Applied Materials (AMAT) Buy, Sell or Hold

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Applied Materials (AMAT)

501.70

+0.93 (0.19%)

as of Jun 4, 2026, 8:00:00 pm Market Open.

153 watching

Investor Insights

Jun 4, 2026, 12:00 am

This summary was created by AI, based on 9 opinions in the last 12 months.

Applied Materials (AMAT) has had a strong year, with its stock price up 179% year-to-date and 52% over the past year, indicating robust performance even in a volatile semiconductor equipment market. The company has significantly reduced its share count by 31% since the end of 2015, buoying investor sentiment alongside its impressive long-term growth of 1,274% over a decade. However, some analysts express concerns regarding recent weak guidance and inconsistent execution, which has led to negative responses over the last six quarters. Comparatively, peers like Lam Research (LAM) and KLA Corporation (KLAC) are performing more consistently, creating a level of skepticism around AMAT's current momentum despite optimism surrounding the AI boom and significant revenues from major clients such as Intel, Samsung, and TSMC. The overall sentiment is mixed, suggesting that while there's potential for further gains, caution is warranted due to AMAT's recent performance discrepancies.

Consensus

mixed

Valuation

fair value

Similar

LRCX

BUY

His pick. Let's see if demand broadens out.

BUY

Washington isn't pleased that they do so much business in China, which is a shame. This is a good company.

BUY

They just reported and shares jumped. AMAT is the largest semi-equipment-maker. Demand from China was very strong and the company expects that to continue. He owns a lot of semis shares and is bullish this sector.

SELL ON STRENGTH

Semi-conductor business competitive, but equipment companies in high demand. Likes this space. Sees further growth. If have profits, sell some stock. Wait for weakness before buying more shares.

TOP PICK

Supply to TSM. They "make the things that make the things". Demand for its products will increase with onshoring and increased complexity of technology. Yield is 0.7%.

(Analysts’ price target is $171.38)

SELL ON STRENGTH

Recent performance good for investors, but generally stays away from sector given cyclical nature of business. Would recommend selling on strength of share price.

HOLD

It's down 5% today on news. Their earnings were fine, but were overshadowed by the Department of Justice inquiry about AM allegedly selling restricted products to China. He won't sell because of the DOJ inquiry, because AM's performance has been strong.

BUY

They report Thursday. Shares soared on good news from Taiwan Semis about that company's revenues surging.

BUY

It has free cash flow generation given revenues without heavy leverage exposure. A quality name.

TOP PICK

12-month price target of $156.60. International. Most recent earnings beat on top and bottom. Launching multi-billion dollar R&D platform, which is driving semiconductor innovation side. Yield is 0.93%.

(Analysts’ price target is $159.29)

BUY

You need their equipment to produce semi chips. Is up 37% YTD. This industry has been slumping lately, but Wall Street sees potential long term, fueled partly by the AI boom.

BUY

Is sticking with it. Trades at a 20% discount to [inaudible].

DON'T BUY

She sold it over a month ago. She didn't see growth ahead and it was trading at historic high PE.

WAIT

Wait for Micron's report on Dec.21 before making a move on AMAT. Micron dominates this semi space.

SELL

Earnings beat, but sold it last week. She sold because she thinks earnings are probably peaking. She bought this at $16 in 2013 and has trimmed along the way and rode it to peaks. At $100 and 14x PE, it was probably at a peak, so she pulled the trigger. 14x is the historic PE. It's fully-valued. can't see multiple expansion. But she will likely re-buy this 20% down.

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Applied Materials (AMAT)