Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$398.4B
794M shares
52-week range
$154.47 – $739.67
63% from low
Sector
SEMICONDUCTORS & RELATED DEVICES
Exchange
NASDAQ
CS
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.
www.appliedmaterials.comNo one on the platform currently holds AMAT.
| Institution | Shares | Reported |
|---|---|---|
| Bridgewater Associatesas of 2026-03-31 | 559,918 | $191.4M |
| Renaissance Technologiesas of 2025-03-31 | 112,348 | $16.3M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-08-20 | $0.5300 | 2026-09-10 |
| 2026-05-21 | $0.5300 | 2026-06-11 |
| 2026-02-19 | $0.4600 | 2026-03-12 |
| 2025-11-20 | $0.4600 | 2025-12-11 |
| 2025-08-21 | $0.4600 | 2025-09-11 |
| 2025-05-22 | $0.4600 | 2025-06-12 |
| 2025-02-20 | $0.4000 | 2025-03-13 |
| 2024-11-21 | $0.4000 | 2024-12-12 |
| 2024-08-22 | $0.4000 | 2024-09-12 |
| 2024-05-22 | $0.4000 | 2024-06-13 |
No one on the platform has traded AMAT yet.
| 2024-02-21 | $0.3200 | 2024-03-14 |
| 2023-11-22 | $0.3200 | 2023-12-14 |
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $33.4B | +18.2% | $12.28 | $11.64–$12.60 | 42.5× | 20 |
| 2027 | $43.1B | +28.9% | $16.93 | $13.02–$19.65 | 30.9× | 19 |
| 2028 | $51.7B | +20.0% | $21.75 | $14.55–$27.02 | 24.0× | 11 |
| 2029 | $54.2B | +4.7% | $22.68 | $19.66–$25.69 | 23.0× | 7 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-05-14 | $2.68 | $2.86 | +6.7% |
| 2026-02-12 | $2.21 | $2.38 | +7.7% |
| 2025-12-12 | $2.11 | $2.17 | +2.8% |
| 2025-08-14 | $2.36 | $2.48 | +5.1% |
| 2025-05-15 | $2.31 | $2.39 | +3.5% |
| 2025-02-13 | $2.28 | $2.38 | +4.4% |
| 2024-11-14 | $2.19 | $2.32 | +5.9% |
| 2024-08-15 | $2.02 |
| $2.12 |
| +5.0% |
| $235.6B |
| — |
| LRCXLam Research Corporation | $297.72 | +17.98% | $372.3B | — |
| MUMicron Technology, Inc. | $874.66 | +18.36% | $987.8B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$ORCL $NVDA $TSLA $AMAT Others with high ai related capex announcements could develop similar financial contingency plans/insurance to mitigate risks associated with the ai narratives, to appease significant institutional concerns about unexpected risks from their surprise huge capex increases; institutions have had to rebalance because of increased risks with no hint/form of assurance by the companies to insure the spike in capex; it might be that Tesla's fin team is the first
View on StockTwits ↗Top Stock Gainers — July 30, 2026: $AMAT -- +13.8% | Semiconductor Equipment Sector Surges $CMG -- +13.0% | Fruity Refreshers and Honey Chipotle Chicken Save the Quarter $INTC -- +12.7% | Turnaround Validation in the Chip Rebound $SBUX -- Raised Guidance | CEO Niccol’s Turnaround Gets Its First Win $COUR -- Earnings Move | AI-Powered Education at a Micro-Cap Valuation https://truthsandnews.com/markets/top-stock-gainers-today-july-30-2026-sandisk-lam-research
View on StockTwits ↗$AMAT https://www.facebook.com/share/19FLUqmB8q/
View on StockTwits ↗@zuby34 @Jeremymartin007 @simon58 @judgeyoung2 @jenbunn @ZY786 @EBE_day @ribbey @TraderRapp @tonyctl $MU $AMD $SNDK u have to recognize what kind day it is. everyday have determine pump day, dump day, push. and u get clues by watching $GLW $AMAT in the background
View on StockTwits ↗$KLAC now trading cheaper than $AMAT and $LRCX! $KLAC has a slightly better growth profile and much better margins! Their margins are premium.
View on StockTwits ↗$AMAT Applied Materials (AMAT) has faced recent analyst downgrades to Hold (or Neutral) from firms like Morgan Stanley and Mizuho.Analysts downgraded the stock or trimmed price targets due to multiple headwinds, including:Sector-wide profit-taking following a massive run-up in AI and semiconductor equipment stocks.Macro concerns including U.S. export controls and tightening, and tightening Federal Reserve interest rate policies.China market pressures involving rising domestic competition and mature-node demand shifts.Significant insider selling, notably over $42.5 million in shares sold by CEO Gary Dickerson.
View on StockTwits ↗@Brionna1 $qqq $MU in no mans land. $AMAT pop bc $LRCX cubie dont like chasing sht up almost 20% in a day. wait for $AMZN , no need chase. buy when see fear in pumptards' eyes remember
View on StockTwits ↗$BE $MU $QQQ $AMAT $GLW still 5.5 more hours but Just gonna go ahead and say nailed it. cubie tells u went to be bearish and bullish 😚🤑
View on StockTwits ↗$AMAT - FOMO rally going on …might crush shorts next couple of days
View on StockTwits ↗@chubes69 @Bioed0208 Front end semi equipments Semi companies are cyclic and some are more cyclic than others. The most cyclic is commodity type $MU , the 2nd is semi equipments $ASML $AMAT $LRCX KLAC These front end equipment makers & memory MU are usually the leading indicator for semi stocks. Therefore I did some research - TSMC plans to have 22 new fabs. For reference TSM currently only has 26 FAB. Since TSMC is about 70 % of the total market share and > 90% of the advanced nodes . The total new adding is about 28-30 fabs (because mostly are advanced, we can roughly calculated). The memory fabs total from the top 3 (Sumsung, Hynix, MU) are about to add 20 new fabs. Most volume production will be around 2028. The peak earning for equipment makers will not be reached until at least 2028. Their peak stock price will be at least to the end of 2027. For leader NVDA TSM AVGO peak earning should be AFTER 2028 at least - That is the current market telling us. MU is another story.
View on StockTwits ↗$BE $mu cubie predicts $QQQ will close green today. if u follow cubie canaries like i teach $AMAT $GLW , and take 5 fkng seconds.to look at qqq poots expiring today. u can be from da future too like cubie😁🫡😏
View on StockTwits ↗$AMAT - this will open above 500 with blockbuster earnings from $LRCX ..,still way oversold
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.