Added to YB: 2026-08-13
Pitch date: 2026-08-11
AMAT [neutral]
Applied Materials, Inc.
+0.03%
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
$417.3B
Pitch Price
$548.00
Price Target
N/A
Dividend
0.40%
EV/EBITDA
44.89
P/E
49.43
EV/Sales
14.34
Sector
Semiconductors and Semiconductor Equipment
Category
growth
AMAT Preview
AMAT (earnings): FQ3 preview (reports Aug 13). Est July rev $9.12B, EPS $3.48, 50.4% GM. Key debate is Oct guide—peers (LRCX, KLAC, TEL) raised WFE bar to >$150B 2026. StreetSignal sees Oct ~$10.3B, $4.00 EPS, 35%+ CY26 Systems growth. Stock $528 (~31x FY27 Street EPS). DRAM/HBM leverage; China (27% rev) swing risk.
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