Applied Materials (1AMAT) Stock Price & Analysis
1AMAT Stock Chart & Stats
- Day’s Range
- EUR 348.25 - EUR 362.30
- 52-Week Range
- EUR 173.06 - EUR 645.00
- Previous Close
- EUR 380.70
- Volume
- 865
- Average Volume (3M)
- 368
- Market Cap
- EUR 277.19B
- Enterprise Value
- EUR 427.11B
- Total Cash (Recent Filing)
- EUR 9.23B
- Total Debt (Recent Filing)
- EUR 7.35B
- Price to Earnings (P/E)
- 33.4
- Beta
- 0.79
- Next Earnings
- Nov 12, 2026 (Est.)
- EPS Estimate
- 3.64
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- 0.48%
Bulls Say, Bears Say
Bulls Say
Exceptional Profitability
AMAT’s unusually strong margins indicate substantial process technology value, operating discipline, and pricing power within semiconductor equipment. Sustaining this profitability can support continued research, capacity expansion, customer support, and shareholder returns through different phases of the industry cycle.
Recurring Services Base
The installed-base business provides revenue beyond initial equipment sales because semiconductor tools operate for years and require maintenance, parts, upgrades, and software. This recurring stream should help diversify capital-equipment cycles and deepen customer relationships over the next several quarters.
AI And Advanced Packaging Demand
AI-related demand across DRAM, HBM, leading-edge logic, and advanced packaging aligns AMAT with durable semiconductor architecture changes. Strong exposure to these transitions can expand its opportunity set as customers invest in higher-performance, more integrated chips.
Bears Say
Moderating Revenue Growth
Slower growth suggests AMAT remains exposed to semiconductor capital-spending cycles and may be entering a more mature phase after earlier expansion. Moderation can limit operating leverage and make future earnings increasingly dependent on technology transitions and customer investment timing.
China Revenue Concentration
A substantial China contribution creates regional concentration in AMAT’s revenue base and increases sensitivity to changes affecting customer investment in that market. If China demand weakens, the impact could extend across both new equipment sales and recurring services revenue.
Weaker Cash Conversion
Although absolute cash generation remains robust, weaker conversion means more reported earnings are not currently translating into freely deployable cash. Continued working-capital drag or reinvestment needs could reduce flexibility for capacity expansion, acquisitions, and shareholder returns.
Applied Materials News
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Applied Materials Stock Smart Score
Company Description
Applied Materials
Applied Materials, Inc. engages in provision of materials engineering solutions used to produce semiconductors. The firm also focuses on design, development, production, and servicing of the critical wafer fabrication tools used for customers to manufacture semiconductors. It operates through the following segments: Semiconductor Systems and Applied Global Services (AGS). The Semiconductor Systems segment includes designing, development, manufacturing and sale of equipment used to fabricate semiconductor chips referred to as integrated circuits. The AGS segment engages in provision of services, spares, and factory automation software to customer fabrication plants globally. The company was founded on November 10, 1967 and is headquartered in Santa Clara, CA.
- Sector
- Technology
- Industry
- Semiconductors
- CEO
- Gary E. Dickerson
- Employees
- 36,500
- Website
- www.appliedmaterials.com
- Address
- 3050 Bowers Ave, Santa Clara, CA, 95052-8039, US
Applied Materials (1AMAT) Earnings & Revenues
1AMAT Company Deck
1AMAT Earnings Call
Earnings Call SentimentPositive
The call emphasized numerous record metrics (revenue, operating profit, EPS), strong demand driven by AI (particularly in DRAM, leading-edge logic, and advanced packaging), expanding product pipeline and strategic EPIC partnerships, and robust cash generation and capacity investments. Near-term challenges include ramp-related costs that temper immediate margin expansion, display/mix effects, supply-chain/clean-room constraints, and some guidance uncertainty (wide Q4 range and no FQ1 guide). On balance, the positives—strong multi-segment growth, margin expansion to date, product momentum, and multi-year customer visibility—outweigh the lowlights.
View all IT:1AMAT earnings summaries1AMAT Net sales Breakdown
- 73.32% Semiconductor Systems
- 22.51% Applied Global Services
- 4.18% Corporate and Other
1AMAT Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 2 | 6 | 14 |
| Technical Analysis | 2 | 6 | 2 |
| Moving Averages | 0 | 0 | 12 |
