Market Cap 489.96B
Revenue (ttm) 28.37B
Net Income (ttm) 7.00B
EPS (ttm) N/A
PE Ratio 59.95
Forward PE 50.98
Profit Margin 24.67%
Debt to Equity Ratio 0.27
Volume 11,986,323
Avg Vol 8,004,226
Day's Range N/A - N/A
Shares Out 793.96M
Stochastic %K 99%
Beta 1.67
Analysts Strong Sell
Price Target $530.45

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
parcha
parcha Jun. 23 at 8:52 PM
The Club's top 10 things to watch in the stock market Tuesday $ARM $INTC $MU $AMAT Bank of America raised its price targets across the chips space, taking hold-rated Club name Arm to $460 from $335. Intel, which we also own, went to $160 from $135. Analysts reiterated their buy rating on the stock after double upgrading it this month. BofA also lifted its PTs on buy-rated Micron to $1,500 from $950 and Applied Materials to $720 from $540. Jim Cramer’s Sunday column spent a lot of time examining the memory chipmakers and semi equipment suppliers. https://www.cnbc.com/2026/06/23/the-clubs-top-10-things-to-watch-in-the-stock-market-tuesday.html?__source=iosappshare%7Ccom.stocktwits.StockTwits.STShareExtension
1 · Reply
QuietTrader
QuietTrader Jun. 23 at 5:46 PM
$AMAT Kalshi odds are 99 to 1 odds that AMAT roars back to 600+ this afternoon. $SPY $QQQ
2 · Reply
BullEngine
BullEngine Jun. 23 at 5:44 PM
Watching $AMAT closely. Current behavior suggests liquidity rotation setup, but I am not overcommitting yet.
0 · Reply
MartyTrader
MartyTrader Jun. 23 at 5:26 PM
$AMAT $LITE $TER $ACLS $POET watching this one - QuietTrader had a good call yesterday for me
0 · Reply
QuietTrader
QuietTrader Jun. 23 at 5:05 PM
$AMAT Beautiful textbook intraday cup and handle formation. $SPY $QQQ
0 · Reply
Whiskeyunderthebed
Whiskeyunderthebed Jun. 23 at 4:25 PM
$AMAT What a dream today-all the equipment makers have steep discounts-get'em while there HOT!
0 · Reply
NorthStarStats
NorthStarStats Jun. 23 at 4:25 PM
Our picks for the conditions. setups to study. Not trade recommendations. $AMD $INTC $AMAT $PANW $MNST
0 · Reply
mrpocket
mrpocket Jun. 23 at 3:41 PM
0 · Reply
Ro_Patel
Ro_Patel Jun. 23 at 3:35 PM
BoA: AI is set to compress into five years what took the chip industry half a century to achieve - identifies 5 key forces they believe will drive the next $1T in semiconductor sales "The chip industry took ~50 years to generate its first $1T in sales. We expect AI to help add another $1T in just the next 5 years." The bank’s 5 themes are: 1) AI data center systems, whose TAM it sees growing to roughly $1.7T by 2030 from $273B in 2025 2) Memory strength & durability underpinned by long-term supply agreements 3) Semiconductor capital equip't & reshoring benefiting from rising chip complexity 4) Analog chips gaining from surging AI power requirements 5) Agentic CPU demand, represents a $170B server opportunity across x86 & ARM architectures. Alongside the thematic update, BofA raised its total semiconductor industry forecast to $2.7T by 2030, implying a +28% CAGR from 2025, up from a prior est of $2.3T. The analysts see memory as the dominant, w/ BoA projecting nearly +300% y/y growth in 2026 alone. The bank also materially lifted its wafer fab equipment (WFE) f/casts, now seeing spending reach $250B by 2028, up from a prior est of $203B & potentially hitting $292B by 2030 $MU $AMAT $LRCX $KLAC $MRVL
1 · Reply
SwingTraderPro1
SwingTraderPro1 Jun. 23 at 3:32 PM
Morning tape is pure upgrade chase after the AI gap move. Street woke up late and started scrambling upgrades across the AI/industrial stack: $DELL $INTC $MRVL $ALAB $AMAT all getting the “catch-up” analyst love after the gap. Classic reactionary flow - firms chasing price instead of leading it. Still, you can see the reflex bid working: $DELL and $INTC holding up well on the upgrade wave while semis try to stabilize after the open panic. Stay sharp - this is news-driven tape, not clean trend.
0 · Reply
Latest News on AMAT
AI Demand, Earnings Send Applied Materials to New Highs

Jun 17, 2026, 8:49 AM EDT - 6 days ago

AI Demand, Earnings Send Applied Materials to New Highs


Applied Materials unveils deposition, selective etch systems

2026-06-15T20:10:11.000Z - 8 days ago

Applied Materials unveils deposition, selective etch systems


The Big 3: AMAT, SNDK, VELO

Jun 12, 2026, 1:24 PM EDT - 11 days ago

The Big 3: AMAT, SNDK, VELO

SNDK VELO


Applied Materials Announces Cash Dividend

Jun 9, 2026, 7:35 AM EDT - 14 days ago

Applied Materials Announces Cash Dividend


The Big 3: BB, CSCO, AMAT

Jun 5, 2026, 1:17 PM EDT - 18 days ago

The Big 3: BB, CSCO, AMAT

BB CSCO


Does Applied Materials Stock Deserve Its Epic Rally?

Jun 3, 2026, 11:40 AM EDT - 20 days ago

Does Applied Materials Stock Deserve Its Epic Rally?


AMAT, ASTS, SHEN & Emerging Opportunities Beyond Mega Caps

May 19, 2026, 8:00 PM EDT - 4 weeks ago

AMAT, ASTS, SHEN & Emerging Opportunities Beyond Mega Caps

ASTS SHEN


Applied Materials Earnings Call Transcript: Q2 2026

May 14, 2026, 4:30 PM EDT - 5 weeks ago

Applied Materials Earnings Call Transcript: Q2 2026


Applied Materials Slides: Q2 2026

May 14, 2026, 4:30 PM EDT - 5 weeks ago

Applied Materials Slides: Q2 2026


Applied Materials Earnings release: Q2 2026

May 14, 2026, 4:30 PM EDT - 5 weeks ago

Applied Materials Earnings release: Q2 2026


Applied Materials Quarterly report: Q2 2026

May 14, 2026, 4:30 PM EDT - 5 weeks ago

Applied Materials Quarterly report: Q2 2026


Applied Materials Announces Second Quarter 2026 Results

May 14, 2026, 4:01 PM EDT - 5 weeks ago

Applied Materials Announces Second Quarter 2026 Results


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

May 14, 2026, 1:01 PM EDT - 5 weeks 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 - 5 weeks ago

Options Corner: AMAT Near All-Time High into Earnings


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

May 11, 2026, 11:58 AM EDT - 6 weeks ago

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


The Valuation Truth Behind Applied Materials Stock At $380

Apr 30, 2026, 8:25 AM EDT - 7 weeks ago

The Valuation Truth Behind Applied Materials Stock At $380


parcha
parcha Jun. 23 at 8:52 PM
The Club's top 10 things to watch in the stock market Tuesday $ARM $INTC $MU $AMAT Bank of America raised its price targets across the chips space, taking hold-rated Club name Arm to $460 from $335. Intel, which we also own, went to $160 from $135. Analysts reiterated their buy rating on the stock after double upgrading it this month. BofA also lifted its PTs on buy-rated Micron to $1,500 from $950 and Applied Materials to $720 from $540. Jim Cramer’s Sunday column spent a lot of time examining the memory chipmakers and semi equipment suppliers. https://www.cnbc.com/2026/06/23/the-clubs-top-10-things-to-watch-in-the-stock-market-tuesday.html?__source=iosappshare%7Ccom.stocktwits.StockTwits.STShareExtension
1 · Reply
QuietTrader
QuietTrader Jun. 23 at 5:46 PM
$AMAT Kalshi odds are 99 to 1 odds that AMAT roars back to 600+ this afternoon. $SPY $QQQ
2 · Reply
BullEngine
BullEngine Jun. 23 at 5:44 PM
Watching $AMAT closely. Current behavior suggests liquidity rotation setup, but I am not overcommitting yet.
0 · Reply
MartyTrader
MartyTrader Jun. 23 at 5:26 PM
$AMAT $LITE $TER $ACLS $POET watching this one - QuietTrader had a good call yesterday for me
0 · Reply
QuietTrader
QuietTrader Jun. 23 at 5:05 PM
$AMAT Beautiful textbook intraday cup and handle formation. $SPY $QQQ
0 · Reply
Whiskeyunderthebed
Whiskeyunderthebed Jun. 23 at 4:25 PM
$AMAT What a dream today-all the equipment makers have steep discounts-get'em while there HOT!
0 · Reply
NorthStarStats
NorthStarStats Jun. 23 at 4:25 PM
Our picks for the conditions. setups to study. Not trade recommendations. $AMD $INTC $AMAT $PANW $MNST
0 · Reply
mrpocket
mrpocket Jun. 23 at 3:41 PM
0 · Reply
Ro_Patel
Ro_Patel Jun. 23 at 3:35 PM
BoA: AI is set to compress into five years what took the chip industry half a century to achieve - identifies 5 key forces they believe will drive the next $1T in semiconductor sales "The chip industry took ~50 years to generate its first $1T in sales. We expect AI to help add another $1T in just the next 5 years." The bank’s 5 themes are: 1) AI data center systems, whose TAM it sees growing to roughly $1.7T by 2030 from $273B in 2025 2) Memory strength & durability underpinned by long-term supply agreements 3) Semiconductor capital equip't & reshoring benefiting from rising chip complexity 4) Analog chips gaining from surging AI power requirements 5) Agentic CPU demand, represents a $170B server opportunity across x86 & ARM architectures. Alongside the thematic update, BofA raised its total semiconductor industry forecast to $2.7T by 2030, implying a +28% CAGR from 2025, up from a prior est of $2.3T. The analysts see memory as the dominant, w/ BoA projecting nearly +300% y/y growth in 2026 alone. The bank also materially lifted its wafer fab equipment (WFE) f/casts, now seeing spending reach $250B by 2028, up from a prior est of $203B & potentially hitting $292B by 2030 $MU $AMAT $LRCX $KLAC $MRVL
1 · Reply
SwingTraderPro1
SwingTraderPro1 Jun. 23 at 3:32 PM
Morning tape is pure upgrade chase after the AI gap move. Street woke up late and started scrambling upgrades across the AI/industrial stack: $DELL $INTC $MRVL $ALAB $AMAT all getting the “catch-up” analyst love after the gap. Classic reactionary flow - firms chasing price instead of leading it. Still, you can see the reflex bid working: $DELL and $INTC holding up well on the upgrade wave while semis try to stabilize after the open panic. Stay sharp - this is news-driven tape, not clean trend.
0 · Reply
QuietTrader
QuietTrader Jun. 23 at 2:34 PM
$AMAT Moar at 585! This is a gift today!
0 · Reply
cubie
cubie Jun. 23 at 2:12 PM
$INTC be 128s to 137s is blow up the noob bears who shorted premarket l. cant teach stupid $AMAT $WDC $ALAB $CRDO better price action (those still weak) to short bounces there, cubie teaches
0 · Reply
forzafang
forzafang Jun. 23 at 2:02 PM
$AMAT finally a dip to buy!
0 · Reply
QuietTrader
QuietTrader Jun. 23 at 1:57 PM
Trading activity so far today: Heavily buying this morning $SOFI $KLAR and $AMAT on the dip / premarket. $ASTS buying a bit more and holding for the long haul.
0 · Reply
buster333
buster333 Jun. 23 at 1:55 PM
$AMAT WHY is this down. Can someone actually explain it?
1 · Reply
TheWinningStock
TheWinningStock Jun. 23 at 1:39 PM
$AMAT ....🤑
0 · Reply
cubie
cubie Jun. 23 at 12:53 PM
$AMD $INTC $ASML $AMAT klac $QQQ too 😅 Bears loving South Korea 🫡😅
1 · Reply
AI5300
AI5300 Jun. 23 at 12:49 PM
$AMD $INTC $AMAT $KLAC $LRCX all these PT increases a few weeks after they were already increased. Analyst just follow the price and justify an increase based on PE expansion. Crazy reinforcing cycle until retail is left holding the bags.
0 · Reply
triniblockchain
triniblockchain Jun. 23 at 11:54 AM
$AMAT load the boat
0 · Reply
DonCorleone77
DonCorleone77 Jun. 23 at 11:47 AM
$AMAT Applied Materials price target raised to $720 from $540 at BofA BofA raised the firm's price target on Applied Materials to $720 from $540 and keeps a Buy rating on the shares. The firm updated its semis industry models and price objectives to conform to the updated industry estimates, raising its calendar year 2030 total semis industry addressable market forecast to $2.7T from $2.3T, led mostly by growth in memory and data center, and also incrementally by recovery in auto and industrial markets.
0 · Reply
Buckwacker
Buckwacker Jun. 23 at 9:04 AM
$AMAT Oh ooo 😳
0 · Reply
StockRadarr
StockRadarr Jun. 23 at 6:11 AM
$DXYZ $MSFT $MARA $AMAT shows signs of long-term conviction holding. I am holding through noise while watching key levels and sentiment shifts.
1 · Reply