AMAT icon

Applied Materials

170.59 USD
-4.41
2.52%
At close Jun 13, 4:00 PM EDT
After hours
170.53
-0.06
0.04%
1 day
-2.52%
5 days
1.66%
1 month
-1.41%
3 months
13.76%
6 months
0.73%
Year to date
4.10%
1 year
-28.19%
5 years
199.02%
10 years
765.50%
 

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: 35,700

0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 13 analysts

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

13% more repeat investments, than reductions

Existing positions increased: 875 | Existing positions reduced: 773

3.2% less ownership

Funds ownership: 78.95% [Q4 2024] → 75.75% (-3.2%) [Q1 2025]

4% less funds holding

Funds holding: 2,188 [Q4 2024] → 2,106 (-82) [Q1 2025]

12% less funds holding in top 10

Funds holding in top 10: 43 [Q4 2024] → 38 (-5) [Q1 2025]

16% less first-time investments, than exits

New positions opened: 167 | Existing positions closed: 199

18% less capital invested

Capital invested by funds: $108B [Q4 2024] → $89.3B (-$19.1B) [Q1 2025]

18% less call options, than puts

Call options by funds: $1.77B | Put options by funds: $2.16B

Research analyst outlook

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

Low target
$158
7%
downside
Avg. target
$193
13%
upside
High target
$215
26%
upside

13 analyst ratings

11 positive
85%
neutral
15%
negative
0%
Morgan Stanley
Joseph Moore
7%downside
$158
Equal-Weight
Upgraded
6 Jun 2025
Mizuho
Vijay Rakesh
14%upside
$195
Outperform
Maintained
16 May 2025
Raymond James
Srini Pajjuri
17%upside
$200
Outperform
Reiterated
16 May 2025
Citigroup
Atif Malik
11%upside
$190
Buy
Maintained
16 May 2025
Cantor Fitzgerald
Matthew Prisco
17%upside
$200
Overweight
Reiterated
16 May 2025

Financial journalist opinion

Based on 25 articles about AMAT published over the past 30 days

Positive
The Motley Fool
1 day ago
3 No-Brainer Artificial Intelligence (AI) Growth Stocks to Buy With $200 Right Now
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3 No-Brainer Artificial Intelligence (AI) Growth Stocks to Buy With $200 Right Now
Positive
The Motley Fool
1 day ago
3 Magnificent S&P 500 Dividend Stocks Down 15% to 65% to Buy and Hold Forever
When a great company runs into a short-term problem or just mere skepticism, it can make for an excellent opportunity for the long-term investor. And if such a company pays a rising dividend that can grow over time, that's a big future passive income opportunity.
3 Magnificent S&P 500 Dividend Stocks Down 15% to 65% to Buy and Hold Forever
Positive
Zacks Investment Research
1 day ago
Should You Buy, Sell or Hold AMAT Stock After a 6.2% YTD Rise?
Applied Materials is gaining from the rising demand for AI and DRAM chips and advanced packaging processes.
Should You Buy, Sell or Hold AMAT Stock After a 6.2% YTD Rise?
Neutral
Zacks Investment Research
2 days ago
AMAT Expects Advanced DRAM Sales to Grow 40%: Can It Keep its Lead?
Applied Materials bets big on DDR5 and HBM, projecting over 40% DRAM revenue growth and strong traction for Sym3 Magnum.
AMAT Expects Advanced DRAM Sales to Grow 40%: Can It Keep its Lead?
Neutral
GlobeNewsWire
4 days ago
Applied Materials Announces Cash Dividend
SANTA CLARA, Calif., June 10, 2025 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced that its Board of Directors has approved a quarterly cash dividend of $0.46 per share payable on the company's common stock. The dividend is payable on Sept. 11, 2025 to shareholders of record as of Aug. 21, 2025.
Applied Materials Announces Cash Dividend
Positive
Zacks Investment Research
4 days ago
Applied Materials, Inc. (AMAT) is Attracting Investor Attention: Here is What You Should Know
Applied Materials (AMAT) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Applied Materials, Inc. (AMAT) is Attracting Investor Attention: Here is What You Should Know
Neutral
Seeking Alpha
1 week ago
Applied Materials, Inc. (AMAT) Presents at BofA Securities Global Technology Conference Transcript
Applied Materials, Inc. (NASDAQ:AMAT ) BofA Securities Global Technology Conference June 4, 2025 1:40 PM ET Company Participants Brice A. Hill - Senior VP, CFO & leads Global Information Services Conference Call Participants Vivek Arya - BofA Securities, Research Division Vivek Arya I guess it's still morning and good morning, everyone.
Applied Materials, Inc. (AMAT) Presents at BofA Securities Global Technology Conference Transcript
Neutral
Zacks Investment Research
1 week ago
AMAT vs. ONTO: Which Inspection and Metrology Stock Has an Edge?
Applied Materials' AI-driven tools, stronger growth and better valuation give it an edge over struggling Onto Innovation in chip metrology.
AMAT vs. ONTO: Which Inspection and Metrology Stock Has an Edge?
Positive
Seeking Alpha
1 week ago
Top 50 High-Quality Dividend Stocks For June 2025
I track 50 high-quality dividend growth stocks to identify opportune investments, updating valuation ratings daily to focus on attractive opportunities. In this turbulent year, my investable universe outperformed SPY and SCHD year-to-date, with a gain of 2.08% compared to 0.56% and -3.36%. This month, 12 stocks had valuation rating changes; 5 were upgrades, including Ferrari, Pool Corporation and Accenture PLC, all with strong expected returns.
Top 50 High-Quality Dividend Stocks For June 2025
Positive
Seeking Alpha
2 weeks ago
Potentially Earn 12%-15% Income: Monthly Options Series (June 2025)
We explain why selling cash-covered puts and covered calls is a relatively safe choice for earning high income. We will discuss how to formulate a sustainable and repeatable income strategy for options. This monthly series identifies stocks suitable for writing options to generate consistent income, emphasizing a 10-15% annual return.
Potentially Earn 12%-15% Income: Monthly Options Series (June 2025)
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