Compare · AMAT vs SEDG
AMAT vs SEDG
Side-by-side comparison of Applied Materials Inc. (AMAT) and SolarEdge Technologies Inc. (SEDG): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both AMAT and SEDG operate in Semiconductors (Technology), so they compete in similar markets.
- AMAT is the larger of the two at $456.84B, about 144.1x SEDG ($3.17B).
- Over the past year, AMAT is up 191.5% and SEDG is up 95.5% - AMAT leads by 96.0 points.
- AMAT has been more active in the news (6 items in the past 4 weeks vs 2 for SEDG).
- Both have 25 recent analyst ratings on file.
- Company
- Applied Materials Inc.
- SolarEdge Technologies Inc.
- Price
- $574.70-4.58%
- $52.20-5.44%
- Market cap
- $456.84B
- $3.17B
- 1M return
- +15.62%
- -4.25%
- 1Y return
- +191.53%
- +95.49%
- Industry
- Semiconductors
- Semiconductors
- Exchange
- NASDAQ
- NASDAQ
- IPO
- 1972
- 2015
- News (4w)
- 6
- 2
- 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.
SolarEdge Technologies Inc.
SolarEdge Technologies, Inc., together with its subsidiaries, designs, develops, and sells direct current (DC) optimized inverter systems for solar photovoltaic (PV) installations worldwide. It offers inverters, power optimizers, communication devices, and smart energy management solutions used in residential, commercial, and small utility-scale solar installations; and a cloud-based monitoring platform that collects and processes information from the power optimizers and inverters, as well as monitors and manages the solar PV system. The company also provides residential, commercial, and large scale photovoltaics, energy storage and backup, electric vehicle charging, and home energy management solutions, as well as grid services; and e-Mobility, automation machines, lithium-ion cells and battery packs, and uninterrupted power supply solutions, as well as virtual power plants, which helps to manage the load on the grid and grid stability. In addition, it offers pre-sales support, ongoing trainings, and technical support and after installation services. The company sells its products to the providers of solar PV systems; and solar installers and distributors, electrical equipment wholesalers, and PV module manufacturers, as well as engineering, procurement, and construction firms. SolarEdge Technologies, Inc. was founded in 2006 and is headquartered in Herzliya, Israel.
Latest AMAT
- Corp. Controller & CAO Sanders Adam covered exercise/tax liability with 125 shares, decreasing direct ownership by 3% to 4,155 units (SEC Form 4) (for withholding tax)
- President and CEO Dickerson Gary E sold $55,550,320 worth of shares (78,321 units at $709.26), decreasing direct ownership by 5% to 1,599,843 units (SEC Form 4)
- Taiwan Semiconductor Suppliers Are Moving to the US, Creating New Opportunities
- Susquehanna reiterated coverage on Applied Materials with a new price target
- Applied Materials Introduces New Systems to Accelerate DRAM and Advanced Packaging for AI Chips
- President, Semi. Products Grp. Raja Prabu G. sold $6,335,300 worth of shares (10,000 units at $633.53) (SEC Form 4)
- Director Iannotti Thomas J sold $5,547,872 worth of shares (9,250 units at $599.77) and gifted 750 shares, decreasing direct ownership by 20% to 39,809 units (SEC Form 4)
- Senior Vice President, CTO Nalamasu Omkaram sold $20,754,197 worth of shares (35,000 units at $592.98), decreasing direct ownership by 19% to 146,916 units (SEC Form 4)
- President and CEO Dickerson Gary E sold $49,239,084 worth of shares (83,000 units at $593.24) and gifted 17,000 shares, decreasing direct ownership by 6% to 1,678,164 units (SEC Form 4)
- SVP, Applied Global Services Deane Timothy M sold $5,092,984 worth of shares (8,621 units at $590.76) and gifted 1,545 shares, decreasing direct ownership by 7% to 133,086 units (SEC Form 4)
Latest SEDG
- Wells Fargo resumed coverage on SolarEdge Technologies with a new price target
- SolarEdge Technologies Inc. filed SEC Form 8-K: Leadership Update
- Director Tietz Yoram was granted 3,390 shares, increasing direct ownership by 12% to 30,791 units (SEC Form 4)
- Director Gecht Guy was granted 2,634 shares, increasing direct ownership by 11% to 27,323 units (SEC Form 4)
- Director Gross Dana Rebecca was granted 3,390 shares, increasing direct ownership by 20% to 19,931 units (SEC Form 4)
- Director Atkins Betsy S was granted 2,634 shares, increasing direct ownership by 15% to 20,007 units (SEC Form 4)
- Chairman of the Board Avery More was granted 9,307 shares, increasing direct ownership by 3% to 304,686 units (SEC Form 4)
- Director Almogy Gilad was granted 2,634 shares, increasing direct ownership by 11% to 27,653 units (SEC Form 4)
- SolarEdge Technologies Inc. filed SEC Form 8-K: Submission of Matters to a Vote of Security Holders
- Chief Financial Officer Sigron Maoz was granted 13,984 shares (SEC Form 4)