Stock Research Report for AMAT as of 3/26/2012 - Chaikin Power Tools

Page 1

Appld Matls Inc (AMAT)

Price: $12.68

Industry: Misc Technology Chaikin Power Gauge Report | Generated: Mon Mar 26 12:22 EDT 2012 Power Gauge Rating

AMAT - Very Bullish TM

The Chaikin Power Gauge Rating for AMAT is very bullish due to very positive expert opinions, attractive financial metrics and strong earnings performance. The rating also reflects bearish price/volume activity. Expert opinions about AMAT are very positive which is evidenced by a very low short interest ratio and insiders purchasing stock.

News Sentiment Rating

Bullish AMAT Appld Matls ..

March 15, 2012

TM

Chaikin Sentiment Gauge for AMAT is bullish. There is currently a significant positive sentiment within news stories concerning AMAT.

News Sentiment :Positive

Power Trend - 5 Year Chart

The Power Gauge distills a 20 factor model into a concise picture of a stock's potential.

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High Potential

Neutral

Low Potential

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Financials & Earnings

Financial Metrics Rating

Financial Metrics

Bullish

LT Debt/Equity Ratio

AMAT's financial metrics are very good. The company yields a high return on shareholder's equity and generates high free cash flow relative to market capitalization.

Price to Book Value

Return on Equity

The rank is based on a high long term debt to equity ratio relative to its industry group, high return on equity and relatively high cash flow.

Price to Sales Ratio

Business Value

Assets and Liabilities

Valuation

Returns

Ratio

TTM

Ratio

TTM

Ratio

Current Ratio

2.47

Price/Book

1.90

Return on Invest

14.7%

LT Debt/Equity

0.22

Price/Sales

1.56

Return on Equity

17.3%

Earnings Performance

TTM

Earnings Performance Rating

Bullish

Earnings Growth

AMAT's earnings performance has been strong. The company has outperformed analysts' earnings estimates and is priced relatively low compared to next year's projected EPS.

Earnings Surprise

Earnings Trend

The rank is based on better than expected earnings in recent quarters, a relatively low projected P/E ratio and inconsistent earnings over the past 5 years.

Projected P/E Ratio

Earnings Consistency

5 Year Revenue and Earnings Growth

Revenue(M) Rev % Growth EPS EPS % Growth

EPS Estimates

10/07

10/08

10/09

10/10

10/11

9,167.01

8,129.24

5,013.61

9,548.67

10,517.00

31.11%

-11.32%

-38.33%

90.46%

10.14%

$0.98

$0.71

$-0.23

$0.70

$1.46

32.43%

-27.55%

-132.39%

404.35%

108.57%

EPS Surprise

Factor

Actual EPS Prev

EST EPS Current

Change

$0.37

$0.23

-0.14

Quarterly EPS Yearly EPS Factor

$1.46

$0.96

-0.50

Actual EPS Growth

Est EPS Growth

Change

16.41%

12.00%

-4.41

3-5 year EPS

EPS Quarterly Results Estimate

Actual

Difference

% Difference

FY

Qtr 1

Qtr 2

Qtr 3

Qtr 4

Total

Latest Qtr

$0.12

$0.18

$0.06

1 Qtr Ago

$0.20

$0.21

$0.01

50.00

10/10

$0.06

$0.20

$0.09

$0.35

$0.70

5.00

10/11

$0.38

$0.37

$0.36

$0.35

$1.46

2 Qtr Ago

$0.33

$0.35

3 Qtr Ago

$0.37

$0.38

$0.02

6.06

10/12

$0.09

-

-

-

-

$0.01

2.70

Fiscal Year End Month is October.

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Price Trend & Expert Opinions Price/Volume Activity

Price/Volume Activity Rating

Bearish

Relative Strength vs Market

Price and volume activity for AMAT is bearish. AMAT is experiencing sustained selling and has underperformed the S&P 500 over 26 weeks.

Chaikin Money Flow

Price Trend

The rank for AMAT is based on negative Chaikin money flow.

Price Trend ROC

Volume Trend

Relative Strength vs S&P500 Index

Chaikin Money Flow

Chart shows whether AMAT is performing better or worse than the market.

Chaikin Money Flow analyzes supply and demand for a company's stock.

Price Activity

Price Activity

Volume Activity

Factor

Value

Factor

52 Week High

15.92

% Change Price - 4 Weeks

-0.39%

Average Volume 20 Days

14,710,688

52 Week Low

9.85

% Change Price - 24 Weeks

18.05%

Average Volume 90 Days

15,626,116

% Change Price - 4 Wks Rel to S&P

-2.79%

Chaikin Money Flow Persistency

% Change Price - 24 Wks Rel to S&P

-1.57%

% Change YTD Rel S&P 500

7.21%

Expert Opinions

Value

Factor

Value

37%

Expert Opinions

Very Bullish

Earnings Estimate Revisions

Expert opinions about AMAT are very positive. Shorting of AMAT is low and insiders are net buyers of AMAT's stock.

Short Interest

Insider Activity

The rank for AMAT is based on a low short interest ratio, insiders purchasing stock and optimistic analyst opinions.

Analyst Opinions

Relative Strength vs Industry

Earnings Estimate Revisions Current Current Qtr Next Qtr

0.23 0.26 Current

Current FY

0.97

Analyst Recommendations

7 Days Ago % Change 0.23 0.26

0.00% 0.00%

30 Days Ago % Change 0.95

0.02

Factor Mean this Week Mean Last Week

EPS Estimates Revision Summary Value

Buy 0.00

Mean 5 Weeks Ago

Buy

Last 4 Weeks

Down

Up

Down

Curr Qtr

0

0

0

0

Curr Yr

0

0

1

0

Next Qtr

0

0

1

0

Next Yr

0

0

0

0

Buy

Change

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Last Week Up

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The Company & Its Competitors

News Headlines for AMAT

AMAT's Competitors in Misc Technology Company

Power Gauge

Historic EPS growth

Projected EPS growth

Profit Margin

PEG

PE

Revenue(M)

AMAT

16.41%

12.00%

15.35%

1.10

11.33

10,517

ASML

42.76%

10.00%

26.03%

1.42

10.14

7,228

FEIC

12.24%

14.00%

12.54%

1.24

19.41

826

KLAC

22.28%

9.67%

23.93%

1.30

11.25

3,175

NVLS

6.73%

10.00%

18.53%

1.63

16.29

1,353

AEIS

60.23%

15.00%

7.03%

1.38

13.78

517

LRCX

34.82%

10.00%

14.62%

2.07

12.31

3,238

Applied Materials declares dividend, $3B buyback - Mar 5, 2012 S&P Indices Announces Change to U.S. Index Nov 7, 2011 Shareholders OK $4.9 billion deal for Varian Aug 15, 2011 Shareholders OK $4.9 billion deal for Varian Aug 15, 2011 Varian shareholders approve $4.9 billion acquisition - Aug 15, 2011

Company Details

Company Profile

Appld Matls Inc 3050 BOWERS AVE SANTA CLARA, CA 95054-3299 USA Phone: 4087275555 Fax: 408-748-9943 Website: http://http://www.appliedmaterials.c om Full Time Employees: 13,000 Sector: Computer and Technology

Applied Materials develops, manufactures, markets and services semiconductor wafer fabrication equipment and related spare parts for the worldwide semiconductor industry. Customers for these products include semiconductor wafer manufacturers and semiconductor integrated circuit manufacturers, who either use the Ics they manufacture in their own products or sell them to other companies. These ICs are the key components in most advanced electronic products such as computers, telecommunications devices, automotive engine management systems and electronic games.

Power Gauge Ratings are created using a relative ranking system that assigns a rank of 0 to 100 (100 being the highest) to each stock in the universe. Rank is calculated by evaluating each of the stocks factors and combining them into a single number using a weighting formula. A stock's rank ranges from 100-0, where 100 is the strongest, and a rank of 95 indicates the stock is better than 95% of the stocks in the universe. Chaikin Stock Research(CSR) is not registered as a securities broker dealer or investment advisor with either the U.S. Securities and Exchange Commission or with any state securities regulatory authority. CSR is not responsible for trades executed by users of this research report, our web site or mobile app based on the information included herein. The information presented in this report does not represent a recommendation to buy or sell stocks or any financial instrument nor is it intended as an endorsement of any security or investment. The information in this report is generic by nature and is not personalized to the specific financial situation of any individual. The user bears complete responsibility for their own investment research and should seek the advice of a qualified investment professional before making any investment decisions. Copyright (c) 1978-(Present) by ZACKS Investment Research, Inc ("ZACKS"). The information, data, analyses and opinions contained herein (1) includes the confidential and proprietary information of ZACKS, (2) may not be copied or redistributed, for any purpose, (3) does not constitute investment advice offered by ZACKS, (4) are provided solely for informational purposes, and (5) are not warranted or represented to be correct, complete, accurate or timely. ZACKS shall not be responsible for investment decisions, damages or other losses resulting from, or related to, use of this information, data, analyses or opinions. Past performance is no guarantee of future performance. ZACKS is not affiliated with Chaikin Power Tools. This report from Chaikin Power Tools is for informational purposes only and is not a recommendation to buy or sell securities.

LM 2.3 DS 3.0 LS 2.1

Data Provided by ZACKS Investment Research, Inc., www.zacks.com

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