NASDAQ:AMAT

Applied Materials (AMAT)

435.91
-2.55 (0.58%)
as of Sep 3, 2026, 8:00:00 pm Market Open.
157 watching
0
Investor Insights
star iconSep 3, 2026, 12:00 am

This summary was created by AI, based on 8 opinions in the last 12 months.

Applied Materials (AMAT) has garnered positive sentiment among experts, largely due to its strong position within the semiconductor capital equipment sector, which is currently experiencing a long-term bull market driven by a global chip shortage. With an impressive gain of 179% this year alone and a staggering 1,274% growth over the past decade, the company has been a standout performer in the industry. Experts note the balanced nature of AMAT's portfolio across various sectors, although some assert that peers like KLA Tencor (KLAC) exhibit similar strength. Additionally, the company has actively reduced its share count through buybacks, signaling confidence in its ongoing growth potential. However, several experts advise taking profits amid the recent parabolic growth and suggest a tactical approach to entry points for new investments.

consensus icon
Consensus
Bullish
valuation icon
Valuation
Overvalued
review icon
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.
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