $14.00B |
Dividend Yield | 0.35% | — |
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.
IONQ trades at $42.86, down 4.27% on the day, with a bearish technical signal from moving averages but bullish oscillators. The company reported strong revenue growth with 2025 revenue of $130.02M and a net loss of $510.38M, though profitability is projected for 2026. Recent earnings beats in Q4 2025 and Q1 2026 contrast with a Q3 2025 miss, while analyst consensus is split evenly between Buy and Hold ratings.
Outlook remains speculative with high valuation multiples (P/E 109.9, P/S 72.37) reflecting growth expectations in quantum computing. Key risks include cash burn and competitive pressures, but institutional sentiment is supported by a $73.75 price target and strong liquidity position.
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 →IonQ is a leader in quantum computing, developing world-class quantum systems. Its technology aims to solve complex problems across finance, healthcare, and materials science that are beyond classical computers.
Read more on IONQ →