Price movement over the last 24 hours
Applied Materials, Inc. vs Trade Desk Inc — how do they compare? Applied Materials, Inc. trades at $581.42 (market cap $478.36B), while Trade Desk Inc trades at $19.65 (market cap $9.18B). The key difference: Applied Materials, Inc. is far larger — about 52.1× Trade Desk Inc's market cap, and Applied Materials, Inc. pays a 0.35% dividend while Trade Desk Inc pays none. Which is the better fit depends on your goals.
| AMAT | TTD | |
|---|---|---|
Market Cap | $478.36B | $9.18B |
Sector | Technology | Technology |
52-Week High | $723.00 | $89.76 |
52-Week Low | $156.25 | $17.33 |
Enterprise Value | $477.39B | $8.20B |
Dividend Yield | 0.35% | — |
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.
The Trade Desk (TTD) trades at $19.53, down 1.11% with bearish technical signals despite strong profitability metrics including 77.83% gross margins and 14.57% net income margin. Recent earnings show mixed results with Q1 2026 missing expectations, while revenue growth has slowed from 2024's peak. The stock faces headwinds from market share competition and a recent 52% decline in H1 2026, though analyst consensus remains positive with a $25.46 price target representing 30% upside potential.
TTD presents a value opportunity with attractive valuation multiples (P/E 22.19, P/S 3.2) and robust cash flow generation, but investors face execution risks amid slowing growth and competitive pressures. The resolution of the Publicis dispute removes a key overhang, though the stock requires sustained earnings beats and market share stabilization to justify analyst optimism.
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 →The Trade Desk Inc is engaged in providing a technology platform for ad buyers. Through its cloud-based platform ad buyers can create, manage, and optimize data-driven digital advertising campaigns across ad formats and channels, including display, video, audio, in-app, native and social, on a multitude of devices. Its products include Data Management Platform, Cross-Device Targeting, Video Advertising, Mobile Advertising, and others.
Read more on TTD →