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Applied Materials, Inc. Stock Price

NasdaqGS:AMAT Community·US$173.3b Market Cap
  • 4 Narratives written by author
  • 1 Comments on narratives written by author
  • 472 Fair Values set on narratives written by author

AMAT Share Price Performance

US$220.30
16.34 (8.01%)
10.7% overvalued intrinsic discount
US$198.97
Fair Value
US$220.30
16.34 (8.01%)
10.7% overvalued intrinsic discount
US$198.97
Fair Value
Price US$220.30
AnalystConsensusTarget US$198.97
Unike US$194.11
AnalystLowTarget US$153.08

AMAT Community Narratives

AnalystConsensusTarget·
Fair Value US$198.97 9.3% overvalued intrinsic discount

AI And Advanced Packaging Will Reshape Semiconductor Landscape

0users have liked this narrative
1users have commented on this narrative
223users have followed this narrative
Unike·
Fair Value US$194.11 12.1% overvalued intrinsic discount

Applied Materials to Ride the AI Boom with a 7% Revenue Growth Outlook

0users have liked this narrative
0users have commented on this narrative
14users have followed this narrative
AnalystLowTarget·
Fair Value US$160.41 35.6% overvalued intrinsic discount

Overcoming Trade Restrictions And Evolving ICAPS Will Create Opportunities

0users have liked this narrative
0users have commented on this narrative
5users have followed this narrative

Recent AMAT News & Updates

Subdued Growth No Barrier To Applied Materials, Inc. (NASDAQ:AMAT) With Shares Advancing 27%

Sep 28
Subdued Growth No Barrier To Applied Materials, Inc. (NASDAQ:AMAT) With Shares Advancing 27%

Applied Materials, Inc. Key Details

US$28.6b

Revenue

US$14.7b

Cost of Revenue

US$13.9b

Gross Profit

US$7.0b

Other Expenses

US$6.8b

Earnings

Last Reported Earnings
Jul 27, 2025
Next Reporting Earnings
n/a
Earnings per share (EPS)
8.58
Gross Margin
48.50%
Net Profit Margin
23.88%
Debt/Equity Ratio
32.1%

Applied Materials, Inc. Competitors

 
 
 
 
 
 
 
 
 
 
 
 

Snowflake Analysis

Flawless balance sheet average dividend payer.

0 Risks
3 Rewards

About AMAT

Founded
1967
Employees
35700
CEO
Gary Dickerson
WebsiteView website
www.appliedmaterials.com

Applied Materials, Inc. engages in the provision of manufacturing equipment, services, and software to the semiconductor, display, and related industries. The company operates through three segments: Semiconductor Systems, Applied Global Services, and Display. The Semiconductor Systems segment develops, manufactures, and sells semiconductor capital equipment that is used to fabricate semiconductor chips or integrated circuits. The Applied Global Services segment provides integrated solutions to optimize equipment and fab performance and productivity comprising spares, upgrades, services, and other equipment and factory automation software for semiconductor, display, and other products. The Display segment offers products for manufacturing liquid crystal displays; organic light-emitting diodes; and other display technologies for TVs, monitors, laptops, personal computers, smart phones, and other consumer-oriented devices and solar energy cells. It focused on device innovations for chipmakers serving ICAPS markets. The company operates in the United States, China, Korea, Taiwan, Japan, Southeast Asia, Europe, and internationally. Applied Materials, Inc. was incorporated in 1967 and is headquartered in Santa Clara, California.

Market Insight

Q4 2025 is off to a flying start with record highs being printed left, right, and center. US and Japanese stocks made fresh new highs, while the gold price powered through $4,000 for the first time, and Bitcoin crossed the $126k level. Is this all a case of USD weakness, irrational exuberance, or solid fundamentals? This week, we are reviewing Q3 market performance, Q2 earnings season, and the outlook heading into the end of 2025…
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U.S. Market Performance

  • 7 Days: 0.3%
  • 3 Months: 8.5%
  • 1 Year: 17.3%
  • Year to Date: 15.0%
In the last week, the market has been flat. Meanwhile, the market is actually up 17% over the past year. Earnings are forecast to grow by 15% annually. Market details ›