Professional
Added to YB: 2026-09-17
Pitch date: 2026-06-30
AMAT [bullish]
Applied Materials, Inc.
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
$336.7B
Pitch Price
N/A
Price Target
N/A
Dividend
0.50%
EV/EBITDA
32.97
P/E
36.59
EV/Sales
10.86
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Aristotle Core Equity Fund Portfolio Holding: Applied Materials, Inc.
AMAT (earnings): Strong quarterly results and major customer capacity announcements reinforced Applied Materials’ multi-year growth outlook from AI compute, infrastructure and HBM-linked memory demand. More than 80% of expected 2026 WFE growth is expected to come from leading-edge foundry/logic, DRAM and advanced packaging, where the company leads or is gaining share; Samsung and SK Hynix’s $515-$518B expansion plan further supports the demand outlook.
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