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

Similar

LRCX

WATCH

Have seen very strong order growth in the last several quarters. That is an issue, as it cannot sustain itself. Momentum is slowing, but it may take up in the second half of the year. Neutral on the stock.

BUY

The success that Motorola, Samsung and Texas Instruments are having in the wireless side in handsets is very positive for this company.

DON'T BUY

A solid business but the risk levels have risen substantially. The largest companies tend to be underperforming.

DON'T BUY

Has been a favourite short, but have to wait for the market to roll over. Very expensive.

DON'T BUY

Expect peak earnings would be about $1.50. Doesn't see a lot of upside. Value could be about $15.

BUY ON WEAKNESS

Have 40/50% market share in everything they do. Needs the economics to grow for a couple of years. Would buy at $19.

TOP PICK

Top Short 70 X earnings. A lot of excess capacity.

DON'T BUY

Competition from Intel is strong. Volatile. Prefers Intel.

DON'T BUY

Ranks in the midle of their database. Earnings are nebative.

DON'T BUY

(Was a top pick on Feb 22 down %) Took profits on it. Expect it to stay soft for awhile. Would but at $40.

BUY

A past pick and he still likes. Could drop a bit.

PAST TOP PICK

(Was a top pick on Nov 24 up 2.5%) Still a TOP PICK. Long term hold. Buy in low to mid $30's.

TOP PICK

Market leader in capital equipment of semi conductors. Has cash. Good diversification. Buy on dips.

BUY

Likes. Very strong on the semiconductor side.

WAIT

Gorilla in their sector. The sector has good growth/prospects/cash flow. Cyclical. Expects it could drop some more.

Showing 136 to 150 of 150 entries

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Applied Materials (AMAT)