Applied Materials Dirección
Dirección controles de criterios 3/4
El CEO de Applied Materials es Gary Dickerson , nombrado en Jun 2012, tiene una permanencia de 13.92 años. compensación anual total es $29.65M, compuesta por 3.5% salario y 96.5% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.18% de las acciones de la empresa, por valor de $609.14M. La antigüedad media del equipo directivo y de la junta directiva es de 5 años y 10.2 años, respectivamente.
Información clave
Gary Dickerson
Chief Executive Officer (CEO)
US$29.6m
Compensación total
| Porcentaje del salario del CEO | 3.47% |
| Permanencia del CEO | 13.9yrs |
| Participación del CEO | 0.2% |
| Permanencia media de la dirección | 5yrs |
| Promedio de permanencia en la Junta Directiva | 10.2yrs |
Actualizaciones recientes de la dirección
Recent updates
Seeking Alpha • May 09
Applied Materials: Supplying Intel Comes With Its Perks
Summary Applied Materials, Inc. is a top "picks and shovels" play in the semiconductor equipment space, benefiting from broad chip demand and recent U.S. production catalysts. AMAT stands out for its financial prudence, distributing 90% of excess free cash flow to shareholders and maintaining a robust balance sheet. With a forward P/E near 40x versus a 3-year average of 22x, AMAT stock's valuation is elevated, making pre-earnings entry risky despite strong secular tailwinds. I rate AMAT stock a Buy for long-term investors, but prefer to watch for a potential post-earnings pullback before initiating or adding to a position. Read the full article on Seeking Alpha
Actualización del análisis • Apr 27
AMAT: Future Packaging Demand And WFE Cycle Strength Will Shape Returns
Applied Materials' updated analyst price target has edged higher, with fair value moving from about $398.73 to $422.97 as analysts factor in slightly stronger revenue growth, a modestly higher profit margin outlook, and a richer future P/E assumption, partly supported by a broad wave of recent price target hikes and upgrades across the Street. Analyst Commentary Recent Street research around Applied Materials has been active, with a long list of price target increases and several rating upgrades clustered around recent results and guidance.
Actualización del análisis • Apr 13
AMAT: AI Memory And Packaging Upswing Will Support Future Upside
The analyst price target for Applied Materials has been updated from $470 to $500, with analysts citing stronger long term assumptions for revenue growth, profit margins and P/E support, driven by broad based sector target increases across semiconductor equipment peers. Analyst Commentary Recent Street research around Applied Materials points to an increasingly constructive view on the stock, with many bullish analysts revising their models to reflect stronger assumptions for the wafer fab equipment cycle, particularly in DRAM and advanced packaging.Actualización del análisis • Mar 30
AMAT: WFE Upswing And AI Memory Deals Will Support Future Upside
Applied Materials' analyst price target has been revised upward by a broad group of firms into a higher $300s to low $400s range, with analysts pointing to stronger multi year wafer fab equipment growth forecasts, increasing AI and DRAM related spending expectations, and a more constructive view on secular WFE demand as key supports for the shift. Analyst Commentary Recent Street research on Applied Materials shows a cluster of higher price targets and rating upgrades, with bullish analysts pointing to wafer fab equipment spending expectations, AI and memory related demand, and a more supportive multi year industry view as key drivers.
Nuevo análisis • Mar 29
AMAT: The "Master Architect" of the $1 Trillion Silicon Era
Applied Materials, Inc. (AMAT) is currently positioned as the indispensable "pick-and-shovel" provider for the global artificial intelligence explosion.Actualización del análisis • Mar 16
AMAT: Wafer Equipment Upswing And AI Memory Partnerships Will Support Future Upside
Analysts have raised their average price targets on Applied Materials into a higher $400 plus range, citing stronger wafer fab equipment spending forecasts for 2026 and 2027, along with broad-based target hikes across major firms as key supports for the update. Analyst Commentary Recent Street research on Applied Materials highlights a clear tilt toward more constructive views, with a mix of higher price targets, fresh coverage and several upgrades into more positive rating buckets.Actualización del análisis • Mar 02
AMAT: Wafer Equipment Upswing And Services Mix Will Support Future Upside
Our fair value estimate for Applied Materials has been raised from $420.71 to $470.00 as analysts lift long term wafer fab equipment growth expectations and highlight the stock as a top pick in semiconductor production equipment. Analyst Commentary Recent Street research around Applied Materials has been heavily skewed toward positive revisions, with a broad group of bullish analysts lifting price targets and, in several cases, upgrading their ratings.Actualización del análisis • Feb 16
AMAT: Future WFE Cycle Strength Will Drive Returns Higher
Analysts have lifted their implied fair value for Applied Materials from about $248 to roughly $399, citing higher assumed revenue growth, stronger profit margins, and a richer future P/E multiple. They link this to a broad wave of price target hikes and upgrades across recent Street research.
Actualización del análisis • Feb 02
AMAT: Future Multiple Compression Will Likely Follow Aggressive Wafer Equipment Spending Cycle
Our analyst fair value estimate for Applied Materials has moved up by $10 to $190 per share, reflecting updated assumptions on revenue growth, profitability, and long-term P/E, in line with the series of recent price target hikes and upgrades from Street analysts. Analyst Commentary Recent Street research on Applied Materials has been dominated by higher price targets, fresh initiations with constructive views, and several upgrades.Actualización del análisis • Jan 19
AMAT: Rising Wafer Equipment Demand And Services Mix Will Drive Upside
Analysts have lifted their fair value estimate for Applied Materials from about $247 to around $421. This reflects higher assumed revenue growth, stronger profit margins, and a richer future P/E multiple in light of a broad wave of recent price target hikes and upgrades across the Street.Actualización del análisis • Jan 04
AMAT: Future Multiple Compression Will Likely Pressure Elevated Share Price
Our fair value estimate for Applied Materials has been raised to $180 from $160.41 as analysts lift price targets into the mid to high $200s, citing above-consensus execution, resilient foundry and memory demand, de-risked China exposure, and strengthening recurring services growth. Analyst Commentary Street research has turned more constructive on Applied Materials, with multiple firms lifting price targets into the $250 to $270 range following solid quarterly execution, above-consensus guidance, and stronger visibility into 2026 wafer fab equipment demand.Artículo de análisis • Jan 03
Investor Optimism Abounds Applied Materials, Inc. (NASDAQ:AMAT) But Growth Is Lacking
With a price-to-earnings (or "P/E") ratio of 30.5x Applied Materials, Inc. ( NASDAQ:AMAT ) may be sending very bearish...Actualización del análisis • Dec 14
AMAT: Future WFE Cycle And China Policy Risks Will Shape Returns
We raise our fair value estimate for Applied Materials to $248.44 from $241.69, reflecting analysts' increased price targets in the mid $200s on stronger than expected execution, slightly higher long term revenue growth and margins, and confidence that China related risks are moderating while wafer fab equipment and services demand in foundry and memory remains robust. Analyst Commentary Street research has turned decisively more constructive on Applied Materials, with multiple firms lifting price targets into the mid to high $200s following better than expected results and guidance.Actualización del análisis • Nov 28
AMAT: Future Demand Strength And Industry Competition Will Shape Stock Performance
Applied Materials’ analyst price target has increased from $222.94 to $241.69. Analysts cite stronger-than-expected recent results, improved revenue growth forecasts, and solid ongoing demand in core market segments as the main reasons for the upward revision.Artículo de análisis • Nov 16
US$238 - That's What Analysts Think Applied Materials, Inc. (NASDAQ:AMAT) Is Worth After These Results
As you might know, Applied Materials, Inc. ( NASDAQ:AMAT ) recently reported its annual numbers. The result was...Actualización del análisis • Nov 14
AMAT: Future Equipment Demand And Industry Shifts Will Drive Mixed Performance
The analyst price target for Applied Materials has increased from approximately $218 to $223 per share. Analysts cite above-consensus execution, persistent industry strength, and improved growth outlook as key reasons for the upward revision.Actualización del análisis • Oct 31
AMAT: Demand Momentum And China Uncertainty Will Shape Sector Outlook This Year
Applied Materials' analyst price target has increased modestly from $215 to $218, as analysts point to anticipated upside from wafer fab equipment demand and improving order visibility in the semiconductor capital equipment sector. Analyst Commentary Analysts have provided a broad range of perspectives on Applied Materials in recent research, reflecting both optimism around growth drivers and caution about near-term risks within the semiconductor capital equipment sector.Actualización del análisis • Oct 17
AI And Advanced Packaging Will Reshape Semiconductor Landscape
Applied Materials' fair value estimate has increased to $215 from $199, as analysts raise price targets. This is due to improving wafer fab equipment demand and greater order visibility in the semiconductor capital equipment industry.Actualización del análisis • Oct 03
AI And Advanced Packaging Will Reshape Semiconductor Landscape
Applied Materials' analyst price target has increased by approximately $4 to $199, as analysts cite stabilizing risk and reward dynamics and expectations for improving revenue growth, despite ongoing concerns about demand headwinds and China exposure. Analyst Commentary Recent research reflects a divided outlook on Applied Materials, with both supportive and cautious perspectives emerging from the Street.Artículo de análisis • Sep 28
Subdued Growth No Barrier To Applied Materials, Inc. (NASDAQ:AMAT) With Shares Advancing 27%
Applied Materials, Inc. ( NASDAQ:AMAT ) shares have had a really impressive month, gaining 27% after a shaky period...Actualización del análisis • Sep 04
AI And Advanced Packaging Will Reshape Semiconductor Landscape
Applied Materials’ consensus price target remains unchanged at $194.58, as analysts weigh near-term earnings headwinds from China-related volatility and export restrictions against long-term strength in AI-driven demand and wafer fab investments. Analyst Commentary Consensus among analysts is that Applied Materials’ near-term earnings outlook is weaker than expected due to volatility and digestion in China and reduced leading-edge foundry/logic spending, with guidance for the October quarter notably below consensus.Artículo de análisis • Jul 21
Calculating The Fair Value Of Applied Materials, Inc. (NASDAQ:AMAT)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Applied Materials fair value estimate is US$169 Applied...Artículo de análisis • Jul 05
Applied Materials (NASDAQ:AMAT) Could Easily Take On More Debt
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Artículo de análisis • Jun 23
Investors Shouldn't Overlook Applied Materials' (NASDAQ:AMAT) Impressive Returns On Capital
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...Artículo de análisis • May 17
Applied Materials, Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year
It's been a good week for Applied Materials, Inc. ( NASDAQ:AMAT ) shareholders, because the company has just released...Artículo de análisis • May 16
Applied Materials (NASDAQ:AMAT) Will Pay A Larger Dividend Than Last Year At $0.46
Applied Materials, Inc.'s ( NASDAQ:AMAT ) dividend will be increasing from last year's payment of the same period to...Seeking Alpha • Apr 19
Applied Materials Vs. ASML: The Ideal Pick During This Cyclical Downturn
Summary This article pits two of the most important semiconductor FAB names against one another to determine which is the better value. Both AMAT and ASML are down -40+% from their all-time highs. Both have outstanding balance sheets, with the entire semi-FAB space as their TAM. It boils down to growth versus value in this comparison. Read the full article on Seeking AlphaNuevo análisis • Mar 20
Applied Materials to Ride the AI Boom with a 7% Revenue Growth Outlook
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.Seeking Alpha • Mar 18
Applied Materials: Massive Share Buyback Is Positive
Summary I reiterate a 'Buy' rating for Applied Materials with a one-year target price of $196 per share, driven by its strong position in AI and energy-efficient computing markets. AMAT reported 6.8% revenue growth and 9.2% adjusted net income growth, with notable strength in its Semiconductor Systems segment. A new $10 billion share repurchase authorization, on top of $7.6 billion remaining, demonstrates management's confidence and is a positive catalyst for the stock. Despite China risks, Applied Materials is poised for 7% organic revenue growth and 20bps margin expansion, supported by its strategic investments and market positioning. Read the full article on Seeking AlphaSeeking Alpha • Feb 25
Applied Materials: Stay On The Sidelines For Now (Technical Analysis)
Summary The chart and moving averages were quite bearish, but the indicators had mixed signals, and so the technicals overall were slightly net bearish. Most recent earnings were mixed, with revenue growth at respectable levels, but cash from operations growth showing concerning signs. The valuation currently looks fair after analyzing the P/S and P/CFO ratios relative to the fundamentals and to peers. I believe Applied Materials is currently a hold for most investors as the technicals are bearish, and the fundamentals are neutral, but the company continues to benefit from AI tailwinds. Read the full article on Seeking AlphaAnálisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Jan 25 2026 | n/a | n/a | US$8b |
| Oct 26 2025 | US$30m | US$1m | US$7b |
| Jul 27 2025 | n/a | n/a | US$7b |
| Apr 27 2025 | n/a | n/a | US$7b |
| Jan 26 2025 | n/a | n/a | US$6b |
| Oct 27 2024 | US$28m | US$1m | US$7b |
| Jul 28 2024 | n/a | n/a | US$7b |
| Apr 28 2024 | n/a | n/a | US$7b |
| Jan 28 2024 | n/a | n/a | US$7b |
| Oct 29 2023 | n/a | n/a | US$7b |
| Jul 30 2023 | n/a | n/a | US$6b |
| Apr 30 2023 | n/a | n/a | US$6b |
| Jan 29 2023 | n/a | n/a | US$6b |
| Oct 30 2022 | n/a | n/a | US$7b |
| Jul 31 2022 | n/a | n/a | US$7b |
| May 01 2022 | n/a | n/a | US$7b |
| Jan 30 2022 | n/a | n/a | US$7b |
| Oct 31 2021 | US$35m | US$1m | US$6b |
| Aug 01 2021 | n/a | n/a | US$5b |
| May 02 2021 | n/a | n/a | US$4b |
| Jan 31 2021 | n/a | n/a | US$4b |
| Oct 25 2020 | US$17m | US$1m | US$4b |
| Jul 26 2020 | n/a | n/a | US$3b |
| Apr 26 2020 | n/a | n/a | US$3b |
| Jan 26 2020 | n/a | n/a | US$3b |
| Oct 27 2019 | US$14m | US$1m | US$3b |
Compensación vs. Mercado: La compensación total de Gary($USD29.65M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD14.74M).
Compensación vs. Ingresos: La compensación de Gary ha sido consistente con los resultados de la empresa en el último año.
CEO
Gary Dickerson (68 yo)
13.9yrs
Permanencia
US$29,649,352
Compensación
Mr. Gary E. Dickerson has been the Chief Executive Officer and President of Applied Materials, Inc. since September 1, 2013 and June 19, 2012 respectively. Mr. Dickerson is responsible for the day-to-day o...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| President | 13.9yrs | US$29.65m | 0.18% $ 609.1m | |
| Senior VP | 4.2yrs | US$8.51m | 0.0067% $ 23.1m | |
| SVP, CTO | 15.3yrs | US$6.02m | 0.015% $ 53.3m | |
| President of Semiconductor Products Group | 8.5yrs | US$9.46m | 0.051% $ 177.1m | |
| Senior Vice President of Applied Global Services | 1.4yrs | US$6.39m | 0.0098% $ 34.0m | |
| VP, Corporate Controller & Chief Accounting Officer | 2.2yrs | sin datos | 0.000050% $ 172.8k | |
| Senior VP | 5.9yrs | US$9.68m | 0.0054% $ 18.7m | |
| Chief Public Affairs Officer and Corporate VP of Communications & Public Affairs | 13.9yrs | sin datos | sin datos | |
| Senior VP & Chief Human Resources Officer | 2.3yrs | sin datos | sin datos | |
| Corporate VP of Business Units & Operations CFO | 2.2yrs | sin datos | sin datos | |
| Chief Technology Officer of Process Diagnostics & Control - Silicon Systems Group | no data | sin datos | sin datos | |
| Managing Director of Software Engineering for Implant Business Unit - Semiconductor Products Group | no data | sin datos | sin datos |
5.0yrs
Permanencia media
60yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de AMAT es experimentado (5 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| President | 12.7yrs | US$29.65m | 0.18% $ 609.1m | |
| SVP, CTO | 6.3yrs | US$6.02m | 0.015% $ 53.3m | |
| Independent Director | 10.5yrs | US$359.62k | 0.0020% $ 7.0m | |
| Independent Director | 18.8yrs | US$347.12k | 0.014% $ 48.3m | |
| Independent Director | 9.8yrs | US$402.48k | 0.0035% $ 12.1m | |
| Chairman Emeritus | 17.2yrs | US$454.23k | sin datos | |
| Independent Director | 8.3yrs | US$384.62k | 0.0030% $ 10.4m | |
| Independent Director | 3.6yrs | US$381.76k | 0.00075% $ 2.6m | |
| Independent Chairman of the Board | 20.7yrs | US$523.62k | 0.0064% $ 22.0m | |
| Member of the Growth Technical Advisory Board | 6.3yrs | sin datos | sin datos | |
| Independent Director | 17.7yrs | US$359.62k | 0.0020% $ 7.0m | |
| Co-Chair of the Growth Technical Advisory Board | 6.3yrs | sin datos | sin datos |
10.2yrs
Permanencia media
67.5yo
Promedio de edad
Junta con experiencia: Los miembros de la junta directiva de AMAT son experimentados ( 10.2 años antigüedad media).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/10 22:00 |
| Precio de las acciones al final del día | 2026/05/08 00:00 |
| Beneficios | 2026/01/25 |
| Ingresos anuales | 2025/10/26 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Applied Materials, Inc. está cubierta por 53 analistas. 33 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| James Fontanelli | Arete Research Services LLP |
| Brett Simpson | Arete Research Services LLP |
| James Kelleher | Argus Research Company |