Applied Materials AMAT
Semis/Hardware Industrial

Applied Materials trades at 9.9x EV/NTM revenue on a $363.69B enterprise value. Revenue grew 24.8% year over year to $9.12B in the quarter ending July 2026, an annual run rate of $36.46B. Applied Materials reports a 50.3% gross margin.

ARR ($M)
Net Dollar Retention
--
ARR Growth
--
EV / NTM Revenue
9.9x
Payback Period
EV / Run Rate
10.0x
Price & Key Metrics
Price Performance
Company Details
Share Price: 461.67
Last Filing Date: 2026-07-31
Last Filing: Form
Founding Year: 1967
IPO Year: 1972
% of 52 wk High: 64%
Description
Provides manufacturing equipment, services, and software to the semiconductor, display, and related industries.
Reporting Notes
Categories
Semis/Hardware Industrial
Valuation
Market Cap: 366,380.132
Enterprise Value: 363,691.132
EV / Revenue Run Rate: 10.0x
EV / NTM Revenue: 9.9x
EV / 2026 Revenue Estimates: 11.1x
EV / 2027 Revenue Estimates: 8.9x
EV / 2028 Revenue Estimates: 6.7x
Key Business Metrics
Net Dollar Retention: --
Customers: --
ARR: --
ARR Growth %: --
ARR/Customer ($K): --
ARR/Employee ($K): --
Revenue
Revenue Run Rate: 36,460
ARR: --
2026 Revenue Estimates: 32,846
2027 Revenue Estimates: 40,841
2028 Revenue Estimates: 53,958
LTM Revenue: 30,837
Last Year Run Rate: 29,208
Growth
Revenue Growth: 25%
ARR Growth: --
Growth Persistence: 321%
2026 Revenue Growth Estimates: 14%
2027 Revenue Growth Estimates: 24%
2028 Revenue Growth Estimates: 32%
Financials
Quarterly
Calendar Year
Frequently Asked Questions

How fast is Applied Materials growing?

Applied Materials grew revenue 24.8% year over year, reaching $9.12B in the quarter ending July 2026.

What multiple does Applied Materials trade at?

Applied Materials trades at 9.9x EV/NTM revenue and 10.0x EV/run-rate, on an enterprise value of $363.69B.

Is Applied Materials profitable?

For Applied Materials, LTM free cash flow margin is 18.2%.

What sector is Applied Materials in?

Public Comps classifies Applied Materials under Semis/Hardware and Industrial.

Where does Public Comps get Applied Materials's data?

Figures come from Applied Materials's own SEC filings, normalised into a consistent quarterly format and refreshed after each earnings release.