Applied Materials, Inc. vs Unity Software Inc — how do they compare? Applied Materials, Inc. trades at $527 (market cap $414.54B), while Unity Software Inc trades at $43.84 (market cap $18.97B). The key difference: Applied Materials, Inc. is far larger — about 21.9× Unity Software Inc's market cap, and Applied Materials, Inc. pays a 0.41% dividend while Unity Software Inc pays none. Which is the better fit depends on your goals.
| AMAT | U | |
|---|---|---|
Market Cap | $414.54B | $18.97B |
Sector | Technology | Technology |
52-Week High | $723.00 | $49.47 |
52-Week Low | $156.25 | $17.13 |
Enterprise Value | $413.57B | $18.85B |
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.
Unity Software (U) trades at $43.00, up 5.37% today, with strong technical momentum and bullish analyst sentiment. The stock shows improving fundamentals with Q2 2026 earnings beating expectations, revenue growth of 24% year-over-year, and narrowing losses. Recent news highlights Vector advertising platform momentum and accelerated AI integration driving optimism.
The outlook remains positive with 69% analyst buy ratings and $47.45 consensus price target, though risks include persistent net losses, high valuation multiples, and competitive pressures. Continued execution on profitability timeline and Vector platform growth are key catalysts for further upside potential.
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 →Unity Software Inc provides a software platform for creating and operating interactive, real-time 3D content. The platform can be used to create, run and monetize interactive, real-time 2D and 3D content for mobile phones, tablets, PCs, consoles, and augmented and virtual reality devices. The business is spread across the United States, Greater China, EMEA, APAC and Other Americas, of which key revenue is derived from the EMEA region. The products are used in the gaming industry, architecture and construction sector, animation industry, and designing sector.
Read more on U →