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AMAT Applied Materials, Inc.

USTechnology
$607.21+3.15%OpenMarket Cap: $482.10B

As of 2026-07-10 13:40

Why AMAT matters now

Applied Materials, Inc. (AMAT) is a US stock in Technology. The latest InvestLog snapshot shows $607.21 with +3.15% on the session and $482.10B in market capitalization; recent performance reads 1-month +51.66% and YTD +140.13%.

The latest financial table shown here is Q2 2026, with revenue of $7.91B, net income of $2.81B, and EPS of $3.51. Investors can compare that operating picture with valuation signals such as P/E 40.44 and FCF yield 1.2%.

InvestLog's latest related AI research is a Signal Cluster note titled "AMAT signal cluster: 3 Form 144 planned-sale filing, insider sale, and analyst rating or price-target revision signals in seven days". The latest indexable market news headline is "Noble Helium advances toward August spud at North Rukwa - ICYMI" from Proactive Investors - Finance.

Additional event context on this page matters because analyst consensus is Buy with a median target of $525.00; recent insider activity includes DICKERSON GARY E filing G-Gift; recent congressional disclosure data includes John Boozman Sale. These signals are research inputs, not a recommendation.

Valuation

P/E (TTM)

40.44

PEG

1.71

P/B

20.49

P/S

16.88

EV/EBITDA

43.98

DCF Value

$-344.03

FCF Yield

1.2%

Div Yield

0.3%

Margins & Returns

Gross Margin

49.0%

Operating Margin

29.5%

Net Margin

29.3%

ROE

39.8%

ROA

21.1%

ROIC

21.6%

Financials

PeriodRevenueNet IncomeEPS
Q2 2026$7.91B$2.81B$3.51
Q1 2026$7.01B$2.03B$2.54
Q4 2025$6.80B$1.90B$2.38
FY 2025$28.37B$7.00B$8.66

Analyst Ratings

Consensus

Buy

Target (Consensus)

$533.65

Target (Median)

$525.00

Target Range

$425.00 - $650.00

Strong Buy: 4Buy: 28Hold: 8Sell: 0Strong Sell: 1
CitigroupBuy
2026-06-17
BarclaysOverweight
2026-06-11
Cantor FitzgeraldOverweight
2026-06-10
UBSBuy
2026-06-10
MizuhoOutperform
2026-05-27

Trading Activity

Insider Trades

DICKERSON GARY Edirector, officer: President and CEO
Sell2026-06-17
DICKERSON GARY Edirector, officer: President and CEO
Sell2026-06-17
DICKERSON GARY Edirector, officer: President and CEO
Sell2026-06-17
DICKERSON GARY Edirector, officer: President and CEO
Sell2026-06-17
DICKERSON GARY Edirector, officer: President and CEO
Sell2026-06-17

Congress Trades

John BoozmanSell
2026-03-06

Related AI Research

Signal ClusterJul 1, 2026

AMAT signal cluster: 3 Form 144 planned-sale filing, insider sale, and analyst rating or price-target revision signals in seven daysAMAT 7日信号聚集:3 条 Form 144 计划减持、内部人卖出、分析师评级/目标价调整 信号

On July 1, 2026, semiconductor equipment manufacturer Applied Materials (AMAT) recorded three distinct market signals over the prior seven-day trading window, covering insider stock sales, Form 144.2026年7月1日,半导体设备制造商应用材料(AMAT)在过去7天的交易窗口期内出现3个独立市场信号,涵盖内幕股票出售、Form 144出售备案以及卖方评级调整三类信号。这类同标的多信号集群能够为市场参与者提供更全面的标的参与者情绪参考,而非单一信号的片面解读。

Rating ChangeJun 30, 2026

Susquehanna raises AMAT target to $900 from $575Susquehanna 上调目标价 应用材料 (AMAT):$575 → $900

Susquehanna raised its price target for Applied Materials (AMAT) to $900 from $575 on June 30, 2026, marking a 56.5% upward revision. The semiconductor equipment manufacturer has a $490.Susquehanna于2026年6月30日将应用材料(AMAT)的目标价从575美元上调至900美元,上调幅度达56.5%。这家半导体设备巨头当前市值约4900亿美元,此次大幅估值调整将对追踪科技硬件板块的机构及个人投资者的持仓评估产生显著影响。

Form 144 SaleJun 29, 2026

Gary Dickerson files Form 144 to sell 100,000 AMAT shares worth $70.0MGary Dickerson 提交 Form 144:拟减持 应用材料 (AMAT) 100,000 股,约 $70.0M

On June 29, 2026, Applied Materials (ticker: AMAT) executive Gary Dickerson filed a Form 144 with the U.S.2026年6月29日,半导体设备制造商应用材料(股票代码:AMAT)的高管Gary Dickerson提交了美国SEC Form 144文件,可通过 Form 144是美国SEC要求公司关联方、高管及大额持有者提交的拟出售股票预告文件,仅用于公示出售意向,并非已完成交易的证明。

Latest News

Company Info

Sector

Technology

Industry

Semiconductors

Country

US

Exchange

Beta

1.67

Applied Materials, Inc. is a prominent provider of crucial manufacturing equipment, associated services, and software solutions. These offerings primarily cater to the semiconductor, display, and related high-technology industries. The company organizes its activities into three principal business segments: 1. Semiconductor Systems: This division is dedicated to the development, production, and sale of sophisticated manufacturing tools essential for fabricating semiconductor chips, also known as integrated circuits. Its comprehensive suite of technologies includes epitaxy, ion implantation, oxidation/nitridation, rapid thermal processing, physical vapor deposition, chemical vapor deposition, chemical mechanical planarization, electrochemical deposition, atomic layer deposition, etching, and selective deposition and removal processes, in addition to precision metrology and inspection instruments. 2. Applied Global Services: This segment delivers integrated solutions aimed at maximizing the performance and productivity of manufacturing facilities and their equipment. Its services encompass providing spare parts, system upgrades, maintenance support, refurbished older-generation equipment, and advanced factory automation software for semiconductor, display, and other product lines. 3. Display and Adjacent Markets: This unit focuses on supplying products for the creation of various display technologies. This includes manufacturing solutions for liquid crystal displays (LCDs), organic light-emitting diodes (OLEDs), and other display types, which are integral to a broad spectrum of consumer electronics such as televisions, computer monitors, laptops, personal computers, electronic tablets, and smartphones. Founded in 1967, Applied Materials, Inc. maintains its corporate headquarters in Santa Clara, California. The company boasts a significant international presence, conducting operations across the United States, China, Korea, Taiwan, Japan, Southeast Asia, and Europe.