Applied Materials stock up 193% over the past year…shipping capacity is key
AMAT Applied Materials Inc
$536.47 -2.13%
View chart & analysis → 
- 1Applied Materials (AMAT) shares have risen 193% over the past year, nearly tripling
- 2Revenue growth over the last 12 months came in at just 3.3%, while management has guided to semiconductor equipment growth of more than 30% in 2026
- 3The stock's re-rating hinges on expectations of fab build-outs, with the factor limiting growth being shipping capacity rather than orders
This 3-line summary is compiled from the report below.
Trefis +1 View original ↗🎯 오늘의 AI 픽 5종목, 무료로 전부 공개합니다
숨기는 것 없이 — 지난 픽의 성적표(S&P500 대비)까지 그대로 보여드립니다