Applied Materials (AMAT)

Applied Materials held steady for most of two years before accelerating, while Nvidia's revenue nearly tripled over the same span.

Nvidia generated $96.6 billion in free cash flow last fiscal year on a 55.6% net margin, more than double Applied Materials' 24.7%.

The tech sector can continue outperforming the S&P 500 over the long term.

AMD grew far faster than Applied Materials in 2025, but its stock carries a richer valuation and potential dilution from warrants issued to two large AI customers.

ASML offers unmatched demand visibility, while Applied Materials brings broader AI-driven growth at a lower valuation.

Broadcom has locked-in AI revenue commitments from the world's largest tech companies, while Applied Materials offers broad chip equipment exposure across the semiconductor manufacturing build-out.

One holds a near-monopoly on advanced chip printing, while the other supplies the broader toolkit. Their financial profiles and risk exposures diverge sharply.

What Happened? Shares of semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT) jumped 2.5% in the afternoon session after the company expanded...

Taiwan Semiconductor Manufacturing grew revenue 33%, while Applied Materials posted modest 4% growth -- a stark contrast in momentum.

The chipmaking equipment boom has supercharged growth for both companies, and their prospects suggest further upside in their stock prices.

Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it’s worth remember...

Nvidia's 55.6% net margin dwarfs Applied Materials' 24.7%, but one trades at a steep valuation premium while the other faces customer concentration risk.

I revised my estimates higher for this booming semiconductor company.

Broadcom's revenue has more than doubled in two years while Applied Materials posted modest gains.

Applied Materials has posted three consecutive quarterly gains and now generates $9.1 billion in revenue, while Intel's operating margin sits at half that of its competitor.

Applied Materials trades at a forward P/E of 35 versus Marvell's 56, but one company's exposure to AI infrastructure spending carries distinctly different risks.