The Bid & Ask

Quotations, Dispatches, and the Daily Tape

Thursday, August 13, 2026

Subject of the day

AMAT

Concerning the House

Applied Materials, Inc. provides materials engineering solutions, equipment, services, and software to the semiconductor and related industries in the United States, China, Korea, Taiwan, Japan, Southeast Asia, Europe, and internationally. The company operates through Semiconductor Systems and Applied Global Services (AGS) segments. The Semiconductor Systems segment includes semiconductor capital equipment to enable materials engineering steps, including etch, rapid thermal processing, deposition, chemical mechanical planarization, metrology and inspection, wafer packaging, and ion implantation. The AGS segment offers integrated solutions to optimize equipment and fab performance and productivity comprising spares, upgrades, services, and 200 millimeter and other equipment and factory automation software for semiconductor and other products. It serves manufacturers of semiconductor wafers and chips, and other electronic devices. Applied Materials, Inc. was incorporated in 1967 and is headquartered in Santa Clara, California.

United States · www.appliedmaterials.com

The Long Run

FY 2009–2025 · 17 years

LineLatestCAGRTrend
Revenue$28.37B+11.4%
Gross profit$12.90B+8.6%
Operating income$7.65B+13.2%
Net income$6.86B+9.1%
Cash from ops$7.96B+8.3%
Quotation

$534.54

-13.61 (-2.5%)

52w hi$723.00
52w lo$155.56
Vol11.77M
As ofAug 13
The Verdict

Hold

Our score +0.40

Short-0.02
Medium+0.68
Long+0.66

computed 2026-08-12

By the Numbers

Applied Materials, Inc.

Technology · Semiconductor Equipment & Materials

Market cap$424.40B
Enterprise value$434.24B
Trailing P/E50.29x
Forward P/E30.82x
EV / EBITDA46.82x
P / S (ttm)14.62x
Profit margin29.3%
Return on equity39.7%
Revenue growth+11.4%
Earnings growth+33.5%
Debt / equity30.40
Risk Metrics
Beta vs SPX2.00
Corr SPX0.62
Annual vol52.8%
Annual ret+65.5%
Sharpe1.24
Max DD-40.6%

Window: 504 trading days (504 obs)

Layer Breakdown
LayerRawContribution
Fundamental+0.24
Sector+0.19
Technical+0.06
Earnings+0.00
Sentiment+0.00

macro × 1.00 · 2026-08-12

Recent Sessions
DateOpenHighLowCloseVol
Aug 13$548.81$563.76$531.79$534.5411.77M
Aug 12$548.00$553.75$544.90$548.157.50M
Aug 11$539.99$539.99$522.66$525.616.97M
Aug 10$555.00$555.32$521.57$522.127.02M
Aug 7$539.59$545.94$528.00$539.144.55M