Applied Materials, Inc. vs Virgin Galactic Holdings, Inc. — how do they compare? Applied Materials, Inc. trades at $533.85 (market cap $414.54B), while Virgin Galactic Holdings, Inc. trades at $3.34 (market cap $488.94M). The key difference: Applied Materials, Inc. is far larger — about 847.8× Virgin Galactic Holdings, Inc.'s market cap, and Applied Materials, Inc. pays a 0.41% dividend while Virgin Galactic Holdings, Inc. pays none. Which is the better fit depends on your goals.
| AMAT | SPCE | |
|---|---|---|
Market Cap | $414.54B | $488.94M |
Sector | Technology | Industrials |
52-Week High | $723.00 | $7.52 |
52-Week Low | $156.25 | $2.17 |
Enterprise Value | $413.57B | $588.79M |
Dividend Yield | 0.41% | — |
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.
SPCE trades at $3.10, up 5.8% in the last session, with a bullish technical signal from moving averages but an overbought RSI. The company continues to post significant losses, with a net income margin of -19,781.3% in 2025, though it has beaten EPS estimates for the last three quarters. Cash flow remains negative, but the trend is improving, with net cash flow narrowing to -$35.17 million in 2025 from -$207 million in 2022. Recent news highlights sector volatility and an upcoming Q2 2026 earnings report on August 12, 2026.
The outlook is highly speculative, with substantial execution risks and cash burn offset by potential in the nascent space tourism market. Analyst consensus is mixed, with 29% buy ratings. Investors face high volatility and operational challenges, making it suitable only for risk-tolerant portfolios seeking long-term growth in a disruptive industry.
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 →Virgin Galactic Holdings Inc. develops space vehicles. The Company designs exploration technology such as missiles, rockets, and other related equipment. Virgin Galactic Holdings serves customers in the United States.
Read more on SPCE →