Company Applied Materials, Inc.

Equities

AMAT

US0382221051

Semiconductor Equipment & Testing

Analysts' Consensus

Business Summary

Sales per Business

Sales per region

Managers

Members of the board

Share class

Shareholders

Holdings

Company contact information

Group companies

Sector

Sales per Business

Sales per region

Ratings for Applied Materials, Inc.

EPS Revisions

Quarterly earnings - Rate of surprise

Sector Semiconductor Machinery Manufacturing

Real-time Estimate Cboe BZX Other stock markets 02:49:50 2023-12-08 pm EST			5-day change	1st Jan Change
148.2 ^USD	-0.12%		-2.20%	+52.25%

Dec. 05	ASM International to invest $300 mln in Arizona expansion	RE
Dec. 05	Applied Materials, Inc. and CEA-Leti Unveil Joint Lab for Rapidly Growing Specialty Chip Markets	CI

Applied Materials, Inc. specializes in the design, manufacture, and marketing of equipment for producing integrated circuits and semi-conductor components. The group develops systems used in the principal manufacturing stages of microchips (deposition systems using chemical vapors, the physical process or through epitaxy, photomasking systems, control programs, etc.).

Net sales break down by activity sector as follows: semiconductor industry (72.9%), flat screen industry (5.2%) and other (21.9%; photovoltaic and electronic industries).

Net sales are distributed geographically as follows: the United States (12%), China (28.1%), Taiwan (24.3%), Korea (17.1%), Japan (7.8%), Asia (4.2%) and Europe (6.5%).

Number of employees : 34,300

USD in Million	2021	Weight	2022	Weight	Delta
Semiconductor Systems 72.9 %	16,286	70.6 %	18,797	72.9 %	+15.42%
Applied Global Services 21.5 %	5,013	21.7 %	5,543	21.5 %	+10.57%
Liquid Crystals Displays, Organic Light-emitting Diodes and Equipment Upgrades and Other Display Technologies 5.2 %	1,634	7.1 %	1,331	5.2 %	-18.54%
Corporate and Other 0.4 %	130	0.6 %	114	0.4 %	-12.31%

USD in Million	2021	Weight	2022	Weight	Delta
China 28.1 %	7,535	32.7 %	7,254	28.1 %	-3.73%
Taiwan 24.3 %	4,742	20.6 %	6,262	24.3 %	+32.05%
South Korea 17.0 %	5,012	21.7 %	4,395	17.0 %	-12.31%
United States 12.0 %	2,038	8.8 %	3,104	12.0 %	+52.31%
Japan 7.8 %	1,962	8.5 %	2,012	7.8 %	+2.55%
Europe 6.5 %	1,097	4.8 %	1,674	6.5 %	+52.60%
Southeast Asia 4.2 %	677	2.9 %	1,084	4.2 %	+60.12%

Managers	Title	Age	Since
Gary Dickerson CEO	Chief Executive Officer	65	2012
Brice Hill DFI	Director of Finance/CFO	56	2022
Omkaram Nalamasu CTO	Chief Tech/Sci/R&D Officer	65	2006
Michael Sullivan IRC	Investor Relations Contact	-	2008
Siobhan Kenney PRN	Corporate Officer/Principal	-	-
Chris Librie PRN	Corporate Officer/Principal	-	2020
Tristan Holtam HRO	Human Resources Officer	-	-
Prabu Raja PRN	Corporate Officer/Principal	60	-
Jeff Bodner AUD	Comptroller/Controller/Auditor	55	2022
Charles Read PRN	Corporate Officer/Principal	57	2013

Members of the board	Title	Age	Since
Scott McGregor BRD	Director/Board Member	66	2018
Kevin March BRD	Director/Board Member	65	2022
Eric Chen BRD	Director/Board Member	53	2015
Judy Bruner BRD	Director/Board Member	64	2016
Aart de Geus BRD	Director/Board Member	69	2007
Gary Dickerson CEO	Chief Executive Officer	65	2012
Thomas Iannotti CHM	Chairman	66	2005
Alexander Karsner BRD	Director/Board Member	56	2008
Yvonne McGill BRD	Director/Board Member	56	2019
Rani Borkar BRD	Director/Board Member	61	2020

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	2,022,533,852	833,611,641 ( 41.22 %)	1,186,000,000 ( 58.64 %)	41.22 %

Name	Equities	%	Valuation
The Vanguard Group, Inc. 8.487 %	70,997,242	8.487 %	9 396 M $
Capital Research & Management Co. (World Investors) 4.236 %	35,434,801	4.236 %	4 690 M $
Capital Research & Management Co. (Global Investors) 2.251 %	18,830,944	2.251 %	2 492 M $
Geode Capital Management LLC 2.041 %	17,075,290	2.041 %	2 260 M $
Norges Bank Investment Management 1.142 %	9,555,398	1.142 %	1 265 M $
T. Rowe Price Associates, Inc. (Investment Management) 0.8845 %	7,399,069	0.8845 %	979 M $
Matrix Capital Management Co. LP 0.8431 %	7,052,700	0.8431 %	933 M $
Pictet Asset Management SA 0.7032 %	5,882,361	0.7032 %	779 M $
Fidelity Management & Research Co. LLC 0.6880 %	5,755,254	0.6880 %	762 M $
Union Investment Privatfonds GmbH 0.6772 %	5,664,923	0.6772 %	750 M $

Name	Equities	%	Valuation
KOKUSAI ELECTRIC CORPORATION 15.00%	34,560,000	15.00%	563,658,048 $
SUNAM CO., LTD. 8.50%	2,000,000	8.50%	6,264,120 $

Applied Materials, Inc.

3050 Bowers Avenue

95054-3299, Santa Clara

+408 727 5555

http://www.appliedmaterials.com

Name	Category and Sector
Applied Materials Europe BV	Producer Manufacturing - Industrial Machinery
Applied Materials India Pvt Ltd.	Electronic Technology - Semiconductors

Trading Rating :

Investor Rating :

ESG Refinitiv :

A-

More Ratings

Sell

Buy

Mean consensus

OUTPERFORM

Number of Analysts

Last Close Price

148.39USD

Average target price

161.82USD

Spread / Average Target

+9.05%

Consensus

Estimates Revisions

Company calendar

Technology

Technology Equipment

Semiconductors & Semiconductor Equipment

Semiconductor Equipment & Testing

Semiconductor Machinery Manufacturing

	1st Jan change	Capi.
APPLIED MATERIALS, INC.	+52.25%	124 B $
GLOBALFOUNDRIES, INC.	-2.51%	29 187 M $
ASM INTERNATIONAL N.V.	+94.65%	23 932 M $
DISCO CORPORATION	+136.15%	22 396 M $
NAURA TECHNOLOGY GROUP CO., LTD.	-1.36%	16 064 M $
ADVANCED MICRO-FABRICATION EQUIPMENT INC. CHINA	+59.20%	13 350 M $
ACM RESEARCH (SHANGHAI), INC.	+39.27%	6 640 M $
PIOTECH INC.	+78.21%	6 596 M $
HWATSING TECHNOLOGY CO., LTD.	+47.01%	4 780 M $
KOKUSAI ELECTRIC CORPORATION	0.00%	4 651 M $

Semiconductor Machinery Manufacturing