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AMAT Technology Latest YouTube: Q1 2026

Applied Materials

Live stock metrics, chart context, a quarter-by-quarter YouTube archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

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Library coverage

Quarters tracked
1
YouTube quarters live
1
Latest video
Q1 2026
YouTube available
Yes
Current price
$396.94
+6.25 (+1.60%)
Trailing / Forward P/E
40.67x
Forward: 28.21x
Market cap / Volume
—
Volume: —
Revenue / Earnings Growth
-2.1%
Earnings: 75.2%
Margins
29.9% op
Gross: 48.7% · Net: 27.8%
Balance sheet
2.71x current
Debt / Equity: 33.1
52-week range / Beta
$132.80 - $407.29
Beta: 1.64
Analyst target
$422.97
Upside: 6.6%
Cash / shareholder return
1.38% FCF yield
Dividend yield: 0.47%

Company context

Industry: Semiconductor Equipment & Materials
Country: United States
Employees: —
Price to book: 14.51x
Return on equity: 38.9%
Applied Materials, Inc. provides materials engineering solutions, equipment, services, and software to the semiconductor and related industries in the United States, China, Korea, Taiwan, Japan, Southeast Asia, Europe, and internationally. The company operates through Semiconductor Systems and Applied Global Services (AGS) segments. The Semiconductor Systems segment includes semiconductor capital equipment to enable materials engineering steps, including etch, rapid thermal processing, deposition, chemical mechanical planarization, metrology and inspection, wafer packaging, and ion implantation. The AGS segment offers integrated solutions to optimize equipment and fab performance and productivity comprising spares, upgrades, services, and 200 millimeter and other equipment and factory automation software for semiconductor and other products. It serves manufacturers of semiconductor wafers and chips, and other electronic devices. Applied Materials, Inc. was incorporated in 1967 and is headquartered in Santa Clara, California.

Price chart

Market context for AMAT

Competitive view

AMAT vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

Applied Materials
AMAT
YouTube
Latest video
Q1 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.
Expect a more volatile ride than the market average; that can amplify upside, but drawdowns can come fast too.
Texas Instruments
TXN
YouTube
Latest video
Q1 2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.
Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
Qualcomm Inc.
QCOM
YouTube
Latest video
Q1 2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
AMAT
$315.02B
Applied Materials
TXN
$209.24B
Texas Instruments
QCOM
$145.47B
Qualcomm Inc.
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
AMAT
40.7x
Applied Materials
TXN
42.2x
Texas Instruments
QCOM
27.5x
Qualcomm Inc.
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
AMAT
28.2x
Applied Materials
TXN
28.8x
Texas Instruments
QCOM
12.3x
Qualcomm Inc.
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
AMAT
-2.1%
Applied Materials
TXN
10.4%
Texas Instruments
QCOM
5.0%
Qualcomm Inc.
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
AMAT
75.2%
Applied Materials
TXN
-3.2%
Texas Instruments
QCOM
-1.8%
Qualcomm Inc.
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
AMAT
29.9%
Applied Materials
TXN
34.0%
Texas Instruments
QCOM
27.5%
Qualcomm Inc.
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
AMAT
48.7%
Applied Materials
TXN
57.0%
Texas Instruments
QCOM
55.1%
Qualcomm Inc.
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
AMAT
27.8%
Applied Materials
TXN
28.3%
Texas Instruments
QCOM
12.0%
Qualcomm Inc.
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
AMAT
38.9%
Applied Materials
TXN
30.1%
Texas Instruments
QCOM
21.5%
Qualcomm Inc.
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
AMAT
1.4%
Applied Materials
TXN
-0.1%
Texas Instruments
QCOM
7.2%
Qualcomm Inc.
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
AMAT
33.11x
Applied Materials
TXN
90.82x
Texas Instruments
QCOM
64.22x
Qualcomm Inc.
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
AMAT
2.71x
Applied Materials
TXN
4.35x
Texas Instruments
QCOM
2.50x
Qualcomm Inc.
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
AMAT
1.64
Applied Materials
TXN
0.99
Texas Instruments
QCOM
1.28
Qualcomm Inc.
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
AMAT
0.5%
Applied Materials
TXN
2.5%
Texas Instruments
QCOM
2.6%
Qualcomm Inc.
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
AMAT
6.6%
Applied Materials
TXN
-2.6%
Texas Instruments
QCOM
11.0%
Qualcomm Inc.

YouTube timeline

Quarterly archive for AMAT

Each row is one quarter. Only the YouTube link is shown here for now.

Q1 2026
Video live
Published youtube complete
Quarterly earnings-analysis entry for Applied Materials. Use the YouTube link on the right to jump straight into that quarter's video when it is live.
YouTube