Compare · AMAT vs ENPH
AMAT vs ENPH
Side-by-side comparison of Applied Materials Inc. (AMAT) and Enphase Energy Inc. (ENPH): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both AMAT and ENPH operate in Semiconductors (Technology), so they compete in similar markets.
- AMAT is the larger of the two at $380.96B, about 77.2x ENPH ($4.94B).
- ENPH has been more active in the news (10 items in the past 4 weeks vs 7 for AMAT).
- Both have 25 recent analyst ratings on file.
- Company
- Applied Materials Inc.
- Enphase Energy Inc.
- Price
- -
- -
- Market cap
- $380.96B
- $4.94B
- 1M return
- -
- -1.75%
- 1Y return
- -
- -1.58%
- Industry
- Semiconductors
- Semiconductors
- Exchange
- NASDAQ
- NASDAQ
- IPO
- 1972
- 2012
- News (4w)
- 7
- 10
- 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.
Enphase Energy Inc.
Enphase Energy, Inc., together with its subsidiaries, designs, develops, manufactures, and sells home energy solutions for the solar photovoltaic industry in the United States and internationally. The company offers semiconductor-based microinverter, which converts energy at the individual solar module level, and combines with its proprietary networking and software technologies to provide energy monitoring and control services. It also offers AC battery storage systems; Envoy communications gateway; and Enlighten cloud-based monitoring service, as well as other accessories. The company sells its solutions to solar distributors; and directly to large installers, original equipment manufacturers, strategic partners, and homeowners, as well as directly the do-it-yourself market through its legacy product upgrade program or online store. Enphase Energy, Inc. was incorporated in 2006 and is headquartered in Fremont, California.
Latest AMAT
- SEC Form 10-Q filed by Applied Materials Inc.
- Applied Materials to Participate in Upcoming Investor Conferences
- Applied Materials Inc. filed SEC Form 8-K: Results of Operations and Financial Condition, Financial Statements and Exhibits
- Applied Materials Announces Third Quarter 2026 Results
- UC Berkeley to Join Applied Materials’ EPIC Center to Speed Chip Innovation
- William Blair resumed coverage on Applied Materials
- Applied Materials downgraded by Erste Group
- Applied Materials to Report Fiscal Third Quarter 2026 Results on Aug. 13, 2026
- The Hidden Layer of the AI Boom: Robotics, Packaging Equipment Companies Are Thriving
- 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)
Latest ENPH
- Enphase Energy Helps Dutch Homeowners Act Before Net Metering Ends with Expanded Events and New Financing Access
- Mayfield Adds Aditya Singh as Partner to Expand AI Infrastructure Investing at Inception
- Enphase Energy Launches AI Assistant in the Enphase App, Bringing Agentic Intelligence to Home Energy Management
- Enphase Energy Opens U.S. Pre-Orders for IQ Battery C80, Its First Commercial Battery Storage System
- Director Mora Richard sold $60,547 worth of shares (1,500 units at $40.36), decreasing direct ownership by 13% to 10,422 units (SEC Form 4)
- Enphase Energy Brings Its Full Home Energy Platform to Italy with Backup, Three-Phase Support, and EV Charging
- Enphase Energy Inc. filed SEC Form 8-K: Regulation FD Disclosure, Financial Statements and Exhibits
- Enphase Energy Board of Directors Responds to 2026 Annual Meeting Vote Results and Announces Governance Enhancements
- Enphase Energy Brings IQ Battery 10C and Whole-Home Backup to Existing Third-Party Solar Systems
- Enphase Energy Reinforces U.S. Manufacturing Across Residential, Commercial, and AI Infrastructure