Applied Materials Inc.

Applied Materials is engaged in providing manufacturing equipment, services and software to the semiconductor, display and related industries. The company operates in three segments: Semiconductor Systems, develops, manufactures and sells a range of manufacturing equipment used to fabricate semiconductor chips, also referred to as integrated circuits; Applied Global Services, which provides integrated solutions to optimize equipment and fab performance; and Display and Adjacent Markets, which comprised of products for manufacturing liquid crystal displays, organic light-emitting diode, and other display technologies for TVs, monitors, laptops, personal computers, and electronic tablets.
  • TickerAMAT
  • ISINUS0382221051
  • ExchangeNASDAQ Stock Market
  • SectorTechnology Hardware & Equipment
  • CountryUnited States

Analysts

ValuEngine Rating and Forecast Report for AMAT

ValuEngine Rating and Forecast Report for AMAT

Angelo Zino

Applied Materials, Inc.

ValuEngine Rating and Forecast Report for AMAT

ValuEngine Rating and Forecast Report for AMAT

Applied Materials Inc.: Applied's acquisition of Kokusai is credit positive

The $2.2 billion acquisition complements Applied Material's existing product line and adds to service opportunities

Applied Materials Inc. - April 2019 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Applied Materials Inc. - January 2019 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Applied Materials Inc.: Update to Discussion of Key Credit Factors

Amidst industry weakness in 2019, Applied's financial performance and credit metrics will remain solid.

Applied Materials Inc. - October 2018 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

João Calado

BiG Research Semiconductors Sector

In this report we analyze 6 players: Applied Materials, Lam Research, Micron, Intel, AMDand NVIDIA.

João Calado

BiG Research Flash Note: Applied Materials

Applied Materials is a US based company that is divided in 3 main segments ofsemiconductor industry: Semiconductor Systems, Global Services and Display andadjacent markets. Through these segments it provides equipment and software to chips,display, solar photovoltaic manufacturers.

Abhinav Davuluri

Morningstar | Applied Materials Intends to Acquire Kokusai Electric for $2.2 Billion; No Change to $49 FVE

On July 1, Applied Materials announced the acquisition of Kokusai Electric, which specializes in batch processing applications in niche deposition, diffusion, and oxidation areas, for $2.2 billion in cash from investment firm KKR. Although the Japanese firm is a relatively minor player in the broader wafer fabrication equipment industry, Applied’s management contends that its batch products complements Applied’s single-wafer processing systems (particularly in the memory market). Furthermore, the acquisition is expected to be immediately accretive to Applied’s non-GAAP EPS at close (within 12 ...

Abhinav Davuluri

Applied Materials Intends to Acquire Kokusai Electric for $2.2 Billion; No Change to $49 FVE

On July 1, Applied Materials announced the acquisition of Kokusai Electric, which specializes in batch processing applications in niche deposition, diffusion, and oxidation areas, for $2.2 billion in cash from investment firm KKR. Although the Japanese firm is a relatively minor player in the broader wafer fabrication equipment industry, Applied’s management contends that its batch products complements Applied’s single-wafer processing systems (particularly in the memory market). Furthermore, th...

Valens Research

Valens Equity Insights and Inflections - 2019 06 12

PFE currently trades near recent averages relative to UAFRS-based (Uniform) Earnings, with a 16.7x Uniform P/E. At these levels, the market is pricing in expectations for Uniform ROA to decline from 19% in 2018 to 15% in 2023, accompanied by 1% Uniform Asset shrinkage going forward. However, analysts have less bearish expectations, projecting Uniform ROA to only decline to 18% by 2020, accompanied by 2% Uniform Asset shrinkage. Meanwhile, management is excited about the approval of KEYTRUDA plus Inlyta, and confident in their gene therapy partnership and ability to drive growth. Should PFE jus...

James Ratzer

Global TMT: AMAT, NVDA, CISCO, EQIX, KDDI, AIS, KT

Global TMT: AMAT, NVDA, CISCO, EQIX, KDDI, AIS, KT

ValuEngine Rating and Forecast Report for AMAT

ValuEngine Rating and Forecast Report for AMAT

Angelo Zino

Applied Materials, Inc.

ValuEngine Rating and Forecast Report for AMAT

ValuEngine Rating and Forecast Report for AMAT

ValuEngine Rating and Forecast Report for AMAT

ValuEngine Rating and Forecast Report for AMAT

ValuEngine Rating and Forecast Report for AMAT

ValuEngine Rating and Forecast Report for AMAT

MarketLine Department

First Solar, Inc. - Strategy, SWOT and Corporate Finance Report

First Solar, Inc. - Strategy, SWOT and Corporate Finance Report Summary First Solar, Inc. - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights First Solar, Inc. (First Solar or ‘the company’) is engaged in providing photovoltaic (PV) solar energy solutions. The company designs, constructs and sells PV solar power systems. First Solar operates in the US, Europe, the ...

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First Solar, Inc. - Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments

Summary Marketline's First Solar, Inc. Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by First Solar, Inc. since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth activity undertaken by an organization to sustain its competitive advantage. Key...

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Mitsubishi Electric Corporation - Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments

Summary Marketline's Mitsubishi Electric Corporation Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Mitsubishi Electric Corporation since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth activity undertaken by an organization to sustain its...

MarketLine Department

Lam Research Corporation - Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments

Summary Marketline's Lam Research Corporation Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Lam Research Corporation since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth activity undertaken by an organization to sustain its competitive ...

Applied Materials Inc (AMAT) - Power - Deals and Alliances Profile

Summary Applied Materials, Inc. (Applied Materials) is a provider of manufacturing equipment, services and software to the semiconductor, flat panel display, solar photovoltaic (PV) and related industries. The company utilizes its diverse technologies to deliver products and services. Applied Materials provides semiconductors, displays, solar products, roll to roll web coating, emerging technologies and products and automation software. It caters its products and services to manufacturers of semiconductor chips and wafers; flat panel liquid crystal displays (LCDs), PV cells, and other electro...

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Vermilion Compass: Weekly Equity Strategy

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