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NASDAQ:AMAT
Applied Materials (AMAT)
619.80
+2.69 (0.44%)
as of Jun 18, 2026, 11:59:55 pm Market Open.
79 watching
Financials 
Technical Analysis 0
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Premium contentTOP PICK
Stockchase Research Editor: Michael O'Reilly We reiterate AMAT, a bell-weather semiconductor maker, as a TOP PICK. Now trading at 14x earnings, compared to peers at 20x, it remains good value here, supporting a 57% ROE. Analysts expect earnings growth over 8% this year and 13% next. We recommend trailing up the stop loss (from $80) to $82, looking to achieve $146 - upside potential over 40%. Yield 1% (Analysts’ price target is $146.04)
electricalelectronic
Premium contentTOP PICK
Stockchase Research Editor: Michael O'Reilly Always the bell-weather indicator of the semiconductor makers, we now select AMAT as a TOP PICK. No surprise that earnings just fell short of expectation, given the supply chain issues and recent lockdowns in Asia. Management has revised down their forward guidance and the market has given the stock an appropriate hair cut. Now trading at 13x earnings, compared to peers at 20x, it is good value here. We would trade this with a stop loss at $80, looking to achieve $155 - upside potential over 59%. Yield 1.2% (Analysts’ price target is $154.81)
electricalelectronic
Premium contentPAST TOP PICK
(A Top Pick Nov 02/21, Down 1%)Stockchase Research Editor: Michael O’Reilly Our PAST TOP PICK with AMAT has triggered its stop at $140. To remain disciplined, we recommend covering the position at this time. This results in a net investment gain of 33%, when combined with our previous recommendation to cover half.
electricalelectronic
Premium contentPAST TOP PICK
Premium contentPAST TOP PICK
(A Top Pick Nov 02/21, Up 64.1%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with AMAT is progressing well. We now recommend trailing up the stop (from $120) to $140. If triggered, this would all but guarantee a net investment gain of 11%, when combined with our previous recommendation to cover half.
electricalelectronic
BUY
Semi ecosystem has 4 parts. NVDA is poster child for designers. TSM poster child for foundries. Capital intensive. Third part is manufacturing. Micron is a designer and manufacturer. Fourth part is the equipment suppliers like KLA, LRCX, ASML. TSM price target of $144.50. NVDA is expensive, price target coming up soon of $329.25. AMAT would be his favourite. See his Top Picks.
electricalelectronic
COMMENT
BUY
AMAT vs. LRCX Semis are in a structural, secular bull market. Most economically sensitive part of tech. Both are attractive. He owns LRCX, but he could own either. LRCX has pulled back 10% off the highs but is making a turn. Expects demand to continue to be pretty robust, especially as the size is moving down and we need more capacity.
electricalelectronic
Premium contentTOP PICK
Stockchase Research Editor: Michael O'Reilly We reiterate AMAT as a TOP PICK. The semiconductor manufacturer continues to grow its sales, earnings, margins and cash reserves, while buying back stock. Earnings will be released later this month and already analysts are once again quietly expecting another earnings beat. It pays a small, but growing dividend (doubled over the past 3 years), backed by a payout ratio under 25% of cashflow. We continue to recommend a stop loss at $120, looking to achieve $163 -- upside potential over 16%. Yield 0.7% (Analysts’ price target is $162.67)
electricalelectronic
BUY ON WEAKNESS
One of the largest manufacturers of chips. Stock's gone sideways, mainly because some the higher growth tech names are starting to show fatigue, especially with rates moving higher. 17x earnings, 19% annual long-term earnings. Not necessarily an expensive stock. Buy on a dip; it would be on his radar. He prefers TSM or NVDA, as they're more directly involved in the space.
electricalelectronic
Premium contentPAST TOP PICK
(A Top Pick Oct 01/20, Up 126.8%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with AMAT continues to progress well. We now recommend trailing up the stop (from $112) to $120.00. This would all but guarantee a return on investment over 61%, including the recommendation to cover 50% of the holding previously.
electricalelectronic
WEAK BUY
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