AMAT

Applied Materials Inc

May 15 • 04:00PM ET

436.62

-3.94 -0.89 %

Technology • Semiconductor Equipment & Materials • USA • Mega • NASD

May 14, 9:15 PMApplied Materials beats fiscal Q2 2026 estimates with record revenue $7.91B, non-GAAP EPS $2.86 as margins hit 25-year high on AI-related semiconductor equipment demand

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Index	NDX, S&P 500	P/E	41.02	EPS (ttm)	10.64	Insider Own	0.43%	Shs Outstand	793.61M	Perf Week	0.27%
Market Cap	346.51B	Forward P/E	27.35	EPS next Y	15.97	Insider Trans	-0.60%	Shs Float	790.23M	Perf Month	11.98%
Enterprise Value	344.72B	PEG	1.01	EPS next Q	3.33	Inst Own	81.95%	Short Float	2.01%	Perf Quarter	23.02%
Income	8.51B	P/S	11.94	EPS this Y	28.05%	Inst Trans	0.26%	Short Ratio	2.35	Perf Half Y	89.23%
Sales	29.02B	P/B	15.96	EPS next Y	32.35%	ROA	23.02%	Short Interest	15.90M	Perf YTD	69.90%
Book/sh	27.36	P/C	42.05	EPS next 5Y	27.11%	ROE	39.69%	52W High	448.45 -2.64%	Perf Year	149.85%
Cash/sh	10.38	P/FCF	64.85	EPS past 3/5Y	5.19% 17.18%	ROIC	29.17%	52W Low	153.47 184.50%	Perf 3Y	260.52%
Dividend Est.	1.84 (0.42%)	EV/EBITDA	37.33	Sales past 3/5Y	3.37% 10.52%	Gross Margin	48.96%	Volatility	3.92% 3.51%	Perf 5Y	249.77%
Dividend TTM	1.84 (0.42%)	EV/Sales	11.88	EPS Y/Y TTM	29.52%	Oper. Margin	30.13%	ATR (14)	17.61	Perf 10Y	2126.52%
Dividend Ex-Date	May 21, 2026	Quick Ratio	1.80	Sales Y/Y TTM	3.35%	Profit Margin	29.31%	RSI (14)	61.73	Recom	1.44
Dividend Gr. 3/5Y	20.39% 15.39%	Current Ratio	2.51	EPS Q/Q	33.44%	SMA20	6.13%	Beta	1.66	Target Price	514.34
Payout	20.55%	Debt/Eq	0.27	Sales Q/Q	11.41%	SMA50	14.66%	Rel Volume	1.88	Prev Close	440.56
Employees	36500	LT Debt/Eq	0.22	Earnings	May 14 AMC	SMA200	55.26%	Avg Volume	6.77M	Price	436.62
IPO	Nov 01, 1982	Option/Short	Yes / Yes	EPS/Sales Surpr.	6.73% 2.95%	Trades		Volume	12,740,527	Change	-0.89%

Date	Action	Analyst	Rating Change	Price Target Change
Today	Reiterated	Needham	Buy	$440 → $530
May-08-26	Initiated	HSBC Securities	Buy	$517
May-05-26	Initiated	Seaport Research Partners	Buy	$500
Apr-27-26	Upgrade	Erste Group	Hold → Buy
Mar-05-26	Initiated	Erste Group	Hold
Feb-13-26	Upgrade	Summit Insights	Hold → Buy
Feb-13-26	Upgrade	Craig Hallum	Hold → Buy	$450
Jan-28-26	Upgrade	Mizuho	Neutral → Outperform	$370
Jan-23-26	Upgrade	Deutsche Bank	Hold → Buy	$390
Jan-15-26	Upgrade	Barclays	Equal Weight → Overweight	$360
Jan-12-26	Upgrade	Susquehanna	Neutral → Positive	$400
Dec-04-25	Reiterated	TD Cowen	Buy	$260 → $315
Nov-25-25	Upgrade	UBS	Neutral → Buy	$285
Nov-14-25	Downgrade	Craig Hallum	Buy → Hold
Oct-13-25	Upgrade	BofA Securities	Neutral → Buy	$250
Sep-22-25	Upgrade	Morgan Stanley	Equal-Weight → Overweight	$209
Sep-12-25	Downgrade	Mizuho	Outperform → Neutral	$175
Aug-20-25	Downgrade	Daiwa Securities	Outperform → Neutral	$170
Aug-15-25	Reiterated	TD Cowen	Buy	$220 → $200
Aug-15-25	Downgrade	Summit Insights	Buy → Hold

Show Previous Ratings

Today 10:40AM	Applied Materials posts record revenue and raises chip equipment outlook on AI demand (Quartz)
10:36AM	Applied Materials Q2 2026 earnings beat on AI demand (Quartz)
07:57AM	Figma shares climb after strong results, and other stocks moving before the opening bell (MarketWatch)
06:28AM	These Stocks Are Today's Movers: Coinbase, Cerebras, Figma, Microsoft, and More (Barrons.com)
06:03AM	Applied Materials Slips Despite Record Quarter and Strong Outlook (AMAT) (InvestorsHub)
04:45AM	Loading…
04:45AM	Applied Materials Posts Strong Earnings and Outlook. The Stock Falls. (Barrons.com)
04:21AM	Stock Market Today: Dow, S&P 500 and Nasdaq point lower, gold and silver dive, as 10-year Treasury yield breaks above 4.5%; oil prices rise after Trump-XI meeting (MarketWatch)
01:03AM	Applied Materials Inc (AMAT) Q2 2026 Earnings Call Highlights: Record Revenue and Strategic ... (GuruFocus.com)
May-14-26 08:37PM	Applied Materials posts 25-year margin high as agentic AI drives equipment boom (DigiTimes)
06:45PM	Stock market today: Dow, S&P 500, Nasdaq futures trade flat as Trump-Xi summit nears end (Yahoo Finance)
06:45PM	Stock market today: Dow, S&P 500, Nasdaq futures fall as yields rise, Trump-Xi summit ends (Yahoo Finance)
06:45PM	Stock market today: Dow, S&P 500, Nasdaq futures fall as Trump-Xi summit nears end (Yahoo Finance)
05:12PM	Applied Materials beats estimates and raises optimism on AI infrastructure growth (Investing.com)
04:40PM	Applied Materials delivers record quarter and stronger-than-expected outlook (Proactive)
04:28PM	Applied Materials Profit, Sales Rise on Demand for Semiconductor Equipment (The Wall Street Journal)
04:15PM	Loading…
04:15PM	Applied Materials Stock Jumps As Chip-Gear Firm Cruises Past Estimates (Investor's Business Daily)
04:14PM	Applied Materials: Fiscal Q2 Earnings Snapshot (Associated Press)
04:06PM	Applied Materials sees quarterly revenue above estimates on sustained AI spending (Reuters)
04:01PM	Applied Materials Announces Second Quarter 2026 Results (GlobeNewswire)
09:07AM	How Applied Materials Stock Surges To $800 (Trefis)
04:52AM	Applied Materials headlines earnings slate (MarketWatch)
03:53AM	Stock Market Today: S&P 500 and Nasdaq eye fresh records, Dow called higher, as tech rallies and traders shrug off rising Treasury yields; Trump's China visit in focus; retail sales data on tap. (MarketWatch)
03:00AM	Applied Materials' Coming AI Boom Comes Under the Microscope as It Reports Earnings (Barrons.com)
May-13-26 11:56PM	Applied Materials Rides AI Wave Into Critical Earnings Report (GuruFocus.com)
04:46PM	What Makes Applied Materials (AMAT) a Strong Momentum Stock: Buy Now? (Quartz)
03:58AM	How to Beat the S&P 500 With a Dividend ETF: Give Up the Dividend. (Barrons.com)
03:30AM	Just One Dividend ETF Beat the S&P 500 Over the Past Decade. It Comes With a Catch. (Barrons.com)
May-12-26 03:02PM	Here's How Much Traders Expect Applied Materials Stock to Move After Earnings (Investopedia)
09:23AM	Micron Stock Surged 9x But History Suggests Caution. (Trefis)
07:52AM	Nasdaq tech stocks lead retreat as CPI reaches 3yr high (Proactive)
04:05PM	Loading…
May-11-26 04:05PM	Applied Materials Announces ASU, RPI and Stanford to Join EPIC Center (GlobeNewswire)
09:42AM	Applied Materials (AMAT) and TSMC Expand Partnership to Advance Next-Generation AI Chips (InvestorsHub)
09:00AM	Applied Materials and TSMC Partner at the EPIC Center to Accelerate AI Scaling (GlobeNewswire)
06:30AM	Earnings live updates: Plug Power, Hims & Hers set to kick off week of quarterly updates (Yahoo Finance)
06:30AM	Earnings live updates: Barrick, Constellation Energy stocks rise on earnings beats (Yahoo Finance)
May-10-26 02:00PM	Inflation Readings, Cisco and AMAT Earnings, and More to Watch This Week (Barrons.com)
May-08-26 01:50PM	Nasdaq, S&P 500 Enjoy Another Record-Breaking Week (Schaeffer's Research) +6.04%
10:52AM	Cisco Stock Finds New Growth In AI Infrastructure; Will Fiscal Q3 Earnings Impress? (Investor's Business Daily)
10:00AM	HubSpot downgraded, Qualcomm upgraded: Wall Street's top analyst calls (The Fly)
May-07-26 05:03PM	Chris Davis Significantly Reduces Stake in Applied Materials Inc, Impacting Portfolio by -3.47% (GuruFocus.com)
01:00PM	The Week Ahead: Inflation Data, Cisco Earnings Headline (Schaeffer's Research)
06:30AM	Top-performing Nasdaq stocks are partying like they did near the peak of the dot-com bubble - maybe even harder (MarketWatch)
May-06-26 07:30AM	Applied Materials to Participate in Upcoming Investor Conferences (GlobeNewswire)
May-05-26 01:55PM	Your Semiconductor Stock Cheat Sheet For May (Schaeffer's Research)
09:46AM	Roblox downgraded, Chipotle upgraded: Wall Street's top analyst calls (The Fly)
May-04-26 02:37PM	2 Semiconductor Stocks to Own in May (Schaeffer's Research)
May-03-26 08:00PM	Applied Materials Broadens Advanced Packaging Portfolio with Acquisition of NEXX (GlobeNewswire)
Apr-29-26 09:48AM	Applied Materials At 42x: Boom Or Bubble? (Trefis)
Apr-28-26 02:38PM	U.S. halts chip equipment shipments to China's Hua Hong (Quartz) -5.87%
01:53PM	Exclusive-US orders multiple chip equipment companies to halt some shipments to China's No. 2 chipmaker Hua Hong (Reuters)
12:53PM	Exclusive-US orders chip equipment companies to halt some shipments to Hua Hong, China's second-largest chipmaker (Reuters)
10:49AM	Is Rambus Stock An AI Growth Mirage? (Trefis)
08:08AM	Nasdaq retreats falls as OpenAI report hits Oracle, Nvidia and other AI stocks (Proactive)
02:06AM	FTSE 100 Live: BP and Shell provide boost as oil hits $110, Barclays falls on results (Proactive)
Apr-27-26 03:18PM	US stocks: Will Mag 7 earnings be make-or-break for market rally? (Yahoo Finance Video)
Apr-25-26 12:49AM	China warns of global supply chain disruption as U.S. chip export bills advance (Investing.com)
Apr-23-26 03:25PM	Chip stocks just added $3 trillion in market value but are the most overextended in decades: Chart of the Day (Yahoo Finance)
07:30AM	Applied Materials to Report Fiscal Second Quarter 2026 Results on May 14, 2026 (GlobeNewswire)
Apr-22-26 06:01AM	Micron pushes US Congress to crack down on chip tool sales to Chinese rivals, sources say (Reuters)
Apr-21-26 03:30AM	Applied Materials Announces Advantest as Innovation Partner for EPIC Platform in Silicon Valley (GlobeNewswire)
Apr-16-26 02:02PM	ASML Premium Shrinks To Decade Low As Shares Rise 36% YTD (GuruFocus.com)
08:56AM	Elon Musk Advances Terafab Plan Targeting $13 Trillion Chip Investment (GuruFocus.com)
08:49AM	ASML Trades At Decade-Low Premium Despite 36% Rally (GuruFocus.com)
08:46AM	Musk's Chip Push Signals Bigger Ambitions (GuruFocus.com)
08:25AM	Musk Pushes Deeper Into Chip Manufacturing With Terafab (GuruFocus.com)
07:04AM	ASML valuation gap with US peers hits decade low (Investing.com)
04:23AM	Musk Asks Suppliers to Move at Light Speed on New Chipmaking Plan (Bloomberg)
Apr-15-26 11:46PM	TSMC says Applied Materials and JSR form top-tier chipmaking team (DigiTimes)
10:35PM	Musk's staff reaches out to suppliers for Terafab project, Bloomberg News reports (Reuters)
Apr-12-26 08:56PM	Dividend Stocks Outperformed During the War. They Could Do Well If There's Peace. (Barrons.com)
Apr-10-26 10:25PM	Can the MATCH Act trap Chinas semiconductor ambitions? (Investing.com)
08:11PM	AMAT's DRAM Offerings Gain Traction: How Long Will it Sustain? (Quartz)
Apr-09-26 08:56AM	Applied Materials Jumps After Dropping New Weapon in Race for Faster AI Brains (GuruFocus.com)
Apr-08-26 02:02PM	Applied Materials Debuts New Gear For Making AI Chips (Investor's Business Daily) +8.87%
12:48PM	BofA hikes 2026 chips forecast to $1.3 trillion, names Nvidia, Broadcom, Marvell, AMD as top drivers (Yahoo Finance)
09:56AM	Nasdaq tech leads strong Wall Street rebound after Iran ceasefire deal (Proactive)
09:34AM	Goldman Sachs flags 3 chip stocks to buy and 3 to avoid into Q1 earnings (Investing.com)
09:00AM	Applied Materials Introduces Deposition Systems for Angstrom-Era Logic Chips (GlobeNewswire)
08:18AM	Micron Stock and 14 More 'Dividend Growers' With Lots of Potential (Barrons.com)
Apr-07-26 11:57PM	Commentary: US MATCH Act tightens chip tool controls as China builds local supply chain (DigiTimes)
08:11AM	How to Trade a Stock That Just Doubled (Barrons.com)
Apr-02-26 02:59PM	US Lawmakers Propose Crackdown on Chip Tool Sales to China (Bloomberg)
Apr-01-26 03:20PM	These 2 chip stocks were added to Deutsche Bank's list of top tech picks (MarketWatch)
10:00AM	Nasdaq and Dow continue rally at open as Trump says Iran asks for ceasefire (Proactive)
Mar-30-26 03:08PM	These stocks are 'the place to be' if you want serious AI growth, says BofA (MarketWatch)
10:53AM	Dow Jones opens higher Nasdaq flattens off as Trump says Iran talks 'serious' (Proactive)
Mar-28-26 09:00AM	These 2 chip stocks could be cheaper ways to invest in a hot AI trend (MarketWatch)
Mar-27-26 03:44PM	Nvidia, AMD and Intel Lead Chip Stocks Sell-Off Amid Middle East Tension (GuruFocus.com)
Mar-26-26 12:41PM	New UPS distribution center in Taiwan doubles capacity, productivity (FreightWaves) -8.34%
Mar-25-26 10:00AM	Nasdaq bounces as oil price softens as US pushes for Iran talks (Proactive)
09:57AM	FTSE 100 Live: Shares rise on US diplomacy push with Iran, but Tehran 'does not accept' (Proactive)
05:48AM	UPS opens $100 million Taiwan logistics hub to meet tech boom demand (Reuters)
Mar-24-26 07:30AM	How Applied Materials stock presents an AI opportunity (Yahoo Finance Video)
Mar-23-26 05:53PM	These chip stocks could be winners as Elon Musk executes on his 'Terafab' vision (MarketWatch)
Mar-20-26 08:26AM	This 'Very Attractive' Chip Stock Has Taken a Hit. The Case for Buying Now. (Barrons.com)
07:29AM	ASML Stock Has Taken an AI Hit. Why That Makes It a 'Very Attractive' Chips Play. (Barrons.com)
Mar-19-26 02:58AM	This Is How You Track Risk Of Your Micron Stock Investment (Trefis)
Mar-18-26 09:09AM	Belgium's imec secures rare ASML High NA EUV tool to drive next-generation chips (Reuters)
Mar-17-26 04:36PM	Stock Indexes Advance as Chip Makers and Travel Stocks Rally (Barchart)
03:54PM	2 ETFs Have Similar Names. Their Performances Couldn't Be More Different. (Barrons.com)

Applied Materials, Inc. engages in provision of materials engineering solutions used to produce semiconductors. The firm also focuses on design, development, production, and servicing of the critical wafer fabrication tools used for customers to manufacture semiconductors. It operates through the following segments: Semiconductor Systems and Applied Global Services (AGS). The Semiconductor Systems segment includes designing, development, manufacturing and sale of equipment used to fabricate semiconductor chips referred to as integrated circuits. The AGS segment engages in provision of services, spares, and factory automation software to customer fabrication plants globally. The company was founded on November 10, 1967 and is headquartered in Santa Clara, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
BRUNER JUDY	Director	Feb 25 '26	Sale	391.71	2,500	979,275	26,089	Feb 27 05:06 PM
BRUNER JUDY	Director	Feb 25 '26	Proposed Sale	391.71	2,500	979,270		Feb 25 10:20 AM
BRUNER JUDY	Director	Feb 23 '26	Sale	377.02	3,969	1,496,404	28,589	Feb 24 06:14 PM
Sanders Adam	Corp. Controller & CAO	Feb 24 '26	Sale	379.16	534	202,471	4,625	Feb 24 06:14 PM
BRUNER JUDY	Director	Feb 23 '26	Proposed Sale	377.02	3,969	1,496,408		Feb 23 10:12 AM
Hill Brice	SVP, CFO	Feb 17 '26	Sale	361.21	5,000	1,806,062	138,565	Feb 18 06:48 PM
Brice Hill	Officer	Feb 17 '26	Proposed Sale	358.00	5,000	1,790,000		Feb 17 02:04 PM
Sanders Adam	Corp. Controller & CAO	Dec 01 '25	Sale	255.53	609	155,620	4,413	Dec 03 05:56 PM
Little Teri A.	SVP, CLO	Nov 25 '25	Sale	238.24	4,000	952,942	84,351	Nov 26 05:47 PM
Little Teri A.	SVP, CLO	Nov 19 '25	Sale	234.08	4,000	936,321	88,351	Nov 21 06:31 PM
Teri Little	Officer	Nov 19 '25	Proposed Sale	234.08	9,000	2,106,720		Nov 19 03:43 PM
Nalamasu Omkaram	Officer	Sep 30 '25	Proposed Sale	204.95	21,554	4,417,492		Sep 30 08:41 AM
Sanders Adam	Corp. Controller & CAO	Jun 24 '25	Sale	178.60	562	100,373	5,300	Jun 25 07:42 PM

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AMAT

Applied Materials Inc

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