Price movement over the last 24 hours
Applied Materials, Inc. vs ServiceNow Inc — how do they compare? Applied Materials, Inc. trades at $581.42 (market cap $478.36B), while ServiceNow Inc trades at $108.98 (market cap $111.08B). The key difference: Applied Materials, Inc. is far larger — about 4.3× ServiceNow Inc's market cap, and Applied Materials, Inc. pays a 0.35% dividend while ServiceNow Inc pays none. Which is the better fit depends on your goals.
| AMAT | NOW | |
|---|---|---|
Market Cap | $478.36B | $111.08B |
Sector | Technology | Technology |
52-Week High | $723.00 | $199.24 |
52-Week Low | $156.25 | $83.00 |
Enterprise Value | $477.39B | $108.33B |
Dividend Yield | 0.35% | — |
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.
ServiceNow (NOW) trades at $107.71, down 1.04% today, with a bullish technical outlook from moving averages and strong fundamental growth. Revenue grew from $7.2B in 2022 to $13.3B in 2025, with net income reaching $1.75B. The stock shows robust cash flow generation and high profitability margins, though valuation multiples remain elevated. Recent news highlights AI-driven growth opportunities and conference presentations reinforcing business momentum.
Outlook remains positive with 85.5% analyst buy ratings and a $138.39 consensus target, implying 28% upside. Key risks include high P/E of 64.11, competitive pressures in enterprise software, and execution challenges in scaling AI offerings. Earnings consistency and margin sustainability are critical for maintaining premium valuation amid market volatility.
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 →ServiceNow Inc provides software solutions to structure and automate various business processes via a SaaS delivery model. The company primarily focuses on the IT function for enterprise customers. ServiceNow began with IT service management (ITSM), expanded within the IT function, and more recently directed its workflow automation logic to functional areas beyond IT, notably customer service, HR service delivery, and security operations. ServiceNow also offers an application development platform as a service (PaaS).
Read more on NOW →