Price movement over the last 24 hours
Applied Materials, Inc. vs Jabil Inc — how do they compare? Applied Materials, Inc. trades at $582.56 (market cap $478.36B), while Jabil Inc trades at $328 (market cap $34.61B). The key difference: Applied Materials, Inc. is far larger — about 13.8× Jabil Inc's market cap, and Applied Materials, Inc. pays the higher dividend (0.35%). Which is the better fit depends on your goals.
| AMAT | JBL | |
|---|---|---|
Market Cap | $478.36B | $34.61B |
Sector | Technology | Technology |
52-Week High | $723.00 | $385.50 |
52-Week Low | $156.25 | $192.49 |
Enterprise Value | $477.39B | $37.14B |
Dividend Yield | 0.35% | 0.1% |
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.
JBL trades at $330.29, down 0.67% on the day, with a bearish technical signal despite recent earnings beats. The stock shows strong fundamentals with revenue growth from $29.8B in 2025 to $33.6B projected for 2026, and net income rising from $657M to $862M. Analyst consensus is split evenly between Buy and Hold ratings with a $436.50 price target, representing 32% upside potential. Recent news highlights JBL's expansion in AI infrastructure manufacturing and healthcare technologies.
JBL presents a compelling growth story driven by AI infrastructure demand and manufacturing expansion, though valuation metrics appear elevated with a P/E of 41.34. The primary risk involves execution of growth initiatives amid competitive pressures. Technical indicators suggest near-term consolidation near support levels, while fundamental strength supports long-term bullish thesis.
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 →Jabil is a global manufacturing solutions provider for industries including healthcare, automotive, and cloud. It offers comprehensive design, engineering, and supply chain management for complex electronic products.
Read more on JBL →