Valuation
- Market cap
- 406,329,600,000
- Revenue TTM
- $28,368,000,000
- Net income TTM
- $6,998,000,000
- PE ratio
- 44.62
- Forward PE
- 38.06
- Profit margin
- 24.67%
- Debt to equity
- 0.26
Trading
- Volume
- 6,261,000
- Avg volume
- 7,002,816
- Day's range
- $506.78 – $515.42
- Shares out
- 793,597,000
- Stochastic %K
- 96%
- Beta
- 1.60
- Analysts
- Strong Sell
- Price target
- $651.00
Company profile
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. The company operates through Semiconductor Systems and Applied Global Services (AGS) segments. The Semiconductor Systems segment includes semiconductor capital equipment to enable...
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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. The company operates through Semiconductor Systems and Applied Global Services (AGS) segments. The Semiconductor Systems segment includes semiconductor capital equipment to enable materials engineering steps, including etch, rapid thermal processing, deposition, chemical mechanical planarization, metrology and inspection, wafer packaging, and ion implantation. The AGS segment offers integrated solutions to optimize equipment and fab performance and productivity comprising spares, upgrades, services, and 200 millimeter and other equipment and factory automation software for semiconductor and other products. It serves manufacturers of semiconductor wafers and chips, and other electronic devices. Applied Materials, Inc. was incorporated in 1967 and is headquartered in Santa Clara, California.
- Industry
- Semiconductor Equipment & Materials
- Sector
- Technology
- Phone
- 408 727 5555
- Website
- https://www.appliedmaterials.com
- Address
- 3050 Bowers Avenue, P.O. Box 58039, Santa Clara, United States
Latest news
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Stocktwits
KryptonResearch14
Oct 1, 9:31 AM
$AMAT
Applied Materials is up about 1.8% premarket on someone else's earnings. Micron's call last night is the equipment read.
The number: Micron disclosed 26 long-term supply agreements, up from 16 in June, with customer financial commitments of 32 billion, up from 22 billion. The vast majority are cash deposits.
One level down: those agreements are now worth 150 billion in remaining performance obligations, up from 100 billion last quarter. Some extend into 2031. Together they cover more than 35% of Micron's expected revenue through 2030.
The spend follows. Micron guided about 25 billion in capex for the first half of fiscal 2027, 11.5 in the first quarter alone, rising in the second half, mostly toward construction.
Micron itself dipped about 1% premarket. Expectations were the problem. Lam Research is up 1.8% alongside.
$LRCX
0 replies
Dabowlripper
Oct 1, 3:21 AM
$AMAT $LRCX $AMAT I have about a million dolllars in long exposure split between these 3 companies. Not selling UNTIL one of them starts trending here on stocktwits 😂😂 thats my sell signal and it will be perfect
3 replies
Techdamentals
Oct 1, 3:06 AM
Same read-through as Lam. Applied Materials sells into the equipment side of whatever Micron just committed to spending roughly
$25 billion on over the next two quarters.
Worth checking whether that shows up in their own numbers eventually, since it rarely shows up immediately.
Educational tool, not advice. What it's worth:
techdamentals.com/v/AMAT?ref=st
$AMAT
capdub
Oct 1, 2:51 AM
$AMAT nobody seems to be factoring in Elon Musk‘s terrafab and the impact on the Semiconductor industry it will have. His terrafab will basically double the entire semi industry’s TAM for CAPEX. AMAT sits in the sweet spot as all of the Terrafab investment is geared towards advanced nodes which highlights AMAT‘s packaging skills, gate all around, backside power, 3-D stacked architecture, etc 
AMAT stock will double in price within two years hopefully sooner.
Terafab details:
• 50 Times the Current Global AI Compute: The planned annual capacity of Terafab is roughly 50 times (5,000%) the total AI computing power currently generated by the entire global semiconductor industry combined.
• 70% of TSMC's Total Output: In terms of physical production volume, the factory aims to ramp up to 1 million wafers per month
• Double the Total U.S. Capacity: The output from this single factory would be roughly double the annual chip consumption and capacity of the entire United States
0 replies
CBSR4877
Oct 1, 1:03 AM
$AMAT I expect this to drop precipitously tomorrow. MU earnings weren’t good enough to satisfy Wall st.
4 replies
Hustle55
Sep 30, 9:51 PM
$ATOM “materials”, “royalties”, and “IP” are words being used by
$SNPS and
$AMAT on LinkedIn today…I’m gonna pretend it’s a sign to be bullish 😁
1 replies
