Applied Materials

AMAT-Q

Analysis and Opinions about AMAT-Q

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
November 10, 2020
(A Top Pick Oct 01/20, Up 23.9%)Stockchase Research Editor: Michael O'Reilly We are wanting to remain disciplined and are recommending to take 50% as we achieved the price objective. We also recommend raising the trailing stop to $54.50 (previously $46).
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Applied Materials (AMAT-Q)
November 10, 2020
(A Top Pick Oct 01/20, Up 23.9%)Stockchase Research Editor: Michael O'Reilly We are wanting to remain disciplined and are recommending to take 50% as we achieved the price objective. We also recommend raising the trailing stop to $54.50 (previously $46).
TOP PICK
TOP PICK
October 1, 2020
Stockchase Research Editor: Michael O'Reilly The semi-conductor space has benefitted from the stay at home trend to drive devices we are all using. Recent earnings for AMAT of $1.06 beat analyst expectations of $0.95. Revenues have grown over 23% to $4.4 billion over the year. Management raised guidance on EPS for Q4, showing they have confidence going forward. The US Commerce Department created uncertainty for the company by threatening to put constraints on semiconductor exports as a warning to China. This has already been factored into the share price we feel. We would trade this with a $46 stop-loss and an initial upside target of $75. Yield 1.48% (Analysts’ price target is $76.16)
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Stockchase Research Editor: Michael O'Reilly The semi-conductor space has benefitted from the stay at home trend to drive devices we are all using. Recent earnings for AMAT of $1.06 beat analyst expectations of $0.95. Revenues have grown over 23% to $4.4 billion over the year. Management raised guidance on EPS for Q4, showing they have confidence going forward. The US Commerce Department created uncertainty for the company by threatening to put constraints on semiconductor exports as a warning to China. This has already been factored into the share price we feel. We would trade this with a $46 stop-loss and an initial upside target of $75. Yield 1.48% (Analysts’ price target is $76.16)
TOP PICK
TOP PICK
February 14, 2020
An equipment player in the semiconductor space. They just reported on Wednesday and reported a great quarter. They guided 7% above expectations. He has a price target of $78. Yield 1.25% (Analysts’ price target is $75.46)
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Applied Materials (AMAT-Q)
February 14, 2020
An equipment player in the semiconductor space. They just reported on Wednesday and reported a great quarter. They guided 7% above expectations. He has a price target of $78. Yield 1.25% (Analysts’ price target is $75.46)
BUY WEAKNESS
BUY WEAKNESS
September 6, 2019
He likes this and it pays a decent dividend. Holding for the long term, this is a good holding. The semi-conductor space is looking a little suspect right now. With the trade pressures, Asia as a big consumer, concerns him entering right now. A better entry would be in the mid-$30s.
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Applied Materials (AMAT-Q)
September 6, 2019
He likes this and it pays a decent dividend. Holding for the long term, this is a good holding. The semi-conductor space is looking a little suspect right now. With the trade pressures, Asia as a big consumer, concerns him entering right now. A better entry would be in the mid-$30s.
WAIT
WAIT
March 26, 2019
Very cyclical. Earnings cycle turning down, so looks like earnings could fall significantly over the next year or two. Wait on this.
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Very cyclical. Earnings cycle turning down, so looks like earnings could fall significantly over the next year or two. Wait on this.
BUY WEAKNESS
BUY WEAKNESS
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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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.
BUY WEAKNESS
BUY WEAKNESS
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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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.
PAST TOP PICK
PAST TOP PICK
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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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.

BUY
BUY
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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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.
BUY WEAKNESS
BUY WEAKNESS
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.
DON'T BUY
DON'T BUY
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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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.
COMMENT
COMMENT
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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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.

DON'T BUY
DON'T BUY
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.

DON'T BUY
DON'T BUY
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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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.

WAIT
WAIT
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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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.

Showing 1 to 15 of 90 entries

Applied Materials(AMAT-Q) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 1

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 1

Stockchase rating for Applied Materials is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Applied Materials(AMAT-Q) Frequently Asked Questions

What is Applied Materials stock symbol?

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

Is Applied Materials a buy or a sell?

In the last year, 1 stock analyst published opinions about AMAT-Q. 1 analyst recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is PAST TOP PICK. 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 Stockchase Research on 2020-11-10. 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 help on deciding if you should buy, sell or hold the stock.

Is Applied Materials worth watching?

1 stock analyst on Stockchase covered Applied Materials In the last year. It is a trending stock that is worth watching.

What is Applied Materials stock price?

On 2020-12-02, Applied Materials (AMAT-Q) stock closed at a price of $85.3.