$AMAT
Applied Materials, Inc. · NasdaqGS · Technology
- Market cap
- 299.38B
- Volume
- 6.91M
- P/E
- 32.55
- Day range
- 372.80 – 384.33
- 52w range
- 203.40 – 739.67
- Analyst target
- 627.83
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$AMAT +0.44% at 377.24 Ken Griffin and 0 other tracked billionaires hold it. $AAPL $HPQ $NVDA https://billionairestrading.com/stocks/AMAT
Company summary
Applied Materials, Inc. provides materials engineering solutions, equipment, services, and software to the semiconductor and related industries in the United States, China, Korea, Taiwan, Japan, Southeast Asia, Europe, and internationally. The company operates through Semiconductor Systems and Applied Global Services (AGS) segments. The Semiconductor Systems segment includes semiconductor capital equipment to enable materials engineering steps, including etch, rapid thermal processing, deposition, chemical mechanical planarization, metrology and inspection, wafer packaging, and ion implantation. The AGS segment offers integrated solutions to optimize equipment and fab performance and productivity comprising spares, upgrades, services, and 200 millimeter and other equipment and factory automation software for semiconductor and other products. It serves manufacturers of semiconductor wafers and chips, and other electronic devices. Applied Materials, Inc. was incorporated in 1967 and is headquartered in Santa Clara, California.
Institutional ownership
Institutions hold 86.19% · insiders 0.33% · 4,429 institutions
| Holder | Shares | Value | % held | Reported |
|---|---|---|---|---|
| Blackrock Inc. | 80.21M | $30.26B | 10.11% | 2026-06-30 |
| Vanguard Capital Management LLC | 51.85M | $19.56B | 6.53% | 2026-06-30 |
| State Street Corporation | 38.24M | $14.43B | 4.82% | 2026-06-30 |
| Invesco Ltd. | 28.27M | $10.66B | 3.56% | 2026-06-30 |
| Capital Research Global Investors | 22.16M | $8.36B | 2.79% | 2026-06-30 |
| Geode Capital Management, LLC | 22.01M | $8.30B | 2.77% | 2026-06-30 |
| Vanguard Portfolio Management LLC | 18.55M | $7.00B | 2.34% | 2026-06-30 |
| JPMORGAN CHASE & CO | 13.89M | $5.24B | 1.75% | 2026-06-30 |
| Morgan Stanley | 13.52M | $5.10B | 1.70% | 2026-06-30 |
| Price (T.Rowe) Associates Inc | 12.63M | $4.76B | 1.59% | 2026-06-30 |
Hedge fund & billionaire activity
Insider transactions
| Insider | Role | Transaction | Shares | Date |
|---|---|---|---|---|
| SANDERS ADAM | Officer | Sale at price 544.56 per share. | 725.00 | 2026-10-02 |
| BRUNER JUDY | Director | Sale at price 465.00 per share. | 1.0K | 2026-09-08 |
| PALKHIWALA AKASH J | Director | Stock Award(Grant) at price 0.00 per share. | 279.00 | 2026-08-27 |
| HILL BRICE | Chief Financial Officer | Sale at price 479.25 per share. | 7.5K | 2026-08-25 |
| DICKERSON GARY E | Chief Executive Officer | Sale at price 700.21 - 736.05 per share. | 78.3K | 2026-06-30 |
| RAJA PRABURAM G. | Officer | Sale at price 633.53 per share. | 10.0K | 2026-06-18 |
| IANNOTTI THOMAS J | Director | Stock Gift at price 0.00 per share. | 750.00 | 2026-06-16 |
| DICKERSON GARY E | Chief Executive Officer | Stock Gift at price 0.00 per share. | 17.0K | 2026-06-16 |
| NALAMASU OMKARAM | Chief Technology Officer | Sale at price 590.20 - 596.52 per share. | 35.0K | 2026-06-16 |
| IANNOTTI THOMAS J | Director | Sale at price 599.77 per share. | 9.3K | 2026-06-16 |
| DICKERSON GARY E | Chief Executive Officer | Sale at price 590.03 - 599.35 per share. | 83.0K | 2026-06-16 |
| DEANE TIMOTHY M | Officer | Stock Gift at price 0.00 per share. | 1.5K | 2026-06-15 |
Analyst ratings
Consensus score 1.43 (1 = strong buy, 5 = sell) · mean target 627.83
- NeedhamBuymain2026-10-16
- Evercore ISI GroupOutperformmain2026-10-15
- RBC CapitalOutperformreit2026-10-14
- Morgan StanleyEqual-Weightmain2026-09-28
- UBSBuymain2026-09-01
- MizuhoOutperformmain2026-08-25
- Argus ResearchBuymain2026-08-18
- UBSBuymain2026-08-14
- Craig-HallumBuymain2026-08-14
- Morgan StanleyEqual-Weightmain2026-08-14
Earnings
Next report: 2026-11-12
| Quarter | EPS actual | EPS estimate | Surprise |
|---|---|---|---|
| 3Q2025 | 2.17 | 2.09 | 0.08 |
| 4Q2025 | 2.38 | 2.21 | 0.17 |
| 1Q2026 | 2.86 | 2.69 | 0.17 |
| 2Q2026 | 3.50 | 3.39 | 0.11 |
SEC filings
- 8-KCorporate Changes & Voting Matters2026-08-27Open
- 10-QPeriodic Financial Reports2026-08-20Open
- 8-KCorporate Changes & Voting Matters2026-08-13Open
- SDSpecialized Disclosure Report filed pursuant to Section 1502 of the Dodd-Frank Wall Street Reform and Consumer Protection Act relating to the use of conflict minerals (Rule 13p-1)2026-05-28Open
- 10-QPeriodic Financial Reports2026-05-21Open
- 8-KCorporate Changes & Voting Matters2026-05-14Open
- 8-KCorporate Changes & Voting Matters2026-03-13Open
- 10-QPeriodic Financial Reports2026-02-19Open
- 8-KCorporate Changes & Voting Matters2026-02-12Open
- DEFA14AProxy Statements2026-01-28Open
Latest AMAT news
- Applied Materials Sinks 17% in a Week After a Forecast-Free Investor Day: “Tremendous Confidence”
Key TakeawaysApplied Materials stock has declined 24% since October 12, including a 6. 7% drop following its October 13 investor presentation.
Sat, 24 Oct 2026 09:06:03 +0000
- Applied Materials (AMAT) Stock Could Be 35% Above Fair Value After AI Manufacturing News
Applied Materials has posted a powerful share-price run over the past few years, yet a sharp pullback in recent weeks now puts the focus squarely on one issue. Are the cash flows from its chip equipment and services business enough to support where the stock trades today? Over the past 3 years the stock has gained 194.1%, which makes the link between future cash generation and today’s valuation especially important for anyone considering exposure now. Fresh partnership news around AI driven...
Fri, 23 Oct 2026 23:15:51 +0000
- Applied Materials Stock Is Down 48% From Its Peak. Here’s What Its 50%-Growth Inspection Business Means for Shares
Key Stats for Applied Materials StockCurrent Price: $375. 58Target Price (Mid): ~$710Street Target: ~$628Potential Total Return: ~89%Annualized IRR: ~17% / year__Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)__ >>> What Happened?Applied Materials (AMAT:NASDAQ) closed at $375.
Fri, 23 Oct 2026 20:30:50 +0000
- AMAT vs. LRCX: Which Stock Has an Edge in the WFE Space?
Applied Materials and Lam Research are benefiting from AI-driven chip demand, but stronger memory growth and customer support momentum give LRCX an edge.
Fri, 23 Oct 2026 13:07:00 +0000
- Albert Invent Welcomes Applied Ventures as Investor
OAKLAND, Calif., October 23, 2026--Albert Invent Corp., the AI platform designed to transform how the world’s leading chemical and materials companies drive R&D, today announced a growth equity investment from Applied Ventures, LLC, the venture capital arm of Applied Materials, Inc. The strategic growth funding will enable Albert to expand its platform and global footprint as it helps scientists accelerate the discovery and development of new materials and products across industries including en
Fri, 23 Oct 2026 13:00:00 +0000
- Applied Materials, Lam Research, KLA Corporation, FormFactor, and Penguin Solutions shares plummet, what you need to know
A number of stocks fell in the afternoon session after warnings emerged that ongoing component supply chain bottlenecks and cleanroom space constraints will restrict semiconductor equipment makers from meeting demand through 2027.
Fri, 23 Oct 2026 00:13:53 +0000
- Chip stocks fall as equipment maker Lam Research cites 'supply chain constraints'
Chip stocks declined on Thursday amid concerns about supply constraints and lingering worries about the AI trade.
Thu, 22 Oct 2026 13:06:48 +0000
- Applied Materials Sinks 7% on Lam’s Outlook: “A Bit Higher” Wasn’t Enough
Applied Materials (AMAT:NASDAQ) shares are down about 7. 4% today (trading at about $380) after Lam Research (LRCX:NASDAQ) said supply-chain constraints held back its December-quarter outlook.
Thu, 22 Oct 2026 15:32:34 +0000