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Applied Materials, Inc. (AMAT)

NasdaqGS - NasdaqGS Real-time price. Currency in USD
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90.98-0.96 (-1.04%)
At close: 04:00PM EDT
90.92 -0.06 (-0.07%)
After hours: 07:59PM EDT
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  • j
    jsUVA
    AMAT 12 PE AND FORWARD 10 PE!!! VERY ATTRACTIVE PRICE RIGHT NOW!!!
  • A
    ABENANTE
    I am so tired of AMAT doing nothing all day. Can you move??? I have been reading (http://Achieverspot.tech) for a month now and the stocks there actually go!
  • j
    john
    ok, let's see AMAT get back over $100 and stay there.
  • V
    ValueGuy
    I really hope that the AMAT management is pushing hard on share buybacks right now, and not at their "usual" pace. This company is significantly undervalued right now.
  • j
    john
    Low volume for AMAT. Good news will get the volume back up and shoot this up quickly. Just not sure when that will happen, but it will in time.
  • p
    phil
    Wall St Journal discusses AMAT having supply chain issues leading to deferred revenue -- Lam described similar problem fwiw.

    In a bad news = good news cycle, chip makers can't ramp as quickly as they want in a period of demand destruction (interest rate hikes, oil prices at $120, global inflation, etc), its actually healthy -- semi capex suppliers can't overproduce now so there is less chance of capacity glut in the coming year.

    There are specific fears of double ordering of chips, though virtually every chip maker has seen that movie before and they won't build excess capacity as they've done in the past. Still, demand destruction is real, a slowdown is coming and its hard to imagine chips won't get hit in the process. Maybe not as hard, since they are so essential, but ther will be an impact.

    But because it is tough to produce all the systems the semi manufacturers want, it is less likely there will be major oversupply when demand slows. Hard to tell how this cycle is going to evolve because so much is predicated on China covid lockdowns, possible new variants and war in Ukraine driving global food/oil prices. Not to mention lesser headline risks like Iran with nukes or China taking on Taiwan.

    But assuming we don't go down some massive hole, longer term chip demand is going to be incredible. The last time semi companies pulled back on capex was when the pandemic first hit and no one was quite sure how it'd effect biz. A few months of uncertainty led to a few years of substantial undersupply.

    Cycles may still exist, but the dips are smaller and shorter, the boom cycles longer and stronger.

    Bad news = good news? In this case, I think so
  • M
    Mewborn
    I just got a tip about AMAT from (http://market-engross.club). What do you guys think?
  • M
    Mark
    I don't even know what to think. At least it got SO bad to the point where I wouldn't even think of selling. It's simply a waiting game.
  • V
    ValueGuy
    Wouldn't be surprised if Berkshire would be interested to buy the whole company at these prices. No reason to sell though.
  • A
    Adam
    PE Ratio of 12? Is this a joke?
  • L
    Loki
    this will be 120 in 2 months
  • a
    abrachen1
    TSM expects to spend up to $43 billion to expand capacity in 2023, in addition to the $44 billion they spend this year.
  • j
    john
    Sure seems like a great bargain below 100 bucks. But hey, what do I know? I bought at 120 thinking that was great too! If I didn't already own 1600 shares, I'd buy more (I still might just a little). With all the great forecast for AMAT, I would think this will accelerate up once the supply chain is straightened out. The demand will be there even thru this market downturn.
  • A
    Always losing $
    why so many spam on amat forum guys ??
  • T
    The Party 🎉 Is Finally Over !
    Remember me ? I told you to sell at 147 but you scoffed and bought it up to 167. You preferred to listen 🎧 to wall st analysts and ignored reality and cold hard facts that the fed had turned off the money 💰 spigots that had propelled amat nearly parabolically for 14 years. And most have been in denial ever since. You never dreamed amat would go under 100 did you ?
  • A
    Always losing $
    can we see 120?
  • A
    Always losing $
    hope to break even at 130
  • L
    Leo
    Applied Materials, Inc.
    It's all about feeling. $AMAT $VENA
  • a
    amini
    Applied Materials, Inc.
    Everything is going in the right direction. $AMAT $VENA
  • V
    ValueGuy
    Hard to believe that AMAT has almost been cut in half from its highs just a short time ago. I suppose the coming recession might take something out of their momentum - but only for a short time. Long-term, this is a great company to own. My cost base is low-50's. Thinking of adding more in the 80's.