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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
0
HOLD
(Market Call Minute) Slow on Cap X spending so no big turnaround.
TOP PICK
He likes the business.Key supplier for solar and flat panels. Company has done well over the last 25 years.
TOP PICK
Equipment provider for those who make the equipment we use. Great way to benefit overall from the spending on technology. Recently moved into solar. Caution, you can get home run quarters and then big misses.
BUY
They make the equipment for the Intel's, etc. In the process of making an acquisition of Applied Films (AFCO-Q) to make solar panels. A great name. Strong balance sheet. Tends to be quite volatile.
BUY
Part of the semiconductor equipment industry. Business is primarily driven by foundries for making integrated circuits however, the industry is changing. Consumer electronics now demand more semiconductors than the cyclical capital spending side. More stability. Also building their server side.
PAST TOP PICK
(A Top Pick Apr 19/05 Up 21%.) Still likes this one a lot. Have executed well and sees good things ahead of them.
BUY
This sector is very dependent on capital expenditure and the companies buying their products are putting a lot of pressure on. Margins are being squeezed. OK for a long term hold and if you can take the volatility, you are fine at these levels.
TOP PICK
World wide leader in supplier of semiconductor equipment to manufacturers. Great franchise, all kinds of cash.
BUY
Valuation is good. Likes both Intel (INTC-Q) and Applied Materials
DON'T BUY
Stock is in a downtrend. The semi conductor industry is a cyclical sector and is not looking good. NASDAQ stocks as a whole are looking very toppy here and look very risky.
PAST TOP PICK
(A Top Pick Oct 26/04. Up 5.3%.) Sold out for a profit.
PAST TOP PICK
(A Top Pick Oct 26/04. Up 8.5%.) Took their gains. Came out with a major reduction in October of their earnings estimates, so cleared out of them.
BUY
Reacted very well to bad news and technically that is a very good sign.
TOP PICK
A very beaten up name that no one wants to talk about.
WAIT
The short term outlook is not that great for semi conductor/capital equipment. Some concerns on inventory levels. Could have another leg down. Will look at it when it is completely out of favour.
Showing 91 to 105 of 129 entries