Applied Materials

Overcoming Trade Restrictions And Evolving ICAPS Will Create Opportunities

AnalystLowTarget

Not Invested

Consensus Narrative from 31 Analysts

Published

27 Apr 25

Updated

09 Aug 25

AnalystLowTarget's Fair Value

US$160.41

0.4% undervalued

09 Aug

US$159.84

-20.2%

-15.1%

Author's Valuation

US$160.4

0.4% undervalued

AnalystLowTarget Fair Value

Narrative

Updates1

Shared on30 Apr 25
Fair value Increased 8.83%

AnalystLowTarget Fair Value

US$160.4

0.4% undervalued

Future estimation in

% p.a.

Decrease

Increase

Current revenue growth rate

4.47%

Semiconductors revenue growth rate

0.78%

Risk Level (Discount Rate)

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

Decrease

Increase

Current discount rate

10.29%

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%