Intuit vs Applied Materials

Intuit and Applied Materials are compared to illuminate business models, financial performance, and market context. This page presents a neutral, accessible overview of how each company operates, performs financially, and positions itself within its respective industry, helping readers understand key differences and similarities. Educational content, not financial advice.

Intuit and Applied Materials are compared to illuminate business models, financial performance, and market context. This page presents a neutral, accessible overview of how each company operates, perf...

Comparison Snapshot

Key Financial Metrics

INTU

Metric

AMAT

$156.33B

Market Cap

$253.31B

47.89%

Potential Profit

-20.67%

Buy

Analyst Rating

Buy

Why It's Moving

Intuit Powers Ahead on Strong Quarterly Beats and AI Momentum Despite Mixed Guidance Signals.

Q2 revenue hit $3.9B with 18% YoY growth and net income of $3.34 beating forecasts, fueled by 25% surge in QuickBooks Online.
Strategic OpenAI partnership bolsters AI capabilities, positioning Intuit as a 'system of intelligence' for small businesses.
FY2026 outlook projects 12-13% revenue growth to $21B+, signaling sustained expansion amid sector AI tailwinds.

Sentiment:

🐃Bullish

Analysts Boost AMAT Targets Amid AI Memory Surge, Despite Export Headwinds

Needham hiked its price target to $390 and KeyBanc to $380, spotlighting AMAT's edge in memory/AI expansion and vertical scaling opportunities.
Q4 display revenues soared 68% on advanced systems, better pricing, and surging OLED demand, signaling potential reacceleration in that segment.
Fiscal Q1 2026 earnings due February 12, where guidance on China risks, memory demand, and pricing could sway near-term momentum.

Sentiment:

🐃Bullish

Intuit Powers Ahead on Strong Quarterly Beats and AI Momentum Despite Mixed Guidance Signals.

Q2 revenue hit $3.9B with 18% YoY growth and net income of $3.34 beating forecasts, fueled by 25% surge in QuickBooks Online.
Strategic OpenAI partnership bolsters AI capabilities, positioning Intuit as a 'system of intelligence' for small businesses.
FY2026 outlook projects 12-13% revenue growth to $21B+, signaling sustained expansion amid sector AI tailwinds.

Sentiment:

🐃Bullish

Analysts Boost AMAT Targets Amid AI Memory Surge, Despite Export Headwinds

Needham hiked its price target to $390 and KeyBanc to $380, spotlighting AMAT's edge in memory/AI expansion and vertical scaling opportunities.
Q4 display revenues soared 68% on advanced systems, better pricing, and surging OLED demand, signaling potential reacceleration in that segment.
Fiscal Q1 2026 earnings due February 12, where guidance on China risks, memory demand, and pricing could sway near-term momentum.

Sentiment:

🐃Bullish

Investment Analysis

Intuit

INTU

Pros

Intuit reported a 16% revenue increase in fiscal 2025, reaching $18.8 billion, with fourth-quarter revenue growth of 20%, demonstrating strong top-line momentum.
The company is advancing AI innovation with virtual AI agents integrated across QuickBooks, TurboTax, and other platforms, driving automation and customer engagement.
Strong growth in consumer segments, including a 47% jump in TurboTax Live revenues and 32% revenue rise for Credit Karma, expands monetization beyond seasonal tax services.

Considerations

Despite solid revenue and profit growth, Intuit's trailing PE ratio above 47 and forward PE near 28 suggests relatively high valuation which may limit further upside.
Stock price volatility remains a risk, evidenced by a 12.8% plunge over three months and a wide 52-week trading range from $532 to $814.
Expansion into competitive mid-market enterprise software with Intuit Enterprise Suite involves execution risk as customer adoption and market penetration accelerate.

Applied Materials

AMAT

Pros

Applied Materials benefits from its leadership position in semiconductor equipment, a sector critical for global chip manufacturing growth driven by AI and technology demand.
Recent dividend yield and upward revisions in dividend payments demonstrate shareholder return focus alongside capital investment in technology.
The company’s exposure to high-growth semiconductor markets aligns it well with broad technological trends such as AI, 5G, and electric vehicles.

Considerations

Applied Materials’ stock price sits below its 52-week high, reflecting some market uncertainty and pressure from cyclical semiconductor industry dynamics.
Performance metrics indicate sensitivity to global supply chain constraints and geopolitical tensions that can disrupt semiconductor production and capital expenditure.
Valuation and analyst sentiment have shown mixed signals recently, suggesting near-term volatility and challenges in maintaining rapid earnings growth.

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