Applied Materials Inc


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SKU: AMAT-1 Category:


Applied Materials delivered a strong performance in the second quarter of 2021 and managed to surpass the Wall Street expectations backed by strength in the Semiconductor Systems segment. The heightened demand for silicon in several applications across various markets remained a major tailwind for the company. The management also witnessed accelerated momentum in key geographies such as the United States, Europe, Korea, Southeast Asia, and China. Apart from this, President Biden’s stimulus package serves as a potential catalyst for Applied Materials and the entire semiconductor industry. The management remains optimistic about demand for foundry logic given the rising need for specialty nodes in automotive, power, 5G rollout, IoT, communications, and image sensor markets. Overall, we believe the company is well-positioned in the industry with strong growth prospects going forward and maintain our ‘Buy’ rating with a revised target price.

Our Report Structure:

⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures

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