Applied Materials, Inc. vs Nutanix Inc — how do they compare? Applied Materials, Inc. trades at $575.56 (market cap $478.36B), while Nutanix Inc trades at $55.11 (market cap $14.81B). The key difference: Applied Materials, Inc. is far larger — about 32.3× Nutanix Inc's market cap, and Applied Materials, Inc. pays a 0.35% dividend while Nutanix Inc pays none. Which is the better fit depends on your goals.
| AMAT | NTNX | |
|---|---|---|
Market Cap | $478.36B | $14.81B |
Sector | Technology | Technology |
52-Week High | $723.00 | $81.12 |
52-Week Low | $156.25 | $34.41 |
Enterprise Value | $477.39B | $14.32B |
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.
Nutanix (NTNX) trades at $54.79, down 1.33% on the day, with a bullish technical outlook supported by moving averages. The company demonstrates strong fundamentals, with Q1 2026 EPS of $0.47 beating expectations and a robust gross profit margin of 87.09%. Recent news highlights momentum, including NVIDIA certification for its storage solution and positive analyst coverage.
The outlook is positive, driven by consistent earnings beats, expanding AI infrastructure opportunities, and a consensus price target of $57.80. Key risks include high valuation multiples and competitive pressures in the hybrid cloud market. Wall Street sentiment is bullish, with 62.5% of analysts rating the stock a Buy.
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 →Nutanix, Inc. is a global leader in cloud software and hyperconverged infrastructure (HCI) solutions. The company's platform converges computing, virtualization, and storage into a single, seamless software-defined solution, enabling private, hybrid, and multi-cloud environments. Nutanix helps organizations simplify data center operations, manage their applications across various cloud platforms, and reduce IT complexity, positioning it as a key enabler of modern hybrid cloud strategies.
Read more on NTNX →