Snapshot · Applied Materials, Inc. (AMAT)

Data as of 2026-10-18T17:14:26.343Z

Fundamentals check

Market cap

$324.8B

P/E (TTM)

35.1

Gross margin

49.4%

Net margin

30.1%

ROE

40.4%

R&D / revenue

12.9%

Dividend yield

0.5%

FCF yield

1.7%

Latest dividend: $0.53/share (ex-date 2026-11-19, 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

• 2026-10-17T09:30:07.000Zpositive

  AMD, AVGO, AMAT & INTC: Stephen Sopko's AI Leadership Picks Beyond NVDA

  可能与AI领域投资观点相关，AMAT被提及作为领导力话题的一部分，非因果性结论。

  Source: youtube.com

• 2026-10-14T11:55:15.000Zpositive

  Applied Materials CEO on Doubling Revenue Thanks To AI

  恰逢公司强调AI驱动的增长计划，可能与未来收入扩张相关，但不证明已实现因果关系。

  Source: youtube.com

• 2026-10-14T10:56:09.000Zpositive

  Wall Street Analysts Think Applied Materials (AMAT) Could Surge 39.39%: Read This Before Placing a Bet

  可能与分析师对AMAT的上涨目标有关，但不构成投资建议；需关注市场波动与执行风险。

  Source: zacks.com

• 2026-10-13T18:02:33.000Zpositive

  Applied Materials Targets AI-Led Market Share Gains and Higher Margins by 2030

  或有助于市场对AMAT长期前景的乐观预期，具体效果需结合执行情况。

  Source: marketbeat.com

• 2026-10-13T12:45:00.000Zpositive

  Applied Materials Set to Outperform as AI Drives Sustained Demand for Wafer Fab Equipment

  可能与AI驱动的需求持续增长相关，但不等同于未来业绩保证。

  Source: globenewswire.com

• 2026-10-13T00:00:00.000Znegative

  Price move: AMAT fell 6.7%

  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。

• 2026-09-18T00:00:00.000Zpositive

  Price move: AMAT rose 6.5%

  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。

• 2026-09-14T00:00:00.000Znegative

  Price move: AMAT fell 7.1%

  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。

• 2026-08-28T00:00:00.000Znegative

  Price move: AMAT fell 4.3%

  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。

• 2026-08-17T00:00:00.000Zpositive

  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。

Analyst view

Avg price target $639.87 from 15 analysts (last quarter)

Insider & Congress activity

Open-market trades only; grants and exercises excluded

• 2026-10-02SellSanders Adam(officer: Corp. Controller & CAO)725 shares
• 2026-09-08SellBRUNER JUDY(director)1,000 shares
• 2026-08-25SellHill Brice(officer: SVP, CFO)7,500 shares

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本内容仅为信息整理，不构成任何投资建议。