
Applied Materials maintains a dominant position in providing essential equipment for semiconductor manufacturing. Broadcom combines high-growth AI networking chips with a recurring infrastructure software business.
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) | 10.53 |
| 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 | $790.48M |
| % Insiders | 0.33% |
| % Institutions | 86.36% |
Volatility is currently contracting

Applied Materials maintains a dominant position in providing essential equipment for semiconductor manufacturing. Broadcom combines high-growth AI networking chips with a recurring infrastructure software business.

Applied Materials holds a broad portfolio of leading wafer fabrication equipment. ASML dominates the lithography equipment market.

The average of price targets set by Wall Street analysts indicates a potential upside of 39.4% 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 just posted its fifth consecutive earnings beat while the stock cratered 22% in three months, and at least one Wall Street firm thinks that disconnect points to one of the more compelling setups in the chip equipment sector

Applied Materials, Inc. (AMAT) Presents at SEMICON West 2026 Transcript

Semiconductor equipment stocks are giving back ground after a strong year powered by artificial intelligence (AI) spending. Applied Materials (NASDAQ:AMAT | AMAT Price Prediction) stock is at $461.

SAN FRANCISCO, Oct. 13, 2026 (GLOBE NEWSWIRE) -- At its 2026 SEMICON West Investor Breakfast Presentation held today, Applied Materials, Inc. presented its longer-term growth expectations and outlined how its leadership in materials engineering positions the company to outperform the wafer fab equipment (WFE) market over the coming years.

A company that builds the machines behind every AI chip quietly turned patient investors into big winners, but the path there included years of frustration, export penalties, and a stock that barely moved while the market celebrated elsewhere.

SUNNYVALE, Calif., Oct. 12, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc., the leader in materials engineering for the semiconductor industry, today unveiled its Equipment and Process Innovation and Commercialization (EPIC) Center, a $5 billion capital investment* to build the world's largest facility dedicated to collaborative semiconductor process technology and manufacturing equipment R&D. Inside the EPIC Center, leading chipmakers, systems companies, equipment partners and university researchers will work side by side with Applied's scientists and engineers to accelerate the pace of chip innovation for the AI era.

The Santa Clara-based firm – a key supplier of equipment and software that tech giants like TSMC, Intel and Samsung use to build chips – is aiming to achieve faster breakthroughs by having scientists, engineers and researchers from companies and universities around the world collaborate under one roof.
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