Applied Materials, Inc. is an American corporation that supplies equipment, services and software for the manufacture of semiconductor (integrated circuit) chips for electronics, flat panel displays for computers, smartphones and televisions, and solar products. The company also supplies equipment to produce coatings for flexible electronics, packaging and other applications. The company is headquartered in Santa Clara, California, in Silicon Valley.
| Revenue (TTM) | $30.84B |
| Gross Profit (TTM) | $15.23B |
| EBITDA | $10.15B |
| Operating Margin | 33.70% |
| Return on Equity | 41.10% |
| Return on Assets | 15.50% |
| Revenue/Share (TTM) | $38.83 |
| Book Value | $32.29 |
| Price-to-Book | 12.93 |
| Price-to-Sales (TTM) | 12.48 |
| EV/Revenue | 10.68 |
| EV/EBITDA | 28.56 |
| Quarterly Earnings Growth (YoY) | 42.80% |
| Quarterly Revenue Growth (YoY) | 24.80% |
| Shares Outstanding | $793.60M |
| Float | $790.49M |
| % Insiders | 0.33% |
| % Institutions | 86.27% |
Volatility is currently expanding
The average of price targets set by Wall Street analysts indicates a potential upside of 34.2% in Applied Materials (AMAT). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
Applied Materials, Lam Research and KLA stand to benefit as BofA lifts chip equipment spending forecasts amid surging AI, memory and packaging demand.
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
REX Advisers will launch the REX AI Chipmaking ETF (CHIP) on Nasdaq Wednesday, according to the fund's prospectus. The fund invests in the equipment makers that build the physical machinery behind artificial intelligence (AI) chips, rather than the companies that design them.
Applied Materials is upgraded to a buy as valuation has corrected while fundamentals have strengthened, creating an attractive risk/reward setup. AI-driven demand is accelerating Applied Materials' growth, with Q3 revenue up 25% YoY and robust Q4 guidance implying 51% YoY growth. Margins continue to expand, with Q3 gross margin up 150 bps and operating margin expected to rise 640 bps YoY in Q4, reflecting strong cost/expense control.
Applied Materials (AMAT) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
U.S.-China trade talks could ease tariff pressures, putting semiconductor, technology, retail and auto ETFs in focus as investors assess the potential impact on China-exposed companies.
SANTA CLARA, Calif., Sept. 21, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced that members of its executive leadership team will participate in an Investor Breakfast Presentation during SEMICON West on Tuesday, Oct. 13, 2026.
Chip equipment stocks are pulling ahead of the broader semiconductor group in Friday morning trading, with buying concentrated in the tools layer rather than across chip designers and foundries.
Applied Materials will invest $5 billion in India over the next decade to expand its presence in the country, the US semiconductor equipment maker said on Thursday at SEMICON India, the country's flagship chip conference.
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