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AMAT Silicon, IP & Semicap

Applied Materials

Deposition and materials engineering tools

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Applied Materials sells critical tools for chip manufacturing across logic, memory, and advanced packaging.

Price $640.18
1D change +3.74%
Market cap $508.28B
Sector Technology

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Metric AMAT
Price $640.18
1D Change +3.74%
Market Cap $508.28B
Enterprise Value $507.30B
Trailing P/E 60.2
Forward P/E 39.3
PEG Ratio 2.05x
Price / Sales 17.5
EV / Revenue 17.5
Revenue Growth 11.4%
Earnings Growth 33.5%
Gross Margin 49.0%
Operating Margin 31.9%
Net Margin 29.3%
ROE 39.7%
Free Cash Flow $3.04B
FCF Margin 10.5%
Debt / Equity 0.30x
Current Ratio 2.51x
Dividend Yield 33.00%
Next Earnings Aug 13, 2026
Quarterly Revenue $7.91B
Revenue QoQ +12.8%
Quarterly Net Income $2.81B
Net Income QoQ +38.5%

AMAT thesis lens

Deposition and materials engineering tools

Why it could benefit

  • Applied Materials sells critical tools for chip manufacturing across logic, memory, and advanced packaging.
  • AI requires more complex process steps and more materials engineering per wafer.
  • HBM and advanced packaging raise process intensity beyond front-end lithography.

Moat / edge

  • Broadest equipment portfolio across deposition, etch-adjacent, implant, and process control.
  • Deep installed base at leading chipmakers.
  • Service revenue adds recurring support through cycles.

What to watch

  • Leading-edge logic and memory tool demand.
  • Advanced packaging growth contribution.
  • China sales mix and export restrictions.

Key risks

  • Wafer-fab equipment cycles remain volatile.
  • Restrictions on China can pressure near-term revenue.