企業プロフィール · Technology

Applied Materials Inc

AMAT · 米国株
取引所
米国株
国 / 地域
USA
上場日
1972年10月5日
従業員数
36,400
現在値
$516.89
リアルタイム · 2026年7月27日
ベイリー成長スコア
48/100
やや弱い
本源的価値 · 3 段階レンジ 現在値 $516.89 リアルタイム · 楽観的シナリオの上限を超過 · 将来の成長を先取り

総合バリュエーションレンジ · 保守的 $120–$150 / 妥当 $170–$220 / 楽観的 $240–$280。$516.89 時点で 楽観的シナリオの上限を超過 · 将来の成長を先取り。

レポート公開時 $426.85(2026年5月21日)

時価総額$4257.61億
売上高(TTM)$290.24億
EBITDA$92.75億
純利益率29.31%
ROE39.69%
PER (TTM)52.88
予想PER35.71
PEG1.42
EPS$10.14
配当利回り0.34%
52週レンジ$153.78 – $739.67
アナリスト目標株価$627.66
アナリスト評価4.5 / 5

データ提供:EODHD、報告通貨で表示。参考情報であり、投資助言ではありません。

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.

沿革

Applied Materials, Inc. was incorporated in 1967 and is headquartered in Santa Clara, California, with an IPO date of October 5, 1972. The company operates through two segments: Semiconductor Systems, which designs, develops, manufactures, and sells semiconductor manufacturing equipment, and Applied Global Services (AGS), which provides services, spare parts, and factory automation software drawing on its global installed base. AGS has been shifting more of its service and spares business toward a subscription and long-term service agreement model. As of fiscal 2025 the company employed about 36,400 people.

業界での地位

Applied Materials operates in the Technology sector within the Semiconductor Equipment & Materials industry, serving manufacturers of semiconductor wafers, chips, and other electronic devices across foundry, logic, DRAM, and NAND. In fiscal 2025 it reported revenue of US$28.368 billion, with Semiconductor Systems contributing US$20.798 billion and AGS US$6.385 billion, alongside R&D spending of US$3.6 billion and more than 23,500 cumulative patents. Geographically, fiscal 2025 revenue came 30% from China, 24% from Taiwan, and 20% from Korea, with Asia accounting for 86% in total. Management describes the company's product portfolio as one of the industry's most comprehensive and claims a #1 position in leading logic/foundry, DRAM, and advanced packaging.

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