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Applied Materials (AMAT)

History · Pro

Creator sentiment

100/100
● Bullish 100%● Neutral 0%● Bearish 0%

2 creators · 2 views · past 7 days

Updated October 20, 2026

The bull case

  • +Record revenues up 25% YoY, expects 51% growth this quarter.
  • +Down 23% in the sell-off, trades at ~22x forward earnings, undervalued.
  • +Part of the Fab Five oligopoly with high barriers to entry, benefiting from the secular growth theme.
  • +Recent sell-off since end of June provides favorable pricing for long-term investors.

The bear case

Nothing notable in the past 7 days.

What StockTubers recently said

Ticker Symbol: YOU BullishOct 19

📹 Dips Never Last. I'm Buying These Stocks NOW.

Record revenues up 25% YoY, expects 51% growth this quarter. · Down 23% in the sell-off, trades at ~22x forward earnings, undervalued.

Watch 10:41 →
Chip Stock Investor BullishOct 14

📹 Buy the Dip? ASML's Early 2027-28 Outlook After A 55% Sales Surge

Part of the Fab Five oligopoly with high barriers to entry, benefiting from the secular growth theme. · Recent sell-off since end of June provides favorable pricing for long-term investors.

Watch 11:00 →

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