Applied Materials, Inc. vs Summit Therapeutics Inc — how do they compare? Applied Materials, Inc. trades at $587.2 (market cap $478.36B), while Summit Therapeutics Inc trades at $15.29 (market cap $11.84B). The key difference: Applied Materials, Inc. is far larger — about 40.4× Summit Therapeutics Inc's market cap, and Applied Materials, Inc. pays a 0.35% dividend while Summit Therapeutics Inc pays none. Which is the better fit depends on your goals.
| AMAT | SMMT | |
|---|---|---|
Market Cap | $478.36B | $11.84B |
Sector | Technology | Health |
52-Week High | $723.00 | $29.32 |
52-Week Low | $156.25 | $13.05 |
Enterprise Value | $477.39B | $11.26B |
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.
Summit Therapeutics (SMMT) trades at $15.25, down 1.49% today, with technical indicators showing bearish momentum despite recent positive clinical trial results for its lead oncology drug ivonescimab. The company reported a net loss of $1.08 billion in 2025, with negative ROE and ROA, while cash flow trends show increasing operational cash burn. Analyst consensus remains bullish with 14 buy ratings and a $15.57 price target, reflecting optimism around the drug's potential despite financial challenges.
SMMT presents a high-risk, high-reward opportunity centered on binary clinical outcomes. Near-term catalysts include FDA review of ivonescimab, but substantial financial losses and dependence on a single asset create significant volatility. The stock's outlook hinges entirely on successful drug commercialization, with current valuations disconnected from fundamentals.
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 →Summit Therapeutics Inc. is a biopharmaceutical company focused on the development and commercialization of new medicines for the treatment of infectious diseases and other unmet medical needs. The company's lead product candidate is an antibiotic for the treatment of Clostridioides difficile infection (CDI), a serious infection of the colon. Summit Therapeutics is committed to bringing innovative therapies to market to address global health challenges and improve patient outcomes.
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