Applied Materials (AMAT) Buy, Sell or Hold

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Applied Materials (AMAT)

507.18

-27.36 (5.12%)

as of Aug 14, 2026, 8:00:00 pm Market Open.

157 watching

Investor Insights

Aug 14, 2026, 12:00 am

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

Applied Materials (AMAT) is experiencing significant growth, with notable increases in its stock performance, highlighted by a 350% gain for one investor who reflects on selling too early. The company's capital equipment business is benefitting from a long-term bull market driven by a widespread semiconductor shortage, which has resulted in high demand for AMAT's manufacturing materials. Despite its impressive gains this year of approximately 179% and sustained growth over the past decade, experts express concerns regarding AMAT's execution. Some analysts advise caution, suggesting taking profits as the stock appears to have reached high levels. Additionally, while peer companies like Lam Research and KLA Tencor are performing well, AMAT's recent guidance has been viewed negatively, raising questions about its operational effectiveness and future outlook.

Consensus

Mixed

Valuation

Fair Value

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

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Applied Materials (AMAT)