Applied Materials, Inc.
Applied Materials, Inc. (AMAT) is a leading supplier of equipment, software and services used to manufacture semiconductor chips, displays and related materials. With a market capitalisation of about $180.04B, the company designs complex tools that help chipmakers deposit, etch and inspect silicon at ever-smaller scales. Applied’s revenue is closely tied to cyclical capital spending by semiconductor manufacturers: strong demand for advanced nodes and packaging can boost sales, while inventory correction and softer end-market demand can weigh on orders. The group invests heavily in R&D and expands into adjacent areas such as display technologies and materials engineering, which can support medium- to long-term growth. Key risks include technological change, customer concentration and the cyclical nature of chip capital expenditure. This is general educational information, not personalised investment advice — values can rise or fall and past performance is not a reliable guide to the future.
Why It's Moving
AMAT Charges Near Record Highs as Analyst Lifts Target Amid Fiery AI Momentum.
Applied Materials stock hovers around $268, brushing its 52-week peak of $273.59, fueled by robust AI-driven demand for semiconductor equipment. TD Cowen just boosted its price target to $315, underscoring the company's red-hot trajectory into 2026 despite broader market whispers of overbought conditions.
- TD Cowen raises price target to $315 on December 8, highlighting sustained momentum in AI and advanced chip manufacturing cycles.
- Shares up 63.5% year-to-date with 21-22% surge over the past two weeks, reflecting real cash generation from advanced systems.
- Management touts record gross margins, $8B operating cash flow, and $6.3B returned to shareholders, proving AI hype translates to profits.
AMAT Charges Near Record Highs as Analyst Lifts Target Amid Fiery AI Momentum.
Applied Materials stock hovers around $268, brushing its 52-week peak of $273.59, fueled by robust AI-driven demand for semiconductor equipment. TD Cowen just boosted its price target to $315, underscoring the company's red-hot trajectory into 2026 despite broader market whispers of overbought conditions.
- TD Cowen raises price target to $315 on December 8, highlighting sustained momentum in AI and advanced chip manufacturing cycles.
- Shares up 63.5% year-to-date with 21-22% surge over the past two weeks, reflecting real cash generation from advanced systems.
- Management touts record gross margins, $8B operating cash flow, and $6.3B returned to shareholders, proving AI hype translates to profits.
Stock Performance Snapshot
Analyst Rating
Analysts suggest purchasing Applied Materials' stock, indicating confidence in its future price increase.
Financial Health
Applied Materials is performing well with strong profits, revenue, and cash flow generation.
Dividend
Applied Materials' dividend yield of 0.66% is relatively low, making it less attractive for dividend-seeking investors. If you invested $1000 you would be paid $6.60 a year in dividends (based on the last 12 months).
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Explore BasketWhy You’ll Want to Watch This Stock
Semiconductor cycle impact
Demand for advanced chips can drive strong equipment orders, but sales are cyclical and can decline during downturns.
Global supply role
Applied sits at the heart of global chip supply chains, so geopolitical and supply-chain risks can affect performance.
Technology investment
Heavy R&D and expansion into displays and materials engineering support future growth, though outcomes depend on execution and market adoption.
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