Applied Materials, Inc. vs Lumen Technologies Inc — how do they compare? Applied Materials, Inc. trades at $507.79 (market cap $435.21B), while Lumen Technologies Inc trades at $6.31 (market cap $6.49B). The key difference: Applied Materials, Inc. is far larger — about 67.1× Lumen Technologies Inc's market cap, and Applied Materials, Inc. pays a 0.39% dividend while Lumen Technologies Inc pays none. Which is the better fit depends on your goals.
| AMAT | LUMN | |
|---|---|---|
Market Cap | $435.21B | $6.49B |
Sector | Technology | Media |
52-Week High | $723.00 | $11.83 |
52-Week Low | $156.25 | $4.31 |
Enterprise Value | $434.24B | $18.11B |
Dividend Yield | 0.39% | — |
Signals from Pluang's Aura AI — not financial advice
AMAT trades at $525.61, up 0.67% in the last session, with a neutral technical signal and strong fundamentals. Recent earnings consistently beat expectations, with Q1 2026 EPS of $2.86 surpassing the $2.68 estimate. The stock benefits from robust profitability, including a 48.96% gross margin and 29.31% net margin, amid AI-driven semiconductor demand highlighted by CEO Gary Dickerson on CNBC on May 28, 2026.
Outlook remains positive with a consensus price target of $662.82, implying 26% upside, supported by 40 buy ratings and no sells. Risks include high valuation multiples like a P/E of 49.45 and cyclical semiconductor exposure, but growth in AI and data center investments offers significant opportunity.
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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 →With 450,000 route miles of fiber, including over 35,000 route miles of subsea fiber connecting Europe, Asia, and Latin America, Lumen Technologies is one of the United States' largest telecommunications carriers serving global enterprises. Its merger with Level 3 further shifted the company's operations toward businesses (over 70% of revenue) and away from its legacy consumer business. Lumen offers businesses a full menu of communications services, providing colocation and data center services, data transportation, and end-user phone and internet service. On the consumer side, Lumen provides broadband and phone service across 37 states, where it has 4.5 million broadband customers.
Read more on LUMN →