Applied Materials, Inc. vs Nvidia Corp — how do they compare? Applied Materials, Inc. trades at $578.85 (market cap $478.36B), while Nvidia Corp trades at $205.9 (market cap $5.11T). The key difference: Nvidia Corp is far larger — about 10.7× Applied Materials, Inc.'s market cap, and Nvidia Corp pays the higher dividend (0.47%). Which is the better fit depends on your goals.
| AMAT | NVDA | |
|---|---|---|
Market Cap | $478.36B | $5.11T |
Sector | Technology | Technology |
52-Week High | $723.00 | $235.75 |
52-Week Low | $156.25 | $164.07 |
Enterprise Value | $477.39B | $5.04T |
Dividend Yield | 0.35% | 0.47% |
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.
NVIDIA (NVDA) trades at $206.37, down 2.18% today but maintains strong fundamentals with exceptional profitability metrics including 74.15% gross margins and 114.29% ROE. The stock shows bullish technical signals with support at $205 and resistance at $214, while recent earnings consistently beat expectations. Revenue growth accelerated to $130.5 billion in 2025, with net income reaching $72.88 billion, demonstrating robust AI-driven demand.
Outlook remains positive with 75% analyst buy ratings and $324.95 consensus target, though risks include valuation concerns at 32x P/E and potential market saturation. The AI infrastructure buildout through 2030 provides substantial growth runway, but competition and geopolitical tensions present headwinds requiring careful monitoring.
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 →NVIDIA Corporation designs, develops, and markets three dimensional (3D) graphics processors and related software. The Company offers products that provides interactive 3D graphics to the mainstream personal computer market.
Read more on NVDA →