Compare Applied Materials, Inc. (AMAT) vs Intuitive Surgical, Inc. (ISRG) Price & Performance
Price performance
Price movement over the last 24 hours
Key statistics
Key statistics
Applied Materials, Inc. vs Intuitive Surgical, Inc. — how do they compare? Applied Materials, Inc. trades at $581.79 (market cap $478.36B), while Intuitive Surgical, Inc. trades at $409.62 (market cap $144.07B). The key difference: Applied Materials, Inc. is far larger — about 3.3× Intuitive Surgical, Inc.'s market cap, and Applied Materials, Inc. pays a 0.35% dividend while Intuitive Surgical, Inc. pays none. Which is the better fit depends on your goals.
| AMAT | ISRG | |
|---|---|---|
Market Cap | $478.36B | $144.07B |
Sector | Technology | Health |
52-Week High | $723.00 | $592.85 |
52-Week Low | $156.25 | $397.68 |
Enterprise Value | $477.39B | $139.55B |
Dividend Yield | 0.35% | — |
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.
Intuitive Surgical (ISRG) trades at $406.78, down 1.16% on the day, with a bearish technical signal from moving averages but neutral oscillators. The company reported strong Q1 2026 earnings of $2.50 EPS, beating estimates, with revenue reaching $10.06 billion in 2025 and net income margin at 28.15%. Analyst consensus is bullish with a $556.10 price target, though valuation ratios like P/E of 49.43 remain elevated. Recent news highlights Q2 2026 earnings anticipation on July 16 and ongoing adoption of da Vinci 5 systems.
Outlook is positive due to consistent earnings beats and robust revenue growth, but risks include high valuation sensitivity and competitive pressures. The stock offers long-term growth potential in robotic surgery, yet investors should monitor margin trends and quarterly results for sustained momentum amid market volatility.
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 Intuitive Surgical, Inc.
Intuitive Surgical develops, produces, and markets a robotic system for assisting minimally invasive surgery. It also provides the instrumentation, disposable accessories, and warranty services for the system. The company has placed nearly 7,000 da Vinci systems in hospitals worldwide, with more than 4,000 installations in the United States and a growing number in emerging markets.
Read more on ISRG →
