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Applied Materials, Inc. Stock Price

NasdaqGS:AMAT Community·US$372.1b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 671 Fair Values set on narratives written by author
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AMAT Share Price Performance

US$454.01
283.86 (166.83%)
​
US$627.66
Fair Value
US$454.01
283.86 (166.83%)
27.7% undervalued intrinsic discount
US$627.66
Fair Value
Price US$454.01
AnalystConsensusTarget US$627.66
Unike US$194.11
AnalystHighTarget US$870.69
Thu, 30 Jul 26
Fair ValueUS$627.66
Share Pricen/a

AMAT Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$627.66 27.7% undervalued intrinsic discount

AMAT: Demand Momentum And China Uncertainty Will Shape Sector Outlook This Year

1users have liked this narrative
1users have commented on this narrative
297users have followed this narrative
UN
Unike's
Fair Value
·
Fair Value US$194.11 133.9% overvalued intrinsic discount

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

1users have liked this narrative
0users have commented on this narrative
35users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$870.69 47.9% undervalued intrinsic discount

Accelerating AI And IoT Trends Will Energize Equipment Demand

0users have liked this narrative
0users have commented on this narrative
23users have followed this narrative
AMAT logo
Applied Materials
133.9% overvalued intrinsic discount

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

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UN
Unike
Published 10 Mar 2025
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AMAT logo
Applied Materials
4.8% overvalued intrinsic discount

Overcoming Trade Restrictions And Evolving ICAPS Will Create Opportunities

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AN
AnalystLowTarget
AnalystLowTarget
Updated 3 Sep
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AMAT logo
Applied Materials
27.7% undervalued intrinsic discount

AMAT: Demand Momentum And China Uncertainty Will Shape Sector Outlook This Year

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 30 Jul
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AMAT logo
Applied Materials
47.9% undervalued intrinsic discount

Accelerating AI And IoT Trends Will Energize Equipment Demand

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AN
AnalystHighTarget
AnalystHighTarget
Updated 16 Jul
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Trending Discussion

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Recently Updated Narratives

UN
AMAT logo

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

Fair Value: US$194.11 133.9% overvalued intrinsic discount
35 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
AMAT logo

AMAT: AI WFE Cycle And High Expectations Will Shape Future P/E

Fair Value: US$433.2 4.8% overvalued intrinsic discount
10 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
AMAT logo

AMAT: AI WFE Supercycle Will Drive Extended Multi Year Equipment Cycle

Fair Value: US$627.66 27.7% undervalued intrinsic discount
297 fair values setusers have set this as their fair value
1 commentusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Exceptional growth potential with flawless balance sheet.

2 Risks
4 Rewards
View Full Analysis

Applied Materials, Inc. Key Details

US$30.8b

Revenue

US$15.6b

Cost of Revenue

US$15.2b

Gross Profit

US$6.0b

Other Expenses

US$9.3b

Earnings

Last Reported Earnings
Jul 26, 2026
Next Reporting Earnings
Nov 12, 2026
11.68
49.40%
30.05%
25.5%
View Full Analysis

About AMAT

Founded
1967
Employees
36500
CEO
Gary Dickerson
WebsiteView website
www.appliedmaterials.com

Applied Materials, Inc. provides materials engineering solutions, equipment, services, and software to the semiconductor and related industries in the United States, China, Korea, Taiwan, Japan, Southeast Asia, Europe, and internationally. The company operates through Semiconductor Systems and Applied Global Services (AGS) segments. The Semiconductor Systems segment includes semiconductor capital equipment to enable materials engineering steps, including etch, rapid thermal processing, deposition, chemical mechanical planarization, metrology and inspection, wafer packaging, and ion implantation. The AGS segment offers integrated solutions to optimize equipment and fab performance and productivity comprising spares, upgrades, services, and 200 millimeter and other equipment and factory automation software for semiconductor and other products. It serves manufacturers of semiconductor wafers and chips, and other electronic devices. Applied Materials, Inc. was incorporated in 1967 and is headquartered in Santa Clara, California.

Recent AMAT News & Updates

User avatar
Narrative Update • Sep 03

AMAT: AI WFE Cycle And High Expectations Will Shape Future P/E

Applied Materials' analyst price target has been revised higher to $433.20 from $392.76 as analysts point to stronger projected revenue growth, higher profit margin assumptions, and sustained AI driven wafer fab equipment demand as key supports for the updated view. Analyst Commentary Street research on Applied Materials over 2025 and 2026 shows an active debate around how much of the AI and wafer fab equipment story is already reflected in the share price.

Recent updates

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