AMAT

Applied Materials Inc. (AMAT) | Rumor.io

Applied Materials

AMAT

Attention (50-day avg)0.06%

Attention rank (50-day avg)#147

Bullish sentiment (50-day avg)62%

Price to earnings ratio42

Market capitalization386.3B

Earnings per share11.6

Dividend yield (TTM)0.44%

Revenue (annual)28.4B

Net income (annual)7B

Social

What share of all stock conversation is about AMAT?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.01% +0.01	0.02% -0.06	0.04% -0.04	0.06% +0.01

Sep 29

$AMAT stock price surged to $583, driven by the next capex wave and demand for gate-all-around and HBM tools.
Applied Materials partnered with Kioxia Corporation to develop next-generation AI memory technologies, a major development for the company.
$AMAT's stock price is expected to reach $600 soon, with some traders predicting a 20% daily gain or more.

Generated by AI

Sentiment

Of the messages about AMAT that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	27.38% -72.62	92.41% +2.3	73.31% +32.31	57.37% -17
Bearish	72.62% +72.62	7.59% -2.3	26.69% -32.31	42.63% +17

Bullish· Sep 18

$AMAT has a strong daily and weekly close, potentially indicating the start of a new trend with targets up to $740.
The company's equipment sales are driven by customer capex budgets, which are influenced by interest rates; two recent rate hikes may impact Applied Materials' customers' projects.
$AMAT's recent high volume and strong finish may signal a buying opportunity, with some analysts expecting a price increase to $500 or more.

Bearish· Aug 17

Despite posting a record quarter with record guidance, Applied Materials' stock price fell 5%.
Morgan Stanley lowered its price target on Applied Materials to $642 from $646, and maintained an Equal Weight rating.
The stock's 5% sell-off after a record quarter may be a sign that the market is expecting the company's growth to slow down.

Generated by AI

Topics

Of the messages about AMAT that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Macro	95.45%	37.98%	29.89%	55.71%
Technical Analysis	1.52%	46.15%	12.78%	3.69%
Announcements	3.03%	11.06%	20.72%	8.21%
Earnings	0%	0%	16.61%	11.87%
Analysts	0%	0%	19.82%	20.22%
Controversies	0%	4.81%	0.19%	0.29%

Earnings· Aug 14

Applied Materials reported a record revenue of $9.12B in Q3, beating expectations, and guided for another record in Q4.
The company's strong results were already priced in, leading to a 5% drop in stock price after hours, despite meeting expectations on revenue and gross margin.
Management's decision not to raise the company's equipment growth outlook, despite major chipmakers increasing their capex plans, led to the stock's decline, as investors were expecting a higher growth rate.

Analysts· May 15

Analysts are reiterating bullish ratings for Applied Materials ($AMAT) after its latest earnings results, citing stronger-than-expected equipment demand and resilient services.
Analysts at BofA, Bernstein, Wells Fargo, and Morgan Stanley have all reiterated bullish ratings and raised their price targets for $AMAT, with some predicting a multi-year WFE boom driven by AI, DRAM, and advanced logic.
Analysts at Jefferies, RBC Capital, and Barclays have all raised their price targets for $AMAT, citing the company's strong outlook, visibility into 2028, and its exposure to leading-edge foundry logic and DRAM.

Announcements· Aug 13

Applied Materials, Inc. ($AMAT) reported Q3 FY2026 earnings, with revenue reaching a record $9.12 billion, a 25% YoY increase, and non-GAAP EPS of $3.50, a 41% YoY increase.
The company's Semiconductor Systems segment saw a 26.5% YoY increase in sales, with a non-GAAP operating margin of 38.0%, a 4.8 percentage point increase YoY.
Applied Materials expects continued strong revenue growth in the second half of the calendar year, particularly in DRAM, foundry-logic, and advanced packaging, with the CEO stating that the rapid global adoption of AI drives unprecedented demand for their materials engineering solutions.

Controversies· Feb 12

Applied Materials (AMAT) reached a settlement with the US Commerce Department's BIS over alleged export control violations tied to shipments to China from Nov. 2020 to July 2022, agreeing to pay $252.5M.
The settlement resolves BIS's allegations that certain customer shipments to China between Nov. 2020 and July 2022 did not comply with the US Export Administration Regulations, based on the company's own investigation.
The resolution removes a significant risk overhang that has shadowed the stock, but the real story is the DOJ and SEC closing their investigations, which may prompt sector rotation and trigger short-term volatility in AMAT.

Macro· Jun 30

AMAT's dependence on Micron (MU) gives them power to set prices, and MU's reliance on equipment suppliers like AMAT and Lam Research may lead to hard bargains.
$1.3T investment in semis by Korea has been a major driver of AMAT's stock price, with the company's equipment essential to fab construction.
AMAT's performance has been constrained by leadership issues and the risk of excess capacity once market demand is met, making it a less attractive investment for some despite its structural bullishness.

Technical Analysis· Aug 14

The market fundamentals and technicals that traders are taught are being used against them, making them predictable and easy targets for algos and other traders.
The stock's range is between $498.46 and $597.78, with a strong history of recovering from earnings-related sell-offs, and a retest of $520 is expected.
The stock's price action is mixed after earnings, with a possible close above VWAP being bullish, and a gap down to $463 if the $500 support level is broken.

Generated by AI

Community

Of the messages about AMAT, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	85.59%	64.96%	72.75%	37.1%
Newcomers	14.41%	35.04%	27.25%	62.9%

Regulars· Sep 29

The market may be overestimating the impact of Applied Materials' (AMAT) old replacement and underestimating the demand from Intel and other customers.
Applied Materials is partnering with Kioxia to develop next-generation AI memory technologies at the EPIC Center.
The stock price of AMAT may continue to rise, with some participants expecting it to reach $600 and others anticipating a breakout.

Newcomers· Sep 18

$AMAT has had a strong daily and weekly close, potentially marking the start of a new trend, with targets ranging from $455 to $740.
Newcomers to the stock are highlighting its potential for growth, with one user pointing out its unique business model, selling equipment to chip manufacturers rather than chips themselves.
Others are focusing on the company's prospects in the AI efficiency space, citing a recent Six Five Summit presentation that suggested the next gains in AI efficiency start at the materials layer, where $AMAT has a key role.

Generated by AI

Applied Materials (NasdaqGS:AMAT) has entered a major R&D partnership with KIOXIA focused on next generation memory for AI workloads. The collaboration will be based at Applied Materials' new US$5b EPIC Center, targeting memory cell structures, multi chip stacking and advanced packaging. Both companies plan to work on improving manufacturability and density of future memory technologies tailored for AI focused chip architectures. This new EPIC Center alliance with KIOXIA is only one piece of...

4h agoYahoo Finance

AMAT Stock Has Doubled This Year: Analyst Trims Price Target But Sees Higher 2027 Sales, Profit

AI-driven memory demand puts semiconductor equipment spending back in focus.

10h agoYahoo Finance

Applied Materials Inc. stock outperforms competitors on strong trading day

15h agomarketwatch.com

Applied Materials and KIOXIA Partner at the EPIC Center to Advance Next-Generation Memory Technology

16h agoYahoo Finance

Better Semiconductor Equipment Stock: Applied Materials vs. Lam Research | The Motley Fool

The chipmaking equipment boom has supercharged growth for both companies, and their prospects suggest further upside in their stock prices.

17h agoThe Motley Fool

Why It’s Time to Load Up on Applied Materials Stock

18h agobarchart.com

Also Discussed

Investors talking about AMAT also mention

#	Name	Attention
1	Lam Research Corp.LRCX	0.02%-0.01
2	KLA CorporationKLAC	0%0
3	ASML Holding N.V. NY Registered SharesASML	0.01%-0.02
4	Cadence Design Systems IncCDNS	0.01%+0.01
5	Synopsys Inc.SNPS	0%+0
6	Texas Instruments Inc.TXN	0%0
7	Micron Technology Inc.MU	17.5%+10.14
8	MKS Inc.MKSI	0%+0
9	Western Digital Corp.WDC	0.01%-0.02
10	Arista Networks Inc.ANET	0%-0.02

Applied Materials Inc.

Technology
Semiconductor Equipment & Materials

Applied Materials Inc. is a semiconductor equipment and materials engineering company that provides manufacturing tools, software, and services used to produce chips and advanced display technologies. The company serves semiconductor manufacturers across key process steps such as deposition, etching, metrology, and inspection, helping customers build and refine the components that power computing, mobile devices, data centers, and artificial intelligence systems. Applied Materials also supplies solutions for display production and related electronic applications, making it an important technology partner across the broader electronics manufacturing supply chain. With a focus on process efficiency, precision, and materials innovation, Applied Materials Inc. plays a central role in enabling the production of modern semiconductor and display products worldwide.

Website

Location

3050 Bowers Avenue

Santa Clara, CA, 95052-8039

United States

Social

What share of all stock conversation is about AMAT?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.01% +0.01	0.02% -0.06	0.04% -0.04	0.06% +0.01

Sep 29

$AMAT stock price surged to $583, driven by the next capex wave and demand for gate-all-around and HBM tools.
Applied Materials partnered with Kioxia Corporation to develop next-generation AI memory technologies, a major development for the company.
$AMAT's stock price is expected to reach $600 soon, with some traders predicting a 20% daily gain or more.

Generated by AI

Sentiment

Of the messages about AMAT that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	27.38% -72.62	92.41% +2.3	73.31% +32.31	57.37% -17
Bearish	72.62% +72.62	7.59% -2.3	26.69% -32.31	42.63% +17

Bullish· Sep 18

$AMAT has a strong daily and weekly close, potentially indicating the start of a new trend with targets up to $740.
The company's equipment sales are driven by customer capex budgets, which are influenced by interest rates; two recent rate hikes may impact Applied Materials' customers' projects.
$AMAT's recent high volume and strong finish may signal a buying opportunity, with some analysts expecting a price increase to $500 or more.

Bearish· Aug 17

Despite posting a record quarter with record guidance, Applied Materials' stock price fell 5%.
Morgan Stanley lowered its price target on Applied Materials to $642 from $646, and maintained an Equal Weight rating.
The stock's 5% sell-off after a record quarter may be a sign that the market is expecting the company's growth to slow down.

Generated by AI

Topics

Of the messages about AMAT that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Macro	95.45%	37.98%	29.89%	55.71%
Technical Analysis	1.52%	46.15%	12.78%	3.69%
Announcements	3.03%	11.06%	20.72%	8.21%
Earnings	0%	0%	16.61%	11.87%
Analysts	0%	0%	19.82%	20.22%
Controversies	0%	4.81%	0.19%	0.29%

Earnings· Aug 14

Applied Materials reported a record revenue of $9.12B in Q3, beating expectations, and guided for another record in Q4.
The company's strong results were already priced in, leading to a 5% drop in stock price after hours, despite meeting expectations on revenue and gross margin.
Management's decision not to raise the company's equipment growth outlook, despite major chipmakers increasing their capex plans, led to the stock's decline, as investors were expecting a higher growth rate.

Analysts· May 15

Analysts are reiterating bullish ratings for Applied Materials ($AMAT) after its latest earnings results, citing stronger-than-expected equipment demand and resilient services.
Analysts at BofA, Bernstein, Wells Fargo, and Morgan Stanley have all reiterated bullish ratings and raised their price targets for $AMAT, with some predicting a multi-year WFE boom driven by AI, DRAM, and advanced logic.
Analysts at Jefferies, RBC Capital, and Barclays have all raised their price targets for $AMAT, citing the company's strong outlook, visibility into 2028, and its exposure to leading-edge foundry logic and DRAM.

Announcements· Aug 13

Applied Materials, Inc. ($AMAT) reported Q3 FY2026 earnings, with revenue reaching a record $9.12 billion, a 25% YoY increase, and non-GAAP EPS of $3.50, a 41% YoY increase.
The company's Semiconductor Systems segment saw a 26.5% YoY increase in sales, with a non-GAAP operating margin of 38.0%, a 4.8 percentage point increase YoY.
Applied Materials expects continued strong revenue growth in the second half of the calendar year, particularly in DRAM, foundry-logic, and advanced packaging, with the CEO stating that the rapid global adoption of AI drives unprecedented demand for their materials engineering solutions.

Controversies· Feb 12

Applied Materials (AMAT) reached a settlement with the US Commerce Department's BIS over alleged export control violations tied to shipments to China from Nov. 2020 to July 2022, agreeing to pay $252.5M.
The settlement resolves BIS's allegations that certain customer shipments to China between Nov. 2020 and July 2022 did not comply with the US Export Administration Regulations, based on the company's own investigation.
The resolution removes a significant risk overhang that has shadowed the stock, but the real story is the DOJ and SEC closing their investigations, which may prompt sector rotation and trigger short-term volatility in AMAT.

Macro· Jun 30

AMAT's dependence on Micron (MU) gives them power to set prices, and MU's reliance on equipment suppliers like AMAT and Lam Research may lead to hard bargains.
$1.3T investment in semis by Korea has been a major driver of AMAT's stock price, with the company's equipment essential to fab construction.
AMAT's performance has been constrained by leadership issues and the risk of excess capacity once market demand is met, making it a less attractive investment for some despite its structural bullishness.

Technical Analysis· Aug 14

The market fundamentals and technicals that traders are taught are being used against them, making them predictable and easy targets for algos and other traders.
The stock's range is between $498.46 and $597.78, with a strong history of recovering from earnings-related sell-offs, and a retest of $520 is expected.
The stock's price action is mixed after earnings, with a possible close above VWAP being bullish, and a gap down to $463 if the $500 support level is broken.

Generated by AI

Community

Of the messages about AMAT, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	85.59%	64.96%	72.75%	37.1%
Newcomers	14.41%	35.04%	27.25%	62.9%

Regulars· Sep 29

The market may be overestimating the impact of Applied Materials' (AMAT) old replacement and underestimating the demand from Intel and other customers.
Applied Materials is partnering with Kioxia to develop next-generation AI memory technologies at the EPIC Center.
The stock price of AMAT may continue to rise, with some participants expecting it to reach $600 and others anticipating a breakout.

Newcomers· Sep 18

$AMAT has had a strong daily and weekly close, potentially marking the start of a new trend, with targets ranging from $455 to $740.
Newcomers to the stock are highlighting its potential for growth, with one user pointing out its unique business model, selling equipment to chip manufacturers rather than chips themselves.
Others are focusing on the company's prospects in the AI efficiency space, citing a recent Six Five Summit presentation that suggested the next gains in AI efficiency start at the materials layer, where $AMAT has a key role.

Generated by AI

Applied Materials

Social

Sep 29

Bullish· Sep 18

Bearish· Aug 17

Earnings· Aug 14

Analysts· May 15

Announcements· Aug 13

Controversies· Feb 12

Macro· Jun 30

Technical Analysis· Aug 14

Regulars· Sep 29

Newcomers· Sep 18

Applied Materials (AMAT) Ties Its $5 Billion EPIC Center To Next Gen AI Memory

AMAT Stock Has Doubled This Year: Analyst Trims Price Target But Sees Higher 2027 Sales, Profit

Applied Materials Inc. stock outperforms competitors on strong trading day

Applied Materials and KIOXIA Partner at the EPIC Center to Advance Next-Generation Memory Technology

Better Semiconductor Equipment Stock: Applied Materials vs. Lam Research | The Motley Fool

Why It’s Time to Load Up on Applied Materials Stock

Also Discussed

Applied Materials Inc.

Company Information

Location

Applied Materials (AMAT) Ties Its $5 Billion EPIC Center To Next Gen AI Memory

AMAT Stock Has Doubled This Year: Analyst Trims Price Target But Sees Higher 2027 Sales, Profit

Applied Materials Inc. stock outperforms competitors on strong trading day

Applied Materials and KIOXIA Partner at the EPIC Center to Advance Next-Generation Memory Technology

Better Semiconductor Equipment Stock: Applied Materials vs. Lam Research | The Motley Fool

Why It’s Time to Load Up on Applied Materials Stock

Also Discussed

Social

Sep 29

Bullish· Sep 18

Bearish· Aug 17

Earnings· Aug 14

Analysts· May 15

Announcements· Aug 13

Controversies· Feb 12

Macro· Jun 30

Technical Analysis· Aug 14

Regulars· Sep 29

Newcomers· Sep 18