Applied Materials, Inc. (AMAT)

US — Technology Sector
Peers: KLAC  ASML  ACLS  TER  LRCX  AEHR  PLAB  KLIC  ENTG  IPGP 

Automate Your Wheel Strategy on AMAT

With Tiblio's Option Bot, you can configure your own wheel strategy including AMAT - and automate your put writes, covered calls, and full wheel strategy. Just connect one of the supported brokerages: tastytrade, Schwab, TradeStation or Tradier and go.

Start Your Free Trial Now

Key Metrics & Ratings

  • symbol AMAT
  • Rev/Share 34.635
  • Book/Share 23.3798
  • PB 7.3927
  • Debt/Equity 0.3302
  • CurrentRatio 2.4647
  • ROIC 0.2568

 

  • MktCap 138703754320.0
  • FreeCF/Share 7.3181
  • PFCF 23.3705
  • PE 20.7418
  • Debt/Assets 0.1862
  • DivYield 0.0096
  • ROE 0.3584

 

  • Rating A-
  • Score 4
  • Recommendation Buy
  • P/E Score 3
  • DCF Score 4
  • P/B Score 1
  • D/E Score 2

Recent Analyst Ratings

Type Ticker Analyst Firm Previous Rating Current Rating Previous Price Target Current Price Target Date
Upgrade AMAT Morgan Stanley Underweight Equal Weight -- -- June 6, 2025
Reiterated AMAT TD Cowen -- Buy $225 $220 May 16, 2025
Upgrade AMAT Jefferies Hold Buy -- $195 March 28, 2025
Upgrade AMAT Edward Jones Hold Buy -- -- March 12, 2025
Upgrade AMAT KeyBanc Capital Markets Sector Weight Overweight -- $225 Jan. 17, 2025
Initiation AMAT Cleveland Research -- Neutral -- -- Dec. 17, 2024
Downgrade AMAT Morgan Stanley Equal Weight Underweight $179 $164 Dec. 5, 2024

News

Applied Materials: 50% Upside Potential For The Patient
AMAT
Published: June 18, 2025 by: Seeking Alpha
Sentiment: Positive

Applied Materials offers strong fundamentals, scale, and diversified exposure to the semiconductor industry, supporting a buy rating despite current rich valuations. Key risks include industry cyclicality and significant China exposure, but AMAT's broad portfolio and customer relationships help mitigate these uncertainties. Technical and valuation analysis suggests up to 50% upside by 2027, with reasonable EPS growth and potential for multiple expansion even without extreme optimism.

Read More
image for news Applied Materials: 50% Upside Potential For The Patient
Should You Buy, Sell or Hold AMAT Stock After a 6.2% YTD Rise?
AMAT
Published: June 13, 2025 by: Zacks Investment Research
Sentiment: Positive

Applied Materials is gaining from the rising demand for AI and DRAM chips and advanced packaging processes.

Read More
image for news Should You Buy, Sell or Hold AMAT Stock After a 6.2% YTD Rise?
AMAT Expects Advanced DRAM Sales to Grow 40%: Can It Keep its Lead?
AMAT
Published: June 12, 2025 by: Zacks Investment Research
Sentiment: Neutral

Applied Materials bets big on DDR5 and HBM, projecting over 40% DRAM revenue growth and strong traction for Sym3 Magnum.

Read More
image for news AMAT Expects Advanced DRAM Sales to Grow 40%: Can It Keep its Lead?
Applied Materials, Inc. (AMAT) is Attracting Investor Attention: Here is What You Should Know
AMAT
Published: June 10, 2025 by: Zacks Investment Research
Sentiment: Positive

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.

Read More
image for news Applied Materials, Inc. (AMAT) is Attracting Investor Attention: Here is What You Should Know
Applied Materials, Inc. (AMAT) Presents at BofA Securities Global Technology Conference Transcript
AMAT
Published: June 04, 2025 by: Seeking Alpha
Sentiment: Neutral

Applied Materials, Inc. (NASDAQ:AMAT ) BofA Securities Global Technology Conference June 4, 2025 1:40 PM ET Company Participants Brice A. Hill - Senior VP, CFO & leads Global Information Services Conference Call Participants Vivek Arya - BofA Securities, Research Division Vivek Arya I guess it's still morning and good morning, everyone.

Read More
image for news Applied Materials, Inc. (AMAT) Presents at BofA Securities Global Technology Conference Transcript
AMAT vs. ONTO: Which Inspection and Metrology Stock Has an Edge?
AMAT, ONTO
Published: June 04, 2025 by: Zacks Investment Research
Sentiment: Neutral

Applied Materials' AI-driven tools, stronger growth and better valuation give it an edge over struggling Onto Innovation in chip metrology.

Read More
image for news AMAT vs. ONTO: Which Inspection and Metrology Stock Has an Edge?
Top 50 High-Quality Dividend Stocks For June 2025
AAPL, ACN, ALLE, AMAT, APH, CTAS, DHI, DKS, DPZ, EOG, FAST, FDS, GGG, GRMN, GWW, HCA, HD, HSY, JKHY, KLAC, LECO, LLY, LRCX, MA, MKTX
Published: June 03, 2025 by: Seeking Alpha
Sentiment: Positive

I track 50 high-quality dividend growth stocks to identify opportune investments, updating valuation ratings daily to focus on attractive opportunities. In this turbulent year, my investable universe outperformed SPY and SCHD year-to-date, with a gain of 2.08% compared to 0.56% and -3.36%. This month, 12 stocks had valuation rating changes; 5 were upgrades, including Ferrari, Pool Corporation and Accenture PLC, all with strong expected returns.

Read More
image for news Top 50 High-Quality Dividend Stocks For June 2025
Applied Materials, Inc. (AMAT) Is a Trending Stock: Facts to Know Before Betting on It
AMAT
Published: May 30, 2025 by: Zacks Investment Research
Sentiment: Positive

Recently, Zacks.com users have been paying close attention to Applied Materials (AMAT). This makes it worthwhile to examine what the stock has in store.

Read More
image for news Applied Materials, Inc. (AMAT) Is a Trending Stock: Facts to Know Before Betting on It
Applied Materials, Inc. (AMAT) Bernstein 41st Annual Strategic Decisions Conference (Transcript)
AMAT
Published: May 29, 2025 by: Seeking Alpha
Sentiment: Neutral

Applied Materials, Inc. (NASDAQ:AMAT ) Bernstein 41st Annual Strategic Decisions Conference May 29, 2025 10:00 AM ET Company Participants Gary Dickerson - President and Chief Executive Officer Conference Call Participants Stacy Rasgon - Bernstein Research Stacy Rasgon My guest today, Gary Dickerson, the President and CEO of Applied Materials. Before I start, I want to mention if you have questions that you'd like to get asked during the presentation, you should have a link to the pigeonhole form where you can submit those.

Read More
image for news Applied Materials, Inc. (AMAT) Bernstein 41st Annual Strategic Decisions Conference (Transcript)
Why Applied Materials (AMAT) is a Top Growth Stock for the Long-Term
AMAT
Published: May 22, 2025 by: Zacks Investment Research
Sentiment: Positive

Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.

Read More
image for news Why Applied Materials (AMAT) is a Top Growth Stock for the Long-Term
Applied Materials to Participate in Upcoming Investor Conferences
AMAT
Published: May 22, 2025 by: GlobeNewsWire
Sentiment: Neutral

SANTA CLARA, Calif., May 22, 2025 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced that members of management will participate in fireside chats at upcoming investor conferences.

Read More
image for news Applied Materials to Participate in Upcoming Investor Conferences
ACMR vs. AMAT: Which Semiconductor Equipment Stock Has the Edge?
ACMR, AMAT
Published: May 21, 2025 by: Zacks Investment Research
Sentiment: Positive

As China boosts domestic fabs, ACMR gains ground. AMAT leads in AI chip tech.

Read More
image for news ACMR vs. AMAT: Which Semiconductor Equipment Stock Has the Edge?
Should You Buy, Sell or Hold Applied Materials Stock Post Q2 Earnings?
AMAT
Published: May 21, 2025 by: Zacks Investment Research
Sentiment: Neutral

AMAT's strong position in the AI-driven chip development, advanced packaging and next-generation process technology makes the stock worth holding.

Read More
image for news Should You Buy, Sell or Hold Applied Materials Stock Post Q2 Earnings?
Unlocking Applied Materials (AMAT) International Revenues: Trends, Surprises, and Prospects
AMAT
Published: May 19, 2025 by: Zacks Investment Research
Sentiment: Neutral

Explore how Applied Materials' (AMAT) revenue from international markets is changing and the resulting impact on Wall Street's predictions and the stock's prospects.

Read More
image for news Unlocking Applied Materials (AMAT) International Revenues: Trends, Surprises, and Prospects
Applied Materials, Inc. (AMAT) is Attracting Investor Attention: Here is What You Should Know
AMAT
Published: May 19, 2025 by: Zacks Investment Research
Sentiment: Positive

Applied Materials (AMAT) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Read More
image for news Applied Materials, Inc. (AMAT) is Attracting Investor Attention: Here is What You Should Know
Applied Materials Q2 Earnings: Solid Print, But Missing Clear Catalysts
AMAT
Published: May 16, 2025 by: Seeking Alpha
Sentiment: Positive

Applied Materials delivered an in-line quarter, but lacked the upside surprises seen in peers like KLAC and LRCX. DRAM revenue declined YoY despite HBM demand expectations, raising concerns about the durability of that growth driver. China revenue dropped to 25%, helping de-risk exposure but still posing a major geopolitical risk.

Read More
image for news Applied Materials Q2 Earnings: Solid Print, But Missing Clear Catalysts
Applied Materials Q2 Earnings Beat Estimates, Revenues Rise Y/Y
AMAT
Published: May 16, 2025 by: Zacks Investment Research
Sentiment: Positive

AMAT's Q2 fiscal 2025 results reflect strength in semiconductor systems, AGS, display and adjacent markets, offset by the decline in corporate and other revenues.

Read More
image for news Applied Materials Q2 Earnings Beat Estimates, Revenues Rise Y/Y
Applied Materials beats profit estimates on strong chip demand
AMAT
Published: May 16, 2025 by: Proactive Investors
Sentiment: Positive

Applied Materials Inc (NASDAQ:AMAT, ETR:AP2) topped Wall Street expectations for quarterly profit as strong demand for advanced semiconductors helped offset weakness in memory chips and trade-related headwinds in China. Adjusted earnings per share rose 14% to $2.39 in the fiscal second quarter ended April 28, surpassing analysts' average estimate of $2.31, according to LSEG data.

Read More
image for news Applied Materials beats profit estimates on strong chip demand
Markets Mostly Up on Mid-East Wheeling, Dealing
AMAT, AMD, BA, CAVA, COIN, CSCO, META, NVDA, TTWO
Published: May 15, 2025 by: Zacks Investment Research
Sentiment: Neutral

With President Trump continuing his tour through the Middle East, we're seeing a plethora of deals being made there with American corporations.

Read More
image for news Markets Mostly Up on Mid-East Wheeling, Dealing
Applied Materials, Inc. (AMAT) Q2 2025 Earnings Call Transcript
AMAT
Published: May 15, 2025 by: Seeking Alpha
Sentiment: Neutral

Applied Materials, Inc. (NASDAQ:AMAT ) Q2 2025 Earnings Conference Call May 15, 2025 4:30 PM ET Company Participants Liz Morali - Vice President, Investor Relations Gary Dickerson - President and Chief Executive Officer Brice Hill - Senior Vice President and Chief Financial Officer Conference Call Participants Stacy Rasgon - Bernstein Research Vivek Arya - Bank of America CJ Muse - Cantor Fitzgerald Melissa Weathers - Deutsche Bank Harlan Sur - JPMorgan Timothy Arcuri - UBS Securities Krish Sankar - TD Cowen Mehdi Hosseini - Susquehanna Srini Pajjuri - Raymond James Timm Schulze-Melander - Redburn Atlantic Charles Shi - Needham & …

Read More
image for news Applied Materials, Inc. (AMAT) Q2 2025 Earnings Call Transcript
Applied Materials (AMAT) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates
AMAT
Published: May 15, 2025 by: Zacks Investment Research
Sentiment: Positive

The headline numbers for Applied Materials (AMAT) give insight into how the company performed in the quarter ended April 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Read More
image for news Applied Materials (AMAT) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates
Applied Materials Earnings: This Stock Remains A Buy
AMAT
Published: May 15, 2025 by: Seeking Alpha
Sentiment: Positive

Applied Materials, Inc. reported Q2 earnings after the close Thursday. AMAT stock is dropping after hours despite continued improvement in financials and solid guidance. I think any post-earnings dips should be considered buying opportunities for long-term focused investors, though the short-term could be volatile.

Read More
image for news Applied Materials Earnings: This Stock Remains A Buy
Chip Hardware Stock Needs a Big Post-Earnings Win
AMAT
Published: May 15, 2025 by: Schaeffers Research
Sentiment: Negative

As the world's largest chip-equipment maker , the success of Applied Materials Inc (NASDAQ:AMAT) on the charts is tied to how U.S.-China trade tensions thaw out.

Read More
image for news Chip Hardware Stock Needs a Big Post-Earnings Win
AMAT Likely to Beat Q2 Earnings Estimates: How to Play the Stock
AMAT
Published: May 13, 2025 by: Zacks Investment Research
Sentiment: Positive

AMAT's Q2 results are likely to reflect the benefits of strong growth across its Semiconductor, Display and AGS segments.

Read More
image for news AMAT Likely to Beat Q2 Earnings Estimates: How to Play the Stock
Seeking Clues to Applied Materials (AMAT) Q2 Earnings? A Peek Into Wall Street Projections for Key Metrics
AMAT
Published: May 12, 2025 by: Zacks Investment Research
Sentiment: Positive

Besides Wall Street's top -and-bottom-line estimates for Applied Materials (AMAT), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended April 2025.

Read More
image for news Seeking Clues to Applied Materials (AMAT) Q2 Earnings? A Peek Into Wall Street Projections for Key Metrics
Applied Materials (AMAT) Earnings Expected to Grow: Should You Buy?
AMAT
Published: May 08, 2025 by: Zacks Investment Research
Sentiment: Positive

Applied Materials (AMAT) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Read More
image for news Applied Materials (AMAT) Earnings Expected to Grow: Should You Buy?
10 Undervalued Dividend Growth Stocks: May 2025
AMAT, ELV, EOG, FELE, IMO, INTU, LRCX, STE, TMO, UNH
Published: May 07, 2025 by: Seeking Alpha
Sentiment: Positive

I rank a selection of undervalued dividend growth stocks in Dividend Radar and present the top ten stocks for consideration. I use two valuation screens, one based on my fair value estimate, and another comparing each stock's forward dividend yield with its 5-year average dividend yield. To rank stocks, I do a quality assessment and sort candidates by quality scores, breaking ties with additional metrics.

Read More
image for news 10 Undervalued Dividend Growth Stocks: May 2025
AMAT vs. LRCX: Which Semiconductor Equipment Stock is the Better Buy?
AMAT, LRCX
Published: May 06, 2025 by: Zacks Investment Research
Sentiment: Neutral

Both Applied Materials and Lam Research are essential players in the semiconductor equipment space. Which one is a better investment option?

Read More
image for news AMAT vs. LRCX: Which Semiconductor Equipment Stock is the Better Buy?
Here's Why Applied Materials (AMAT) is a Strong Growth Stock
AMAT
Published: May 06, 2025 by: Zacks Investment Research
Sentiment: Positive

Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.

Read More
image for news Here's Why Applied Materials (AMAT) is a Strong Growth Stock
Top 15 High-Growth Dividend Stocks To Consider For May 2025
AMAT, APH, DKS, DPZ, GPN, INTU, LRCX, MPWR, MSCI, MSFT, NDSN, NXPI, ODFL, RMD, SBAC, SPY, VIG
Published: May 02, 2025 by: Seeking Alpha
Sentiment: Positive

My Top 15 High-Growth Dividend stocks for April 2025 outperformed SPY and VIG, posting a 0.12% gain versus SPY's -0.87% and VIG's -1.53%. Year-to-date, the Top 15 list returned -0.36%, outperforming VIG's -2.46% and SPY's -5.40%, aiming for a long-term 12% return. The May 2025 Top 15 stocks offer a 1.33% average dividend yield with a 21.25% 5-year dividend growth rate and are 29% undervalued.

Read More
image for news Top 15 High-Growth Dividend Stocks To Consider For May 2025

About Applied Materials, Inc. (AMAT)

  • IPO Date 1980-03-17
  • Website https://www.appliedmaterials.com
  • Industry Semiconductors
  • CEO Mr. Gary E. Dickerson
  • Employees 36000

Applied Materials, Inc. provides manufacturing equipment, services, and software to the semiconductor, display, and related industries. It operates through three segments: Semiconductor Systems, Applied Global Services, and Display and Adjacent Markets. The Semiconductor Systems segment develops, manufactures, and sells various manufacturing equipment that is used to fabricate semiconductor chips or integrated circuits. This segment also offers various technologies, including epitaxy, ion implantation, oxidation/nitridation, rapid thermal processing, physical vapor deposition, chemical vapor deposition, chemical mechanical planarization, electrochemical deposition, atomic layer deposition, etching, and selective deposition and removal, as well as metrology and inspection tools. The Applied Global Services segment provides integrated solutions to optimize equipment and fab performance and productivity comprising spares, upgrades, services, remanufactured earlier generation equipment, and factory automation software for semiconductor, display, and other products. The Display and Adjacent Markets segment offers products for manufacturing liquid crystal displays; organic light-emitting diodes; and other display technologies for TVs, monitors, laptops, personal computers, electronic tablets, smart phones, and other consumer-oriented devices. The company operates in the United States, China, Korea, Taiwan, Japan, Southeast Asia, and Europe. Applied Materials, Inc. was incorporated in 1967 and is headquartered in Santa Clara, California.