Added to YB: 2025-06-11
Pitch date: 2025-04-21
AMAT [bullish]
Applied Materials, Inc.
+90.41%
current return
Author Info
No bio for this author
Company Info
Applied Materials, Inc. provides materials engineering solutions, equipment, services, and software to the semiconductor and related industries in the United States, China, Korea, Taiwan, Japan, Southeast Asia, Europe, and internationally.
Market Cap
$205.5B
Pitch Price
$136.13
Price Target
N/A
Dividend
0.71%
EV/EBITDA
22.81
P/E
29.93
EV/Sales
7.19
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Applied Materials, Inc. - $AMAT
AMAT: Compelling entry at 17x P/E, 13.2x EV/EBIT. Potential 15-28% 5-yr CAGR (11-19% EPS growth). #1 semicap player (21% WFE share), 50% ROIC, high-margin services (23% rev). Semis growing mid-high single digits with diversifying end markets. Geopolitical risk offset by global fab investments. Strong moat in critical manufacturing tech.
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