Nasdaq 100

AMAT

Applied Materials, Inc., Technology

$390.09

−7.49% on the day

Close of Fri, Oct 30, 2026

Your position

Bot consensus

57 long, 43 short

The bots are split.

Keenest to own it

See all 57

Keenest to short it

See all 43

Bot consensus

57 long, 43 short

The bots are split.

Keenest to own it

Louis Bacon98/100AskLong: #3 of 100 on Louis Bacon's long-minus-short score (0.057).
Tom Gayner95/100AskLong: #6 of 100 on Tom Gayner's long-minus-short score (0.343).
Steve Cohen94/100AskLong: #7 of 100 on Steve Cohen's long-minus-short score (-0.385).

See all 57

Will Danoff90/100AskLong: #11 of 100 on Will Danoff's long-minus-short score (-0.048).
Chase Coleman89/100AskLong: #12 of 100 on Chase Coleman's long-minus-short score (0.009).
Ed Seykota89/100AskLong: #12 of 100 on Ed Seykota's long-minus-short score (0.744).
Linda Raschke89/100AskLong: #12 of 100 on Linda Raschke's long-minus-short score (0.212).
Brad Gerstner87/100AskLong: #14 of 100 on Brad Gerstner's long-minus-short score (-0.055).
Guy Spier87/100AskLong: #14 of 100 on Guy Spier's long-minus-short score (0.516).
Philippe Laffont87/100AskLong: #14 of 100 on Philippe Laffont's long-minus-short score (-0.024).
Bruce Kovner86/100AskLong: #15 of 100 on Bruce Kovner's long-minus-short score (0.282).
Gerald Loeb84/100AskLong: #17 of 100 on Gerald Loeb's long-minus-short score (0.449).
Jim Cramer83/100AskLong: #18 of 100 on Jim Cramer's long-minus-short score (0.321).
Jesse Livermore82/100AskLong: #19 of 100 on Jesse Livermore's long-minus-short score (0.255).
Jack Bogle81/100AskLong: #20 of 100 on Jack Bogle's long-minus-short score (0.612).
Josh Brown81/100AskLong: #20 of 100 on Josh Brown's long-minus-short score (0.338).
Peter Thiel81/100AskLong: #20 of 100 on Peter Thiel's long-minus-short score (0.454).
Benjamin Graham80/100AskLong: #21 of 100 on Benjamin Graham's long-minus-short score (0.07).
Cliff Asness78/100AskLong: #23 of 100 on Cliff Asness's long-minus-short score (0.213).
Jeremy Siegel78/100AskLong: #23 of 100 on Jeremy Siegel's long-minus-short score (0.233).
Marc Cohodes78/100AskLong: #23 of 100 on Marc Cohodes's long-minus-short score (0.15).
Warren Buffett78/100AskLong: #23 of 100 on Warren Buffett's long-minus-short score (0.249).
Jeff Ubben75/100AskLong: #26 of 100 on Jeff Ubben's long-minus-short score (0.22).
Terry Smith75/100AskLong: #26 of 100 on Terry Smith's long-minus-short score (0.315).
Dave Portnoy73/100AskLong: #28 of 100 on Dave Portnoy's long-minus-short score (0.181).
Nancy Pelosi (household)73/100AskLong: #28 of 100 on Nancy Pelosi (household)'s long-minus-short score (0.292).
Li Lu72/100AskLong: #29 of 100 on Li Lu's long-minus-short score (0.211).
Chuck Akre71/100AskLong: #30 of 100 on Chuck Akre's long-minus-short score (0.263).
Gerald Tsai71/100AskLong: #30 of 100 on Gerald Tsai's long-minus-short score (0.193).
Nicolas Darvas71/100AskLong: #30 of 100 on Nicolas Darvas's long-minus-short score (0.177).
Carson Block70/100AskLong: #31 of 100 on Carson Block's long-minus-short score (0.185).
Stanley Druckenmiller70/100AskLong: #31 of 100 on Stanley Druckenmiller's long-minus-short score (0.213).
Charlie Munger69/100AskLong: #32 of 100 on Charlie Munger's long-minus-short score (0.228).
George Soros69/100AskLong: #32 of 100 on George Soros's long-minus-short score (0.252).
Kevin O'Leary69/100AskLong: #32 of 100 on Kevin O'Leary's long-minus-short score (0.188).
Bill Ackman67/100AskLong: #34 of 100 on Bill Ackman's long-minus-short score (0.131).
Jim Simons66/100AskLong: #35 of 100 on Jim Simons's long-minus-short score (0.153).
Kyle Bass66/100AskLong: #35 of 100 on Kyle Bass's long-minus-short score (0.107).
Bill Ruane65/100AskLong: #36 of 100 on Bill Ruane's long-minus-short score (0.109).
Ken Fisher65/100AskLong: #36 of 100 on Ken Fisher's long-minus-short score (0.122).
Joel Greenblatt64/100AskLong: #37 of 100 on Joel Greenblatt's long-minus-short score (0.192).
Jim Chanos61/100AskLong: #40 of 100 on Jim Chanos's long-minus-short score (0.117).
James O'Shaughnessy60/100AskLong: #41 of 100 on James O'Shaughnessy's long-minus-short score (0.062).
Whitney Tilson60/100AskLong: #41 of 100 on Whitney Tilson's long-minus-short score (0.09).
David Shaw59/100AskLong: #42 of 100 on David Shaw's long-minus-short score (0.124).
Geraldine Weiss59/100AskLong: #42 of 100 on Geraldine Weiss's long-minus-short score (0.063).
William O'Neil59/100AskLong: #42 of 100 on William O'Neil's long-minus-short score (0.034).
Ken Griffin58/100AskLong: #43 of 100 on Ken Griffin's long-minus-short score (0.069).
Michael Steinhardt57/100AskLong: #44 of 100 on Michael Steinhardt's long-minus-short score (0.045).
Philip Fisher57/100AskLong: #44 of 100 on Philip Fisher's long-minus-short score (0.054).
Lowell Miller55/100AskLong: #46 of 100 on Lowell Miller's long-minus-short score (0.043).
Howard Marks54/100AskLong: #47 of 100 on Howard Marks's long-minus-short score (0.033).
Jeremy Grantham52/100AskLong: #49 of 100 on Jeremy Grantham's long-minus-short score (0.048).
Josh Peters52/100AskLong: #49 of 100 on Josh Peters's long-minus-short score (0.064).
John Neff51/100AskLong: #50 of 100 on John Neff's long-minus-short score (0.024).
Julian Robertson51/100AskLong: #50 of 100 on Julian Robertson's long-minus-short score (0.039).
Mohnish Pabrai49/100AskShort: #49 of 50 shorts on Mohnish Pabrai's long-minus-short score (-0.063).

Keenest to short it

Richard Driehaus8/100AskShort: #9 of 50 shorts on Richard Driehaus's long-minus-short score (-0.408).
Chamath Palihapitiya12/100AskShort: #13 of 50 shorts on Chamath Palihapitiya's long-minus-short score (-0.516).
Fred Alger14/100AskShort: #15 of 50 shorts on Fred Alger's long-minus-short score (-0.455).

See all 43

Paul Tudor Jones16/100AskShort: #17 of 50 shorts on Paul Tudor Jones's long-minus-short score (-0.411).
Bill Miller18/100AskShort: #19 of 50 shorts on Bill Miller's long-minus-short score (-0.263).
Jeff Smith20/100AskShort: #21 of 50 shorts on Jeff Smith's long-minus-short score (-0.372).
Nick Sleep21/100AskShort: #22 of 50 shorts on Nick Sleep's long-minus-short score (-0.155).
Harry Markowitz22/100AskShort: #23 of 50 shorts on Harry Markowitz's long-minus-short score (-0.37).
Carl Icahn24/100AskShort: #25 of 50 shorts on Carl Icahn's long-minus-short score (-0.251).
Martin Shkreli25/100AskShort: #26 of 50 shorts on Martin Shkreli's long-minus-short score (-0.204).
Cathie Wood26/100AskShort: #27 of 50 shorts on Cathie Wood's long-minus-short score (-0.26).
Rob Arnott26/100AskShort: #27 of 50 shorts on Rob Arnott's long-minus-short score (-0.267).
Jim Rogers27/100AskShort: #28 of 50 shorts on Jim Rogers's long-minus-short score (-0.197).
Paul Singer27/100AskShort: #28 of 50 shorts on Paul Singer's long-minus-short score (-0.174).
Keith Gill28/100AskShort: #29 of 50 shorts on Keith Gill's long-minus-short score (-0.169).
Ron Baron29/100AskShort: #30 of 50 shorts on Ron Baron's long-minus-short score (-0.236).
Mark Cuban30/100AskShort: #31 of 50 shorts on Mark Cuban's long-minus-short score (-0.168).
David Dreman31/100AskShort: #32 of 50 shorts on David Dreman's long-minus-short score (-0.244).
Nate Anderson32/100AskShort: #33 of 50 shorts on Nate Anderson's long-minus-short score (-0.102).
David Einhorn33/100AskShort: #34 of 50 shorts on David Einhorn's long-minus-short score (-0.168).
Ed Thorp33/100AskShort: #34 of 50 shorts on Ed Thorp's long-minus-short score (-0.182).
John Templeton33/100AskShort: #34 of 50 shorts on John Templeton's long-minus-short score (-0.163).
Steve Kuhn33/100AskShort: #34 of 50 shorts on Steve Kuhn's long-minus-short score (-0.194).
Dan Loeb34/100AskShort: #35 of 50 shorts on Dan Loeb's long-minus-short score (-0.102).
Fama and French34/100AskShort: #35 of 50 shorts on Fama and French's long-minus-short score (-0.14).
Michael Burry34/100AskShort: #35 of 50 shorts on Michael Burry's long-minus-short score (-0.179).
Seth Klarman34/100AskShort: #35 of 50 shorts on Seth Klarman's long-minus-short score (-0.183).
Dennis Lynch36/100AskShort: #37 of 50 shorts on Dennis Lynch's long-minus-short score (-0.127).
Nelson Peltz36/100AskShort: #37 of 50 shorts on Nelson Peltz's long-minus-short score (-0.135).
Mario Gabelli37/100AskShort: #38 of 50 shorts on Mario Gabelli's long-minus-short score (-0.096).
Peter Lynch37/100AskShort: #38 of 50 shorts on Peter Lynch's long-minus-short score (-0.113).
Michael Price38/100AskShort: #39 of 50 shorts on Michael Price's long-minus-short score (-0.144).
Bill Fleckenstein39/100AskShort: #40 of 50 shorts on Bill Fleckenstein's long-minus-short score (-0.121).
Richard Dennis39/100AskShort: #40 of 50 shorts on Richard Dennis's long-minus-short score (-0.089).
Ray Dalio40/100AskShort: #41 of 50 shorts on Ray Dalio's long-minus-short score (-0.082).
Martin Zweig42/100AskShort: #43 of 50 shorts on Martin Zweig's long-minus-short score (-0.075).
T. Rowe Price42/100AskShort: #43 of 50 shorts on T. Rowe Price's long-minus-short score (-0.062).
Aswath Damodaran43/100AskShort: #44 of 50 shorts on Aswath Damodaran's long-minus-short score (-0.04).
John Maynard Keynes43/100AskShort: #44 of 50 shorts on John Maynard Keynes's long-minus-short score (-0.171).
John Paulson44/100AskShort: #45 of 50 shorts on John Paulson's long-minus-short score (-0.056).
Mark Minervini46/100AskShort: #46 of 50 shorts on Mark Minervini's long-minus-short score (-0.027).
Walter Schloss47/100AskShort: #47 of 50 shorts on Walter Schloss's long-minus-short score (-0.031).
Thomas Russo51/100AskLong: #50 of 100 on Thomas Russo's long-minus-short score (-0.019).

Modeled on each investor's published approach, not their real picks. Ask opens a chat with that bot about AMAT in Claude or ChatGPT. Connect your assistant →

Stock of the Day

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−23.1% over 3M

2026-07-312026-09-162026-10-30

Market cap$309.6B

Last close$390.09

Day move−7.49%

SectorTechnology

About

Semiconductor Equipment & Materials, 38,900 employees

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.

From Yahoo Finance, appliedmaterials.com

About

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Fundamental analysis

Applied Materials Stock (AMAT): Is This Semiconductor Giant a Smart Investment for Long-Term Growth?Investing With Rod, Tue, Jun 9

Picked by YouTube search, not by us. Someone else's view, not advice.

Earnings

Source: Nasdaq and Zacks consensus

Beat the forecast in 4 of the last 4 quarters.

Jul 2026, Aug 13Beat+3.5%EPS $3.50 vs $3.38 expectedStock −7.5% around it
Apr 2026, May 14Beat+6.7%EPS $2.86 vs $2.68 expectedStock +0.0% around it
Jan 2026, Feb 12Beat+8.7%EPS $2.38 vs $2.19 expectedStock +4.4% around it
Oct 2025, Nov 13Beat+2.8%EPS $2.17 vs $2.11 expectedStock −2.0% around it

The stock's move is from the close before the report to the close after it.

Earnings

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Financials

Last 8 quarters

Quarter ending	Jul 2026	Apr 2026	Jan 2026	Oct 2025*	Jul 2025	Apr 2025	Jan 2025	Oct 2024*
Revenue	$9.1B	$7.9B	$7.0B	$6.8B	$7.3B	$7.1B	$7.2B	$7.0B
Gross margin	50.3%	49.9%	49.0%	48.0%	48.8%	49.1%	48.8%	47.3%
Operating margin	33.7%

How it ranks in the 100

0 = last, 100 = first

CheapEarnings, book value, cash flow vs price42
GrowingRevenue and earnings growth12
QualityHigh return on equity, fat margins, little debt91
TrendPast year, skipping last month90
PayoutsDividends and buybacks64
Big

Research

AMAT in numbers and news

Valuation

Source: SEC filings and daily closes

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P/E33.4price ÷ last 12 months' earnings

EPS$11.68earnings a share, 12 months

Revenue growth+4.4%last fiscal year over the one before

Dividend yield0.55%paid over the past year, at today's price

52-week range$220.23–$723.00lowest to highest close

Beta2.14a year against the Nasdaq 100's average stock; 1 moves with it

Valuation

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Insider trades

Since Dec 23, 2025

Bought on the marketNonesince Dec 23, 2025

Sold on the market$179M8 insiders in 17 filings299,316 shares

Open-market buys and sells are the ones that say something; awards, exercises and tax withholding are routine.

Every transaction, in Advanced

SEC Form 4, public domain. The latest 40 of 53 Form 4 filings from the last 12 months are counted. A sale filled at several prices is one line at its average price. All Form 4s on EDGAR

Insider trades

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Insider trades

Since Dec 23, 2025

Bought on the marketNonesince Dec 23, 2025

Sold on the market$179M8 insiders in 17 filings299,316 shares

Open-market buys and sells are the ones that say something; awards, exercises and tax withholding are routine.

Date	Insider	Transaction	Shares	Price	Value	Filing
Oct 2, 2026	Sanders AdamCorp. Controller & CAO	Sold on the market	−725	$544.56	$395K	Form 4 ↗
Oct 1, 2026	Sanders AdamCorp. Controller & CAO	Tax withholding	−269	$529.30	$142K	Form 4 ↗
Oct 1, 2026	Deane Timothy MSVP, Applied Global Services	Tax withholding	−2,644	$529.30	$1.4M	Form 4 ↗
Sep 8, 2026	Bruner JudyDirector	Sold on the market	−1,000	$465.00	$465K	Form 4 ↗
Aug 27, 2026	Palkhiwala Akash J.Director	Award	+279	—	—	Form 4 ↗
Aug 25, 2026	Hill BriceSVP, CFO	Sold on the market	−7,500	$479.25	$3.6M	Form 4 ↗
Jul 1, 2026	Sanders AdamCorp. Controller & CAO	Tax withholding	−125	$650.91	$81.4K	Form 4 ↗
Jun 30, 2026	Dickerson Gary EPresident and CEO, Director	Sold on the market	−20,000	$735.22average	$14.7M	Form 4 ↗
Jun 29, 2026	Dickerson Gary EPresident and CEO, Director	Sold on the market	−58,321	$700.36average	$40.8M	Form 4 ↗
Jun 18, 2026	Raja Prabu G.President, Semi. Products Grp.	Sold on the market	−10,000	$633.53	$6.3M	Form 4 ↗
Jun 16, 2026	Iannotti Thomas JDirector	Sold on the market	−9,250	$599.77	$5.5M	Form 4 ↗
Jun 16, 2026	Iannotti Thomas JDirector	Gift	−750	—	—	Form 4 ↗
Jun 16, 2026	Nalamasu OmkaramSVP, CTO	Sold on the market	−24,263	$593.43average	$14.4M	Form 4 ↗
Jun 16, 2026	Dickerson Gary EPresident and CEO, Director	Sold on the market	−71,727	$593.75average	$42.6M	Form 4 ↗
Jun 16, 2026	Dickerson Gary EPresident and CEO, Director	Gift	−17,000	—	—	Form 4 ↗
Jun 15, 2026	Nalamasu OmkaramSVP, CTO	Sold on the market	−10,737	$591.95average	$6.4M	Form 4 ↗
Jun 15, 2026	Dickerson Gary EPresident and CEO, Director	Sold on the market	−11,273	$590.03	$6.7M	Form 4 ↗
Jun 15, 2026	Deane Timothy MSVP, Applied Global Services	Sold on the market	−8,621	$590.76	$5.1M	Form 4 ↗
Jun 15, 2026	Deane Timothy MSVP, Applied Global Services	Gift	−1,545	—	—	Form 4 ↗
Jun 4, 2026	Raja Prabu G.President, Semi. Products Grp.	Sold on the market	−50,000	$505.28average	$25.3M	Form 4 ↗
Jun 3, 2026	Hill BriceSVP, CFO	Sold on the market	−2,500	$498.86	$1.2M	Form 4 ↗
May 26, 2026	Bruner JudyDirector	Sold on the market	−1,128	$450.00	$508K	Form 4 ↗
May 22, 2026	Sanders AdamCorp. Controller & CAO	Sold on the market	−268	$434.22	$116K	Form 4 ↗
May 21, 2026	De Geus AartDirector	Gift	−17,855	—	—	Form 4 ↗
Apr 1, 2026	Sanders AdamCorp. Controller & CAO	Tax withholding	−125	$353.80	$44.2K	Form 4 ↗
Mar 12, 2026	Karsner AlexanderDirector	Award	+741	—	—	Form 4 ↗
Mar 12, 2026	Bruner JudyDirector	Award	+741	—	—	Form 4 ↗
Mar 12, 2026	Iannotti Thomas JDirector	Award	+741	—	—	Form 4 ↗
Mar 12, 2026	Chen XunDirector	Award	+741	—	—	Form 4 ↗
Mar 12, 2026	Anderson James RobertDirector	Award	+741	—	—	Form 4 ↗
Mar 12, 2026	March Kevin PDirector	Award	+741	—	—	Form 4 ↗
Mar 12, 2026	Mcgregor Scott ADirector	Award	+741	—	—	Form 4 ↗
Mar 12, 2026	Borkar RaniDirector	Award	+741	—	—	Form 4 ↗
Mar 12, 2026	De Geus AartDirector	Award	+741	—	—	Form 4 ↗
Feb 25, 2026	Bruner JudyDirector	Sold on the market	−2,500	$391.71	$979K	Form 4 ↗
Feb 24, 2026	Sanders AdamCorp. Controller & CAO	Sold on the market	−534	$379.16	$202K	Form 4 ↗
Feb 23, 2026	Bruner JudyDirector	Sold on the market	−3,969	$377.02average	$1.5M	Form 4 ↗
Feb 17, 2026	Hill BriceSVP, CFO	Sold on the market	−5,000	$361.21	$1.8M	Form 4 ↗
Jan 1, 2026	Deane Timothy MSVP, Applied Global Services	Tax withholding	−1,891	$256.99	$486K	Form 4 ↗
Jan 1, 2026	Sanders AdamCorp. Controller & CAO	Tax withholding	−324	$256.99	$83.3K	Form 4 ↗
Dec 31, 2025	Chen XunDirector	Award	+187	—	—	Form 4 ↗
Dec 19, 2025	Dickerson Gary EPresident and CEO, Director	Tax withholding	−130,843	$256.41	$33.5M	Form 4 ↗
Dec 19, 2025	Deane Timothy MSVP, Applied Global Services	Tax withholding	−16,465	$256.41	$4.2M	Form 4 ↗
Dec 19, 2025	Hill BriceSVP, CFO	Tax withholding	−28,062	$256.41	$7.2M	Form 4 ↗
Dec 19, 2025	Raja Prabu G.President, Semi. Products Grp.	Tax withholding	−33,406	$256.41	$8.6M	Form 4 ↗
Dec 19, 2025	Nalamasu OmkaramSVP, CTO	Tax withholding	−20,307	$256.41	$5.2M	Form 4 ↗
Nov 21, 2025	Raja Prabu G.President, Semi. Products Grp.	Gift	−45	—	—	Form 4 ↗

SEC Form 4, public domain. The latest 40 of 53 Form 4 filings from the last 12 months are counted. A sale filled at several prices is one line at its average price. All Form 4s on EDGAR

Insider trades

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In the news

Headlines are the outlets' views, not ours. Read the date before the headline. More on Yahoo Finance

In the news

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In the news

Headlines are the outlets' views, not ours. Read the date before the headline. More on Yahoo Finance

In the news

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Figures from SEC filings and daily closes; results dates and headlines from Yahoo Finance and Nasdaq; insider trades from SEC Form 4. For learning, not investment advice.

Discussion

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Discussion

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Measure	AMAT	Higher than
Earnings yield (earnings ÷ price)	3.0%	52%
Book yield (book value ÷ price)	8.3%	39%
Free cash flow yield	1.8%	33%
Buyback yield	1.6%	68%
Revenue growth, a year	4.4%	21%
EPS growth, a year	0.6%	31%
Return on equity	36.2%	73%
Return on assets	21.3%	84%
Net margin	30.1%	84%
Liabilities ÷ assets	41.1%	30%
Past year, skipping last month	125.8%	90%
Past 6 months, skipping last month	36.4%	86%
Volatility, a year's worth	52.6%	70%

About

About

Fundamental analysis

Earnings

Earnings

Financials

How it ranks in the 100

AMAT in numbers and news

Valuation

Valuation

Insider trades

Insider trades

Insider trades

Insider trades

In the news

In the news

In the news

In the news

Discussion

Discussion

The figures behind them

Fundamental analysis

In the news

In the news

Discussion

Valuation

About

Insider trades

Insider trades

Earnings