AMAT 全部观点

All right. Applied materials. and not a recommendation by the way. So, don't mind doing these occasionally. Don't want to do these every day because al So, you guys will start thinking these are all recommendations.

So, be careful. We're just kind of giving you top of the the mind what we're thinking here.

Applied Materials is experiencing increased demand as a result of the AI-driven infrastructure race. The company announced revenue growth of 25% year-on-year in its most recent fiscal quarter, and expects growth to accelerate to 51% in the next quarter.

So, does this make Applied Materials stock a buying opportunity? On August 6, I evaluated Applied Materials stock and informed investors that it did not appear to be a buying opportunity at that time.

Business was certainly thriving, but the rating was a little high in my opinion.

Let's do a review of Applied Materials, the ticker AMAT. Applied Materials being the second largest by revenue behind ASML. After putting up some really solid returns early on in the AI and semiconductor bull market in 2023 and 2024, Applied went cold for a good chunk of the end of 2024 through 2025.