Professional
Added to YB: 2026-06-05
Pitch date: 2026-04-21
AMAT [neutral]
Applied Materials, Inc.
+25.62%
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
$397.6B
Pitch Price
$399.37
Price Target
N/A
Dividend
0.42%
EV/EBITDA
42.76
P/E
47.10
EV/Sales
13.67
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Impax US Sustainable Economy Fund Portfolio Holding: Applied Materials, Inc.
AMAT (holding update): Owned for corporate resilience & sustainability (resource efficiency, productivity, digital infra). Rallied on blowout Feb earnings beat; guides 20%+ semi equipment rev growth in CY26 as AI infra beneficiary in leading-edge logic, HBM, advanced packaging. Dipped in March on China export control concerns but closed quarter higher.
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