Applied Materials (AMAT-Q) Stock Predictions - Stockchase
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Applied Materials (AMAT-Q)

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semi-conductor mnfctr

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Applied Materials

AMAT-Q

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Applied Materials (AMAT-Q) SAVE Mar, 26, 2019, 12:13 am

39.40 0.46 (1.15%)

What the experts are saying about AMAT-Q



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Signal Opinion Expert
BUY on WEAKNESS
Applied Materials(AMAT-Q) 

February 22, 2019

It has a strong balance sheet and the equipment is needed to make semi-conductor chips. They were hurt by the failed US-China trade negotiations. His expectation is that a slowing economy will result in lower Q1 earnings and he thinks it will drop in price. A good buy around the low $30s.
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It has a strong balance sheet and the equipment is needed to make semi-conductor chips. They were hurt by the failed US-China trade negotiations. His expectation is that a slowing economy will result in lower Q1 earnings and he thinks it will drop in price. A good buy around the low $30s.
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Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$39.430
Owned Owned
Unknown

BUY on WEAKNESS
Applied Materials(AMAT-Q) 

February 8, 2019

He would wait to add to any position -- look for it retest the lows of December. It is a cyclical, so you want to make sure you buy them cheap enough. He is in a trader frame of mind, so he would target a buy at $30 and sell at $46.
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He would wait to add to any position -- look for it retest the lows of December. It is a cyclical, so you want to make sure you buy them cheap enough. He is in a trader frame of mind, so he would target a buy at $30 and sell at $46.
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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$39.780
Owned Owned
Unknown

PAST TOP PICK
Applied Materials(AMAT-Q) 

January 23, 2019

(A Top Pick Jan 25/18, Down 37%) Sold it in August around $43. The cycle has suddenly changed; semis have gotten hit. AMAT isn't a semi company, but a semi equipment one. But there's weak demand of this product now and US restrictions on selling chips to China doesn't help. This could rally if there's a US-China deal.

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(A Top Pick Jan 25/18, Down 37%) Sold it in August around $43. The cycle has suddenly changed; semis have gotten hit. AMAT isn't a semi company, but a semi equipment one. But there's weak demand of this product now and US restrictions on selling chips to China doesn't help. This could rally if there's a US-China deal.

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Stan Wong

Director &, Private Wealth Manag...

Price Price
$34.310
Owned Owned
No

BUY
Applied Materials(AMAT-Q) 

January 17, 2019

They make semiconductor equipment, but not semiconductors. He thinks an inventory drag will get worked out in the second quarter. It is a good buying opportunity.
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They make semiconductor equipment, but not semiconductors. He thinks an inventory drag will get worked out in the second quarter. It is a good buying opportunity.
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Michael Simpson

Senior Vic, Sentry Investments...

Price Price
$34.540
Owned Owned
Unknown

BUY on WEAKNESS
Applied Materials(AMAT-Q) 

January 8, 2019

Trump has slowed down growth of China's semi-conductor industry. He'd buy below $31. Good balance sheet and track record. The semi industry is increasing, but we'll still see more of a pullback. Watch for now.
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Trump has slowed down growth of China's semi-conductor industry. He'd buy below $31. Good balance sheet and track record. The semi industry is increasing, but we'll still see more of a pullback. Watch for now.
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Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$32.910
Owned Owned
Unknown

DON'T BUY
Applied Materials(AMAT-Q) 

October 31, 2018

This is an equipment supplier in the semi-conductor space. He sees better valuations with other competitors at this time, who are trading at under 10 times earnings.
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This is an equipment supplier in the semi-conductor space. He sees better valuations with other competitors at this time, who are trading at under 10 times earnings.
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Kim Bolton

President , Black Swan Dexterita...

Price Price
$32.880
Owned Owned
No

COMMENT
Applied Materials(AMAT-Q) 

October 22, 2018

A semi-conductor equipment company, selling parts for the semis' production lines. Semis are being used in more and more applications in, say, cars and data centres as A.I. grows. AMAT is a big player in producing semis. But there are
concerns about cyclicality, but overall this business is attractive.

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A semi-conductor equipment company, selling parts for the semis' production lines. Semis are being used in more and more applications in, say, cars and data centres as A.I. grows. AMAT is a big player in producing semis. But there are
concerns about cyclicality, but overall this business is attractive.

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Ashley Misquitt

Senior Po, Empire Life ...

Price Price
$33.530
Owned Owned
Unknown

DON'T BUY
Applied Materials(AMAT-Q) 

October 4, 2018

He's been short semis which has cyclical earnings, and this cycle has run its course. He wouldn't play this sector now. It has peaked. This is not a bad holding though.

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He's been short semis which has cyclical earnings, and this cycle has run its course. He wouldn't play this sector now. It has peaked. This is not a bad holding though.

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John Zechner

Chairman, J. Zechner & Assoc...

Price Price
$37.890
Owned Owned
Unknown

DON'T BUY
Applied Materials(AMAT-Q) 

September 12, 2018

He is not into the computer equipment space.  He does not buy into the high inventory levels at a peak margins – a classic red flag – in his opinion.  He is concerned they will not be able to grow into the current valuation.  

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He is not into the computer equipment space.  He does not buy into the high inventory levels at a peak margins – a classic red flag – in his opinion.  He is concerned they will not be able to grow into the current valuation.  

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Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$38.390
Owned Owned
No

WAIT
Applied Materials(AMAT-Q) 

September 12, 2018

emiconductor names have been swept downward because of concerns about demand. Took a stop loss, he’s out of it for now. Stay out until you see blue sky at the end of the tunnel.

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emiconductor names have been swept downward because of concerns about demand. Took a stop loss, he’s out of it for now. Stay out until you see blue sky at the end of the tunnel.

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Stan Wong

Director &, Private Wealth Manag...

Price Price
$38.390
Owned Owned
No

DON'T BUY
Applied Materials(AMAT-Q) 

September 11, 2018

They make equipment for the semiconductor industry. She rarely invests in this sector. The sector is very volatile and recently, pricing across the industry has come down. She won’t consider investing in this until she sees stability in their end customers and the pricing environment that those customers face.

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They make equipment for the semiconductor industry. She rarely invests in this sector. The sector is very volatile and recently, pricing across the industry has come down. She won’t consider investing in this until she sees stability in their end customers and the pricing environment that those customers face.

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$39.180
Owned Owned
No

DON'T BUY
Applied Materials(AMAT-Q) 

September 11, 2018

He's owned this on and off and made some money. The key driver was China's semi-conductor industry, which Trump kieboshed when he went after ZTE. Wait 2-3 months. Don't buy now. There's more downside to come.

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He's owned this on and off and made some money. The key driver was China's semi-conductor industry, which Trump kieboshed when he went after ZTE. Wait 2-3 months. Don't buy now. There's more downside to come.

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Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$39.180
Owned Owned
Unknown

PARTIAL BUY
Applied Materials(AMAT-Q) 

August 30, 2018

Semiconductors are doing their own thing.  This is old tech.  Model price is $85 with a 100% upside.  But it is a cyclical.  Over the last three years it has been on a tear and is pausing here.  He would e a buyer here – a small amount.

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Semiconductors are doing their own thing.  This is old tech.  Model price is $85 with a 100% upside.  But it is a cyclical.  Over the last three years it has been on a tear and is pausing here.  He would e a buyer here – a small amount.

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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$43.140
Owned Owned
Unknown

BUY
Applied Materials(AMAT-Q) 

August 23, 2018

Bought the stock a couple of months ago. Still puts strong numbers. Multiple is less than 10 times earnings. One of the concerns is that the semiconductors companies pulled back on their order books a little bit. A buying opportunity. You are exposed to all the hot tech areas with this company. 

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Bought the stock a couple of months ago. Still puts strong numbers. Multiple is less than 10 times earnings. One of the concerns is that the semiconductors companies pulled back on their order books a little bit. A buying opportunity. You are exposed to all the hot tech areas with this company. 

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Don Lato

President, Padlock Investment M...

Price Price
$42.790
Owned Owned
Yes

PAST TOP PICK

(Past Top Pick, January 25, 2018, Down 18%) It's in the crosshairs of the trade wars now. They make machines that make microchips. AMAT is involved in many industries, so it's still well-positioned, especially in A.I., the next big wave in tech. 10x earnings which are still growing and will grow the rest of 2018. Generating lots of cash. They recently increased their dividend and buybacks. It's a little risky to enter now, but if you hold it, it's worth it.

electrical/electronic
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(Past Top Pick, January 25, 2018, Down 18%) It's in the crosshairs of the trade wars now. They make machines that make microchips. AMAT is involved in many industries, so it's still well-positioned, especially in A.I., the next big wave in tech. 10x earnings which are still growing and will grow the rest of 2018. Generating lots of cash. They recently increased their dividend and buybacks. It's a little risky to enter now, but if you hold it, it's worth it.

electrical/electronic
0 0 0 0 0
0 comments
Don Lato

President, Padlock Investment M...

Price Price
$45.250
Owned Owned
Yes

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