Snapshot · Applied Materials, Inc. (AMAT)

Data as of 2026-09-01T11:00:18.163Z

Fundamentals check

Market cap

$363.9B

P/E (TTM)

39.3

Gross margin

49.4%

Net margin

30.1%

ROE

40.4%

R&D / revenue

12.9%

Dividend yield

0.4%

FCF yield

1.5%

Latest dividend: $0.53/share (ex-date 2026-08-20, quarterly)

Summary

Applied Materials, Inc. engages in provision of materials engineering solutions used to produce semiconductors. The firm also focuses on design, development, production, and servicing of the critical wafer fabrication tools used for customers to manufacture semiconductors. It operates through the following segments: Semiconductor Systems and Applied Global Services (AGS). The Semiconductor Systems segment includes designing, development, manufacturing and sale of equipment used to fabricate semiconductor chips referred to as integrated circuits. The AGS segment engages in provision of services, spares, and factory automation software to customer fabrication plants globally. The company was founded on November 10, 1967 and is headquartered in Santa Clara, CA.

How it makes money

Revenue mix, latest fiscal year

• Semiconductor Systems73.3%
• Applied Global Services22.5%
• Corporate And Reconciling Items4.2%

Recent Events

• 2026-08-31T06:16:49.000Znegative

  Applied Materials, Inc. $AMAT Stock Holdings Trimmed by Benjamin Edwards Inc.

  可能与Benjamin Edwards Inc. 的持仓下降相关，恰逢披露时间，尚不能证实为因果关系。

  Source: defenseworld.net

• 2026-08-31T05:39:09.000Znegative

  Applied Materials, Inc. $AMAT Shares Sold by Freestone Grove Partners LP

  可能与Freestone Grove Partners LP 的减持相关，恰逢披露时间，尚不能证实为因果关系。

  Source: defenseworld.net

• 2026-08-28T06:50:54.000Znegative

  5,539 Shares in Applied Materials, Inc. $AMAT Bought by Ausdal Financial Partners Inc.

  可能与Ausdal Financial Partners Inc. 增持相关，恰逢披露时间，尚不能证实为因果关系。

  Source: defenseworld.net

• 2026-08-28T06:50:47.000Znegative

  Arini Capital Management Ltd Acquires Shares of 10,000 Applied Materials, Inc. $AMAT

  可能与Arini Capital Management Ltd 增持相关，恰逢披露时间，尚不能证实为因果关系。

  Source: defenseworld.net

• 2026-08-28T04:26:26.000Znegative

  ABS Investment Management LLC Takes Position in Applied Materials, Inc. $AMAT

  可能与ABS Investment Management LLC 新增持仓相关，恰逢披露时间，尚不能证实为因果关系。

  Source: defenseworld.net

• 2026-08-27T16:05:00.000Znegative

  Applied Materials Appoints Akash Palkhiwala to Board of Directors

  可能与董事会变动相关，恰逢披露时间，尚不能证实为因果关系。

  Source: globenewswire.com

• 2026-08-17T00:00:00.000Zpositive

  Price move: AMAT rose 5.5%

  AMAT 在这段行情中出现明显波动，恰逢异常的价格变动，但此处没有可关联到的具体新闻事件。

• 2026-07-30T00:00:00.000Zpositive

  Price move: AMAT rose 15.0%

  AMAT 在这段行情中出现明显波动，恰逢异常的价格变动，但此处没有可关联到的具体新闻事件。

• 2026-07-29T00:00:00.000Znegative

  Price move: AMAT fell 8.4%

  AMAT 在这段行情中出现明显波动，恰逢异常的价格变动，但此处没有可关联到的具体新闻事件。

• 2026-07-01T00:00:00.000Znegative

  Price move: AMAT fell 10.0%

  AMAT 在这段行情中出现明显波动，恰逢异常的价格变动，但此处没有可关联到的具体新闻事件。

• 2026-06-25T00:00:00.000Zpositive

  Price move: AMAT rose 13.4%

  AMAT 在这段行情中出现明显波动，恰逢异常的价格变动，但此处没有可关联到的具体新闻事件。

• 2026-06-11T00:00:00.000Zpositive

  Price move: AMAT rose 11.2%

  AMAT 在这段行情中出现明显波动，恰逢异常的价格变动，但此处没有可关联到的具体新闻事件。

Analyst view

Avg price target $682.85 from 27 analysts (last quarter)

Insider & Congress activity

Open-market trades only; grants and exercises excluded

• 2026-08-25SellHill Brice(officer: SVP, CFO)7,500 shares
• 2026-06-30SellDICKERSON GARY E(director, officer: President and CEO)30 shares
• 2026-06-30SellDICKERSON GARY E(director, officer: President and CEO)19,970 shares
• 2026-06-29SellDICKERSON GARY E(director, officer: President and CEO)7,989 shares
• 2026-06-29SellDICKERSON GARY E(director, officer: President and CEO)50,332 shares

Earnings Calendar

2026-11-12

EPS estimate: 4.05

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本内容仅为信息整理，不构成任何投资建议。