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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 $417.40
1D change -1.37%
Market cap $331.25B
Sector Technology

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Metric AMAT
Price $417.40
1D Change -1.37%
Market Cap $331.25B
Enterprise Value $329.36B
Trailing P/E 35.8
Forward P/E 22.6
PEG Ratio 0.83x
Price / Sales 10.7
EV / Revenue 10.7
Revenue Growth 24.8%
Earnings Growth 42.8%
Gross Margin 49.4%
Operating Margin 33.7%
Net Margin 30.1%
ROE 41.1%
Free Cash Flow $3.08B
FCF Margin 10.0%
Debt / Equity 0.29x
Current Ratio 2.42x
Dividend Yield 0.51%
Next Earnings Nov 12, 2026
Quarterly Revenue $9.12B
Revenue QoQ +15.2%
Quarterly Net Income $2.54B
Net Income QoQ -9.6%

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.