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Applied Materials, Inc. Stock Price

NasdaqGS:AMAT Community·US$424.4b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 627 Fair Values set on narratives written by author

AMAT Share Price Performance

US$0
-188.24 (-100.00%)
US$627.66
Fair Value
US$0
-188.24 (-100.00%)
Price US$0

AMAT Community Narratives

·
Fair Value US$627.66 19.2% undervalued intrinsic discount

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

1users have liked this narrative
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275users have followed this narrative
Fair Value
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Fair Value US$194.11 161.3% overvalued intrinsic discount

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

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30users have followed this narrative
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Fair Value US$870.69 41.7% undervalued intrinsic discount

Accelerating AI And IoT Trends Will Energize Equipment Demand

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22users have followed this narrative
US$194.11
161.3% overvalued intrinsic discount
Fair Value
Revenue
7% p.a.
Profit Margin
25%
Future PE
22x
Price in 2030
US$293.58
US$627.66
19.2% undervalued intrinsic discount
Revenue
22.19% p.a.
Profit Margin
32.08%
Future PE
39.75x
Price in 2029
US$859.09
US$870.69
41.7% undervalued intrinsic discount
Revenue
32.32% p.a.
Profit Margin
36.36%
Future PE
38.34x
Price in 2029
US$1.19k

Trending Discussion

No trending discussion available.

Updated Narratives

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

Fair Value: US$194.11 161.3% overvalued intrinsic discount
30 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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AMAT: Elevated AI WFE Expectations Will Trigger Future P/E Multiple Compression

Fair Value: US$392.76 29.1% overvalued intrinsic discount
9 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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AMAT: AI WFE Supercycle Will Drive Extended Multi Year Equipment Cycle

Fair Value: US$627.66 19.2% undervalued intrinsic discount
275 users have set this as their fair value
1 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Flawless balance sheet with solid track record.

2 Risks
3 Rewards

Applied Materials, Inc. Key Details

US$29.0b

Revenue

US$14.8b

Cost of Revenue

US$14.2b

Gross Profit

US$5.7b

Other Expenses

US$8.5b

Earnings

Last Reported Earnings
Jul 26, 2026
Next Reporting Earnings
Nov 12, 2026
10.72
48.96%
29.31%
27.0%
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

Seeking Alpha 23h

Applied Materials Q3: The Problem Isn't The Business

Summary Applied Materials, Inc. delivered a record-breaking Q3 with 25% revenue growth, robust margin expansion, and strong operational efficiency. AMAT’s diversified solutions and key industry partnerships reinforce its critical role in semiconductor and AI/Data Center development. Despite strong results and an upbeat Q4 outlook, AMAT’s valuation reflects high expectations, limiting margin of safety for new investors. I rate AMAT stock as a Hold, preferring to wait for a better entry point given cyclical risks and premium multiples. Read the full article on Seeking Alpha
Narrative Update Aug 13

AMAT: Elevated AI WFE Expectations Will Trigger Future P/E Multiple Compression

Applied Materials' updated analyst price target has edged lower, as higher modeled revenue growth and strong wafer fab equipment demand are now balanced by slightly reduced profit margin assumptions and a modestly lower future P/E multiple in line with recent Street research. Analyst Commentary Recent Street research on Applied Materials reflects strong enthusiasm around wafer fab equipment demand and AI related spending, but it also shows a pocket of caution that some investors may want to weigh alongside the bullish targets.

Recent updates

No updates