Theo Outlook
Applied Materials Inc supplies equipment, services and software for manufacturing semiconductor chips, flat panel displays and solar products. As of the latest quarter ended July 31, 2026, the company reported trailing twelve month revenue of $30.84 billion, a profit margin of 30.0 percent, diluted earnings per share of $11.59 and a market capitalization of $321.39 billion.
Bull case: trailing twelve month revenue reached $30.84 billion with quarterly revenue growth year over year of 24.8 percent and return on equity of 41.1 percent. Bear case: the trailing price to earnings ratio stands at 34.94 while the price to sales ratio is 10.42 and beta is 1.591.
Main risks include exposure to the semiconductor equipment sector and quarterly earnings growth of 42.8 percent year over year that may not continue. Analysis generated by HeyTheo AI from company and market data. It may be incomplete or inaccurate.
Analysis generated by HeyTheo AI on .
