Professional
Added to YB: 2026-04-01
Pitch date: 2026-01-17
AMAT [neutral]
Applied Materials, Inc.
+8.26%
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
$256.4B
Pitch Price
$315.71
Price Target
N/A
Dividend
0.66%
EV/EBITDA
28.70
P/E
33.10
EV/Sales
9.04
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Bristol Gate US Equity Strategy Portfolio Holding: Applied Materials, Inc.
AMAT (holding update): Mixed Nov results but rose on AI-driven optimism for advanced logic/HBM chips. Mgmt cautiously optimistic on Q1 2026, forecasts significant H2 2026 uplift as wafer equipment spending shifts to AMAT's strengths. Multiple expanded on improving 2026 outlook.
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