Price movement over the last 24 hours
Applied Materials, Inc. vs Shell PLC — how do they compare? Applied Materials, Inc. trades at $581 (market cap $478.36B), while Shell PLC trades at $82.4 (market cap $222.30B). The key difference: Applied Materials, Inc. is far larger — about 2.2× Shell PLC's market cap, and Shell PLC pays the higher dividend (3.8%). Which is the better fit depends on your goals.
| AMAT | SHEL | |
|---|---|---|
Market Cap | $478.36B | $222.30B |
Sector | Technology | Energy |
52-Week High | $723.00 | $94.15 |
52-Week Low | $156.25 | $70.28 |
Enterprise Value | $477.39B | $274.83B |
Dividend Yield | 0.35% | 3.8% |
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.
SHEL trades at $82.23, up 1.02% on the day, with a bullish technical signal from moving averages. The stock shows strong fundamentals with a P/E of 12.81 and net income margin of 7.01%. Recent Q1 2026 earnings beat expectations, and the company raised its Q2 outlook despite Middle East production disruptions. Analyst consensus is strongly bullish with a $122.20 price target.
The outlook for SHEL is positive, supported by elevated energy prices and strong gas trading, though geopolitical risks and declining operating cash flow pose headwinds. The stock offers value with attractive valuation multiples and a solid dividend, but investors should monitor production volatility and macroeconomic pressures on energy demand.
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 →Shell is an integrated oil and gas company that explores for, produces, and refines oil around the world. In 2021, it produced 1.7 million barrels of liquids and 8.7 billion cubic feet of natural gas per day. At year-end 2021, reserves stood at 9.2 billion barrels of oil equivalent, 50% of which consisted of liquids. Its production and reserves are in Europe, Asia, Oceania, Africa, and North and South America. The company operates refineries with capacity of 1.8 mmb/d located in the Americas, Asia, Africa, and Europe and sells 15 mtpa of chemicals. Its largest chemical plants, often integrated with its local refineries, are in Central Europe, China, Singapore, and North America.
Read more on SHEL →