RT Charlie Bilello
Applied Materials is now trading at over 16x sales, its highest valuation ever - above the peak from April 2000 (15x sales). $AMAT
https://www.youtube.com/watch?v=bXzTqIirby8&t=36s
The author highlights that Applied Materials ($AMAT) is currently trading at its highest valuation in history, surpassing its previous peak from the April 2000 dot-com bubble.
The author points out an extreme valuation metric (>16x sales) and compares it to the April 2000 dot-com bubble peak, implying the stock is historically overvalued. This cautionary/bearish perspective contrasts with current external data, which shows the stock price rising (+3.26%) and a 'Somewhat-Bullish' news sentiment (0.307) driven by AI chip demand and recent analyst upgrades (e.g., UBS raising its price target).
情绪 Somewhat-Bullish背离
事件 Earnings (EPS est 3.4571) · 2026-08-13
关键要点
AMAT is trading at a Price-to-Sales ratio of over 16x, marking its highest valuation ever.
The current valuation exceeds the previous historical peak of 15x sales reached in April 2000.
