AMAT — Stock Film
STOCK FILMSCENE 1/11AMAT · $496
Stock Expert AI presents
AMAT
Applied Materials, Inc
~4 min film100% real numbers0 jargon
WHAT DOES THIS COMPANY DO?
Applied Materials, Inc. A quick introduction.

On the stock market since 1980, it operates in the world of technology. It has 36,000 employees. Now — the numbers.

on the stock market since 1980
36K employees
$271B market value
Revenue last year:
$0
The net profit left over:
$0
Out of every $100 in sales, $25 stays as net profit.
THE SLICE THAT TURNS INTO PROFIT: 25%

This is an established company with proven profits.

WHERE DOES THE MONEY COME FROM?
73%Semiconductor Systems
Semiconductor Systems 73%Applied Global Services 23%Other 4%
73% of all revenue comes from a single line: Semiconductor Systems.

That much dependence is a risk in itself: if this one line weakens, the whole company feels it directly.

Every quarter, analysts set a profit bar.
How many of the last 8 did the company clear?
8 / 8
EXPECTATIONS MET OR BEATEN
8
Nov 2024
Feb 2025
May 2025
Aug 2025
Dec 2025
Feb 2026
May 2026
Aug 2026
8 TIMES IN THE LAST 8 QUARTERS
It clears the bar, quarter after quarter.
INSIDE THE REPORT CARD

We compared this company with its own sector across five subjects.

A score of 50 means class average.

BUSINESS QUALITY
87
very strong

Profit power and business quality lead the class.

FINANCIAL STRENGTH
78
strong

Clearly above the class average — a step short of the very top.

VALUATION
40
weak

Clearly below the class average.

GROWTH
61
average

This grade is a blend: the profit side is strong, the sales tempo slow.

PRICE MOMENTUM
86
very strong

The stock has been running stronger than the market lately.

WORTH WATCHING

Valuation: The stock trades at a price that looks expensive next to its earnings; that can cap future returns.

THE COUNCIL REVIEW
9

angles, checked one by one.

The 4 that stand out are on screen; the rest came back neutral.

The council scores out of 10; report-card grades are out of 100.

STRENGTHS
Fat profit per sale, but shrinking8/10
A strong cash pile8/10
Few are betting against it10/10
WEAK SPOTS
Executives aren’t buying3/10
WORTH WATCHING

Executive Buying: The trades send no strong signal of confidence.

THE FIVE-YEAR JOURNEY
Below the peak, but no collapse.

The stock trades 31% below its peak. The market has trimmed its expectations for the company.

1
THE BRIGHT SIDE · 1/3
A fat but narrowing margin

The net profit margin is 25% — still a thick cushion, though costs have been eating into it lately.

2
THE BRIGHT SIDE · 2/3
Strong cash, light debt

There is $8.6B in the vault; even if every debt were paid off, $1.5B would remain.

3
THE BRIGHT SIDE · 3/3
Delivers on expectations

It met or beat analyst expectations in 8 of the last 8 quarters — consistency is a promise kept.

1
THE RISKS · 1/3
A rich price tag

The company’s market value is 39 times its annual profit. Even a small disappointment could hit the price hard.

2
THE RISKS · 2/3
The price runs ahead of the earnings

Today’s price already includes part of tomorrow’s optimism. Report-card grade: 40/100.

3
THE RISKS · 3/3
Executives aren’t buying

No clear buy-side message is coming from the executive floor. Council score: 3/10.

FINALE · THE GRADE
A
0 / 100 · MoonshotScore

On our five-subject report card, AMAT sits near the top of the class. A high grade doesn’t mean “guaranteed win” — it means “the evidence looks strong for now.”

The takeaway: AMAT is an established business that has proven its profits for years. The real debate isn’t the quality of the business — it’s whether the price paid for the stock is too high.

The total grade weighs these five subjects against the sector — it isn’t a simple average of the five.

Analysts’ average target sits above today’s price, yet the valuation grade (40/100) says the stock isn’t cheap.

What would you like to do next?
Open the stock page →
This was a film — not investment advice.
Data: FMP & company filings
Aug 21, 2026 · stockexpertai.com · Stock Film