Applied Materials
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Community Contributor
Applied Materials to Ride the AI Boom with a 7% Revenue Growth Outlook
Catalysts Most Immediate Catalysts (1–2 Years) Semiconductor Equipment Demand – As AI, cloud computing, and automotive chips grow, chipmakers (TSMC, Intel, Samsung) are increasing fab capacity, boosting demand for AMAT’s semiconductor equipment. AI Boom & High-Performance Computing – AI chips (from Nvidia, AMD, and Intel) require advanced manufacturing tools, where AMAT is a key supplier.
View narrativeUS$194.11
FV
21.6% undervalued intrinsic discount7.00%
Revenue growth p.a.
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Consensus Narrative from 33 Analysts
Advancements In AI And Emerging Technologies Will Strengthen Future Market Position
Key Takeaways Anticipated growth from AI and innovations in device architecture could significantly increase total available market and positively impact revenues. Leadership in emerging technologies and integrated solutions positions Applied Materials for market share gains, boosting revenue and optimizing earnings.
View narrativeUS$206.02
FV
26.2% undervalued intrinsic discount6.20%
Revenue growth p.a.
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2 days ago author updated this narrative