Applied Materials stock up 193% over the past year…shipping capacity is key

LRCX -1.31% TXN -2.78% MCHP -3.99% PXLW -4.36%

1. 1Applied Materials (AMAT) shares have risen 193% over the past year, nearly tripling
2. 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
3. 3The stock's re-rating hinges on expectations of fab build-outs, with the factor limiting growth being shipping capacity rather than orders

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