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) has garnered a mixture of positive and negative feedback from various experts. Many highlight the strong performance of the semiconductor capital equipment sector, particularly driven by ongoing chip shortages and rising demand, with AMAT seeing substantial gains over the past years, including a notable increase of 179% this year. However, some experts express concerns regarding AMAT's recent performance, particularly citing poor guidance and struggles with execution in comparison to its peers like Lam Research and KLA Corporation. Buybacks and a solid long-term outlook are noted, though investing strategies range from profit-taking to holding for the long haul. Overall, AMAT presents both opportunities and risks in a volatile marketplace, leaving investors divided on its future potential.

Consensus

Mixed

Valuation

Overvalued

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COMMENT

Semiconductor equipment provider. Typically runs in the 1^st and 4^th quarter. Buy in the $10 range and Sell in the $12.50 range. Very predictable cyclicality.

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.

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Applied Materials (AMAT)