Applied Materials (AMAT) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Applied Materials (AMAT)'s stock surged 65% over the past year, driven less by profit growth and more by soaring investor optimism—a 74% jump in its P/E multiple—fueled by AI-driven semiconductor demand, record FY2025 results, and a slate of ambitious new product launches. As the world's largest maker of semiconductor manufacturing equipment, AMAT sits at the center of the chipmaking supply chain, supplying the tools that enable advanced logic, memory, and display technologies.
Applied Materials' AI-fueled gains lift shares 56% this year, but export limits, rivals and valuation cloud the near-term outlook.
| Semiconductors & Semiconductor Equipment Industry | Information Technology Sector | Gary E. Dickerson CEO | XDUS Exchange | US0382221051 ISIN |
| US Country | 36,000 Employees | 20 Nov 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.