Applied Materials, Inc. vs Nvidia Corp — how do they compare? Applied Materials, Inc. trades at $537.48 (market cap $414.54B), while Nvidia Corp trades at $220.04 (market cap $5.27T). The key difference: Nvidia Corp is far larger — about 12.7× Applied Materials, Inc.'s market cap, and Nvidia Corp pays the higher dividend (0.46%). Which is the better fit depends on your goals.
| AMAT | NVDA | |
|---|---|---|
Market Cap | $414.54B | $5.27T |
Sector | Technology | Technology |
52-Week High | $723.00 | $235.75 |
52-Week Low | $156.25 | $165.17 |
Enterprise Value | $413.57B | $5.20T |
Dividend Yield | 0.41% | 0.46% |
Signals from Pluang's Aura AI — not financial advice
Applied Materials (AMAT) trades at $525.61, down 2.51% on the day, amid a neutral technical signal with key support at $510 and resistance at $546. The company shows strong fundamentals with a 29.31% net income margin and consistent earnings beats, including Q1 2026 EPS of $2.86 versus $2.68 expected. Recent news highlights CEO Gary Dickerson's optimism on AI-driven semiconductor demand, calling it the 'greatest time in the history of the industry' (CNBC, 2026-05-28).
Outlook remains positive with a consensus price target of $662.82, implying 26% upside, supported by 76.9% analyst buy ratings. Risks include high valuation multiples like a P/E of 49.12 and cyclical semiconductor equipment demand. The stock offers growth exposure to AI infrastructure but faces volatility from tech sector shifts.
NVIDIA (NVDA) trades at $217.56, down 2.86% on the day, amid a broader tech sell-off. The stock maintains a bullish technical outlook with strong moving averages, though the 6-day RSI suggests overbought conditions near-term. Fundamentally, the company reported record revenue of $130.5B in 2025 with a net income margin of 62.97%, driven by AI chip demand. Recent earnings have consistently beaten estimates, and the company announced a $0.25 dividend payable in June 2026.
Outlook remains positive given NVIDIA's dominance in AI infrastructure, with a consensus price target of $325.86 implying significant upside. Risks include heightened valuations, competitive pressures, and macroeconomic sensitivity. Investor sentiment is buoyed by analyst optimism, with 75% recommending Buy, but news highlights concerns over growth sustainability as the company scales.
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 →