Added to YB: 2026-08-20
Pitch date: 2026-08-17
AMAT [neutral]
Applied Materials, Inc.
-15.16%
current return
Author Info
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Company Info
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.
Market Cap
$336.7B
Pitch Price
$506.86
Price Target
600.00 (+40%)
Dividend
0.50%
EV/EBITDA
32.97
P/E
36.59
EV/Sales
10.86
Sector
Semiconductors and Semiconductor Equipment
Category
value
Stock of the Week: Applied Materials Stock Drops After Earnings. Is It a Buy?
AMAT (pass): Record Q3 FY26 rev $9.12B (+25% YoY), GAAP EPS $3.17 (+43%), strong Q4 guide $10.25B, but stock fell ~5% on demanding expectations. Excellent AI-driven biz (Quality 91/100) but valuation call: TSR only 9.9%/yr as normalization subtracts 6.7pts. Fair price $465, at $507. Wait for better entry.
Read full article (4 min)