Nama Insights

Applied Materials (AMAT)

Technology · Semiconductor Equipment Materials · NASDAQ

S&P 500Nasdaq-100
Applied Materials (AMAT) is a Technology company in the Semiconductor Equipment Materials industry. It has a market capitalization of $264.04B, a trailing price-to-earnings ratio of 30.5 and a free-cash-flow yield of 2.1%. Over the most recent reported fiscal year, revenue grew 4.4% and free cash flow per share fell 21.4%. Nama's AI scorecard rates it Buy, 7.9 out of 10. On 12-month momentum it ranks in the leading band of its market.
AI scorecard
Buy · 7.9/10
Clearly positive, short of the top band. As of Nov 7, 2026.
Momentum
Leading · +123.0% over 12 months ex. last
Top 20% of its market on the past year's steady rise.
Shariah screen
Shariah Compliant
Passes our debt, cash and income screen; not a scholar's ruling.
Off its high
-55.0%
How far the last close sits under the highest price of the past five years.
Market cap$264.04B
Trailing P/E30.5
Price / book10.3
Price / sales8.6
FCF yield2.1%
Dividend yield0.6%
Gross margin49.4%
Operating margin31.1%
Net margin30.1%
Revenue growth (YoY)+4.4%
Revenue growth (3-yr annual)+3.2%
EPS growth (YoY)+8.8%
FCF/share growth (YoY)-21.4%
Beta1.6
ExchangeNASDAQ
SectorTechnology
IndustrySemiconductor Equipment Materials

AMAT earnings

Next report: Nov 12, 2026 (Q4 2026, EPS estimate $4.06). Beat the EPS estimate in 4 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Aug 13, 2026 $3.50 $3.39 +3.2% $9.12B
Q2 2026 May 14, 2026 $2.86 $2.69 +6.3% $7.91B
Q1 2026 Feb 12, 2026 $2.38 $2.21 +7.7% $7.01B
Q4 2025 Nov 13, 2025 $2.17 $2.09 +3.8% $6.80B

AMAT analyst price target

Median target $610.00 from 37 analysts, ranging $358.00 – $900.00.

Semiconductor Equipment Materials peers

TickerCompanyMarket capP/E
ASML ASML Holding $549.12B 42.0
LRCX Lam Research $250.84B 29.6
KLAC KLA $180.45B 33.8
TER Teradyne $34.07B 23.9
Q Qnity Electronics $24.46B 25.7
ENTG Entegris $19.56B 34.4
NVMI Nova $9.96B 31.8
ONTO Onto Innovation $8.50B 31.3
Explore live AMAT data on Nama Insights →

Recent Congressional trades

Applied Materials trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
Josh Gottheimer House Buy $1,001 - $15,000 Nov 5, 2026
Josh Gottheimer House Sell $1,001 - $15,000 Oct 7, 2026
Josh Gottheimer House Buy $1,001 - $15,000 Sep 14, 2026
Jared Moskowitz House Buy $1,001 - $15,000 Aug 27, 2026
John J McGuire House Buy $1,001 - $15,000 Aug 10, 2026
Thomas H Tuberville Senate Sell $1,001 - $15,000 Aug 5, 2026
Jared Moskowitz House Buy $1,001 - $15,000 Jul 26, 2026
Jared Moskowitz House Buy $1,001 - $15,000 Jul 26, 2026
Alan Armstrong Senate Buy $15,001 - $50,000 Jul 21, 2026
Dan Newhouse House Sell $1,001 - $15,000 Jul 17, 2026
Dan Newhouse House Buy $1,001 - $15,000 Sep 17, 2025
Lisa McClain House Sell $1,001 - $15,000 Aug 13, 2025

AMAT FAQ

Is AMAT a buy?
Nama's AI scorecard currently rates Applied Materials Buy (7.9 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is AMAT's P/E ratio?
Applied Materials trades at a trailing price-to-earnings ratio of 30.5.
When does AMAT report earnings?
Applied Materials's next scheduled report is on Nov 12, 2026. Analysts expect EPS of $4.06.
What is the AMAT price target?
The median analyst price target from 37 analysts is $610.00, with a range of $358.00 – $900.00.
Is AMAT Shariah compliant?
Nama's AAOIFI-style screen reads Applied Materials as Shariah Compliant. Passes our debt, cash and income screen; not a scholar's ruling.
Does AMAT pay a dividend?
Yes — Applied Materials's dividend yield is 0.6%.