Applied Materials, Inc. vs Twist Bioscience Corp — how do they compare? Applied Materials, Inc. trades at $581.5 (market cap $478.36B), while Twist Bioscience Corp trades at $90.29 (market cap $5.64B). The key difference: Applied Materials, Inc. is far larger — about 84.8× Twist Bioscience Corp's market cap, and Applied Materials, Inc. pays a 0.35% dividend while Twist Bioscience Corp pays none. Which is the better fit depends on your goals.
| AMAT | TWST | |
|---|---|---|
Market Cap | $478.36B | $5.64B |
Sector | Technology | Health |
52-Week High | $723.00 | $102.88 |
52-Week Low | $156.25 | $24.16 |
Enterprise Value | $477.39B | $5.57B |
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.
Twist Bioscience (TWST) trades at $90.64, down 3.24% today, with a bullish technical signal from moving averages and ADX indicators. The company shows strong revenue growth from $204M in 2022 to $377M in 2025, though it remains unprofitable with a net income margin of -19.85%. Recent developments include AI-driven drug discovery collaborations and expansion of clonal genes offerings, positioning TWST in the growing synthetic biology market.
While analyst consensus is strongly bullish (77% buy ratings) with a $87.88 price target, investors face significant risks from persistent cash burn and competitive pressures. The stock's valuation appears stretched at 13.46x sales despite negative earnings, requiring careful monitoring of path to profitability and execution on AI partnerships for sustained upside.
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 →Twist Bioscience Corp is a synthetic biology company. It develops a disruptive DNA synthesis platform to industrialize the engineering of biology. The company's DNA synthesis platform utilizes a proprietary semiconductor-based synthetic DNA manufacturing process that synthesizes DNA on silicon instead of on traditional well plastic plates to enable the production of high-quality synthetic DNA faster and affordable as well as overcomes inefficiencies. Powering cost-effective, rapid high-throughput synthesis, it enables researchers to rapidly realize opportunities ahead. Geographically, it derives a majority of revenue from the United States.
Read more on TWST →