Applied materials today
Applied materials
As of 08/15/2025 04:00 pm
- 52 weeks
- 123.74 dollars
▼
215.70 dollars
- Profit
- 1.14 %
- P/E ratio.
- 19.28
- The target price
- 194.84 dollars
Applied materials Nasdak: Amat It gave its market a reason for sale with Q3 results. However, the 15 % decrease before the market is a reaction to the knee to the news that opens a strong purchase opportunity. The main reason for sale is weak guidance and uncertainty.
Fast food is that the business of this company tends to be integrated, that is, the results can be based on a quarter to a quarter due to the timing and dynamics of the market, and the normalization of the final market in China.
The semiconductor market in China has downloaded the orders of semiconductor equipment due to the threat of customs tariffs, but will soon return to fixed growth. Until then, the remaining part of the work is in a healthy state, the public budget is solid, and strong capital return is reliable.
Capital return is important for investors and long -term stock rate expectations because they include profits, shares of shares, and annual distribution growth.
Capital revenue and the public budget make Amat buy
Expectations for strong distribution growth with the company Very low payment rate and sharing re -purchase. Re -purchase is aggressive in F2025, which reduces the counting of 3.7 % on average in Q3 and 2.8 % on an annual basis.
The CAGR distribution may slow down from the current 15 % in the coming years, but it may remain strong at a level of two numbers in the foreseeable future.
The pace of re -purchasing shares in the Q3 is also strong. Re -purchase was almost a weakness in the previous year; The only danger is that it may slow down in the coming quarters. However, reducing the number of shares is important at the pace of the previous year, which is a criterion for investors.
Fast food is that despite the lukewarm guidance, the long -term view and the power of the public budget indicate that capital revenues will remain strong in the future. Oh, and Profits More than 1.0 % annually with shares trading near its low -term lowest levels.
Applied material stock expectations today
194.84 dollars
20.45 % ascendingModerate purchase
Based on 28 analyst classifications
| The current price | 161.76 dollars |
|---|---|
| High expectations | 225.00 dollars |
| Average expectations | 194.84 dollars |
| Low expectations | $ 150.00 |
Details of the stocks of applied materials
The public budget reflects the re -purchase of the company’s aggressive shares, with criticism, current assets and total assets flat compared to the previous year. However, softness is compensated by lower current and total responsibility, long -term debts, and an increase of 2.6 % in stocks.
The clear result is that the leverage is remarkably low, with long -term long -term debts running a little, the total money and opponents are less than property rights, leaving the company in a castle -like position.
The feelings of analysts may affect the market in the Q3, but it is expected that there will be a major shift in the classifications. The consensus of 25 analysts followed by Marketbeat is that this stock is Moderate purchase, with biasAs 70 % of them reside when purchasing or higher, the purpose of the consensus aims is constant near $ 205.
Upon reaching it, the target is 205 dollars in long and technical operator. The move to its highest new levels would confirm a reflection pattern in stocks and put the market to operate to $ 250. The risks are that analysts will reduce their price goals in the Q3, and make gains until the catalyst appears.
The powerful Q3 applied materials that were overwhelmed by doubt
The Q3 applied materials were strong with revenues of $ 7.3 billion, growing by 7.7 % compared to the previous year. The motivation behind the profit was 10 % in the semiconductor systems, which in turn leads the flash memory market. Service revenues were strong but did not produce any growth, while the offer market expanded by 5 %.
The margin is another field of strength, as it develops total levels and operation to push the results of the publication. $ 2.48 in The modified profits increased By 17 %, the unanimity estimate exceeded 12 cents, but it is not expected to transfer power to the fourth quarter.
The market problem is guidance. The company expected weaker results than expected for revenues and profits, but it was martyred with great uncertainty and provided a wide margin of error.
The best scenario is that the results will correspond or decrease slightly from the consensus of early August; The worst case scenario is that the results of the fourth quarter will be absent by a high figure of two numbers, which is unlikely to step down the dynamics of the semiconductor industry.
Long -term expectations are strong, and the guidance is likely to be favorable. The latest reports reveal that more than 70 semiconductor manufacturing facilities are built worldwide, and 70 % of them are new.
Before you think of applied materials, you will want to hear it.
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