Applied Materials (AMAT) Buy, Sell or Hold

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Applied Materials (AMAT)

607.06

+4.02 (0.67%)

as of Jul 2, 2026, 11:59:42 pm Market Open.

153 watching

Investor Insights

Jul 5, 2026, 12:00 am

This summary was created by AI, based on 10 opinions in the last 12 months.

Applied Materials (AMAT) is currently experiencing significant momentum in the semiconductor capital equipment sector, driven by an ongoing chip shortage. The company has seen impressive growth, with a 179% increase this year alone, supported by its ability to produce essential manufacturing equipment for major clients like Intel, Samsung, and TSMC. However, some experts express caution, noting that despite this growth, AMAT's recent guidance has been disappointing, with expectations falling below analyst targets. While the long-term outlook remains positive due to the industry's growth potential, the consensus suggests careful management of investments, with some recommending taking profits after recent gains. The company has demonstrated strong capital management by reducing its share count and providing a decent yield, although volatility remains a concern in such a highly dynamic market.

Consensus

mixed

Valuation

fair_value

Similar

LRCX

TOP PICK

Good balance sheet. 3.5% dividend. Has a buy-back in place. This is a cyclical that tends to trade in front of the semi cycle and he is seeing inventory rise so this naturally should trade up. He is looking for a $12-$13 target.

TOP PICK

Cyclical. Second time he has owned it. Buying back 23% of stock.

DON'T BUY

Semiconductor sector is one that you really need to get it right. This is a group that tends to turn up early out of a correction and will be one of the 1st groups to turn down. Semiconductor space has been backing off over the last 2 months. This is not the right industry to be focused on just yet.

TOP PICK

Involved in semiconductors and solar. Seeing a strong recovery in IT and solar was the first of the energy sector to recover well so this will trickle down to the equipment market in this company should really come along. Lots of liquidity and great balance sheet.

WATCH

Likes tech space and this ranks very well in his model. Surprised on the upside with earnings of $.11 versus expected $.02 in the last quarter. Earnings momentum seems to be going upwards. Seems to get stuck around $14 range and as it is moving towards this again he would be very careful.

TRADE

You have to have your time right. It’s not a bad time to own it right now. Intel is more palatable.

HOLD

(Market Call Minute) Slow on Cap X spending so no big turnaround.

TOP PICK

He likes the business.Key supplier for solar and flat panels. Company has done well over the last 25 years.

TOP PICK

Equipment provider for those who make the equipment we use. Great way to benefit overall from the spending on technology. Recently moved into solar. Caution, you can get home run quarters and then big misses.

BUY

They make the equipment for the Intel's, etc. In the process of making an acquisition of Applied Films (AFCO-Q) to make solar panels. A great name. Strong balance sheet. Tends to be quite volatile.

BUY

Part of the semiconductor equipment industry. Business is primarily driven by foundries for making integrated circuits however, the industry is changing. Consumer electronics now demand more semiconductors than the cyclical capital spending side. More stability. Also building their server side.

PAST TOP PICK

(A Top Pick Apr 19/05 Up 21%.) Still likes this one a lot. Have executed well and sees good things ahead of them.

BUY

This sector is very dependent on capital expenditure and the companies buying their products are putting a lot of pressure on. Margins are being squeezed. OK for a long term hold and if you can take the volatility, you are fine at these levels.

TOP PICK

World wide leader in supplier of semiconductor equipment to manufacturers. Great franchise, all kinds of cash.

BUY

Valuation is good. Likes both Intel (INTC-Q) and Applied Materials

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Applied Materials (AMAT)