Applied Materials (AMAT)

$448.25 -6.64 (-1.46%)
Market Cap 361.16B
Revenue (ttm) 28.37B
Net Income (ttm) 7.00B
EPS (ttm) N/A
PE Ratio 43.70
Forward PE 35.95
Profit Margin 24.67%
Debt to Equity Ratio 0.27
Volume 5,050,400
Avg Vol 6,775,530
Day's Range N/A - N/A
Shares Out 793.96M
Stochastic %K 78%
Beta 1.66
Analysts Strong Sell
Price Target $512.88

Company Profile

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, depositio...

Industry: Semiconductor Equipment & Materials
Sector: Technology
Phone: 408 727 5555
Address:
3050 Bowers Avenue, P.O. Box 58039, Santa Clara, United States
FibonacciTrader_
FibonacciTrader_ May. 27 at 8:08 PM
ATH Explosion Today! These movers are straight crushing it on the tape: $LRCX Lam Research ripping past resistance, semiconductor bulls running wild $RKLB –Rocket Lab shooting to the moon, hype and volume both insane $ALAB Astera Labs quietly exploding, breakout with serious follow-through $FDX FedEx cruising higher, logistics giant flexing on the market $AMAT Applied Materials powering through, chip production demand fueling the surge Momentum is screaming loud across tech and industrials. Tape is HOT, volume confirms – if you’re watching, this is the kind of day to take notes. Bulls are owning the session, don’t blink.
0 · Reply
DonCorleone77
DonCorleone77 May. 27 at 7:59 PM
$AMAT $LRCX $MKSI Attached is a Barclays analyst note regarding AMAT, LRCX and MKSI issued today.
0 · Reply
ra1980
ra1980 May. 27 at 2:07 PM
$MU $ARM $SNDK $AVGO $AMAT fucking market when i closed my short they start dropping 😖😖😖😖
1 · Reply
thomasgt3rs
thomasgt3rs May. 27 at 1:43 PM
$AMAT entire market down, 500 in no time
0 · Reply
Zanbull
Zanbull May. 27 at 12:54 PM
$AMAT boss says load! +$500 today! Buy buy buy
0 · Reply
DonCorleone77
DonCorleone77 May. 27 at 10:59 AM
$AMAT Applied Materials price target raised to $540 from $500 at Mizuho Mizuho analyst Vijay Rakesh raised the firm's price target on Applied Materials to $540 from $500 and keeps an Outperform rating on the shares. Mizuho upped its wafter fab equipment spending estimate for 2026 to $153B from $142B and for 2027 to $190B from $163B. With an improving outlook, the current earnings estimates for Lam Research, Applied Materials, and MKS earnings are underestimated, the analyst tells investors in a research note. The wafer fab equipment space continues to benefit from NAND node transitions, TSMC spending, and DRAM and high bandwidth memory pricing strength, contends Mizuho.
0 · Reply
semiguy
semiguy May. 27 at 4:01 AM
$META $ASML $AMAT $OKLO I told you last week - Magnachip to Showcase MV MOSFET Portfolio for AI Servers and Data Centers Alongside Its Broader Power Semiconductor Portfolio at PCIM Europe 2026 SYMBOL(MX) Magnachip a small cap power solutions semiconductor company based in South Korea. • MKT Cap of $230 million. • Revenue of $180 million. • 8 inch foundry worth approximately 200 million – 36K wafers a month • Cash of $50 million, trading at $5.70 a share. (as of last Friday) • Won’t be at this price for long. Magnachip to Showcase MV MOSFET Portfolio for AI Servers and Data Centers Alongside Its Broader Power Semiconductor Portfolio at PCIM Europe https://www.businesswire.com/news/home/20260526332549/en/Magnachip-to-Showcase-MV-MOSFET-Portfolio-for-AI-Servers-and-Data-Centers-Alongside-Its-Broader-Power-Semiconductor-Portfolio-at-PCIM-Europe-2026
1 · Reply
BigGuyTrades
BigGuyTrades May. 26 at 10:23 PM
$AMAT Now comes the fun part, the charge to 500.
0 · Reply
Buckwacker
Buckwacker May. 26 at 10:11 PM
$AMAT ummm …. Wow…..
0 · Reply
MorganHoratio
MorganHoratio May. 26 at 10:05 PM
All these stocks hit new ALL TIME HIGHS at some point today Goldman Sachs $GS Delta Air Lines $DAL Astera Labs $ALAB Applied Materials $AMAT Arm Holdings $ARM Elite macro expansion! This fresh wave of All-Time Highs proves market breadth is turning incredibly robust. Institutional size is violently short-squeezing alpha targets way beyond mega-caps, executing a healthy multi-sector re-rating. Semi equipment giant $AMAT exploded 5.2%+ past $454, IP titan $ARM blasted to fresh historic peaks over $321, and connectivity gem $ALAB cleared $318. Even banking general $GS punched $1016+ alongside $DAL. Pricing power rules. Which growth beast claims your highest conviction right here? Chasing the parabolic velocity on $ARM or loading up on infrastructure titan $AMAT? Drop your plays below! 👇
1 · Reply
Latest News on AMAT
Applied Materials price target raised to $540 from $500 at Mizuho

2026-05-27T11:41:48.000Z - 15 hours ago

Applied Materials price target raised to $540 from $500 at Mizuho

Applied Materials Partners with SCREEN To Bring Advanced Wafer Cleaning Technologies to EPIC Center

May 26, 2026, 4:05 PM EDT - 1 day ago

Applied Materials Partners with SCREEN To Bring Advanced Wafer Cleaning Technologies to EPIC Center

Intel, AMD, and Other Momentum Stocks Look Unstoppable. Look Again.

May 26, 2026, 1:13 PM EDT - 1 day ago

Intel, AMD, and Other Momentum Stocks Look Unstoppable. Look Again.

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Applied Energy Systems Receives Supplier Excellence Award from Applied Materials

May 20, 2026, 2:04 PM EDT - 7 days ago

Applied Energy Systems Receives Supplier Excellence Award from Applied Materials

Applied Materials Highlights AI-Driven Chip Demand, 30% Systems Growth at JPMorgan Event

May 20, 2026, 9:05 AM EDT - 7 days ago

Applied Materials Highlights AI-Driven Chip Demand, 30% Systems Growth at JPMorgan Event

Applied Materials Announces Broadcom as EPIC Innovation Partner

May 20, 2026, 8:00 AM EDT - 7 days ago

Applied Materials Announces Broadcom as EPIC Innovation Partner

AVGO

Applied Materials Transcript: J.P. Morgan 54th Annual Global Technology, Media and Communications Conference

May 20, 2026, 8:00 AM EDT - 7 days ago

Applied Materials Transcript: J.P. Morgan 54th Annual Global Technology, Media and Communications Conference

AMAT, ASTS, SHEN & Emerging Opportunities Beyond Mega Caps

May 19, 2026, 8:00 PM EDT - 8 days ago

AMAT, ASTS, SHEN & Emerging Opportunities Beyond Mega Caps

ASTS SHEN

Applied Materials price target raised to $500 from $420 at Argus

2026-05-19T13:37:34.000Z - 8 days ago

Applied Materials price target raised to $500 from $420 at Argus

Morgan Stanley ups MKS target, moves to top pick status

2026-05-18T10:00:57.000Z - 9 days ago

Morgan Stanley ups MKS target, moves to top pick status

MKSI

Applied Materials downgraded to Equal Weight from Overweight at Morgan Stanley

2026-05-18T09:25:17.000Z - 9 days ago

Applied Materials downgraded to Equal Weight from Overweight at Morgan Stanley

How High Can Applied Materials Stock (AMAT) Rise? One Analyst Sees Another 33% Upside

2026-05-16T03:44:00.000Z - 11 days ago

How High Can Applied Materials Stock (AMAT) Rise? One Analyst Sees Another 33% Upside

Midday Fly By: Applied Materials, Figma post ‘beat and raise’ reports

2026-05-15T16:00:32.000Z - 12 days ago

Midday Fly By: Applied Materials, Figma post ‘beat and raise’ reports

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Applied Materials price target raised to $550 from $450 at Deutsche Bank

2026-05-15T15:40:14.000Z - 12 days ago

Applied Materials price target raised to $550 from $450 at Deutsche Bank

Applied Materials price target raised to $550 from $530 at B. Riley

2026-05-15T15:20:12.000Z - 12 days ago

Applied Materials price target raised to $550 from $530 at B. Riley

Applied Materials price target raised to $550 from $500 at Wolfe Research

2026-05-15T14:50:21.000Z - 12 days ago

Applied Materials price target raised to $550 from $500 at Wolfe Research

Applied Materials price target raised to $530 from $440 at Needham

2026-05-15T14:36:09.000Z - 12 days ago

Applied Materials price target raised to $530 from $440 at Needham

Applied Materials price target raised to $575 from $550 at Cantor Fitzgerald

2026-05-15T13:58:34.000Z - 12 days ago

Applied Materials price target raised to $575 from $550 at Cantor Fitzgerald

Applied Materials price target raised to $525 from $450 at TD Cowen

2026-05-15T13:40:22.000Z - 12 days ago

Applied Materials price target raised to $525 from $450 at TD Cowen

Applied Materials price target raised to $530 from $500 at Stifel

2026-05-15T13:26:45.000Z - 12 days ago

Applied Materials price target raised to $530 from $500 at Stifel

Applied Materials price target raised to $515 from $480 at UBS

2026-05-15T13:15:59.000Z - 12 days ago

Applied Materials price target raised to $515 from $480 at UBS

Applied Materials price target raised to $520 from $500 at RBC Capital

2026-05-15T12:59:26.000Z - 12 days ago

Applied Materials price target raised to $520 from $500 at RBC Capital

Applied Materials price target raised to $515 from $480 at Evercore ISI

2026-05-15T12:46:10.000Z - 12 days ago

Applied Materials price target raised to $515 from $480 at Evercore ISI

Applied Materials price target raised to $525 from $425 at Bernstein

2026-05-15T11:28:49.000Z - 12 days ago

Applied Materials price target raised to $525 from $425 at Bernstein

Applied Materials Q2 Earnings Call Highlights

May 14, 2026, 6:12 PM EDT - 13 days ago

Applied Materials Q2 Earnings Call Highlights

Applied Materials Earnings Call Transcript: Q2 2026

May 14, 2026, 4:30 PM EDT - 13 days ago

Applied Materials Earnings Call Transcript: Q2 2026

Applied Materials Slides: Q2 2026

May 14, 2026, 4:30 PM EDT - 13 days ago

Applied Materials Slides: Q2 2026

Applied Materials Earnings release: Q2 2026

May 14, 2026, 4:30 PM EDT - 13 days ago

Applied Materials Earnings release: Q2 2026

Applied Materials Quarterly report: Q2 2026

May 14, 2026, 4:30 PM EDT - 13 days ago

Applied Materials Quarterly report: Q2 2026

Applied Materials Profit, Sales Rise on Demand for Semiconductor Equipment

May 14, 2026, 4:28 PM EDT - 13 days ago

Applied Materials Profit, Sales Rise on Demand for Semiconductor Equipment

Applied Materials sees upbeat quarterly revenue on sustained AI spending

May 14, 2026, 4:06 PM EDT - 13 days ago

Applied Materials sees upbeat quarterly revenue on sustained AI spending

Applied Materials Announces Second Quarter 2026 Results

May 14, 2026, 4:01 PM EDT - 13 days ago

Applied Materials Announces Second Quarter 2026 Results

Can Applied Materials justify its massive stock rally in its Q2 earnings

May 14, 2026, 1:45 PM EDT - 13 days ago

Can Applied Materials justify its massive stock rally in its Q2 earnings

AMAT & Role in AI Boom, Offering Options Trade into Earnings

May 14, 2026, 1:01 PM EDT - 13 days ago

AMAT & Role in AI Boom, Offering Options Trade into Earnings

Options Corner: AMAT Near All-Time High into Earnings

May 14, 2026, 10:00 AM EDT - 13 days ago

Options Corner: AMAT Near All-Time High into Earnings

Applied Materials' Coming AI Boom Comes Under the Microscope as It Reports Earnings

May 14, 2026, 3:00 AM EDT - 13 days ago

Applied Materials' Coming AI Boom Comes Under the Microscope as It Reports Earnings

AMAT stock on edge ahead of earnings: what next for Applied Materials?

May 13, 2026, 8:05 AM EDT - 14 days ago

AMAT stock on edge ahead of earnings: what next for Applied Materials?

Sizzling semiconductor trade at risk of cooling - and stalling US stocks rally

May 13, 2026, 6:04 AM EDT - 14 days ago

Sizzling semiconductor trade at risk of cooling - and stalling US stocks rally

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Here's How Much Traders Expect Applied Materials Stock to Move After Earnings

May 12, 2026, 3:46 PM EDT - 15 days ago

Here's How Much Traders Expect Applied Materials Stock to Move After Earnings

Applied Materials Announces ASU, RPI and Stanford to Join EPIC Center

May 11, 2026, 4:05 PM EDT - 16 days ago

Applied Materials Announces ASU, RPI and Stanford to Join EPIC Center

Chip stocks continue to surge. Here's how to buy one for less

May 11, 2026, 11:58 AM EDT - 16 days ago

Chip stocks continue to surge. Here's how to buy one for less

Applied Materials and TSMC Partner at the EPIC Center to Accelerate AI Scaling

May 11, 2026, 9:00 AM EDT - 16 days ago

Applied Materials and TSMC Partner at the EPIC Center to Accelerate AI Scaling

Inflation Readings, Cisco and AMAT Earnings, and More to Watch This Week

May 10, 2026, 2:00 PM EDT - 17 days ago

Inflation Readings, Cisco and AMAT Earnings, and More to Watch This Week

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7 stocks expecting a post-earnings jolt — including Applied Materials and Cisco Systems

May 7, 2026, 5:12 PM EDT - 20 days ago

7 stocks expecting a post-earnings jolt — including Applied Materials and Cisco Systems

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Applied Materials to Participate in Upcoming Investor Conferences

May 6, 2026, 7:30 AM EDT - 21 days ago

Applied Materials to Participate in Upcoming Investor Conferences

Jim Cramer: Here's the list of AI winners to buy for 2026 and beyond

May 5, 2026, 6:29 PM EDT - 22 days ago

Jim Cramer: Here's the list of AI winners to buy for 2026 and beyond

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Applied Materials Broadens Advanced Packaging Portfolio with Acquisition of NEXX

May 3, 2026, 8:00 PM EDT - 24 days ago

Applied Materials Broadens Advanced Packaging Portfolio with Acquisition of NEXX

Defiance Launches AMA: The First Daily 2X Long ETF for Applied Materials, Inc.

May 1, 2026, 9:10 AM EDT - 26 days ago

Defiance Launches AMA: The First Daily 2X Long ETF for Applied Materials, Inc.

AMA

The Valuation Truth Behind Applied Materials Stock At $380

Apr 30, 2026, 8:25 AM EDT - 27 days ago

The Valuation Truth Behind Applied Materials Stock At $380

Exclusive: US orders chip equipment companies to halt some shipments to Hua Hong, China's second-largest chipmaker

Apr 28, 2026, 12:53 PM EDT - 4 weeks ago

Exclusive: US orders chip equipment companies to halt some shipments to Hua Hong, China's second-largest chipmaker

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Applied Materials to Report Fiscal Second Quarter 2026 Results on May 14, 2026

Apr 23, 2026, 7:30 AM EDT - 4 weeks ago

Applied Materials to Report Fiscal Second Quarter 2026 Results on May 14, 2026

Applied Materials Announces Advantest as Innovation Partner for EPIC Platform in Silicon Valley

Apr 21, 2026, 3:30 AM EDT - 5 weeks ago

Applied Materials Announces Advantest as Innovation Partner for EPIC Platform in Silicon Valley

Advantest Announces Strategic Partnership with Applied Materials and Joins EPIC Platform

Apr 21, 2026, 3:30 AM EDT - 5 weeks ago

Advantest Announces Strategic Partnership with Applied Materials and Joins EPIC Platform

Goldman's Dane Likes Semis, AI Building Blocks on Capex

Apr 8, 2026, 11:58 AM EDT - 7 weeks ago

Goldman's Dane Likes Semis, AI Building Blocks on Capex

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These stocks in the S&P 500 are rising the most after Trump's cease-fire announcement

Apr 8, 2026, 10:49 AM EDT - 7 weeks ago

These stocks in the S&P 500 are rising the most after Trump's cease-fire announcement

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Applied Materials Introduces Deposition Systems for Angstrom-Era Logic Chips

Apr 8, 2026, 9:00 AM EDT - 7 weeks ago

Applied Materials Introduces Deposition Systems for Angstrom-Era Logic Chips

Memory Wipe: The Great TurboQuant Miscalculation

Apr 5, 2026, 10:40 AM EDT - 7 weeks ago

Memory Wipe: The Great TurboQuant Miscalculation

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These 2 chip stocks were added to Deutsche Bank's list of top tech picks

Apr 1, 2026, 3:20 PM EDT - 2 months ago

These 2 chip stocks were added to Deutsche Bank's list of top tech picks

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These stocks are ‘the place to be' if you want serious AI growth, says BofA

Mar 30, 2026, 3:08 PM EDT - 2 months ago

These stocks are ‘the place to be' if you want serious AI growth, says BofA

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These chip stocks could be winners as Elon Musk executes on his ‘Terafab' vision

Mar 23, 2026, 5:53 PM EDT - 2 months ago

These chip stocks could be winners as Elon Musk executes on his ‘Terafab' vision

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Applied Materials Raises Quarterly Cash Dividend by 15 Percent

Mar 13, 2026, 7:30 AM EDT - 2 months ago

Applied Materials Raises Quarterly Cash Dividend by 15 Percent

Applied Materials and SK Hynix partner for next-gen AI memory development

Mar 10, 2026, 4:08 PM EDT - 2 months ago

Applied Materials and SK Hynix partner for next-gen AI memory development

Applied Materials and SK hynix Announce Long-Term R&D Partnership to Accelerate AI Memory Innovation at EPIC Center in Silicon Valley

Mar 10, 2026, 4:00 PM EDT - 2 months ago

Applied Materials and SK hynix Announce Long-Term R&D Partnership to Accelerate AI Memory Innovation at EPIC Center in Silicon Valley

Applied Materials Transcript: Cantor Fitzgerald Global Technology & Industrial Growth Conference

Mar 10, 2026, 8:40 AM EDT - 2 months ago

Applied Materials Transcript: Cantor Fitzgerald Global Technology & Industrial Growth Conference

Applied Materials and Micron Partner To Advance U.S. Innovation in Next-Generation AI Memory Solutions

Mar 10, 2026, 8:00 AM EDT - 2 months ago

Applied Materials and Micron Partner To Advance U.S. Innovation in Next-Generation AI Memory Solutions

Semiconductor Opportunity Is Here

Mar 6, 2026, 6:17 AM EST - 2 months ago

Semiconductor Opportunity Is Here

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Applied Materials Transcript: Morgan Stanley Technology, Media & Telecom Conference 2026

Mar 2, 2026, 6:20 PM EST - 3 months ago

Applied Materials Transcript: Morgan Stanley Technology, Media & Telecom Conference 2026

Applied Materials Awards Suppliers for Outstanding Performance

Feb 24, 2026, 7:30 AM EST - 3 months ago

Applied Materials Awards Suppliers for Outstanding Performance

The Supply Chain Quietly Powering the AI Boom—And 4 Ways to Play It

Feb 23, 2026, 2:20 PM EST - 3 months ago

The Supply Chain Quietly Powering the AI Boom—And 4 Ways to Play It

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The Big 3: AMAT, SNDK, RTX

Feb 20, 2026, 1:00 PM EST - 3 months ago

The Big 3: AMAT, SNDK, RTX

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The Big 3: VZ, DXCM, AMAT

Feb 19, 2026, 1:00 PM EST - 3 months ago

The Big 3: VZ, DXCM, AMAT

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3 Under-the-Radar Earnings Surprises Could Signal a New Trend

Feb 17, 2026, 4:31 PM EST - 3 months ago

3 Under-the-Radar Earnings Surprises Could Signal a New Trend

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The Big 3: AMAT, C, AAPL

Feb 17, 2026, 1:00 PM EST - 3 months ago

The Big 3: AMAT, C, AAPL

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Is Applied Materials The New Sector King?

Feb 17, 2026, 11:10 AM EST - 3 months ago

Is Applied Materials The New Sector King?

FibonacciTrader_
FibonacciTrader_ May. 27 at 8:08 PM
ATH Explosion Today! These movers are straight crushing it on the tape: $LRCX Lam Research ripping past resistance, semiconductor bulls running wild $RKLB –Rocket Lab shooting to the moon, hype and volume both insane $ALAB Astera Labs quietly exploding, breakout with serious follow-through $FDX FedEx cruising higher, logistics giant flexing on the market $AMAT Applied Materials powering through, chip production demand fueling the surge Momentum is screaming loud across tech and industrials. Tape is HOT, volume confirms – if you’re watching, this is the kind of day to take notes. Bulls are owning the session, don’t blink.
0 · Reply
DonCorleone77
DonCorleone77 May. 27 at 7:59 PM
$AMAT $LRCX $MKSI Attached is a Barclays analyst note regarding AMAT, LRCX and MKSI issued today.
0 · Reply
ra1980
ra1980 May. 27 at 2:07 PM
$MU $ARM $SNDK $AVGO $AMAT fucking market when i closed my short they start dropping 😖😖😖😖
1 · Reply
thomasgt3rs
thomasgt3rs May. 27 at 1:43 PM
$AMAT entire market down, 500 in no time
0 · Reply
Zanbull
Zanbull May. 27 at 12:54 PM
$AMAT boss says load! +$500 today! Buy buy buy
0 · Reply
DonCorleone77
DonCorleone77 May. 27 at 10:59 AM
$AMAT Applied Materials price target raised to $540 from $500 at Mizuho Mizuho analyst Vijay Rakesh raised the firm's price target on Applied Materials to $540 from $500 and keeps an Outperform rating on the shares. Mizuho upped its wafter fab equipment spending estimate for 2026 to $153B from $142B and for 2027 to $190B from $163B. With an improving outlook, the current earnings estimates for Lam Research, Applied Materials, and MKS earnings are underestimated, the analyst tells investors in a research note. The wafer fab equipment space continues to benefit from NAND node transitions, TSMC spending, and DRAM and high bandwidth memory pricing strength, contends Mizuho.
0 · Reply
semiguy
semiguy May. 27 at 4:01 AM
$META $ASML $AMAT $OKLO I told you last week - Magnachip to Showcase MV MOSFET Portfolio for AI Servers and Data Centers Alongside Its Broader Power Semiconductor Portfolio at PCIM Europe 2026 SYMBOL(MX) Magnachip a small cap power solutions semiconductor company based in South Korea. • MKT Cap of $230 million. • Revenue of $180 million. • 8 inch foundry worth approximately 200 million – 36K wafers a month • Cash of $50 million, trading at $5.70 a share. (as of last Friday) • Won’t be at this price for long. Magnachip to Showcase MV MOSFET Portfolio for AI Servers and Data Centers Alongside Its Broader Power Semiconductor Portfolio at PCIM Europe https://www.businesswire.com/news/home/20260526332549/en/Magnachip-to-Showcase-MV-MOSFET-Portfolio-for-AI-Servers-and-Data-Centers-Alongside-Its-Broader-Power-Semiconductor-Portfolio-at-PCIM-Europe-2026
1 · Reply
BigGuyTrades
BigGuyTrades May. 26 at 10:23 PM
$AMAT Now comes the fun part, the charge to 500.
0 · Reply
Buckwacker
Buckwacker May. 26 at 10:11 PM
$AMAT ummm …. Wow…..
0 · Reply
MorganHoratio
MorganHoratio May. 26 at 10:05 PM
All these stocks hit new ALL TIME HIGHS at some point today Goldman Sachs $GS Delta Air Lines $DAL Astera Labs $ALAB Applied Materials $AMAT Arm Holdings $ARM Elite macro expansion! This fresh wave of All-Time Highs proves market breadth is turning incredibly robust. Institutional size is violently short-squeezing alpha targets way beyond mega-caps, executing a healthy multi-sector re-rating. Semi equipment giant $AMAT exploded 5.2%+ past $454, IP titan $ARM blasted to fresh historic peaks over $321, and connectivity gem $ALAB cleared $318. Even banking general $GS punched $1016+ alongside $DAL. Pricing power rules. Which growth beast claims your highest conviction right here? Chasing the parabolic velocity on $ARM or loading up on infrastructure titan $AMAT? Drop your plays below! 👇
1 · Reply
FibonacciTrader_
FibonacciTrader_ May. 26 at 9:34 PM
Western memory supply chain is heating up. -3 $AMKR $18.20B - Advanced packaging $ENTG $21.66B - CMP slurries $MKSI $22.57B - CMP chemistry A lot of the upside has already been priced in year-to-date, especially in large-cap names like $AMAT, $CDNS, and LRCX. However, the memory supercycle still supports further upside potential, particularly for smaller-cap companies as demand continues to flow upstream. Just in case you were wondering about second-order names, there are additional beneficiaries further down the value chain that tend to move later but still capture meaningful upside from the same underlying trend Are there any other names that should be included in this setup? Always open to additional ideas that fit the same theme and supply chain exposure.
0 · Reply
semiguy
semiguy May. 26 at 9:31 PM
$IBM $AMAT $AMZN $GME I told you last week - Magnachip to Showcase MV MOSFET Portfolio for AI Servers and Data Centers Alongside Its Broader Power Semiconductor Portfolio at PCIM Europe 2026 SYMBOL(MX) Magnachip a small cap power solutions semiconductor company based in South Korea. • MKT Cap of $230 million. • Revenue of $180 million. • 8 inch foundry worth approximately 200 million – 36K wafers a month • Cash of $50 million, trading at $5.70 a share. ( as of last Friday) • Won’t be at this price for long. Magnachip to Showcase MV MOSFET Portfolio for AI Servers and Data Centers Alongside Its Broader Power Semiconductor Portfolio at PCIM Europe https://www.businesswire.com/news/home/20260526332549/en/Magnachip-to-Showcase-MV-MOSFET-Portfolio-for-AI-Servers-and-Data-Centers-Alongside-Its-Broader-Power-Semiconductor-Portfolio-at-PCIM-Europe-2026
0 · Reply
FibonacciTrader_
FibonacciTrader_ May. 26 at 9:12 PM
$AMAT is reinforcing its leadership position in the semiconductor equipment cycle with a strategic partnership alongside SCREEN Semiconductor Solutions focused on next-gen wafer cleaning and materials engineering. This is a high-impact area of the chip stack， yield improvement and process efficiency directly translate into higher margins and faster node adoption for customers. From a trading lens, this is exactly the kind of collaboration that strengthens the mid-cycle narrative: not hype, but structural demand for advanced manufacturing tools. As leading-edge nodes become more complex, equipment names like $AMAT stay central to the buildout. Quietly bullish for the cycle.
0 · Reply
focafoca99
focafoca99 May. 26 at 8:28 PM
$AMAT collaborates with SCREEN to bring advanced wafer cleaning tech to its EPIC Center. https://www.rapidticker.com/news/amat-applied-materials-partners-with-screen-ac5cc0
0 · Reply
ak_89
ak_89 May. 26 at 7:35 PM
$AMAT it broke out. Next is price discovery. 500 would come tomorrow.
0 · Reply
DavyDaveCharts
DavyDaveCharts May. 26 at 7:14 PM
$AMAT up 75% since OP.
0 · Reply
Whiskeyunderthebed
Whiskeyunderthebed May. 26 at 4:59 PM
$AMAT you missed out on $22K in profit today?
0 · Reply
Intuitive_Investing
Intuitive_Investing May. 26 at 4:00 PM
$AMAT
0 · Reply
semiguy
semiguy May. 26 at 4:00 PM
$LITE $OKLO $ASML $AMAT I told you last week - Magnachip to Showcase MV MOSFET Portfolio for AI Servers and Data Centers Alongside Its Broader Power Semiconductor Portfolio at PCIM Europe 2026 SYMBOL(MX) Magnachip a small cap power solutions semiconductor company based in South Korea. • MKT Cap of $230 million. • Revenue of $180 million. • 8 inch foundry worth approximately 200 million – 36K wafers a month • Cash of $50 million, trading at $5.70 a share. (as of last week) • Won’t be at this price for long. Magnachip to Showcase MV MOSFET Portfolio for AI Servers and Data Centers Alongside Its Broader Power Semiconductor Portfolio at PCIM Europe https://www.businesswire.com/news/home/20260526332549/en/Magnachip-to-Showcase-MV-MOSFET-Portfolio-for-AI-Servers-and-Data-Centers-Alongside-Its-Broader-Power-Semiconductor-Portfolio-at-PCIM-Europe-2026
0 · Reply
semiguy
semiguy May. 26 at 2:13 PM
$INTC $AMD $NVDA $AMAT I told you last week - Magnachip to Showcase MV MOSFET Portfolio for AI Servers and Data Centers Alongside Its Broader Power Semiconductor Portfolio at PCIM Europe 2026 SYMBOL(MX) Magnachip a small cap power solutions semiconductor company based in South Korea. • MKT Cap of $230 million. • Revenue of $180 million. • 8 inch foundry worth approximately 200 million – 36K wafers a month • Cash of $50 million, trading at $5.70 a share. • Won’t be at this price for long. Magnachip to Showcase MV MOSFET Portfolio for AI Servers and Data Centers Alongside Its Broader Power Semiconductor Portfolio at PCIM Europe https://www.businesswire.com/news/home/20260526332549/en/Magnachip-to-Showcase-MV-MOSFET-Portfolio-for-AI-Servers-and-Data-Centers-Alongside-Its-Broader-Power-Semiconductor-Portfolio-at-PCIM-Europe-2026
0 · Reply
tjazton
tjazton May. 26 at 2:02 PM
$AMAT $500 here we come!
1 · Reply
IssaCapitalLP
IssaCapitalLP May. 26 at 10:54 AM
$AMAT Now.. the real question comes into place.. sell at $450 if it hits today or hold until the end of the week with the potential of it touching $500.. and is there a realistic chance?
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