Added to YB: 2025-08-08
Pitch date: 2025-07-09
AMAT [neutral]
Applied Materials, Inc.
+31.55%
current return
Author Info
No bio for this author
Company Info
Applied Materials, Inc. engages in the provision of manufacturing equipment, services, and software to the semiconductor, display, and related industries.
Market Cap
$213.5B
Pitch Price
$197.05
Price Target
N/A
Dividend
0.69%
EV/EBITDA
23.75
P/E
30.95
EV/Sales
7.45
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Pender Strategic Growth and Income Fund Portfolio Holding: Applied Materials, Inc.
AMAT (holding update): Global materials-engineering leader for semis/displays underappreciated. Market focused on export controls & potential 2025 capex pause, but AI compute, adv packaging, new transistor architectures & growing higher-margin services segment point to stronger long-term earnings power than currently priced in.
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