Previous Close | €169.14 |
AI Value | €183.76 |
Upside potential | +9% |
Applied Materials, Inc. (traded as AP2.DE on the Frankfurt Stock Exchange) is a global leader in materials engineering solutions for the semiconductor, display, and related industries. The company provides equipment, services, and software used in the manufacturing of semiconductor chips, flat panel displays, and solar photovoltaic products. Applied Materials operates in a highly specialized market, serving major semiconductor manufacturers such as TSMC, Samsung, and Intel. Its competitive advantage lies in its extensive R&D capabilities, broad product portfolio, and strong customer relationships, which enable it to maintain a dominant position in the semiconductor equipment industry.
Leading R&D investments in advanced semiconductor fabrication technologies, including EUV lithography and atomic layer deposition. Holds thousands of patents in materials engineering.
Applied Materials presents a compelling long-term investment case given its market leadership in semiconductor equipment, strong financials, and exposure to structural growth drivers in the tech sector. While cyclicality and geopolitical risks warrant monitoring, its technological moat and recurring services revenue provide resilience. The stock is suitable for investors with a multi-year horizon who can tolerate semiconductor industry volatility.
Applied Materials FY2023 10-K FilingQ3 2023 Earnings PresentationGartner Semiconductor Equipment Market Share ReportsBloomberg Intelligence - Semiconductor Capital Equipment
Historical valuation data is not available at this time.