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Investor Insights

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

Based on the reviews from different experts, it seems that AMAT-Q is a strong player in the semiconductor equipment industry with a positive outlook for future growth. The company's performance and recent developments have been well-received, despite occasional concerns about the cyclical nature of the business and potential legal inquiries. The demand for its products is expected to increase with onshoring and the complexity of technology. Overall, AMAT-Q appears to be a quality investment with potential long-term growth opportunities.

Consensus
Bullish
Valuation
Fair Value
BUY
Applied Materials

They just reported and shares jumped. AMAT is the largest semi-equipment-maker. Demand from China was very strong and the company expects that to continue. He owns a lot of semis shares and is bullish this sector.

electrical / electronic
SELL ON STRENGTH
Applied Materials

Semi-conductor business competitive, but equipment companies in high demand. Likes this space. Sees further growth. If have profits, sell some stock. Wait for weakness before buying more shares. 

electrical / electronic
TOP PICK
Applied Materials

Supply to TSM. They "make the things that make the things". Demand for its products will increase with onshoring and increased complexity of technology. Yield is 0.7%.

(Analysts’ price target is $171.38)
electrical / electronic
SELL ON STRENGTH
Applied Materials

Recent performance good for investors, but generally stays away from sector given cyclical nature of business. Would recommend selling on strength of share price. 

electrical / electronic
HOLD
Applied Materials

It's down 5% today on news. Their earnings were fine, but were overshadowed by the Department of Justice inquiry about AM allegedly selling restricted products to China. He won't sell because of the DOJ inquiry, because AM's performance has been strong.

electrical / electronic
BUY
Applied Materials

They report Thursday. Shares soared on good news from Taiwan Semis about that company's revenues surging.

electrical / electronic
BUY
Applied Materials

It has free cash flow generation given revenues without heavy leverage exposure. A quality name.

electrical / electronic
TOP PICK
Applied Materials

12-month price target of $156.60. International. Most recent earnings beat on top and bottom. Launching multi-billion dollar R&D platform, which is driving semiconductor innovation side. Yield is 0.93%.

(Analysts’ price target is $159.29)
electrical / electronic
BUY
Applied Materials

You need their equipment to produce semi chips. Is up 37% YTD. This industry has been slumping lately, but Wall Street sees potential long term, fueled partly by the AI boom.

electrical / electronic
BUY
Applied Materials

Is sticking with it. Trades at a 20% discount to [inaudible].

electrical / electronic
DON'T BUY
Applied Materials
She sold it over a month ago. She didn't see growth ahead and it was trading at historic high PE.
electrical / electronic
WAIT
Applied Materials
Wait for Micron's report on Dec.21 before making a move on AMAT. Micron dominates this semi space.
electrical / electronic
SELL
Applied Materials
Earnings beat, but sold it last week. She sold because she thinks earnings are probably peaking. She bought this at $16 in 2013 and has trimmed along the way and rode it to peaks. At $100 and 14x PE, it was probably at a peak, so she pulled the trigger. 14x is the historic PE. It's fully-valued. can't see multiple expansion. But she will likely re-buy this 20% down.
electrical / electronic
SELL
Applied Materials
Just sold it. A stock either needs a reason for PE expansion or earnings growth ahead. AMAT is likely at peak earnings now, and trading at 14x which is exactly its historical average. Earnings in this sector are cyclical. She can't see multiple expansion. AMAT is fully valued.
electrical / electronic
premium

This is a Panic-proof Portfolio opinion which is available only for Premium members

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
Applied Materials
(A Top Pick Jul 28/22, Down 21.4%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with AMAT has triggered its stop at $82. To remain disciplined, we recommend covering the position at this time. This will result in a net investment loss of 18% when combined with the previous buy recommendations.
electrical / electronic
Showing 1 to 15 of 131 entries

Applied Materials(AMAT-Q) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 4

Neutral - Hold Signals / Votes : 1

Bearish - Sell Signals / Votes : 2

Total Signals / Votes : 7

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, 7 stock analysts published opinions about AMAT-Q. 4 analysts recommended to BUY the stock. 2 analysts recommended to SELL the stock. The latest stock analyst recommendation is . 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 on . 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?

7 stock analysts 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 2024-05-23, Applied Materials (AMAT-Q) stock closed at a price of $217.95.