Added to YB: 2026-01-30
Pitch date: 2026-01-28
AMAT [bullish]
Applied Materials, Inc.
+8.67%
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
$293.1B
Pitch Price
$340.31
Price Target
480.00 (+30%)
Dividend
0.50%
EV/EBITDA
32.76
P/E
37.83
EV/Sales
10.32
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Applied Materials: When the Blueprint Stopped Being Enough
AT.L: Applied Materials benefits as Moore's Law shifts from 2D lithography to 3D architectures (GAA, HBM, backside power). Each complexity 'tax' adds 30%+ materials engineering steps. AGS recurring revenue ($6.4B, 30% margins, 21 qtrs growth) undervalued. China export risk offset by Taiwan/Korea capex surge. Revenue could hit $40B by 2028, stock target $350-480 vs $318 today.
Read full article (11 min)