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

PAST TOP PICK

(A Top Pick Oct 26/04. Up 8.5%.) Took their gains. Came out with a major reduction in October of their earnings estimates, so cleared out of them.

BUY

Reacted very well to bad news and technically that is a very good sign.

TOP PICK

A very beaten up name that no one wants to talk about.

WAIT

The short term outlook is not that great for semi conductor/capital equipment. Some concerns on inventory levels. Could have another leg down. Will look at it when it is completely out of favour.

TOP PICK

(A Top Pick July 30/04. Down 6.4%.) Feels that tech sector will be moving.

TOP PICK

So far this year hasn't really done anything and dropped significantly this week. Expectations are good. Generating a lot of free cash flow.

BUY

Likes this company. Model price is $22.10.

WAIT

Dropped off because of concerns on flash memory.Wait to see what "book to bill" (?) rates are.

BUY

They are very difficult stocks. Buy these stocks when they do not make any money and sell them when they start making money.

DON'T BUY

Tied in to the semiconductor cycle. The industry looks like it's headed south. Very cyclical. Expects it to drop lower.

TOP PICK

It's part of a sector rotation and has done nothing but go down since November.

TOP PICK

Taking advantage of the sector that has been crushed recently, would go with the Cadillac of the group.

BUY

A great company. Is around and better in every cycle. 2005/2006 will be good to this stock.

WATCH

Have seen very strong order growth in the last several quarters. That is an issue, as it cannot sustain itself. Momentum is slowing, but it may take up in the second half of the year. Neutral on the stock.

BUY

The success that Motorola, Samsung and Texas Instruments are having in the wireless side in handsets is very positive for this company.

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Applied Materials (AMAT)