AMAT (Applied Materials) Tariff Resilience Score: 4/10 (As of Jun. 27, 2026)


AMAT Applied Materials Inc AMAT
85 GF Score
Price $626.84
GF Value $217.76
Valuation Significantly Overvalued
! 6 Warning Signs
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What is Applied Materials Tariff Resilience Score?

Applied Materials AMAT -6.16% 85 Tariff Resilience Score is 4 as of Jun. 27, 2026. GuruFocus rates AMAT with a GF Score™ of 85/100 and a GF Value™ of $217.76 (Significantly Overvalued). The stock has 6 warning signs investors should review. Among 1,000 Semiconductors companies, Applied Materials ranks better than 87.8% on this metric.

Applied Materials has the Tariff Resilience Score of 4, which implies that the company might have Average Resilient.

Applied Materials has Significant global supply chain and manufacturing presence. High exposure to tariffs on semiconductor equipment. Mitigation through diverse supplier base and pricing power.

Tariff Resilience Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more.

The company's exposure to international trade tariffs based on these criteria:

1. Global supply chain dependencies
2. Manufacturing locations versus sales markets
3. Import/export balance and percentage of revenue
4. Historical impact from previous tariff changes
5. Available mitigation strategies (alternative suppliers, pricing power)
6. Industry-specific tariff exemptions or vulnerabilities

Based on the research, GuruFocus believes Applied Materials might have Average Resilient.

Applied Materials  (NAS:AMAT) Tariff Resilience Score Explanation

The Tariff Resilience Score ranges from 0 to 10, with 10 as the most resilient. GuruFocus divided Moat Score into following 3 categories:

Tariff Resilience Score Resilience Level
7 - 10Highly Resilient
4 - 6Average Resilient
0 - 3Highly Vulnerable

Applied Materials Tariff Resilience Score Related Terms

AMAT vs LRCX, KLAC, TER: Tariff Resilience Score Comparison

For the Semiconductor Equipment & Materials subindustry, Applied Materials's Tariff Resilience Score, along with its competitors' market caps and Tariff Resilience Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Applied Materials Tariff Resilience Score vs Semiconductors Industry

For the Semiconductors industry and Technology sector, Applied Materials's Tariff Resilience Score distribution charts can be found below:

* The bar in red indicates where Applied Materials's Tariff Resilience Score falls into.


AMAT
85GF Score
Applied Materials Inc AMAT
Tariff Resilience Score is just one metric. See GF Score™, valuation, warning signs, and more.
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What does a Tariff Resilience Score of 4 mean?
Applied Materials (AMAT) has a Tariff Resilience Score of 4 as of Jun. 27, 2026. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. According to the industry distribution chart, Applied Materials ranks #122 out of 1000 companies in the Semiconductors industry, placing it in the top 12.2%.
Is Applied Materials' Tariff Resilience Score too high?
Applied Materials' current Tariff Resilience Score is 4. Based on the distribution chart, Applied Materials ranks #122 out of 1000 companies in the Semiconductors industry, which is in the top quartile — a strong position relative to peers. Overall, Applied Materials has a GF Score™ of 85/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Applied Materials' Tariff Resilience Score compare to LRCX and KLAC?
According to the Semiconductors industry distribution chart, Applied Materials ranks #122 out of 1000 companies for Tariff Resilience Score. This places Applied Materials in the top 12% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Tariff Resilience Score for a Semiconductors company?
A good Tariff Resilience Score depends on the Semiconductors industry context. However, Tariff Resilience Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Tariff Resilience Score mean?
A high Tariff Resilience Score can signal that a stock is expensive relative to its fundamentals. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. Applied Materials's current Tariff Resilience Score is 4. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Applied Materials stock overvalued right now?
Based on GuruFocus' analysis, Applied Materials (AMAT) is currently considered Significantly Overvalued. The stock's GF Value™ is $217.76, compared to a current price of $626.84 — trading 187.9% above its estimated fair value. The current Tariff Resilience Score is 4. Applied Materials' overall GF Score™ is 85/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Tariff Resilience Score calculated?
Tariff Resilience Score is calculated from a company's financial statements. For Applied Materials (AMAT), the current Tariff Resilience Score is 4 as of Jun. 27, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Applied Materials (AMAT) Overvalued in 2026?

Based on GuruFocus' analysis, Applied Materials stock appears to be overvalued. The current stock price of $626.84 is trading 187.9% above its estimated GF Value™ of $217.76. GuruFocus considers Applied Materials to be Significantly Overvalued.

Key valuation signals for AMAT:

  • Tariff Resilience Score: 4
  • GF Value™: $217.76 vs. price of $626.84 (187.9% above fair value)
  • GF Score™: 85/100 with 6 warning signs

No single metric tells the full story. See the AMAT stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Applied Materials Business Description

Address 3050 Bowers Avenue, P.O. Box 58039, Santa Clara, CA, USA, 95052-8039
Applied Materials is the largest semiconductor wafer fabrication equipment manufacturer in the world. It has a broad portfolio spanning nearly every corner of the WFE ecosystem. Applied Materials holds leading market share in deposition, which entails the layering of new materials on semiconductor wafers. It is more exposed to general-purpose logic chips made at integrated device manufacturers and foundries. It counts the largest chipmakers in the world as customers, including TSMC, Intel, and Samsung.
85GF Score

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Tariff Resilience Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$626.84
Price
$217.76
GF Value