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72

AMAT

💻 Technology

Applied Materials, Inc.

Conservative #63Aggressive #148Low RiskMixed 52ML↑ 24pt
$394.95+4.50%
Day High$395.95
Day Low$384.00
Volume9.5M
Mkt Cap$313.5B
52W Low $12452W High $396
Market Cap
$281.7B
P/E Ratio
36.4
Sector avg: 87.4
Rev Growth
4.4%
Sector avg: 14.8%
Earnings Growth
-2.5%
Profit Margin
24.7%
Sector avg: -109.6%
Debt/Equity
0.35

Why This Score

AMAT scores 72.3 on the Conservative profile, blending a fundamental score (80% weight, emphasizing quality and stability (84% of fundamental weight)) with a machine-learning signal (20% weight) trained on 82 features across 30 years of data.

Strengths
  • Strong profitability: ROE of 34.3% exceeds the 15% quality threshold.
  • High net margin of 24.7%, indicating pricing power and operational efficiency.
  • Large-cap ($282B) with deep liquidity and institutional ownership.
Risk Factors
  • Momentum reversion risk: Extreme momentum (127%) increases mean-reversion probability. 3-point penalty applied.
  • Above-average volatility (11.5%) may not suit conservative risk tolerance.

Moderate penalties (-3.9 points) reflect identified risk factors. The overall score balances these against the stock's fundamental strengths.

Score Breakdown

Overall Score72.3
Fundamental Score68.0
ML Score89.0

Score by Horizon

3 Month
72.9
6 Month
81.4
Primary
1 Year
85.7

Quality Assessment

A
Earnings Grade
Strong fundamentals, high earnings quality

Position Sizing

Suggested Allocation
5%
Confidence
high

Score Composition Waterfall

How each component affects the final score
Backtested Scoring Levers (IC-calibrated from 30y ElasticNet)
Weinstein (12.1%)
100
Advancing
Sentiment (2.5%)
70
Positive
Analyst (6.4%)
70
Favorable
Tradability (post-hoc)
100
Grade A
Base
69.2
SHAP
+2.7
Factors
+1.3
Divergence
-0.9
Final
72.3
Positive adjustment
Negative adjustment
Base blend
Final score

Factor Breakdown

66AVG
Value55
Quality85
Growth60
Stability75
Investment55

Signal SegmentsComputed from ML features

Fundamental (Valuation, Quality, Growth)66.0
Technical (Momentum, Weinstein, Volatility)91.0
External (Sentiment, Analyst, Macro)85.0
Scores below 50 indicate weakness in that segment relative to the universe.

Data Quality

Score
Features
Confidence
Feature Coverage96%

Growth Estimates

Short-term
+2.8% to +7.5%
Medium-term
+5.1% to +12.4%
Long-term
+7.4% to +17.2%

ML Model Core Features100 trained inputs → ML Score: 89

These features are direct inputs to the machine learning model. The model was trained on these signals alongside 100 features (including 12 momentum/technical indicators) to produce the ML percentile score.

Analyst Intelligence
Consensus Score70.3/100
Target Upside+12.8%
Coverage53 analysts
Market Sentiment
Sentiment Score70.4/100
News Volume1 articles
Technical Stage
Weinstein Stage2 — Advancing
12M Momentum+1.3%
6M Momentum+1.2%
Volatility+0.1%
Momentum & Technical
Momentum Acceleration+4.9%
Momentum ConsistencyStrong (0.96)
Relative Strength vs Sector+123.2%
Trend Strength (ADX Proxy)Strong (5.0)
Momentum Quality+1.113
Momentum BreadthBroad ✓
Macro Regime
Bull RegimeYes
High Vol RegimeNo
S&P 500 Return+25.0%
Yield Curve-0.1bp

Sector-Relative AnalysisIn-model features

Value Trap Signal
11%
Low risk
Sector RevGr Rank
P30
Revenue growth vs Technology peers
Sector PE Rank
P35
Valuation vs Technology peers
Sector FCF Rank
P46
Free cash flow vs Technology peers
Growth Deviation
-0.1σ
Z-score vs sector median
Stagnation Flag
NO
Not flagged

Analysis Signals

Scoring Factors
Fundamental score of 63 relative to sector peers63/100
Machine learning model ranks this stock at the 87th percentileP87
ML model weight reduced to 9% due to macro conditions: market in extended rally phase; yield curve inverted (recession indicator); late-cycle economic indicators detected9% ML weight
SHAP feature alignment: +3.8pt (features align with model priorities)—
Blend: 91% fund (62.7) + 9% ML (86.7) + SHAP(+3.8) = 68.7—
Factor quality: +1.8pt (multi-factor composite)—
Risk assessment: low. Annualized volatility 11.5%. Max drawdown 12% (-1.7 pts)Low
Momentum mean-reversion: -2.3pt (127% 12m momentum)—
Market cap adjustment: +5.0 points ($281.7B market cap)+5.0 pts
Divergence penalty: -2.1pt (ML 24pt higher)—
Risk Factors

No risk factors identified.

Sector Peer Comparison(Technology — Rank #15 of 290 stocks)

StockScoreP/ERev GrowthMarginMkt Cap
AMAT72.336.44.4%24.7%$281.7B
MPWR84.891.721.2%81.0%$57.1B
ZM84.218.03.1%21.7%$27.7B
NVDA80.645.2114.2%55.8%$4.5T
CRUS79.719.16.0%17.5%$7.4B
ASML77.848.115.6%29.4%$546.0B
IDCC77.431.8-4.0%48.8%$9.7B
CSCO77.127.65.3%18.0%$303.6B
RMBS75.548.320.7%32.3%$11.0B
DBX75.313.91.9%17.7%$6.4B
FSLR75.017.326.7%30.7%$24.2B
SIMO74.79.210.2%13.8%$4.5B
ADI74.374.116.9%20.6%$165.1B
AAPL72.533.16.4%27.0%$3.9T
OLED72.527.012.4%34.3%$5.9B
TER72.290.95.4%19.2%$50.1B
Sector Average47.487.414.8%-109.6%—

Market Sentimentvia FMP

Analyst Consensus
Buy53 analysts
Strong Buy: 1Buy: 41Hold: 11
Price Target
$421consensus
Low $290Median $430High $470
+6.6% to consensus target

Company Overviewvia FMP

Applied Materials, Inc. provides manufacturing equipment, services, and software to the semiconductor, display, and related industries. It operates through three segments: Semiconductor Systems, Applied Global Services, and Display and Adjacent Markets. The Semiconductor Systems segment develops, manufactures, and sells various manufacturing equipment that is used to fabricate semiconductor chips or integrated circuits. This segment also offers various technologies, including epitaxy, ion implantation, oxidation/nitridation, rapid thermal processing, physical vapor deposition, chemical vapor deposition, chemical mechanical planarization, electrochemical deposition, atomic layer deposition, etching, and selective deposition and removal, as well as metrology and inspection tools. The Applied Global Services segment provides integrated solutions to optimize equipment and fab performance and productivity comprising spares, upgrades, services, remanufactured earlier generation equipment, and factory automation software for semiconductor, display, and other products. The Display and Adjacent Markets segment offers products for manufacturing liquid crystal displays; organic light-emitting diodes; and other display technologies for TVs, monitors, laptops, personal computers, electronic tablets, smart phones, and other consumer-oriented devices. The company operates in the United States, China, Korea, Taiwan, Japan, Southeast Asia, and Europe. Applied Materials, Inc. was incorporated in 1967 and is headquartered in Santa Clara, California.

CEO
Gary E. Dickerson
Employees
36,000
Beta
1.68
Industry
Semiconductors
FMP-Identified Peers

Technical Picturecomputed from daily prices

RSI (14)
88.3
Overbought
Trend
Bullish
10-day vs 50-day MA
From 52W High
-0.3%
High: $395.95
From 52W Low
+219.2%
Low: $123.74
Moving Averages
10-Day
$364.30
Above
20-Day
$343.70
Above
50-Day
$309.10
Above
200-Day
$224.80
Above
60-Day Support
$246.92
60-Day Resistance
$395.95
Weinstein Stage Analysisbased on 200-day SMA framework
Stage 2 — AdvancingScore: 95/100

Stock is in an uptrend above the 200-day moving average. This is the stage where institutional accumulation typically occurs. The 50-day SMA provides support.

Favorable technical position; 50-day SMA acts as support
Price vs 200 SMA
+75.7%
200 SMA Slope (60d)
+24.93%
Rising
Volume Ratio
1.11x
10d avg vs 50d avg
Days in Stage
100
Confidence: 90%
Recent Gap Up

Financial Statementslast 4 quarters via FMP

MetricQ1 2026Q4 2025Q3 2025Q2 2025
Revenue$7.0B$6.8B$7.3B$7.1B
Gross Profit$3.4B$3.3B$3.6B$3.5B
Operating Income$2.1B$1.7B$2.2B$2.2B
Net Income$2.0B$1.9B$1.8B$2.1B
EPS (Diluted)$2.54$2.38$2.21$2.63
Gross Margin49.0%48.0%48.8%49.1%
Operating Margin29.9%25.2%30.6%30.5%
Net Margin28.9%27.9%24.4%30.1%

Why This Stock

TechnologyProfit margin 24.7%Earnings quality grade A

Tradability FilterGrade A — 100/100Score impact: -6.6pt

Volume
100
7.6M avg/day
Dollar Vol
100
$2.8B/day
Float
100
791M shares
Mkt Cap
100
$281.7B
Range
100
206% spread
Composite Liquidity Score100/100
FDCBA

Multi-Year Range Analysis

Sideways: 0/100
YearLowHighRangeStatus
2021$105.50$163.0242.8%Wide
2022$71.12$167.0680.6%Wide
2023$96.12$165.0152.8%Wide
2024$148.05$255.8953.4%Wide
2025$123.74$276.1076.2%Wide
3-Year Range
96.7%
Narrow Years
0 / 5
Sideways Penalty
None
Free Float
99.7%
Outstanding Shares
794M
Bid-Ask Spread
206.0%
Institutional Tradable
Yes

Scores are generated by a multi-stage ML pipeline combining fundamental analysis, ensemble predictions, and structural risk signals. All data is for research purposes only and does not constitute financial advice. Past performance does not guarantee future results.