Applied Materials

Overcoming Trade Restrictions And Evolving ICAPS Will Create Opportunities

AnalystLowTarget

Not Invested

Community Contributor

Published

27 Apr 25

Updated

30 Apr 25

AnalystLowTarget's Fair Value

US$160.41

35.6% overvalued

09 Aug

US$217.51

6.1%

-0.1%

6.1%

-0.1%

You can edit this narrative until May 12 6:01 AM. Then, changes will post as Updates.

Author's Valuation

US$160.4135.6% overvalued

AnalystLowTarget Fair Value

Narrative

Updates1

Shared on30 Apr 25
Fair value Increased 8.83%

AnalystLowTarget Fair Value

US$160.41

35.6% overvalued

Future estimation in

% p.a.

Decrease

Increase

Current revenue growth rate

4.61%

Semiconductors revenue growth rate

0.80%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

10.25%

Calculation

US$8.11b

Earnings '28

19.63x

PE Ratio '28

US$159.30b

Market Cap '28

US$159.30b

Market Cap '28

740.21m

No. shares '28

US$215.21

Share Price '28

US$215.21 Share Price '28

Discounted to 2025 @ 10.30% p.a.

US$160.36

Fair Value '25

Overcoming Trade Restrictions And Evolving ICAPS Will Create Opportunities

Shared on30 Apr 25Fair value Increased 8.83%

Shared on30 Apr 25
Fair value Increased 8.83%