AMAT Share Price Performance
US$259.21
89.80 (53.01%)
3.7% overvalued intrinsic discount
US$250.00
Fair Value
Price US$259.21
AnalystHighTarget US$250.00
Unike US$194.11
AnalystConsensusTarget US$241.69
Fair ValueUS$247.37
Share Pricen/a
Applied Materials, Inc. Stock Price
- 4 Narratives written by author
- 1 Comments on narratives written by author
- 498 Fair Values set on narratives written by author
AMAT Community Narratives
AN
Fair Value US$247.37 4.8% overvalued intrinsic discount
Accelerating AI And IoT Trends Will Energize Equipment Demand
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Fair Value US$194.11 33.5% overvalued intrinsic discount
Applied Materials to Ride the AI Boom with a 7% Revenue Growth Outlook
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Fair Value US$248.44 4.3% overvalued intrinsic discount
AMAT: Demand Momentum And China Uncertainty Will Shape Sector Outlook This Year
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Applied Materials to Ride the AI Boom with a 7% Revenue Growth Outlook
Catalysts Most Immediate Catalysts (1–2 Years) 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. AI Boom & High-Performance Computing – AI chips (from Nvidia, AMD, and Intel) require advanced manufacturing tools, where AMAT is a key supplier.Read more
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UN
US$194.11
33.5% overvalued intrinsic discount
Unike's Fair Value
Revenue
7% p.a.
Profit Margin
25%
Future PE
22x
Price in 2030
US$293.58
AMAT: Demand Momentum And China Uncertainty Will Shape Sector Outlook This Year
Key Takeaways Leadership in materials engineering and advanced packaging positions the company to benefit from AI-driven semiconductor demand and global manufacturing expansion. Growing recurring revenues and deep customer collaboration provide margin resilience and support long-term financial growth amid industry transitions.Read more
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AN
US$248.44
4.3% overvalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
5.92% p.a.
Profit Margin
26.59%
Future PE
27.61x
Price in 2028
US$335.74
Overcoming Trade Restrictions And Evolving ICAPS Will Create Opportunities
Key Takeaways Trade restrictions and slowed DRAM and ICAPS sales may significantly limit revenue growth, especially from the China market. Advanced technologies offer growth potential, but may not achieve the high revenue increases expected, affecting earnings projections.Read more
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AN
US$160.41
61.6% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
3.85% p.a.
Profit Margin
25.79%
Future PE
19.63x
Price in 2028
US$215.21
Accelerating AI And IoT Trends Will Energize Equipment Demand
Key Takeaways Applied Materials is poised for strong growth due to demand for advanced chips, innovation in high-value equipment, and expansion of recurring service revenues. Strategic investments in co-innovation and advanced partnerships solidify its critical industry role, supporting premium pricing and expanding margins.Read more
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AN
US$247.37
4.8% overvalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
7.76% p.a.
Profit Margin
27.83%
Future PE
25.11x
Price in 2028
US$331.93
Trending Discussion
Recently Updated Narratives
UN
Applied Materials to Ride the AI Boom with a 7% Revenue Growth Outlook
Fair Value: US$194.11 33.5% overvalued intrinsic discount
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AN
AMAT: Future WFE Cycle And China Policy Risks Will Shape Returns
Fair Value: US$248.44 4.3% overvalued intrinsic discount
231 followersusers have followed this narrative
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AN
Overcoming Trade Restrictions And Evolving ICAPS Will Create Opportunities
Fair Value: US$160.41 61.6% overvalued intrinsic discount
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Snowflake Analysis
Applied Materials, Inc. Key Details
About AMAT
- Founded
- 1967
- Employees
- 36500
- CEO
- WebsiteView website
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.
