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
N/A
Dividend
0.50%
EV/EBITDA
32.97
P/E
36.59
EV/Sales
10.86
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Applied Materials 3QFY26: The Scarcity Inside the Fab
AMAT (overview): Q3 record rev $9.12B, EPS $3.50, 50.4% GM; SemiSys GM 55.4% on value-based pricing. Guided Oct to $10.25B rev, $4.02 EPS, SemiSys +62% YoY. CY26 SemiSys growth now >30%. Thesis: complexity + fab scarcity = pricing power. Stock fell at ~30x fwd; needs durability post-cycle. DSO 77d flag.
Read full article (7 min)