Added to YB: 2024-12-05
Pitch date: 2024-12-03
AMAT [bullish]
Applied Materials, Inc.
+41.05%
current return
Author Info
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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
$205.5B
Pitch Price
$183.50
Price Target
222.78 (-14%)
Dividend
0.71%
EV/EBITDA
22.81
P/E
29.93
EV/Sales
7.19
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.
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