Applied Materials (AMAT) Buy, Sell or Hold

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Applied Materials (AMAT)

607.06

+4.02 (0.67%)

as of Jul 2, 2026, 11:59:42 pm Market Open.

153 watching

Investor Insights

Jul 5, 2026, 12:00 am

This summary was created by AI, based on 10 opinions in the last 12 months.

Applied Materials (AMAT) is currently experiencing significant momentum in the semiconductor capital equipment sector, driven by an ongoing chip shortage. The company has seen impressive growth, with a 179% increase this year alone, supported by its ability to produce essential manufacturing equipment for major clients like Intel, Samsung, and TSMC. However, some experts express caution, noting that despite this growth, AMAT's recent guidance has been disappointing, with expectations falling below analyst targets. While the long-term outlook remains positive due to the industry's growth potential, the consensus suggests careful management of investments, with some recommending taking profits after recent gains. The company has demonstrated strong capital management by reducing its share count and providing a decent yield, although volatility remains a concern in such a highly dynamic market.

Consensus

mixed

Valuation

fair_value

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BUY

Their semis capital equipment business is in a long-term bull market, because of the widespread chip shortage.

BUY

There's a shortage of semis, therefore a shortage of semi manufacturing materials that AMAT makes.

BUY

Is up 179% this year. They can't produce enough semis equipment (so are their peers).

PARTIAL SELL

This one got away from him. Is up 49% in the past 3 months in a parabolic chart. Take some profits.

BUY

Buys back a lot of shares, reducing share count by 31% since end-2015. Is up 52% this year, and 1,274% over 10 years.

TOP PICK

Mainly hardware. Competitors are LRCX and KLAC. Manufactures and sells the presses that INTC, Samsung, and TSM will buy to make chips. Also has a software side. Runway of only $270 for 12-month price target. Buy here around $239, add ~$225, and again ~$205. Yield is 0.77%.

(Analysts’ price target is $223.51)

Unspecified

It is well balanced between different sectors and good for the long term. His preference is KLA Tencore (KLAC) which is dominant in the space. It is up 29% over the year so you could step in now.

DON'T BUY

Likes this space, but big names like this and LAM are part of the ETFs, so automatically rise whether that stock should be bought or not. Can be volatile, like last April. Prefers buying on weakness, holding a few years, then selling.

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SELL

Had a decent quarter, but terrible guidance, 10% below the street in a sector that should be humming (semis equipment). AMAT has responded negatively for the last 6 quarters. Is not performing. He sold.

DON'T BUY

Peers Lam Research and KLA Corp are performing well, but AMAT is an anomaly, not executing.

BUY

Is breaking out and their runway is long, given the AI boom.

DON'T BUY

It ranks #3 in its sector. They have a lot of exposure to China, which worries many.

WATCH

It reports Thursday. Watch for the decline on revenues from China YOY. When LAM Research reported, AMAT rose. Options imply a 6% move.

WATCH

Watch for the decline on revenues from China YOY, but the worse has been priced in already.

WAIT

Potential topping pattern. Could be the top of the recent strength. Would not recommend buying at this time. Wait for trend to reverse upwards.

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Applied Materials (AMAT) Frequently Asked Questions

What is Applied Materials stock symbol?

Applied Materials is a American stock, trading under the symbol AMAT (previously AMAT-Q on Stockchase) on the NASDAQ (AMAT). It is usually referred to as NASDAQ:AMAT or AMAT

Is Applied Materials a buy or a sell?

In the last year, 9 stock analysts issued a Buy, Sell, or Hold rating on AMAT (previously AMAT-Q on Stockchase). 5 analysts recommended to BUY and 4 analysts recommended to SELL the stock. The latest stock analyst rating is WAIT. Read the latest stock experts' ratings for Applied Materials.

Is Applied Materials a good investment or a top pick?

Applied Materials was recommended as a Top Pick by Keith Richards on 2024-09-27. Read the latest stock experts ratings for Applied Materials.

Why is Applied Materials stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts' recommendations for Applied Materials.

Is Applied Materials worth watching?

Applied Materials is followed by 153 investors on Stockchase and is a trending stock that is worth watching.

What is Applied Materials stock price?

On 2026-07-02, Applied Materials (AMAT) stock closed at a price of $607.06.

3.2(9)

Based on 9 expert opinions: 5 buy 0 hold 4 sell

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Applied Materials (AMAT)

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