Is AMAT a good stock to buy?
Applied Materials, Inc. · end-of-day data as of Nov 13, 2026
- PT$629.14 +69.8%
- ConsensusBuy · 41
- News
- MACD3.25
- Earnings in90d
- P/E29.4x
- RSI43
- Support-12.9%
- Resistance+1.6%
- Off 52w high-49.9%
- Volume1.4x
- Bollingerlower half
- FCF yield+1.9%
- P/E vs own-1.8%
- P/E vs sector-0.2%
- Sector→ -15.8%
- 52w range$203–$740
- ATR+6.7%
- Off ATH-49.9%
- Insiders-$4.45M
- Trendbearish
- MAs0 of 4
Updates with the 15-min delayed price. Not a forecast or investment advice.
Is Applied Materials a good stock to buy?
Applied Materials is strong on 2 of the 5 questions about the business. The price is high: 29.4 times its earnings, above its 3-year median of 22.7 (Nov 13, 2026). pretickt does not say whether to buy or sell.
- Demand steady
- Advantage some edge
- Economics very profitable
- Execution delivers
- Fragility some risks
- Price expensive
AMAT sales growth revenue growth
+3%a year, for the last 3 yearsApplied Materials' sales grew 3% a year for 3 years, to $28.37B in fiscal 2025.
AMAT analysts' forecast revenue estimates
+21%the sales they expect next fiscal year, on the lastAnalysts expect Applied Materials' sales to grow 21% to $34.33B in fiscal 2026 (27 analysts).
AMAT sales by business revenue by segment
77%of its sales from Semiconductor SystemsSemiconductor Systems brought Applied Materials 77% of its sales in fiscal 2025; Applied Global Services 23%.
AMAT return on capital ROIC
pretickt analysis44%earned before tax on the money invested in it
Applied Materials earned 44% before tax on the capital invested in it in the 12 months to Oct 25, 2026; Lam Research 95%, Texas Instruments 30%, Arm 15% and Intel 1%.
AMAT margin on each sale gross margin
50%left after making the productApplied Materials kept 50% of each sale after making the product in the 12 months to Oct 25, 2026; its competitors' median is 56%.
AMAT margin after costs profit margin
32%of sales left after running the businessApplied Materials' operating margin was 32% in the 12 months to Oct 25, 2026, against 30% in fiscal 2022.
AMAT cash generated free cash flow
$5.62Bcash left after investing, last 12 monthsApplied Materials generated $5.62B of free cash flow in the 12 months to Oct 25, 2026, less than its reported profit.
AMAT earnings vs estimates
8 of 8quarters above the analysts' estimateApplied Materials beat the analysts' profit estimate in each of its last 8 quarters, the latest on Nov 12, 2026.
AMAT insider selling
-$181Msold, net, by its executives in 12 monthsApplied Materials' executives and directors sold a net $181M of shares in the 12 months to Nov 13, 2026; none bought.
AMAT number of employees
+2%more people in a yearApplied Materials had 36,500 employees at the end of fiscal 2025, 2% more than a year before.
AMAT CEO pay
$29.65Mfor fiscal 2025, 91% of it in stock and optionsApplied Materials paid its CEO $29.65M for fiscal 2025, 91% of it in stock and options.
AMAT financial health Altman Z-score
10.9Altman Z-score, safe above 3Applied Materials' Altman Z-score is 10.9 (Nov 13, 2026), above 3, where the safe zone starts.
AMAT biggest customers
34%of sales from its 2 biggest customersTwo customers, unnamed in Applied Materials' 10-K, made 34% of its sales in fiscal 2025.
AMAT in past recessions
pretickt analysis-38%its sales in the worst oneApplied Materials' sales fell in 1 of the last 2 US recessions, by as much as 38% in fiscal 2009.
AMAT price vs profit P/E ratio
29.4×a year's earningsApplied Materials' P/E ratio is 29.4 (Nov 13, 2026), above its 3-year median of 22.7.
AMAT price vs competitors
pretickt analysis29.4×a year's earnings, against its competitorsInvestors pay 29.4 times Applied Materials' earnings (Nov 13, 2026), less than for Arm (219.0), Texas Instruments (39.3) or Lam Research (33.7).
AMAT analysts' target price target
+70%to their average targetAnalysts' average price target for Applied Materials is $629, 70% above the Nov 13, 2026 close of $370.50.
AMAT growth priced in fair value
pretickt analysis+20%a year, for ten years, to be worth the priceAt $370.50 a share, Applied Materials' free cash flow must grow about 20% a year for ten years to be worth the price (Nov 13, 2026).
What is Applied Materials' P/E ratio?
Applied Materials' P/E ratio is 29.4 (Nov 13, 2026), above its 3-year median of 22.7. Investors pay 29.4 times Applied Materials' earnings (Nov 13, 2026), less than for Arm (219.0), Texas Instruments (39.3) or Lam Research (33.7).
Who are Applied Materials' biggest competitors?
pretickt compares Applied Materials with Lam Research, Texas Instruments, Intel and Arm.
Is Applied Materials profitable?
Applied Materials' operating margin was 32% in the 12 months to Oct 25, 2026, against 30% in fiscal 2022. Applied Materials generated $5.62B of free cash flow in the 12 months to Oct 25, 2026, less than its reported profit.
Are insiders selling Applied Materials stock?
Applied Materials' executives and directors sold a net $181M of shares in the 12 months to Nov 13, 2026; none bought.
How does Applied Materials make money?
Semiconductor Systems brought Applied Materials 77% of its sales in fiscal 2025; Applied Global Services 23%.
Who owns Applied Materials stock?
3,664 institutions hold 84% of Applied Materials' shares (Jun 30, 2026); BlackRock, Vanguard and State Street added shares that quarter.
How many employees does Applied Materials have?
Applied Materials had 36,500 employees at the end of fiscal 2025, 2% more than a year before.
Who are Applied Materials' biggest customers?
Two customers, unnamed in Applied Materials' 10-K, made 34% of its sales in fiscal 2025.
From the companies' statements (FMP), their filings read by pretickt, the analysts and the insiders, as of Nov 13, 2026. Each card says what a fact means for its question, never what to do with the stock: for information only, not investment advice.