Applied Materials (AMAT) Buy, Sell or Hold

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Applied Materials (AMAT)

536.25

-26.55 (4.72%)

as of Jul 24, 2026, 8:00:00 pm Market Open.

157 watching

Investor Insights

Jul 25, 2026, 12:00 am

This summary was created by AI, based on 11 opinions in the last 12 months.

Applied Materials (AMAT) has garnered a mixture of positive and negative feedback from various experts. Many highlight the strong performance of the semiconductor capital equipment sector, particularly driven by ongoing chip shortages and rising demand, with AMAT seeing substantial gains over the past years, including a notable increase of 179% this year. However, some experts express concerns regarding AMAT's recent performance, particularly citing poor guidance and struggles with execution in comparison to its peers like Lam Research and KLA Corporation. Buybacks and a solid long-term outlook are noted, though investing strategies range from profit-taking to holding for the long haul. Overall, AMAT presents both opportunities and risks in a volatile marketplace, leaving investors divided on its future potential.

Consensus

Mixed

Valuation

Overvalued

Similar

LRCX

BUY

A great company. Is around and better in every cycle. 2005/2006 will be good to this stock.

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.

Wealthica Track your Stocks in your Watch List

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.

Showing 136 to 150 of 151 entries

Most Recent Experts

Andrew Pink

LDIC

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Greg Newman

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The Weekly Buzzing Stocks by Billy Kawasaki

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Jim Cramer - Mad Money

CNBC

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Applied Materials (AMAT)