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$409.32-4.50%as of 1:21 PM ET

AMAT — Applied Materials Inc.

Largest semiconductor equipment company; PVD, CVD, and etch tools used in niobium/aluminum Josephson junction deposition and superconducting qubit wafer processing.

Coiled

29

52w range compression, breakout-adjusted

Watched

100

7-day news volume + tape quietness

Sound

77

Margins, growth, FCF composite

Critical

77

Supply-chain concentration × demand

Pressure

67

Pricing Power

48.7%

Filling fast

Financials

Numbers on the wire.

Market cap

$340.2B

P/E (TTM)

42.12

P/S (TTM)

11.70

EV / EBITDA

53.20

Gross margin

48.72%

Op margin

28.16%

Net margin

27.78%

FCF margin

—

Rev growth YoY

2.10%

EPS growth YoY

27.85%

ROE

38.90%

ROA

22.12%

Debt / Equity

0.30

Current ratio

2.71

Price / Book

11.68

Beta

1.67

Source: Finnhub. TTM = trailing twelve months.

Supply Chain

Layer Presence.

Our take

Applied Materials supplies PVD sputtering and CVD deposition systems used in Josephson junction fabrication (niobium, aluminum, SiO2 dielectrics). Quantum fab volumes today are trivial relative to AMAT's ~$27B revenue. Long-term optionality: if superconducting qubit manufacturing scales to foundry-equivalent volumes, AMAT tools are in the primary process flow. Risk: commercial-scale qubit fab is decade-scale.

Recent filings

From the EDGAR wire.

News

From the tape.