Technology · Semiconductor Equipment & Materials · United States
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.
Trade ideas
AMAT isn't in any strategy's Top Picks or Good Opportunities today.
Analysts
Value vs sector peers
- Fwd P/E23.049
- P/B13.143
- Yield0.5%30
- P/E36.657
- Rev growth+24.8%35
Fundamentals
Performance
AI Infrastructure · Semiconductor equipment
The AI tradeIn the briefing and the feed
Briefing for 11 SeptApplied Materials and Arista Networks each guided to roughly 40% AI-driven growth, and ASML/TSMC are targeting a 40% high-NA lithography productivity gain but on a 2033 timeline.
Equipment and networking suppliers are pointing to comparable growth rates from AI demand, but the lithography roadmap underscores that some of the enabling technology for next-generation chip production is still years out, a supply-side constraint worth tracking against near-term demand claims.
Compute · Semiconductor equipment · Networking· AMAT, ANET, ASML.AS, TSM· Source 1· Source 2· Source 3
- bullishApplied Materials Eyes Nearly 40% Growth as AI Fuels Chip Equipment DemandApplied Materials projects nearly 40% growth driven by AI-fueled chip equipment demand.MarketBeat · 10 Sept · AMATSemiconductor equipment
Catalysts
Next earnings: 12 Nov
Trade idea history
- 14 SeptLong424.217Dpending2Wpending1Mpending
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