AMAT has gone up 200% in the past 5 years and 130% in the past year. Yet its estimated evaluation is somewhere between 416-450, which still gives about a 16% growth even just for this year, and that seems pretty attractive. It’s PE ratio though is around 35x which seems quite high, but on its last earnings report it did significantly beat the EPS as well as the expected revenue, with a pretty good increase in revenue expectations and forecast for 2026. It also had increased its dividend as well. It seems that it is an attractive purchase at its current pricing, but I do worry about the already explosive growth and I wonder if it’s towards the end of its hype. At the same time, it was able to resolve the federal investigation recently which should be…bullish?
I would love to hear what people’s thoughts are regarding AMAT and whether it is at a good purchasing price still.
What is the consideration for AMAT at its current price and evaluation?
byu/Embarrassed-Sea-6078 instocks
Posted by Embarrassed-Sea-6078
4 Comments
AMAT is gonna tank HARD
be very weary and dont get caught holding the god damned bag
week(s) away
I sold my AMAT a year ago 😭
You can’t really believe in AMAT, ASML, or Lam independently. They each play a separate role in the fab process that is dep, litho, and etch, respectively. If you think any of these companies will do well, there’s no reason not to think they all will. Imo it’s mainly just about what you think of this ai hardware phase.
More expensive than Nvidia? I think I’ll stick to Nvidia.