Applied Mateials, Inc. (Amat): Taurus’s case theory

We encountered a Saudi thesis On Applied Mateials, Inc. On Schengeack to assemble stocks. In this article, we will summarize the bull thesis on AMAT. Applied Mateials, Inc. With $ 184.87, starting from August 8^Y. Amat’s Thurly and Forward P/E 22.49 and 18.02 were, respectively, according to Yahoo’s funding.

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Applied Mateials Inc. (AMAT) as a pioneer, but is less than its value, in engineering solutions in the field of engineering classified in semiconductor and industries. Despite the near -term fears about the uncertainty in the export control and the possibility of CAPEX slowing in 2025, the long -term growth expectations of the company are still strong. Amat benefits from strong secular winds, including the increasing account requirements driven by artificial intelligence, increase the adoption of advanced packaging techniques, and the development of new transistor structures.

These technological trends fuel the constant demand for the basic solutions of the company, which puts it in its position to take advantage of the needs of the advanced industry. In addition, the AMAT expansion services sector provides high margin revenue flows, providing valuable insulating against periodic fluctuations and overall reinforcement quality. The market seems currently to reduce these growth engines, focusing on short -term risks more than the company’s powerful essential identification.

With the intensification of the work burdens of Amnesty International and the complexity of semiconductors, the applied materials are preparing to take advantage of their technological leadership to provide strong profit growth until after the direct horizon. This combination of structural growth, various revenues and innovation leads a convincing investment issue, with upward potential that is not completely reflected in the current evaluation. Investors may find ready to consider cases of uncertainty in the short term a great value in the flexible business model in AMAT and promising secular opportunities.

Previously, we covered a file Saudi thesis On Applied Mateials, Inc. By choosing a long -term in February 2025, with highlighting the driving of semiconductor innovation and powerful growth Q1. Since then, the arrow was estimated about 16.95 %. The thesis remains valid with the continuation of secular growth drivers. The stock analysis group shares a similar thunderbolt, but it stresses the risks of export control and CAPEX concerns close to the range.

Applied Mateials, Inc. It is not listed in our list from 30 shares more popular among hedge boxes. According to our database, 83 Amat hedgeboards were held at the end of the first quarter, which was 80 in the previous quarter. While we acknowledge the possibility of Amat as an investment, we believe that some artificial intelligence shares provide greater potential in the upward direction and carry less risks on the downside. If you are looking for a stock of artificial intelligence with less than very apprecia The best inventory of artificial intelligence in the short term.