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NASDAQ:AMAT

Applied Materials (AMAT)

496.17
-18.16 (3.53%)
as of Aug 19, 2026, 8:00:00 pm Market Open.
157 watching
0
Investor Insights
star iconAug 19, 2026, 12:00 am

This summary was created by AI, based on 9 opinions in the last 12 months.

Applied Materials (AMAT) has received positive reviews from several experts, highlighting its significant growth in a favorable market environment for semiconductors. The company is currently experiencing a long-term bull market due to a global chip shortage, which has led to increased demand for its semiconductor manufacturing equipment. With a remarkable 350% gain and a 179% increase this year alone, experts are advocating for careful portfolio management, suggesting to take profits while acknowledging the challenges in equipment production faced by the company and its peers. Additionally, its consistent share buyback program has reduced its share count significantly, further enhancing shareholder value. As analysts express confidence in its balance across sectors, they still suggest buying on dips for long-term gains.

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Consensus
Positive
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Valuation
Overvalued
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LRCX
PARTIAL SELL
Investor's up 350%.

Very good company. (He sold too early.) Good space. With a gain like that, he'd take some $$ off the table. Always de-risk your portfolio.

BUY

Their semis capital equipment business is in a long-term bull market, because of the widespread chip shortage.

BUY

There's a shortage of semis, therefore a shortage of semi manufacturing materials that AMAT makes. 

BUY

Is up 179% this year. They can't produce enough semis equipment (so are their peers).

PARTIAL SELL

This one got away from him. Is up 49% in the past 3 months in a parabolic chart. Take some profits.

BUY

Buys back a lot of shares, reducing share count by 31% since end-2015. Is up 52% this year, and 1,274% over 10 years.

TOP PICK

Mainly hardware. Competitors are LRCX and KLAC. Manufactures and sells the presses that INTC, Samsung, and TSM will buy to make chips. Also has a software side. Runway of only $270 for 12-month price target. Buy here around $239, add ~$225, and again ~$205. Yield is 0.77%.

(Analysts’ price target is $223.51)
Unspecified

It is well balanced between different sectors and good for the long term. His preference is KLA Tencore (KLAC) which is dominant in the space. It is up 29% over the year so you could step in now.

DON'T BUY

Likes this space, but big names like this and LAM are part of the ETFs, so automatically rise whether that stock should be bought or not. Can be volatile, like last April. Prefers buying on weakness, holding a few years, then selling.

SELL

Had a decent quarter, but terrible guidance, 10% below the street in a sector that should be humming (semis equipment). AMAT has responded negatively for the last 6 quarters. Is not performing. He sold.

DON'T BUY

Peers Lam Research and KLA Corp are performing well, but AMAT is an anomaly, not executing.

BUY

Is breaking out and their runway is long, given the AI boom.

DON'T BUY

It ranks #3 in its sector. They have a lot of exposure to China, which worries many.

WATCH

It reports Thursday. Watch for the decline on revenues from China YOY. When LAM Research reported, AMAT rose. Options imply a 6% move.

WATCH

Watch for the decline on revenues from China YOY, but the worse has been priced in already.

Showing 1 to 15 of 151 entries

Applied Materials (AMAT) Frequently Asked Questions

What is Applied Materials stock symbol?

Applied Materials is a American stock, trading under the symbol AMAT (previously AMAT-Q on Stockchase) on the NASDAQ (AMAT). It is usually referred to as NASDAQ:AMAT or AMAT

Is Applied Materials a buy or a sell?

In the last year, 10 stock analysts issued a Buy, Sell, or Hold rating on AMAT (previously AMAT-Q on Stockchase). 5 analysts recommended to BUY and 5 analysts recommended to SELL the stock. The latest stock analyst rating is PARTIAL SELL. Read the latest stock experts' ratings for Applied Materials.

Is Applied Materials a good investment or a top pick?

Applied Materials was recommended as a Top Pick by Darren Sissons on 2026-07-10. Read the latest stock experts ratings for Applied Materials.

Why is Applied Materials stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts' recommendations for Applied Materials.

Is Applied Materials worth watching?

Applied Materials is followed by 157 investors on Stockchase and is a trending stock that is worth watching.

What is Applied Materials stock price?

On 2026-08-19, Applied Materials (AMAT) stock closed at a price of $496.17.

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3(10)
Based on 10 expert opinions: 5 buy 0 hold 5 sell