Applied Materials (AMAT) Buy, Sell or Hold

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Applied Materials (AMAT)

507.18

-27.36 (5.12%)

as of Aug 14, 2026, 8:00:00 pm Market Open.

157 watching

Investor Insights

Aug 14, 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, with notable increases in its stock performance, highlighted by a 350% gain for one investor who reflects on selling too early. The company's capital equipment business is benefitting from a long-term bull market driven by a widespread semiconductor shortage, which has resulted in high demand for AMAT's manufacturing materials. Despite its impressive gains this year of approximately 179% and sustained growth over the past decade, experts express concerns regarding AMAT's execution. Some analysts advise caution, suggesting taking profits as the stock appears to have reached high levels. Additionally, while peer companies like Lam Research and KLA Tencor are performing well, AMAT's recent guidance has been viewed negatively, raising questions about its operational effectiveness and future outlook.

Consensus

Mixed

Valuation

Fair Value

Similar

LRCX

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.

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.

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Applied Materials (AMAT)