Applied Materials
AMAT
Market cap $115B

138.34 USD

+2.78

2.05%

Updated Apr 22, 12:51 PM EDT

1 day

2.05%

5 days

-4.57%

1 month

-10.72%

3 months

-29.24%

6 months

-24.40%

Year to date

-15.58%

1 year

-26.98%

5 years

165.48%

10 years

520.08%

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

Technology Semiconductor Equipment & Materials

0

Funds holding %

of 7,419 funds

0

Analysts bullish %

of 7 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]

See Fund Rankings

Research analyst outlook

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

Low target

$160

16%

upside

Avg. target

$181

31%

upside

High target

$195

41%

upside

7 analyst ratings

5 positive

71%

2 neutral

29%

0 negative

0%

Barclays Tom O'Malley 28% 1-year accuracy 11 / 39 met price target	16%upside $160	Equal-Weight Maintained	22 Apr 2025
B of A Securities Vivek Arya 50% 1-year accuracy 56 / 113 met price target	37%upside $190	Buy Maintained	16 Apr 2025
Stifel Brian Chin 0% 1-year accuracy 0 / 24 met price target	41%upside $195	Buy Maintained	15 Apr 2025
Citigroup Atif Malik 12% 1-year accuracy 7 / 59 met price target	23%upside $170	Buy Maintained	11 Apr 2025
Jefferies Blayne Curtis 18% 1-year accuracy 10 / 56 met price target	41%upside $195	Buy Upgraded	28 Mar 2025

See Analyst Rankings

Financial journalist opinion

Based on 27 articles about AMAT published over the past 30 days

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

Zacks Investment Research

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

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

24/7 Wall Street

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

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

Zacks Investment Research

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

Applied Materials Announces a Strategic Investment in BE Semiconductor Industries

Purchased 9 percent of outstanding shares to build upon four years of successful collaboration on hybrid bonding technology for advanced packaging Purchased 9 percent of outstanding shares to build upon four years of successful collaboration on hybrid bonding technology for advanced packaging

Applied Materials Announces a Strategic Investment in BE Semiconductor Industries

Here are this week's 20 best performers as the S&P 500 rallied

Believe it or not, we just completed a good week for the U.S. stock market. The S&P 500 rose 5.7% through Friday's close from a week earlier, with three-quarters of component stocks showing gains.

Here are this week's 20 best performers as the S&P 500 rallied

Zacks Investment Research

Insider Trading: 3 CEOs Recently Buying Shares

Many investors closely monitor insider buys, looking to receive insights into the longer-term picture. It's important to remember that insiders' holding periods are longer than most, and many strict rules apply.

Insider Trading: 3 CEOs Recently Buying Shares

Zacks Investment Research

QCOM vs. AMAT: Which Stock Is the Better Value Option?

Investors interested in Electronics - Semiconductors stocks are likely familiar with Qualcomm (QCOM) and Applied Materials (AMAT). But which of these two companies is the best option for those looking for undervalued stocks?

QCOM vs. AMAT: Which Stock Is the Better Value Option?

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