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AMD vs AMAT — Stock Comparison

Side-by-side on AltIndex’s AI Score and alternative-data signals — Reddit mentions, web traffic, hiring, sentiment — that move before price catches up.

Updated August 16, 2026

AMD
AMD
62
Price
$514.39
12mo change
+191.5%
Market cap
$839.73B
Industry · Semiconductor
AMAT
Applied Materials
55
Price
$507.18
12mo change
+210.2%
Market cap
$402.68B
Industry · Semiconductor

Verdict

AMD and AMAT are both leaders in Semiconductor. Over the past 12 months, AMD has gained +191.5% while AMAT has gained +210.2% in market cap. AltIndex’s AI Score gives AMD the edge (62 vs 55) based on the 8 alternative-data signals below — signals that often move before price.

Price change (12 months)

Cumulative percentage change from 12 months ago, normalized to 0% at the start of the window.

AMAT leads with +210.2% growth in price change (12 months), vs AMD at +191.5%.

Reddit mentions

Monthly average of daily mention volume across the most popular stock subreddits. Retail attention surges often precede price moves.

AMAT posted +342.7% in reddit mentions over the window — AMD trailed at +66.4%.

Sentiment

Monthly average of the Stocktwits bull/bear sentiment ratio. Captures retail-trader mood shifts smoothed over each month.

AMAT picked up +22.2% in sentiment as AMD went the other way at -11.7%.

Web traffic

Estimated monthly visits to each company’s website. A forward-looking proxy for consumer demand.

Both ticked up in web traffic: AMAT at +56.3%, AMD at +5.5%.

Job postings

Monthly average of open job postings (LinkedIn + Glassdoor). Hiring shifts before management acknowledges demand on earnings calls.

AMAT added +296.9% in job postings — AMD moved -17.0%, the two diverged.

Headcount

Monthly average LinkedIn employee count. A slower-moving confirmation of corporate health.

Both ticked up in headcount: AMAT at +8.7%, AMD at +0.4%.

Instagram followers

Monthly average Instagram follower count. A brand-strength proxy for consumer-facing companies.

AMD gained +3.5% in instagram followers over the window. The other ticker doesn’t have enough data for a head-to-head read.

Employee business outlook

Monthly average business-outlook score. Employees feel demand shifts before management acknowledges them.

Both ticked up in employee business outlook: AMD at +6.3%, AMAT at +4.2%.

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See 5 years of AMD vs AMAT signals & get impactful real-time alerts

The charts above cover the last 12 months. Sign up to see 5+ years of AMD vs AMAT alt-data history — and get real-time stock alerts the moment Reddit chatter spikes, web traffic breaks out, hiring accelerates or sentiment flips on either ticker. Be the first to know when one of these signals moves — before the price catches up.

FAQ: AMD vs AMAT stock comparison

AltIndex’s AI Score gives AMD a 62 vs AMAT’s 55. That score blends 10,000+ alternative-data signals — Reddit mentions, web traffic, hiring activity, employee outlook, sentiment — with traditional financials. Higher isn’t a guarantee but it does flag which name our model sees as the stronger setup today.

AltIndex isn’t financial advice; the answer depends on your horizon, sector view and risk tolerance. The comparison above shows which name scores higher on alt-data signals; for long-term positions also weigh fundamentals, valuation, sector rotation and portfolio concentration. Many investors track both via our alert system.

Look at the price-change chart above for the 12-month track record and the Reddit mentions / web traffic charts as forward-looking demand proxies. Stocks with rising attention and traffic ahead of price typically have stronger growth runways. AltIndex’s AI Score weighs these forward signals, so the higher score (AMD at 62 vs AMAT at 55) is our model’s composite read on near-term growth setup.

Dividend strength is a fundamentals-side question rather than an alt-data signal. The signals above (Reddit mentions, hiring, web traffic) focus on demand and momentum. For dividend yield, payout ratio and dividend growth, check each name’s individual page: AMD profile and AMAT profile.

Retirement holdings usually favor stability, dividends and lower drawdown risk over momentum. Neither AI Score is a substitute for that thesis — treat the comparison above as one input among many. Consider sector concentration (you may not want two of the same), correlation with the rest of your portfolio, and dividend track records on each ticker’s profile page.

Reddit mentions (retail attention), web traffic (consumer demand), hiring activity (corporate confidence), employee business outlook (Glassdoor), Stocktwits sentiment, social-media follower growth. Each moves before traditional financials confirm a trend — which is why this comparison adds context price-only tools miss.

Daily. AI Score, alt-data signals, and price marks all refresh each morning so the comparison reflects yesterday’s close + the latest disclosed alt-data scrapes.

Stocks similar to AMD and stocks similar to AMAT each list the closest peers by industry and market cap, with AI Scores and one-click head-to-head comparisons for every peer.