UBS Raises PT on Applied Materials (AMAT) Stock, Maintains Neutral Rating
A technician in a clean room assembling a semiconductor chip using a microscope.
Furthermore, high-performance, energy-efficient AI computing happens to be the dominant driver of semiconductor innovation. Applied Materials, Inc. (NASDAQ:AMAT) is well-placed at the major technology inflections in fast-growing areas of the market, helping its multi-year growth trajectory. For Q3 2025, Applied Materials, Inc. (NASDAQ:AMAT) expects total net revenue of ~$7,200 (+/- $500 million), while its non-GAAP gross margin is anticipated to be 48.3%.
Amidst a dynamic economic and trade environment, Applied Materials, Inc. (NASDAQ:AMAT) didn't witness changes to the customer demand and remains well-positioned to navigate evolving conditions with a strong global supply chain and diversified manufacturing footprint. Vltava Fund, an investment management company, recently published its Q4 2024 investor letter. Here is what the fund said:
'In the quarter just ended, we added to the portfolio two new companies from the technology sector: Applied Materials, Inc. (NASDAQ:AMAT) and Lam Research. Both are in the same industry as is another of our investments that we have held for some time, KLA Corporation. This industry is termed semiconductor devices and materials. One chapter in Hidden Investment Treasures is devoted to investing in technology companies and, among other things, the controversy over what really constitutes a technology company. As investors, we try to view technology companies not according to the industry into which they are formally classified but by whether the technologies and technological processes used in the production of their products and services are an essential element in value creation or if they are a source of long-term, sustainable competitive advantage. Among the companies that are formally categorized as technology-based and fall into either the Information Technology or the Communications Services sector, we find some that can be said to be just that but also others for which this classification is at least debatable. Similarly, among companies that do not formally belong to these two sectors, we find many that clearly are built to a large extent on technology and base their market positions and competitiveness on it. In the cases of Applied Materials and Lam Research, there can be no doubt that these are technology companies not only as a formality but also in fact.
While we acknowledge the potential of AMAT as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
READ NEXT: 13 Cheap AI Stocks to Buy According to Analysts and 11 Unstoppable Growth Stocks to Invest in Now
Disclosure: None. This article is originally published at Insider Monkey.
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