Compare · AMAT vs ARM
AMAT vs ARM
Side-by-side comparison of Applied Materials Inc. (AMAT) and Arm Holdings plc (ARM): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both AMAT and ARM operate in Semiconductors (Technology), so they compete in similar markets.
- AMAT is the larger of the two at $303.63B, about 1.4x ARM ($213.64B).
- Over the past year, AMAT is up 156.6% and ARM is up 79.7% - AMAT leads by 76.9 points.
- Both names hit the wire about 6 times in the past 4 weeks.
- Both have 25 recent analyst ratings on file.
- Company
- Applied Materials Inc.
- Arm Holdings plc
- Price
- $386.35+1.01%
- $204.43+1.29%
- Market cap
- $303.63B
- $213.64B
- 1M return
- +13.14%
- +35.48%
- 1Y return
- +156.61%
- +79.75%
- Industry
- Semiconductors
- Semiconductors
- Exchange
- NASDAQ
- NASDAQ
- IPO
- 1972
- 2023
- News (4w)
- 6
- 6
- Recent ratings
- 25
- 25
Applied Materials Inc.
Applied Materials, Inc. provides manufacturing equipment, services, and software to the semiconductor, display, and related industries. It operates through three segments: Semiconductor Systems, Applied Global Services, and Display and Adjacent Markets. The Semiconductor Systems segment develops, manufactures, and sells various manufacturing equipment that is used to fabricate semiconductor chips or integrated circuits. This segment also offers various technologies, including epitaxy, ion implantation, oxidation/nitridation, rapid thermal processing, physical vapor deposition, chemical vapor deposition, chemical mechanical planarization, electrochemical deposition, atomic layer deposition, etching, and selective deposition and removal, as well as metrology and inspection tools. The Applied Global Services segment provides integrated solutions to optimize equipment and fab performance and productivity comprising spares, upgrades, services, remanufactured earlier generation equipment, and factory automation software for semiconductor, display, and other products. The Display and Adjacent Markets segment offers products for manufacturing liquid crystal displays; organic light-emitting diodes; and other display technologies for TVs, monitors, laptops, personal computers, electronic tablets, smart phones, and other consumer-oriented devices, as well as equipment for processing flexible substrates. The company operates in the United States, China, Korea, Taiwan, Japan, Southeast Asia, and Europe. Applied Materials, Inc. was founded in 1967 and is headquartered in Santa Clara, California.
Latest AMAT
- Applied Materials upgraded by Erste Group
- Applied Materials downgraded by Erste Group
- Applied Materials to Report Fiscal Second Quarter 2026 Results on May 14, 2026
- Advantest Announces Strategic Partnership with Applied Materials and Joins EPIC Platform
- Applied Materials Announces Advantest as Innovation Partner for EPIC Platform in Silicon Valley
- Applied Materials Introduces Deposition Systems for Angstrom-Era Logic Chips
- SEC Form 4 filed by Sanders Adam
- Director Karsner Alexander was granted 741 shares, increasing direct ownership by 5% to 16,849 units (SEC Form 4)
- Director Bruner Judy was granted 741 shares (SEC Form 4)
- Director Iannotti Thomas J was granted 741 shares, increasing direct ownership by 1% to 51,309 units (SEC Form 4)
Latest ARM
- Chief Financial Officer Child Jason sold $3,830,400 worth of Ordinary Shares (21,280 units at $180.00) as part of a pre-agreed trading plan, decreasing direct ownership by 12% to 153,426 units (SEC Form 4)
- SEC Form 144 filed by Arm Holdings plc
- SEC Form 6-K filed by Arm Holdings plc
- SEC Form 4 filed by Haas Rene A.
- Arm Announces Earnings Release Date for Fourth Quarter Fiscal Year Ended 2026
- Arm Holdings plc downgraded by Morgan Stanley with a new price target
- SEC Form 4 filed by Haas Rene A.
- SEC Form 4 filed by Child Jason
- Arm Holdings plc upgraded by Needham with a new price target
- SEC Form 144 filed by Arm Holdings plc