AMAT icon

Applied Materials

152.06 USD
+1.89
1.26%
Updated Apr 25, 1:35 PM EDT
1 day
1.26%
5 days
12.53%
1 month
-1.03%
3 months
-12.89%
6 months
-18.48%
Year to date
-7.21%
1 year
-23.01%
5 years
197.98%
10 years
661.44%
 

About: Applied Materials is the largest semiconductor wafer fabrication equipment, or WFE, manufacturer in the world. Applied Materials has a broad portfolio spanning nearly every corner of the WFE ecosystem. Specifically, Applied Materials holds a market share leadership position 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.

Employees: 34,000

0
Funds holding %
of 7,419 funds
0
Analysts bullish %
of 6 analysts

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

24% more first-time investments, than exits

New positions opened: 294 | Existing positions closed: 237

2% more repeat investments, than reductions

Existing positions increased: 809 | Existing positions reduced: 793

1% more funds holding

Funds holding: 2,166 [Q3] → 2,179 (+13) [Q4]

0.57% less ownership

Funds ownership: 77.83% [Q3] → 77.26% (-0.57%) [Q4]

16% less capital invested

Capital invested by funds: $129B [Q3] → $108B (-$21.2B) [Q4]

33% less call options, than puts

Call options by funds: $1.77B | Put options by funds: $2.62B

41% less funds holding in top 10

Funds holding in top 10: 73 [Q3] → 43 (-30) [Q4]

Research analyst outlook

6 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target
$160
5%
upside
Avg. target
$184
21%
upside
High target
$195
28%
upside

6 analyst ratings

positive
83%
neutral
17%
negative
0%
Barclays
Tom O'Malley
35% 1-year accuracy
17 / 48 met price target
5%upside
$160
Equal-Weight
Maintained
22 Apr 2025
B of A Securities
Vivek Arya
49% 1-year accuracy
55 / 113 met price target
25%upside
$190
Buy
Maintained
16 Apr 2025
Stifel
Brian Chin
4% 1-year accuracy
1 / 24 met price target
28%upside
$195
Buy
Maintained
15 Apr 2025
Citigroup
Atif Malik
19% 1-year accuracy
11 / 58 met price target
12%upside
$170
Buy
Maintained
11 Apr 2025
Jefferies
Blayne Curtis
18% 1-year accuracy
10 / 56 met price target
28%upside
$195
Buy
Upgraded
28 Mar 2025

Financial journalist opinion

Based on 30 articles about AMAT published over the past 30 days

Neutral
CNBC Television
23 hours ago
Final Trades: KKR, Palo Alto, Applied Materials and Uber
(OPTIMIZED VIDEO SPECIFIC DESCRIPTION)
Final Trades: KKR, Palo Alto, Applied Materials and Uber
Neutral
GlobeNewsWire
1 day ago
Applied Materials to Report Fiscal Second Quarter 2025 Results on May 15, 2025
SANTA CLARA, Calif., April 24, 2025 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced that it will hold its fiscal second quarter 2025 earnings conference call on Thursday, May 15, 2025, at 4:30 p.m. ET / 1:30 p.m. PT.
Applied Materials to Report Fiscal Second Quarter 2025 Results on May 15, 2025
Positive
The Motley Fool
2 days ago
3 No-Brainer Artificial Intelligence (AI) Stocks to Buy Now With $400
Artificial intelligence (AI) stocks were the driving force behind the S&P 500's impressive performances in 2023 and 2024. Unfortunately, they've also been the biggest drags on stock market returns in 2025.
3 No-Brainer Artificial Intelligence (AI) Stocks to Buy Now With $400
Neutral
The Motley Fool
2 days ago
Why Applied Materials Stock Was Trailing the Broader Market on Tuesday
Although Applied Materials (AMAT 1.54%) stock wasn't doing badly in late-session trading on Tuesday, there were plenty of other titles that were eclipsing it. Its rise was tempered by an analyst's price target cut, which dampened sentiment on the chipmaking equipment specialist's prospects.
Why Applied Materials Stock Was Trailing the Broader Market on Tuesday
Neutral
Seeking Alpha
6 days ago
Applied Materials Vs. ASML: The Ideal Pick During This Cyclical Downturn
This article pits two of the most important semiconductor FAB names against one another to determine which is the better value. Both AMAT and ASML are down -40+% from their all-time highs. Both have outstanding balance sheets, with the entire semi-FAB space as their TAM.
Applied Materials Vs. ASML: The Ideal Pick During This Cyclical Downturn
Positive
Zacks Investment Research
1 week ago
Applied Materials, Inc. (AMAT) Is a Trending Stock: Facts to Know Before Betting on It
Applied Materials (AMAT) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Applied Materials, Inc. (AMAT) Is a Trending Stock: Facts to Know Before Betting on It
Negative
New York Post
1 week ago
US tariffs may cost chip equipment makers more than $1 billion, industry estimates
Each of the three largest U.S. chip equipment makers — Applied Materials, Lam Research and KLA — may suffer a loss of roughly $350 million over a year related to the tariffs, the sources said.
US tariffs may cost chip equipment makers more than $1 billion, industry estimates
Positive
24/7 Wall Street
1 week ago
These Five Stocks Just Raised their Dividends
Dividend stocks can help smooth out the ride when markets drop. Also, companies that consistently pay dividends tend to be safer, high-quality businesses with a history of weathering downturns.
These Five Stocks Just Raised their Dividends
Positive
Reuters
1 week ago
Applied Materials buys 9% stake in advanced packaging firm BESI
Applied Materials has bought a 9% stake in BE Semiconductor industries (BESI) , the U.S.-based computer chip equipment supplier said on Monday.
Applied Materials buys 9% stake in advanced packaging firm BESI
Negative
Zacks Investment Research
1 week ago
Applied Materials (AMAT) Stock Sinks As Market Gains: Here's Why
The latest trading day saw Applied Materials (AMAT) settling at $144.53, representing a -0.28% change from its previous close.
Applied Materials (AMAT) Stock Sinks As Market Gains: Here's Why
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