Applied Materials (AMAT) Buy, Sell or Hold

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Applied Materials (AMAT)

480.51

-21.19 (4.22%)

as of Jun 5, 2026, 2:55:58 pm Market Open.

153 watching

Investor Insights

Jun 5, 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 mixed year according to multiple expert reviews. On one hand, the stock has shown an impressive performance with a 179% increase this year and a notable 52% rise over the past year. The company has reduced its share count significantly by 31% since the end of 2015, indicating a strong financial strategy. However, some analysts express concerns about the recent guidance and overall execution, especially when compared to peers like Lam Research (LRCX) and KLA Corporation (KLAC), which are performing better. While AMAT is recognized for its important role in supplying semiconductor manufacturing equipment, there's a consensus about the need to take profits, suggesting potential volatility ahead. Investors are advised to consider buying on dips and to be cautious of the fluctuations in the stock's performance.

Consensus

Mixed

Valuation

Fair Value

Similar

LRCX

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

DON'T BUY

Stock is in a downtrend. The semi conductor industry is a cyclical sector and is not looking good. NASDAQ stocks as a whole are looking very toppy here and look very risky.

PAST TOP PICK

(A Top Pick Oct 26/04. Up 5.3%.) Sold out for a profit.

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Applied Materials (AMAT)