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

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.

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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.

BUY

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

Showing 121 to 135 of 150 entries

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Applied Materials (AMAT)