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Analyst picks GARP stocks including Applied Materials, Progressive and PulteGroup
Applied Materials posted revenue up 25% year over year in its latest quarter, with non-GAAP EPS of $3.50 ahead of estimates and guidance raised.
Growth-at-a-reasonable-price, or GARP, is gaining attention as a portfolio approach that blends growth and valuation discipline, with one analyst roundup highlighting Applied Materials, Progressive, and PulteGroup for the second half of 2026.
MarketBeat Ratings says the strategy can be less vulnerable during periods when high-growth stocks lose momentum, and more resilient when markets shift toward fundamentals rather than pure momentum.
Within the list, Applied Materials is framed as an AI-chip beneficiary through equipment and software used to build AI hardware, not as a chip maker itself. The outlet points to its latest-quarter results, including 25% year-over-year revenue growth, non-GAAP EPS of $3.50 above estimates, and management raising guidance, alongside a view for roughly 43% earnings growth in the coming year.
The roundup also notes that Applied Materials trades at more than 41 times earnings and emphasizes the trade-off between valuation and expected growth, while positioning Progressive and PulteGroup as additional GARP options with different balances of value and growth characteristics.