Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

U.S. Semiconductor Equipment Industry Analysis

UpdatedJul 07, 2026
DataAggregated Company Financials
Companies39
  • 7D-14.9%
  • 3M52.8%
  • 1Y202.0%
  • YTDn/a

Over the last 7 days, the Semiconductor Equipment industry has dropped 15%, driven by declines in Applied Materials and Lam Research of 15% and 15%, respectively. This takes the industry's 12 month performance to a gain of 202%. Earnings are forecast to grow by 21% annually.

Industry Valuation and Performance

Has the U.S. Semiconductor Equipment Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 07 Jul 2026US$1.5tUS$101.7bUS$22.6b74.8x65.5x14.5x
Thu, 04 Jun 2026US$1.3tUS$101.7bUS$22.6b69.2x59.5x13.2x
Sat, 02 May 2026US$1.1tUS$100.3bUS$21.8b48.2x50.6x11x
Mon, 30 Mar 2026US$907.9bUS$97.8bUS$20.8b42x43.7x9.3x
Wed, 25 Feb 2026US$991.0bUS$97.7bUS$20.8b40.8x47.7x10.1x
Fri, 23 Jan 2026US$917.2bUS$95.9bUS$19.0b47.1x48.2x9.6x
Sun, 21 Dec 2025US$716.3bUS$95.9bUS$19.0b37.8x37.6x7.5x
Tue, 18 Nov 2025US$635.0bUS$95.8bUS$19.0b34.4x33.4x6.6x
Thu, 16 Oct 2025US$584.6bUS$89.4bUS$16.3b34.1x35.8x6.5x
Sat, 13 Sep 2025US$497.3bUS$89.4bUS$16.3b28.6x30.4x5.6x
Mon, 11 Aug 2025US$478.5bUS$89.1bUS$16.2b25.1x29.5x5.4x
Wed, 09 Jul 2025US$480.2bUS$87.0bUS$15.5b29.1x31x5.5x
Fri, 06 Jun 2025US$413.1bUS$87.0bUS$15.5b24.5x26.7x4.7x
Sun, 04 May 2025US$384.3bUS$86.4bUS$15.0b26.4x25.7x4.4x
Tue, 01 Apr 2025US$375.5bUS$84.8bUS$14.2b28.3x26.4x4.4x
Thu, 27 Feb 2025US$424.1bUS$85.1bUS$14.4b34.3x29.4x5x
Sat, 25 Jan 2025US$465.1bUS$83.2bUS$14.6b36.2x31.9x5.6x
Mon, 23 Dec 2024US$405.8bUS$83.2bUS$14.6b26.7x27.8x4.9x
Wed, 20 Nov 2024US$404.5bUS$83.2bUS$14.6b28.9x27.7x4.9x
Fri, 18 Oct 2024US$443.9bUS$82.5bUS$15.6b26.5x28.5x5.4x
Sun, 15 Sep 2024US$465.2bUS$82.5bUS$15.6b25.4x29.8x5.6x
Tue, 13 Aug 2024US$471.6bUS$82.6bUS$15.7b25.2x30.1x5.7x
Thu, 11 Jul 2024US$603.4bUS$82.8bUS$13.8b34.9x43.9x7.3x
Sat, 08 Jun 2024US$541.0bUS$82.8bUS$13.8b28.8x39.3x6.5x
Mon, 06 May 2024US$498.9bUS$83.3bUS$13.8b31.5x36.1x6x
Wed, 03 Apr 2024US$516.6bUS$84.5bUS$14.2b34.9x36.4x6.1x
Fri, 01 Mar 2024US$487.6bUS$84.5bUS$14.2b34.7x34.3x5.8x
Sun, 28 Jan 2024US$442.2bUS$88.0bUS$15.0b24.9x29.5x5x
Tue, 26 Dec 2023US$434.4bUS$90.1bUS$15.9b25.7x27.3x4.8x
Thu, 23 Nov 2023US$398.2bUS$90.0bUS$15.9b24.2x25x4.4x
Sat, 21 Oct 2023US$348.5bUS$92.3bUS$16.4b23x21.2x3.8x
Mon, 18 Sep 2023US$365.7bUS$93.9bUS$17.0b24.8x21.6x3.9x
Wed, 16 Aug 2023US$383.1bUS$94.0bUS$17.0b24.9x22.5x4.1x
Fri, 14 Jul 2023US$403.6bUS$96.1bUS$20.1b20.8x20.1x4.2x
Price to Earnings Ratio

20.1x


Total Market Cap: US$403.6bTotal Earnings: US$20.1bTotal Revenue: US$96.1bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Semiconductor Equipment Industry Price to Earnings3Y Average 33.8x202420252026
Current Industry PE
  • Investors are optimistic on the American Semiconductor Equipment industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 65.5x which is higher than its 3-year average PE of 33.8x.
  • The 3-year average PS ratio of 6.3x is lower than the industry's current PS ratio of 14.5x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor Equipment industry have grown 3.9% per year over the last three years, while revenues have remained mostly flat.
  • This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Comparison

How does U.S. Semiconductor Equipment compare with similar industries?

US Market0.79%
Tech-0.31%
Semiconductors-4.88%
Semiconductor Equipment-14.88%
Semiconductors-3.34%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
SEDG SolarEdge TechnologiesUS$56.912.8%
+US$94.3m		115.3%PS2.7x
CVV CVD EquipmentUS$7.9016.3%
+US$7.7m		142.3%PS2.6x

Latest News

Q
US$146.68
Qnity Electronics
7D
-7.3%
1Y
n/a
AMKR
US$69.88
Amkor Technology
7D
-15.1%
1Y
225.9%
TER
US$379.52
Teradyne
7D
-18.1%
1Y
318.9%
KLAC
US$233.31
KLA
7D
-16.2%
1Y
155.6%
SEDG
US$56.91
SolarEdge Technologies
7D
2.8%
1Y
115.3%
Narrative Update • Jul 06

SEDG: Potential Inverter Ban And Solid State Progress Will Drive Repricing

SolarEdge Technologies' updated analyst price target has moved from about $69 to $80. Analysts are factoring in potential benefits from a possible U.S. ban on certain foreign inverters, ongoing solid state transformer progress, and expectations for market share gains from recent product launches.
ENTG
US$145.17
Entegris
7D
-15.1%
1Y
74.9%
LRCX
US$350.20
Lam Research
7D
-14.8%
1Y
256.8%
AMAT
US$592.79
Applied Materials
7D
-14.7%
1Y
210.7%
Narrative Update • Jul 02

AMAT: AI WFE Supercycle Euphoria Will Later Test Overstretched Expectations

Applied Materials' analyst price target has been raised from $511.17 to $578.91 as analysts factor in heavier wafer fab equipment spending, extended backlog visibility, and stronger AI driven demand across foundry, DRAM, and advanced packaging. Analyst Commentary Recent research on Applied Materials points to a wide range of views, with most bullish analysts focused on extended wafer fab equipment visibility and AI related upside, while more cautious voices highlight execution risk against high expectations and valuation sensitivity.
MKSI
US$368.06
MKS
7D
-11.5%
1Y
260.2%
CVV
US$7.90
CVD Equipment
7D
16.3%
1Y
142.3%
Analysis Article • May 16

Here's Why We're Not Too Worried About CVD Equipment's (NASDAQ:CVV) Cash Burn Situation

Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...