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) is experiencing significant growth within the semiconductor capital equipment sector, largely driven by the ongoing chip shortage. With a notable 179% increase this year and a staggering 1,274% over the past decade, the company has garnered positive sentiment from several experts. However, despite this remarkable performance, concerns arise from predictions of less-than-expected future growth. Some experts highlight a lack of strong recent execution compared to competitors such as Lam Research and KLA Corp. There is a prevailing recommendation to take profits and an acknowledgment of the company's long-term potential, albeit tempered by warnings of possible volatility and the current market conditions.

Consensus

Mixed

Valuation

Fair Value

Similar

LRCX, LAM

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.

SELL

Just sold it. A stock either needs a reason for PE expansion or earnings growth ahead. AMAT is likely at peak earnings now, and trading at 14x which is exactly its historical average. Earnings in this sector are cyclical. She can't see multiple expansion. AMAT is fully valued.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK

(A Top Pick Jul 28/22, Down 21.4%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with AMAT has triggered its stop at $82. To remain disciplined, we recommend covering the position at this time. This will result in a net investment loss of 18% when combined with the previous buy recommendations.

BUY

Last Thursday they reported a good quarter, a robust semiconductor market, and terrific long-term outlook. However, this means nothing to today's market which is bearish!

BUY

It reports Thursday night. AMAT is the premier chip-capital equipment-maker. Sooner or later, they'll make a bundle from Biden's new chips act.

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TOP PICK

Stockchase Research Editor: Michael O'Reilly We reiterate AMAT, a bell-weather semiconductor maker, as a TOP PICK. Now trading at 14x earnings, compared to peers at 20x, it remains good value here, supporting a 57% ROE. Analysts expect earnings growth over 8% this year and 13% next. We recommend trailing up the stop loss (from $80) to $82, looking to achieve $146 - upside potential over 40%. Yield 1% (Analysts’ price target is $146.04)

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TOP PICK

Stockchase Research Editor: Michael O'Reilly Always the bell-weather indicator of the semiconductor makers, we now select AMAT as a TOP PICK. No surprise that earnings just fell short of expectation, given the supply chain issues and recent lockdowns in Asia. Management has revised down their forward guidance and the market has given the stock an appropriate hair cut. Now trading at 13x earnings, compared to peers at 20x, it is good value here. We would trade this with a stop loss at $80, looking to achieve $155 - upside potential over 59%. Yield 1.2% (Analysts’ price target is $154.81)

BUY

It hit a low last week. It is hated, but it's a great company. Buy. Doesn't see a weakness here.

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Curated by Michael O'Reilly since 2020.
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PAST TOP PICK

(A Top Pick Nov 02/21, Down 1%)Stockchase Research Editor: Michael O’Reilly Our PAST TOP PICK with AMAT has triggered its stop at $140. To remain disciplined, we recommend covering the position at this time. This results in a net investment gain of 33%, when combined with our previous recommendation to cover half.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK

(A Top Pick Nov 02/21, Up 66.9%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with AMAT has achieved its $163 objective. To remain disciplined, we recommend covering half the position at this time and keeping the stop at $140.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK

(A Top Pick Nov 02/21, Up 64.1%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with AMAT is progressing well. We now recommend trailing up the stop (from $120) to $140. If triggered, this would all but guarantee a net investment gain of 11%, when combined with our previous recommendation to cover half.

BUY

Semi ecosystem has 4 parts. NVDA is poster child for designers. TSM poster child for foundries. Capital intensive. Third part is manufacturing. Micron is a designer and manufacturer. Fourth part is the equipment suppliers like KLA, LRCX, ASML. TSM price target of $144.50. NVDA is expensive, price target coming up soon of $329.25. AMAT would be his favourite. See his Top Picks.

COMMENT

It reports Thursday.

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Applied Materials (AMAT)