Applied Materials

Accelerating AI And IoT Trends Will Energize Equipment Demand

AnalystHighTarget

Not Invested

Consensus Narrative from 31 Analysts

Published

27 Apr 25

Updated

06 Aug 25

AnalystHighTarget's Fair Value

US$247.37

35.4% undervalued

06 Aug

US$159.84

-20.2%

-15.1%

Author's Valuation

US$247.4

35.4% undervalued

AnalystHighTarget Fair Value

Narrative

Updates1

Shared on30 Apr 25
Fair value Decreased 0.53%

AnalystHighTarget Fair Value

US$247.4

35.4% 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$9.78b

Earnings '28

25.11x

PE Ratio '28

US$245.70b

Market Cap '28

US$245.70b

Market Cap '28

740.21m

No. shares '28

US$331.93

Share Price '28

US$331.93 Share Price '28

Discounted to 2025 @ 10.31% p.a.

US$247.30

Fair Value '25

Accelerating AI And IoT Trends Will Energize Equipment Demand

Shared on30 Apr 25Fair value Decreased 0.53%

Shared on30 Apr 25
Fair value Decreased 0.53%