Applied Materials is well positioned to benefit from AI-driven semiconductor megatrends, with WFE market growth expected to accelerate due to larger, more complex chips. Sticky, recurring revenues from Applied Global Services reduce cyclicality and provide stable cash flows, supporting a more predictable business model. Strong capital return policy, including growing dividends and share buybacks, underscores management's confidence and shareholder alignment.
Recently, Zacks.com users have been paying close attention to Applied Materials (AMAT). This makes it worthwhile to examine what the stock has in store.
Applied Materials offers strong fundamentals, scale, and diversified exposure to the semiconductor industry, supporting a buy rating despite current rich valuations. Key risks include industry cyclicality and significant China exposure, but AMAT's broad portfolio and customer relationships help mitigate these uncertainties. Technical and valuation analysis suggests up to 50% upside by 2027, with reasonable EPS growth and potential for multiple expansion even without extreme optimism.
![]() AMAT In 1 month Estimated | Quarterly | $0.46 Per Share |
![]() AMAT 1 month ago Paid | Quarterly | $0.46 Per Share |
![]() AMAT 4 months ago Paid | Quarterly | $0.4 Per Share |
![]() AMAT 7 months ago Paid | Quarterly | $0.4 Per Share |
![]() AMAT 10 months ago Paid | Quarterly | $0.4 Per Share |
![]() AMAT 22 May 2024 Paid | Quarterly | $0.4 Per Share |
13 Aug 2025 (In 1 month) Date | | - Cons. EPS | - EPS |
15 May 2025 Date | | 2.31 Cons. EPS | 2.39 EPS |
14 May 2025 Date | | - Cons. EPS | - EPS |
13 Feb 2025 Date | | 2.3 Cons. EPS | 2.38 EPS |
14 Nov 2024 Date | | 2.19 Cons. EPS | 2.32 EPS |
![]() AMAT In 1 month Estimated | Quarterly | $0.46 Per Share |
![]() AMAT 1 month ago Paid | Quarterly | $0.46 Per Share |
![]() AMAT 4 months ago Paid | Quarterly | $0.4 Per Share |
![]() AMAT 7 months ago Paid | Quarterly | $0.4 Per Share |
![]() AMAT 10 months ago Paid | Quarterly | $0.4 Per Share |
![]() AMAT 22 May 2024 Paid | Quarterly | $0.4 Per Share |
13 Aug 2025 (In 1 month) Date | | - Cons. EPS | - EPS |
15 May 2025 Date | | 2.31 Cons. EPS | 2.39 EPS |
14 May 2025 Date | | - Cons. EPS | - EPS |
13 Feb 2025 Date | | 2.3 Cons. EPS | 2.38 EPS |
14 Nov 2024 Date | | 2.19 Cons. EPS | 2.32 EPS |
Semiconductors Industry | Technology Sector | Mr. Gary E. Dickerson CEO | XWBO Exchange | US0382221051 ISIN |
US Country | 36,000 Employees | 22 May 2025 Last Dividend | 17 Apr 2002 Last Split | 5 Oct 1972 IPO Date |
Applied Materials, Inc. is a leading provider in the manufacturing equipment, services, and software sector for the semiconductor, display, and related industries. Founded in 1967 and headquartered in Santa Clara, California, the company has carved a niche for itself by offering a broad range of products and services that cater to the needs of the semiconductor and display manufacturing sectors. Applied Materials operates globally, with significant presences in the United States, China, Korea, Taiwan, Japan, Southeast Asia, and Europe. The company’s operations are segmented into three main divisions: Semiconductor Systems, Applied Global Services, and Display and Adjacent Markets, each focusing on specific needs of its diverse client base.
This segment is focused on the development, manufacture, and sale of a variety of manufacturing equipment used in the fabrication of semiconductor chips or integrated circuits. Technologies offered include:
This segment delivers integrated solutions aimed at optimizing equipment and fabrication performance and productivity. Services include:
These services and products are designed for semiconductor, display, and other product manufacturers, emphasizing efficiency and reliability.
Applied Materials' expertise extends into the display sector, offering products for the manufacture of:
These products are vital for TVs, monitors, laptops, personal computers, electronic tablets, smartphones, and other consumer-oriented devices. The segment focuses on providing cutting-edge technologies to keep pace with the evolving demand for better and more efficient display technologies.