Added to YB: 2024-12-05
Pitch date: 2024-12-03
AMAT [bullish]
Applied Materials, Inc.
+41.26%
current return
Author Info
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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
$183.50
Price Target
222.78 (-14%)
Dividend
0.69%
EV/EBITDA
23.75
P/E
30.95
EV/Sales
7.45
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Applied Materials: Largest Wafer Fabrication Equipment Supplier
AMAT: Leading semiconductor equipment provider, strong financials (47% gross margin, 26% net margin). Diversified revenue (70% from Semiconductor Systems). Trades at 5-year avg valuation. Risks: customer dependence, cyclicality, geopolitics. Forecast: 12.3% 5-yr EPS CAGR. Fair price $217.76, 28.63% upside.
Read full article (10 min)