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Applied Materials, Inc. (AMAT)

NasdaqGS - NasdaqGS Real Time Price. Currency in USD
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138.43+1.25 (+0.91%)
At close: 4:00PM EDT
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  • B
    Bobby
    A forward PE of only 18. Industry average is around 33. PEG under 1 at only .8. Strong recent earnings. Chip shortage has spawned a massive demand with massive profits. Expecting a great ER next month. Other companies earnings are strong and positive. AMAT is looking like a value stock here. Undervalued and one of the major players!
    Bullish
  • r
    rooney
    Venus Acquisition Corporation
    it's quite simple, we buy and hold $ORCL $AMAT $VENA
  • B
    Bobby
    Wow some of the semiconductor stocks are looking like value stocks with forward PE's under 18 (avg for sector is 33)! AMAT trading around 12% under fare value during a time of high demand and spending from semi manufactures is looking very attractive here for adding to long positions.
    Bullish
  • G
    Gerry
    WOW......Green on a day like today? That's gotta say something.
  • G
    Gerry
    Here is what gets us to $150/share.
    1. ASML has a strong earning and future demand forecast---check
    2. TXN says revenue will be flat (due to margins) BUT demand is still strong ---check
    3. INTC beats and says the chip shortage can drag into 2023---check
    4. House and Senate (Congress) passes the "Chips Act" that includes $52B for semi manufacture domestically---(almost check....Senate passed the bill and it's in the house)
    5. LRCX and KLAC both report next week and will blow away their estimated EPS and increase guidance.
  • D
    David
    AMAT I’m long term even if it goes to $115 I will hold this for the next 10 years….I have a great strategy…..never sell and hold long term…. I’ll make thousand on paper and never have to report a taxable gain!!!
  • B
    Bobby
    AMAT is the most diversified semi equipment company in the world. Likely the most leveraged company during this semiconductor shortage and expansion. With a forward pe of only 18, AMAT is likely the most undervalued semiconductor equipment play in the market with the most upside potential right now.
    Bullish
  • N
    NaviRules
    “Texas Instruments Forecast Stokes Concern Over Chip Demand”
    Hmmmmmmm,
  • A
    Anonymous
    China is buying all kind of tools new or used like there’s no tomorrow, should we concern about this?
  • M
    ManhattanSpecial
    Call me when we are back in the 140's. Another aggravating sector. Mass shortage and industry does not react right
  • D
    David
    Why why is this stock going down??? There still is a demand for semi conductor equipment, and even though rotations are going to the large cap stock that doesn’t explain why the stock should fall from $140 a share to $134 makes no sense???
  • G
    Gerry
    TSMC just reported that their June quarter revenue was up 23% YoY. Then United Microelectronics said that the chip shortage will likely last into 2023. ALL the chip equipment stocks are still very cheap right now. Add if you can. GLTA
  • G
    Gerry
    MU had a great earnings report. The only metric that did NOT meet expectations is that their CAPX spending was too high......hmmmmm, wonder what that means for the semi equipment stocks.
  • M
    ManhattanSpecial
    On April 5; I purchased a 1/2 position @ 145 . What are you all talking about.
  • V
    ValueGuy
    AMAT seems to be going sideways for the last several months. Not entirely sure why. Doesn't matter much - they have a long and very rewarding decade ahead of them.
    Bullish
  • N
    New
    Ultra Clean Holdings, Inc.
    10 year chart is decent for this cyclical semiconductor play. If you believe in $AMAT and other WFE plays, you should believe in $UCTT. Still have years of growth ahead
  • G
    Gerry
    When you see Bubble Boy , Market Crash Man, and the other spammers please remember this. They are a VERY GOOD contrary indicator, so you can BUY when they come out of the wood work. I actually use them as one of my "indicators". They are actually getting the OPPOSITE affect of what they are trying for with their post.
  • P
    Peter
    Siro was right. hopefully it will hold onto 140+. Chip shortage will be around for awhile . I'm long on this company even if it fluctuates short term.
    Bullish
  • D
    David
    Unbelievable…AMAT it’s up five points today 7/21….. don’t worry tomorrow on 7/22 it will be down 6…..to return to its norm!!!!
  • U
    Unstable-Genius
    this stock...so controlled its sick......money in the bank but the short control over this is too much

    up $4 down $4 really doesn't go anywhere except for earnings time.....