AMAT — Applied Materials, Inc.
Technology · Semiconductor Equipment & Materials
What AMAT does
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.
Place in the AI trade
Semiconductor equipment — the machines that make AI chips. A picks-and-shovels bet one level below the chipmakers themselves.
Key data · delayed ~15 min, as of 30 June 2026
| Ticker | AMAT |
| Company | Applied Materials, Inc. |
| Price | $737.64 |
| Market cap | $583.15B |
| Sector / industry | Technology / Semiconductor Equipment & Materials |
| Performance | 1W +25.2% · 1M +62.9% · 1Y +303.5% |
| Analyst mean target | $579 (35 analysts, strong_buy) |
Valuation read
What the price implies: the market is pricing in roughly ~16%/yr earnings growth (moderate), on a reverse-DCF of forward earnings ($16.40). Run your own assumptions in the fair-value calculator.
Chart
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