Applied Materials, Inc. vs STMicroelectronics NV — how do they compare? Applied Materials, Inc. trades at $585.09 (market cap $478.36B), while STMicroelectronics NV trades at $69.97 (market cap $63.01B). The key difference: Applied Materials, Inc. is far larger — about 7.6× STMicroelectronics NV's market cap, and STMicroelectronics NV pays the higher dividend (0.5%). Which is the better fit depends on your goals.
| AMAT | STM | |
|---|---|---|
Market Cap | $478.36B | $63.01B |
Sector | Technology | Financials |
52-Week High | $723.00 | $79.91 |
52-Week Low | $156.25 | $21.20 |
Enterprise Value | $477.39B | $61.22B |
Dividend Yield | 0.35% | 0.5% |
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.
STM trades at $71.46, up 0.1% with a bullish technical signal. The stock shows mixed earnings performance with Q3 2025 beating estimates but subsequent quarters missing. Valuation metrics appear elevated with P/E of 446.63 and P/S of 5.3, though analyst consensus remains positive with 52% buy ratings. Recent news highlights AI and automotive chip momentum as growth drivers.
Outlook remains cautiously optimistic given strong analyst support and AI/automotive exposure, but elevated valuations and declining profit margins (1.19% net margin) present risks. The stock trades near consensus price target of $72.33, suggesting limited near-term upside without earnings acceleration.
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 →A merger between Italian firm SGS Microelettronica and the nonmilitary business of Thomson Semiconductors in France formed STMicroelectronics in 1987. STMicro is a leader in a variety of semiconductor products, including analog chips, discrete power semiconductors, microcontrollers, and sensors. STMicro is an especially prominent chip supplier into the industrial and automotive industries.
Read more on STM →