Applied Materials Inc


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SKU: AMAT Category:


Applied Materials has delivered a string of good results demonstrating a rapid growth in revenues as well as earnings, making the most of the global chips shortage. The company’s broad portfolio and exposure to technology inflections, combined with the traction of new products make the company well-positioned in this ecosystem. The rising need for specialty nodes in automotive, power, 5G, Internet of Things (IoT), communications, and image sensor markets, is expected to be a future growth driver. As we all know, the semiconductor demand is outpacing supply creating a tailwind for the company as it supplies semiconductor fabrication equipment to Taiwan Semiconductor, one of the largest semiconductor manufacturers across the globe. It is worth noting that Applied Materials is attempting to bolster its artificial intelligence and machine learning capabilities in the wafer fabrication domain which is evident from the recent launch of AIx. I believe that despite the recent runup, the stock still has plenty of steam left.

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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