42Stockpicking
NASDAQ·Technology·USD

Henter pris…

Værdiansættelse (TTM)

P/Ei
42,8
63rd %ile · 72p
EV/EBITDAi
P/Bi
22,5
72nd %ile · 67p
P/Si
16,3
66th %ile · 69p
EV/Salesi
16,3
66th %ile · 69p
Div yieldi
0,4 %
37th %ile · 42p

Kursudvikling

Pris

Data-readiness

10 års prishistorik er idealet for høj confidence.

Beregnet 23.6.2026full
Prishistorik
30,1 år
Pris-dage
7583
Årsregnskaber
19
Peers
0/0
Valuation
5/6
Fundamentals
8/8
Datovindue
1996-04-30 til 2026-06-18

Blokkere

  • Raw confidence is below the 0.95 high-confidence guardrail.

Mangler før højere confidence

  • Kør compute-multiples for manglende valuation metrics.

Seneste assessment

AMAT vurderet 2026-06-23

Score
65.3%
Ikke high-confidence

Raw confidence is below the 0.95 high-confidence guardrail.

Sell watch placeholder

Stores exit-aware fields without issuing sell scores yet.

100%

Current drawdown: Future exit logic can use drawdown from recent high.

Trend break: Future exit logic can use moving-average trend breaks.

Valuation

Compares price paid with earnings, cash-generation proxies and sales.

8%

P/E: Reasonable P/E gets rewarded; very expensive or distressed multiples do not.

Earnings yield: Earnings yield is the inverse P/E lens.

Technicals

Checks trend, momentum and current damage from recent highs.

100%

6M momentum: Positive medium-term momentum confirms sponsorship.

Trend stack: Strong setup keeps price above MA50 and MA200 with MA50 above MA200.

Data quality

Checks whether the assessment has enough recent price, fundamental and valuation data.

84%

Price history depth: More than one trading year gives the technical pillar enough context.

Latest price freshness: Latest live or EOD price should be recent.

Macro/regime

Treats macro as context, not a standalone trading instruction.

46%

VIX: Normal volatility is supportive; panic or complacency is less clean.

10Y-2Y curve: Positive yield curve lowers recession stress.

Fundamentals

Scores growth, margins, capital efficiency, balance-sheet resilience and composite financial-health KPIs.

84%

Revenue growth 3Y: Sustained top-line growth supports durable compounding.

Gross margin: High gross margin gives room for reinvestment and downturns.

Peer/relative context

Adds relative context when sector peers have comparable data.

59%

Peer count: Peer context is only scored when comparable data exists.

P/E vs peers: Own P/E 42.8 vs peer median 15.8; premium is treated as a possible quality premium because growth and margins are clearly better than peers.

Insider activity

Net 90d (aktier)
-94.557
Net 90d (værdi)
-53.745.116 USD
Købere 90d
0
Cluster
DatoPersonRolleTypeAntalVærdiKilde
18.6.2026Raja Prabu G.President, Semi. Products Grp.▼ SALG-10.000-6.335.300 USDsec
16.6.2026Iannotti Thomas J◇ GAVE-750sec
16.6.2026DICKERSON GARY EPresident and CEO◇ GAVE-17.000sec
16.6.2026DICKERSON GARY EPresident and CEO▼ SALG-15.755-9.303.643 USDsec
16.6.2026Iannotti Thomas J▼ SALG-9.250-5.547.873 USDsec
16.6.2026Nalamasu OmkaramSenior Vice President, CTO▼ SALG-3.515-2.075.537 USDsec
15.6.2026DICKERSON GARY EPresident and CEO▼ SALG-11.273-6.651.408 USDsec
15.6.2026Deane Timothy MSVP, Applied Global Services▼ SALG-8.621-5.092.984 USDsec
15.6.2026Deane Timothy MSVP, Applied Global Services◇ GAVE-1.545sec
15.6.2026Nalamasu OmkaramSenior Vice President, CTO▼ SALG-6.938-4.094.808 USDsec
4.6.2026Raja Prabu G.President, Semi. Products Grp.▼ SALG-25.309-12.772.440 USDsec
3.6.2026Hill BriceSVP, CFO▼ SALG-2.500-1.247.154 USDsec
26.5.2026BRUNER JUDY▼ SALG-1.128-507.600 USDsec
22.5.2026Sanders AdamCorp. Controller & CAO▼ SALG-268-116.370 USDsec
21.5.2026DE GEUS AART◇ GAVE-17.855sec

Earnings

QuarterDateEPS actualEPS estEPS surpriseRevenue surprise
2026Q230.5.20262,862,69+6.5%Beat
2026Q12.3.20262,382,21+7.9%+6.5%Beat
2025Q430.11.20252,172,09+3.6%+7.9%Inline
2025Q330.8.20252,482,36+5.1%+3.6%Beat