Headquartered in Santa Clara, CA·Fiscal year ends October·NASDAQ: AMAT·appliedmaterials.com
About Applied Materials
Applied Materials, Inc. (NASDAQ: AMAT) provides materials engineering solutions used in the manufacture of virtually every new semiconductor chip and advanced display. The company operates through three reportable segments: Semiconductor Systems, which designs, manufactures, and sells equipment for wafer fabrication across deposition, etch, chemical mechanical planarization, metrology, and inspection; Applied Global Services, which provides integrated solutions to optimize equipment and fab performance including spares, upgrades, services, and 200mm equipment; and a Display and Other segment. Applied's technology enables advances in AI computing, advanced packaging (including high bandwidth memory), leading-edge foundry-logic nodes, and next-generation display systems. The company's EPIC Center serves as a collaborative R&D hub with chipmakers, universities, and innovation partners to accelerate commercialization of breakthrough semiconductor technologies. Applied is also expanding into augmented reality and smart eyewear through its SENZ platform and a joint development agreement with EssilorLuxottica. Updated
A 6% dip in the S&P 500 hid a full-blown bear market in chip equipment names, with Lam Research down 58% from its high at Thursday's low. Dip buyers are picking from very different discount racks.
Cramer calls Friday's tech bounce a dead cat bounce, with sellers waiting on any data-center recovery
Cisco seen as oversold after falling from $230 back to the 90s; he'd buy a small position
Applied Materials at $332 versus its $740 summer peak is not automatically a buy
Neocloud earnings from CoreWeave and Nebius framed as the week's real test on debt costs
Cramer is telling holders of AI infrastructure names that the washout is unfinished, and that a strong jobs report did nothing to help. The one place he is willing to put money is Cisco, which he thinks has been dragged down with everything else. Applied Materials gets the opposite treatment: its lower price still looks expensive because the old price was built on a squeeze.
Cramer's bear case: a flood of IPOs and secondaries, $148B raised so far this year, drains the money that funds stocks
Applied Materials down from $739 to $387: buy 25 shares now, add on the pattern, finish in the 200s
Moderna after a parabolic move: let it come in before earnings, no buying parabolic charts
Thermo Fisher CEO on a beat-and-raise, BlackBerry's turnaround, and CrowdStrike cyber worries on deck
The call that matters for holders here is supply: Cramer argues the equity and debt markets are nearly tapped out after Meta, Alphabet and SpaceX raisings, with Anthropic's S1 now in line. He stops short of calling a top while pushing for buybacks and takeovers over further deals, favoring staged buying in Applied Materials and patience on Moderna.
Retail's dip list is almost entirely the AI semi complex, yet the thread's top-voted replies are sitting on their hands until the midterms. When 216 comments can't agree whether a selloff is a sale or a top, position sizing is what decides the outcome.
Cramer flags a broken pattern: oil fell while the 30-year yield climbed to 5.66%, near 6%
Nasdaq's record close carried by Microsoft on Copilot, Meta's small-business ad shift, and Nvidia's all-time high
Saudis discounting crude $5 below the Oman/Dubai benchmark is market share defense, not a fading war premium
Caller questions on Intuitive Surgical as a broken stock, plus KLA, Domino's and SoFi
Cramer's warning: strip out Microsoft, Nvidia and Meta and the safety names were hit, meaning three stocks are carrying the index. He says the bond market tells the truth longer term, and the 30-year at 5.66% caps any broad rally. Owning the hyperscalers has been the only trade that worked.
29,000 September jobs eased rate-hike fears; G7 releasing 100 million barrels capped oil's rally
PepsiCo called uninvestable into Thursday earnings: down 12% this year while Coca-Cola is up 22.5%
Nvidia compute scarcity framed as the real money-maker behind data center and Starlink demand
Caller verdicts on Applied Materials, Simon Property Group, Goldman Sachs and Duke Energy at a 3.8% yield
A 4.7% PepsiCo yield loses to the 10-year, so any bounce off Thursday's earnings report is just a trade. Cramer stays long AI compute while telling snack and beer holders the consumer shift is structural.
Bloom Energy closed up 11.21% at $292.34, the only double-digit gain in a 383-name priority list. The other end was just as loud: AMC and DraftKings both gave up more than 7%.
Bloom Energy opened 7.79% higher, the widest move in a 383-stock board where nothing else on either side cleared 6%. Energy names sit on the losing end, with iQIYI the weakest at -4.81% and still under a dollar.
AMATApplied Materials, Inc. - Common Stock (AMAT)Buy$1K – $15KAug 6
MSFTMicrosoft Corporation - Common Stock (MSFT)Buy$250K – $500KAug 14
MSFTMicrosoft Corporation - Common Stock (MSFT)Buy$500K – $1MAug 14
MSFTMicrosoft Corporation - Common Stock (MSFT)Sell$250K – $500KAug 14
MSFTMicrosoft Corporation - Common Stock (MSFT)Sell$500K – $1MAug 14
CommonBuy$1K – $15KAug 6
QSRRestaurant Brands International Inc. Common Shares (QSR)Buy$1K – $15KAug 6
Made public 39 days after the earliest trade
Four paired Microsoft option legs on a single day, each reported in ranges as large as $1 million, dwarf everything else in this filing and point to a structured position rather than a casual buy. The small AMAT and Restaurant Brands purchases are rounding errors next to it. Disclosure came 39 days after the trades, so the setup has already had a month to work.
The Nasdaq-100 surged while its second-biggest holding sank under a CEO investigation. Chip stocks did the heavy lifting, but one level will decide whether this rally is a real rebound or a…
Tech usually means buybacks and growth stories, not dividend checks. Four NASDAQ names, from an internet registry to a chip equipment giant, are about to pay out while barely touching their cash,…
Chipmaking equipment stocks are rallying hard, and one bellwether is leading the group ahead of its next earnings report. Applied Materials (NASDAQ:AMAT | AMAT Price Prediction) stock is at $370.81, up 11%,…
Oil prices are falling, putting the Dow on track to lead a Monday rebound. In delayed premarket trading around 7:31 a.m. ET, the ETF that tracks the Dow was up 1%. Cheaper…
A month-long decline has erased a big piece of the 2026 rally at Applied Materials (NASDAQ:AMAT | AMAT Price Prediction), and the chip equipment maker’s next earnings report is now its biggest…
Paul Pelosi bought Intel shares and options worth up to $1.5 million in late July, then Intel suffered its worst single-session collapse in half a century. Now retail investors who copy congressional…
Chip equipment stocks are leading a third straight day of gains across semiconductors as SK Hynix‘s (NASDAQ:SKHY) view that the memory shortage lasts into 2030 points to years of fab building. Lam…
A supply warning inside an otherwise record quarter is pulling chip equipment stocks lower, and the company that issued it is taking the worst of the damage. Lam Research (NASDAQ:LRCX | LRCX…
ASML just posted a record quarter and watched its stock drop anyway, but the number most investors ignored tells a quieter story about how the company actually rewards shareholders.
A brutal sector-wide selloff crushed Lam Research even as its fundamentals held firm, and now one respected Wall Street firm has staked out a price target that would make today's buyers very…
Applied Materials just suffered one of its steepest drops in years, yet analysts keep raising their earnings estimates and some price targets sit nearly double the current share price. Here is what…
Semiconductor stocks just logged their longest losing streak in nearly two decades, and the cause this time has nothing to do with a credit crisis. What is actually driving the selloff puts…
Not every fat dividend survives long enough to matter, and the gap between a yield that compounds your wealth and one that quietly drains it comes down to a handful of signals…
Applied Materials just posted its fifth consecutive earnings beat while the stock cratered 22% in three months, and at least one Wall Street firm thinks that disconnect points to one of the…
ASML is the only company on earth that builds the machines chipmakers need for advanced semiconductors, and it just told customers it cannot keep up with their orders. What that supply crunch…
Applied Materials, Inc. (NASDAQ: AMAT) provides materials engineering solutions used in the manufacture of virtually every new semiconductor chip and advanced display.
What is the AMAT stock price target?
24/7 Wall St.'s 12-month price target for AMAT is $490.94, rated Buy. The Wall Street consensus target is $626.86. AMAT price prediction →
